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Registration opens January 1
"Callan College" for Investment Managers - Process, Search, and Communications

Process, Search, and Communications

This session, which will take place over 3 days, is designed to help investment managers learn about the process and communication skills to work effectively with clients and consultants. The course will provide insight into industry best practices, while also addressing pitfalls that should be avoided. Please note that this “Callan College” session is a modification of the traditional manager sessions.

The course is beneficial to anyone involved in the business of investment management, including: 

  • Client services professionals
  • Business development officers
  • Consultant relations professionals
  • Portfolio managers
  • RFP writers
  • Marketing professionals

Topics covered within the session include:

  • Review of the asset management process
  • Current industry trends
  • Manager structure
  • Manager search process
  • Communication best practices

We look forward to seeing you there!

Prerequisites: None required.

Date & Time

Starts 2021-03-30
8:30 AM PT
Ends 2021-04-01
11:30 AM PT


Virtual via Zoom
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Location and Cost

The session will be held virtually via the Zoom platform. The tuition for this course is $1300 per person. The fee includes instruction, all materials, and recordings of all presentations.

Event Speakers

Ashley DeLuce
Ashley DeLuce
Vice President
Michael Joecken
Michael Joecken
Senior Vice President
Lauren Mathias
Lauren Mathias
Senior Vice President
Jay Kloepfer
Jay Kloepfer
Executive Vice President
Jamie McAllister
Jamie McAllister
Senior Vice President
Anne Maloney
Anne Maloney
Senior Vice President

Daily Agendas & Workshop Descriptions

Attendee Lists