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Registration opens April 1
Diverse and Emerging Manager Webinar
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Virtual

Join us for our Diverse and Emerging Manager Webinar

June 11, 2021 – 9:30 am (PST)

For the purpose of registering for this event, Callan defines an emerging manager as a firm with less than $3 billion AUM. This also includes diverse-, women-, and disabled-owned (DWDO) firms with less than $10 billion AUM.

Callan Perspective: Insights and Trends

Callan’s Institutional Consulting Group is hosting a webinar providing Callan’s insight and perspective on trends and communication in a post-virtual environment, specifically for the diverse and emerging manager community. We strongly believe that educating investment professionals on effective communication practices helps foster better outcomes for plan sponsors and their participants.

Staying together during uncertain times is a goal for everyone. Meetings continue to evolve with virtual, live and hybrid formats.  Investment managers need to have the knowledge, capabilities and flexibility to initiate and conduct meetings in all environments. 

Our webinar will highlight best practices when communicating with clients, prospects, and consultants in meetings. We will review areas in which investment managers connect with the institutional marketplace, including:

  • Insight into Callan’s manager search process and review of search activity
  • Perspective on the Institutional marketplace and the challenges investment managers face
  • Real-time insight from a senior Callan research consultant on what information is expected and timing of delivery
  • Real-time insight from a senior Callan plan sponsor consultant on what consultants and clients want to know and expect
  • Messaging and communicating in an environment that will include virtual, in-person and hybrid meetings

Facilitators:

The webinar is open to all professionals with the diverse and emerging manager classification and involved in investment management, marketing, servicing, and communication of investment products to the institutional marketplace. 

There is no fee for this seminar, but registration is required.

The registration deadline is June 1. This is not a Callan Connects event.  

If you have any questions please contact Nona Phillips, Institutional Consulting Group at [email protected] at 312.551.1330.

Date & Time

Starts 2021-06-11
9:30 AM PT
Ends 2021-06-11
10:30 AM PT

Location

Virtual via Zoom
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Location and Cost

The session will be held virtually via the Zoom platform. There is no cost to attend this event.

Event Speakers

Joan Dorow
Joan Dorow
Senior Vice President
Lauren Mathias
Lauren Mathias
Senior Vice President
Brianne Weymouth
Brianne Weymouth
Senior Vice President
Anne Maloney
Anne Maloney
Senior Vice President

Attendee Lists

Agenda