Catherine holds an MBA from the Kelley Graduate School of Business.
Catherine Beard, CFA, is a senior vice president and member of the firm’s Alternatives Consulting group. Based in Callan’s Chicago office, Catherine provides consulting and research across alternatives, with a particular focus on private credit and diversifying strategies. She is a member of Callan’s Alternatives Review Committee, Operational Due Diligence Review Committee, and Inclusion Committee.
Catherine joined Callan in 2019, bringing more than 20 years of experience in the alternative investment space, including investment research and portfolio management roles at banks, hedge funds, consultants, and asset management firms. Most recently, she was a principal and director of research at Blueprint Capital, a women- and diverse-owned asset management firm. Highlights of her experience also include senior manager of the private credit portfolio at the UAW Retiree Medical Benefits Trust, alternative credit sector head at Mercer Investment Consulting, and buy-side credit analyst on the Northern Trust High Yield team and UBS O’Connor’s multi-strategy hedge fund.
Catherine holds an MBA from the Kelley Graduate School of Business, an Advanced French Degree from the L’University Catholique De L’Ouest, and a BA in political science from the University of Kentucky. She is also a holder of the right to use the Chartered Financial Analyst® designation.