Ashley DeLuce 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 (2022)
Ashley DeLuce 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 1 (2022)
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 (2022)
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 (2022)
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? (2021)
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 (2021)
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 (2021)
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 (2021)
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 (2021)
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 Session 2 (2021)
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 (2021)
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? (2021)
Jay Kloepfer James W. Van Heuit
The world is changing dramatically, and our annual Defined Contribution Survey continues to evolve to fit the shifting landscape. In this webinar, Callan's Jana Steele and Jamie McAllister share the survey results, touching on governance, investments, and new and continued legislation in this area, as well as financial wellness and the impact of COVID-19. Our DC Practice Leader Greg Ungerman moderates.
March 8, 2021
Webinar: 2021 DC Survey – Governance, Legislation, and Financial Wellness, Oh My! (2021)
Jana Steele Jamie McAllister Greg Ungerman
During the one-hour webinar, you will hear from senior professionals discussing insights from institutional investors, as well as trends and search activity for equities, fixed income, and alternative investments.
January 22, 2021
4Q Market Intelligence - Special Edition Webinar (2021)
Jay Kloepfer Anne Maloney Millie Viqueira Benjamin Taylor Brady O'Connell
During this interview, Mark Wood discussed with Wendy Cromwell from Wellington the newly created Net Zero Asset Manager Initiative, the role asset managers should play in reducing emissions and how asset managers can help asset owners meet individual portfolio de-carbonization goals.
January 20, 2021
Research Cafe: ESG Interview Series Session 1 (2021)
During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2021-2030 Capital Markets Assumptions.
January 14, 2021
Webinar: Callan's 2021-2030 Capital Markets Assumptions (2021)
Jay Kloepfer Kevin Machiz Adam Lozinski
Pete Keliuotis and Ashley DeLuce will use the Private Equity survey results to provide actionable insights for institutional investors to help them negotiate with private equity managers.
October 7, 2020
Research Cafe: Private Equity (2020)
Pete Keliuotis Ashley DeLuce
A look at the impact of dislocation on the global economy, industry sectors, loans, and government policy and explain private credit strategies and outline opportunities in the cycle.
August 20, 2020
Webinar: Credit Dislocation (2020)
Catherine Beard Weston Lewis Nathan Wong
Walk away with a clearer picture of China, as well as specific steps you can take to make informed investment decisions.
July 29, 2020
Webinar: Demystifying China (2020)
Ivan "Butch" Cliff Ho Hwang Fanglue Zhou
Our experts share the role hedge funds play in a broader portfolio and the market conditions that lead to positive and negative performance. Also, how clients can evaluate different hedge fund strategies to measure risk and help accomplish their goals.
May 21, 2020
Webinar: Hedge Fund Overview (2020)
Karen Heifferon Pete Keliuotis