On-Demand Webinars

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During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2023-2032 Capital Markets Assumptions.
January 23, 2023
Webinar: Callan's 2023-2032 Capital Markets Assumptions
Jay Kloepfer Kevin Machiz Adam Lozinski
In this webinar, Callan experts will walk investment managers through a live demo of CallanDNA. Learn what fields are most important to Callan consultants and how your data ultimately gets used, for both public markets and private markets.
January 6, 2023
Webinar: Live Demo of CallanDNA – For Investment Managers
Ashley Kahn David Zee Aaron Quach
During this webinar, Callan specialists will look at asset classes broadly to examine where flows are going and why they are flowing this way.
November 14, 2022
Webinar: Follow the Money: Rebalancing During This Unusual Market Environment
Emily Hylton Jay Kloepfer Mark Andersen
Callan experts will offer key insights from our 2022 ESG Survey. This webinar will focus on the extent to which U.S. based asset owners are integrating ESG factors into their investment process and what concerns exist about ESG incorporation.
November 9, 2022
Webinar: 2022 ESG Survey Results
Thomas Shingler Hannah Vieira
We explore why closed and frozen plans might wish to hibernate in the current market, thereby deferring the decision to fully terminate until some future period. We discuss the impact of interest rates on hibernation versus plan termination decisions, the types of plans hibernation may be applicable for, financial statement impact, costs, when and for how long plans might consider ongoing plan management and other factors.
October 11, 2022
Webinar: Corporate Pension Hibernation
Emily Hylton Kyle Fekete Jason Ellement Ric Ford
During this interview, Tom Shingler of Callan discusses with Sara Rosner, director of environment research and engagement for AllianceBernstein's responsible investing team, carbon emissions, why they matter to investors, and emerging trends as investors look to assess risks/opportunities that climate change presents.
October 11, 2022
Research Cafe: ESG Interview Series Session
Thomas Shingler
Jay Kloepfer and Adam Lozinski will share preliminary mid-year Capital Market Assumptions for 2023-2032.
September 2, 2022
Research Cafe: Preliminary Mid-Year Capital Market Assumptions
Jay Kloepfer Adam Lozinski
Please join Bill Emmett, CFA at Callan as he interviews two experts in the PRT space to discuss the various issues and steps that occur after the PRT decision has been made and plan sponsors are engaging with insurers to offload pension obligations.
May 19, 2022
Webinar: Pension Risk Transfer
William Emmett
Ashley Kahn and Jonathan Farr will use the Private Equity survey results to provide actionable insights for institutional investors to help them negotiate with private equity managers.
May 12, 2022
Research Cafe: Private Equity
Ashley Kahn Jonathan Farr
During this interview, Mark Wood of Callan discusses with Jon Hale, Director of ESG Strategy at Morningstar the evolving definition of sustainable investments.
April 6, 2022
Research Cafe: ESG Interview Series Session
Mark Wood
This webinar focuses on the results of Callan’s 2022 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 1, 2022
Webinar: 2022 DC Survey Results
Jamie McAllister Greg Ungerman
During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2022-2031 Capital Markets Assumptions.
January 21, 2022
Webinar: Callan's 2022-2031 Capital Markets Assumptions
Jay Kloepfer Kevin Machiz Adam Lozinski
Join Callan specialists Tom Shingler and Mark Wood as they share their perspective on recent activity in the industry, review results from Callan’s ESG Survey and discuss Callan’s approach to working with institutional investor clients on ESG issues.
December 6, 2021
Webinar: ESG - Where the Only Constant Is Change. Are You Prepared to Adapt?
Thomas Shingler Mark Wood
During this interview, Ben Taylor, Callan’s Head of Tax Exempt DC Research, details cybersecurity tips from the Department of Labor and explains how plan sponsors can document their compliance with these standards.
November 10, 2021
Research Cafe: DOL Cybersecurity Tips
Benjamin Taylor Greg DeForrest
During this interview, Brady O'Connell, an investment consultant in Callan's Chicago office, and John Pirone, a member of our Capital Markets Research group, will discuss the differences between how actuaries and investment consultants develop assumptions on expected returns. 
October 29, 2021
Research Cafe: Understanding Returns for Public DB Plans
John Pirone Brady O'Connell
During this interview, Mark Wood of Callan discusses with George Serafeim, Charles M. Williams Professor of Business Administration and the Faculty Chair of the Impact-Weighted Accounts Project at Harvard Business School, the impact of positive ESG news on a company’s stock price.
October 6, 2021
Webinar: ESG Interview Series
Mark Wood
During this interview, Bernie Bazile of Callan discusses with Avery Robinson of Callan the definition of  Proptech and describes how it is used by real estate investment managers and other industry players. 
August 31, 2021
Research Cafe: Property Technology
Bernie Bazile
During this interview, Tom Shingler of Callan discusses with Carol Jeppesen from Principles for Responsible Investment (PRI) their mission and what it means to be a signatory for asset owners, asset managers, and service providers like Callan.  They also discuss current initiatives of the UN PRI.
June 25, 2021
Research Cafe: ESG Interview Series
Thomas Shingler
Join Callan’s Institutional Consulting Group in 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.
June 17, 2021
Webinar: Diverse and Emerging Manager Session on Callan Perspectives - Insights and Trends
Brianne Weymouth Lauren Mathias Joan Dorow
Inflation is top of mind and the fear around it sparks the question of how to best structure a portfolio to protect it in an inflationary environment. In this webinar, Callan specialists Jay Kloepfer and Jim Van Heuit share their knowledge in answering the following questions: What is the probability of inflation and where will it come from? What investments perform well in different types of inflation regimes? How much of this inflation hedging investment do you want in your portfolio?
May 26, 2021
Webinar: The Fed's Not Concerned About Inflation. Should You Be?
Jay Kloepfer