So What the Heck Is SUBICO?

For More Details Callan is committed to original, path-breaking research to help educate the financial industry and serve our clients. That commitment began with the firm’s founding and continues today with a research operation that spans every major asset class and investing strategy. One of the latest examples of our research stemmed from an attempt […]

2017 National Conference: On Challenges for Institutional Investors

Callan’s 37th annual National Conference drew a range of high-profile speakers. This final post recaps their views on the array of challenges institutional investors face; previous ones appear here, here, and here. Ben Inker of GMO (at right in photo) and Cliff Asness of AQR discussed how to create a portfolio—given a “clean sheet of […]

‘Perfect Capitalism’ and the Future of Technology

Callan’s 37th annual National Conference drew a range of high-profile speakers. This post and others (previous ones here and here) will recap their views on key economic and geopolitical issues. Dr. Michio Kaku, a professor of physics at the City University of New York and author of Physics of the Future, boldly set out how he feels the next 50 to 100 […]

2017 National Conference: On Long-Term Financial and Economic Trends

Callan’s 37th annual National Conference in January drew a range of high-profile speakers who touched on a diverse slate of topics in their talks for the more than 500 attendees, which included plan fiduciaries, chief investment officers, and investment managers. This post and others (previous post here) will recap their views on key economic and geopolitical […]

Private Real Estate Debt and Middle Market Direct Lending

Download PDF Private debt offers an attractive opportunity for some institutional investors in this challenging financial environment, as they confront low yields today yet need to bolster their portfolios against the impact of rising rates. At Callan’s 2017 National Conference, Kristin Bradbury of our Independent Adviser Group and Alex Browning of our Fund Sponsor Consulting […]

2017 National Conference: On the Rising Opposition to Globalization

Callan’s 37th annual National Conference drew a range of high-profile speakers who touched on a diverse slate of topics in their talks for the more than 500 people who attended this year’s event. This post and ones later will recap their views on key economic and geopolitical issues. This year’s conference came in the wake […]