Student Engagement

Welcoming students from all communities and backgrounds interested in institutional investing

The Student Engagement Team at Callan looks forward to working with students interested in the world of institutional investing, and learning and growing with Callan. Our program offers student workshops, educational summits, and in-person internships year-round, giving you ongoing opportunities to connect with our community of students and professionals.

JOIN US!

Student Educational Summit, Oct. 14

If you’re a college student looking to learn about institutional investing or you’d like to sharpen existing skills, join us for our free, interactive, virtual Student Educational Summit.

Led by Callan’s investment experts, the session will introduce you to institutional investing, investment consulting, and broader roles within finance.

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Learn about institutional investing and network with experts and peers

The Callan Student Educational Summit provides a great opportunity to:

  • Learn about financial markets and the investment industry
  • Discover basic investment theory, industry terminology, and best practices
  • Explore foundational principles in investment consulting
  • Develop a strong network to leverage throughout your career

Summit Details

Taught by practitioners who consult for over $3 trillion in investments, this program is designed for students who are curious about a career in the investment industry. There are no fees or continuing obligations in taking this introductory course.

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Capital Markets: An overview of capital market theory and the parties involved in the investment management process, including their roles and responsibilities

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Application for Investors: A review of different investor types (e.g., defined benefit, defined contribution, endowments, foundations) and how they strategically allocate to reach their goals

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Intro to Asset Classes: An overview of the asset classes in public and private markets, and their role in portfolio construction

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Instructors: Our experts include Dario BuechiAshley DeLuce, Angel Haddad, and Adam Lozinski.

The Summit will feature Q&A segments and a small-group breakout session to allow for open dialogue between you and presenters.

“The Summit goes beyond a crash course of basic finance and markets material. My thought process has positively benefited from the brilliant instructors and peers.”

Alexis Martinez, Occidental College ’21

Complimentary registration, no prerequisites required

The Student Educational Summit is a free, introductory course for students of all backgrounds and investment industry interest. This includes different college age cohorts, majors, and career goals.

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Intern with us

Looking for an internship? If you’re enthusiastic and excited to learn about institutional investing and our industry, look no further. Our goal is to introduce you to our industry and prepare you for a successful career. Training is hands-on, and we offer career-building workshops to help you prepare for future opportunities. To learn about our internship program, please contact us.

Meet Callan's Student Engagement Team​

Organized in 2016 around Callan’s summer internship program, the Student Engagement Team focused on hosting two students for an immersive internship experience. The program is now a more holistic and involved program with more pronounced goals, aiming to be a constant resource for students of all communities and backgrounds who share an interest in learning and growing with Callan.

Our comprehensive program offers student workshops, summits, and in-person internships year-round for students and Callan professionals to connect and further engage our growing community.

Alvaro Vega

Vice President

Aspen Minden

Assistant Vice President

Jeffrey Salyer

Assistant Vice President

Karen Heifferon

Senior Vice President

Robert Nagel

Assistant Vice President

Stacy Chang

Vice President

Reach out to the Student Engagement Team