member

Greg Allen President and Director of Research

Greg is responsible for overseeing Callan's Fund Sponsor Consulting group, the Trust Advisory Group, and all of our research groups.
member

Gregory C. Allen, is President and Director of Research. As President, Greg is responsible for overseeing Callan's Fund Sponsor Consulting group, the Trust Advisory Group, and all of the firm's research groups which include: Global Manager Research, Alternative Investment Research, Capital Markets Research, Database, Client Report Services, and Operations. Greg is also a member of Callan's Management, Alternatives Review, Institute Advisory and Client Policy Review Committees. He is also a member of the Investment Committee which has oversight responsibility for all of Callan's discretionary multi-manager solutions. Greg is a member of Callan's Board of Directors and is a shareholder of the firm.

Greg joined the San Francisco office of Callan in 1988 as an analyst in the Capital Markets Research group where he focused on capital market research, quantitative analysis, product development, and asset allocation liability analysis. In 1993, Greg took over the Operations and Capital Markets Research groups. He has managed a wide variety of projects for Callan, including the development of the firm's performance measurement service, the development of Callan's web site and web-based performance reporting capabilities, and the development and launch of Callan's PEP for WindowsTM software. In 2000, Greg was promoted to Manager of Specialty Consulting (Now Director of Research) and in 2007 was promoted to President. Greg is a shareholder of the firm.

Greg earned an MS in Applied Economics and a BA in Economics (Honors, Phi Beta Kappa) from the University of California at Santa Cruz. He is a frequent speaker on investment related topics, and has numerous publications. These include "Performance Attribution for Global Portfolios" published in the Fall 1991 issue of the Journal of Portfolio Management, "The Active Premium in Small-Cap U.S. Equities" published in the Spring 2005 issue of the Journal of Portfolio Management, and "Does Size Matter?" published in the Spring 2007 issue of the Journal of Portfolio Management.

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