Investment Vehicles: What Managers Need to Know

Workshop in Chicago, May 16/17

Investment Vehicle Workshop: What Managers Need to Know

Callan’s Institutional Consulting Group (ICG) supports the success of the investment management community by providing market intelligence, portfolio analytics, and ongoing investment industry education to investment manager clients.

Vehicles and their usage in the defined benefit and defined contribution marketplaces is an increasingly important topic, both for investment management organizations and plan sponsors. Understanding the differences in structure, regulation, and acceptance by varying types of institutional investors is essential. Clarity and better understanding of vehicle offerings and their importance and use becomes valuable to the decision-making process of plan sponsors and investment managers.

In response to this need, ICG is hosting an educational workshop for investment managers on this topic.  The presenters will share Callan’s knowledge of and experience with the types and implementation of vehicles, along with the structure and a forward look at the evolution of the marketplace. Topics covered will include:

  • Characteristics of available investment vehicles
  • Implementation and use of investment vehicles by plan sponsors
  • Implementation and use of investment vehicles in the DC marketplace
  • Evolution of the industry for plan sponsors, trust companies, and consultants

Speakers:

  • Virgilio “Bo” Abesamis, III, Executive Vice President, Trust, Custody and Securities Lending Group
  • Mark Kinoshita, Vice President, Trust, Custody and Securities Lending Group
  • Jimmy Veneruso, CFA, CAIA, Vice President, Defined Contribution Group

The workshop is open to marketing, sales, and consultant relations professionals as well as their colleagues who are responsible for the decision-making and implementation of vehicles.

Tuesday, May 16, 2017 (Clients)
Wednesday, May 17, 2017 (Non Clients)

8:00 a.m. – 12:30 p.m.

Callan Associates, 120 N. LaSalle Street, Suite 2400, Chicago, IL  60602

The fee for the workshop is $1,000 for clients and $2,000 for non-clients per individual.

Registration  deadline is April 14, 2017.  Payment is due by May 1, 2017.

Click here to register

When registering, please select the client or non-client session.

Seating is limited to 36 participants and open to two individuals per firm.  Due to the demand for this workshop, refunds are not available.  Substitutions are allowed with an individual from the same firm if the original registrant is unable to attend.

For registration changes or questions, please contact Nona Phillips at  phillips@callan.com or 312.346.3536.

We must inform all new and remind existing clients of the Institutional Consulting Group that they are not entitled to any preferential treatment in the services conducted by Callan Associates; such manager relationships do not affect the outcome or process by which any of Callan’s services are conducted.