Virgilio “Bo” Abesamis III is an executive vice president and the manager of Callan’s Trust, Custody, and Securities Lending group. He specializes in operational due diligence in the areas of safekeeping, asset servicing, trade processing, and portfolio restructuring, including securities finance. Bo is also responsible for passive and index portfolio, and short term cash management manager due diligence in support of Callan’s Global Manager Research group. He is the practice leader within Callan in the evaluation and operational due diligence of investment vehicles ranging from mutual funds to commingled funds. Bo is a shareholder of the firm.
Bo joined Callan in 1987 in its Client Report Services group to assist in the development of Callan’s performance measurement tools. He moved to the Capital Markets Research group with responsibilities involving asset/liability modeling, manager structure, benchmark and database reviews, style analysis, and research. Bo then went on to manage the Specialty Performance Measurement group at Callan with an emphasis on analytics involving non-traditional asset classes, namely international, alternative investments, and real estate. He also assisted in the development of Callan's International Consulting Services and Defined Contribution Consulting Services groups.
Bo earned an MBA with a double major in finance and international business from the University of San Francisco and a BS in accounting and finance from Ateneo de Manila, Philippines.