Research Café: Modeling Returns and Managing Market Cap Weights
August 21, 2025 – 9:30 am (PT)
Please tune in to the Callan Institute’s Research Café on August 21, featuring members of our Capital Markets Research group. Adam Lozinski, CFA and Kevin Machiz, CFA, FRM, will discuss how valuations inform Callan’s equity projections, how long equity cycles have influenced market cap weights, and the importance of a disciplined, conservative approach for both forecasting equity returns and setting market cap-weighted targets.
We hope you can join us for this 30-minute session!