Gregory F. DeForrest, CFA, is a Senior Vice President and Co-Manager of Callan's San Francisco Fund Sponsor Consulting office. He works with a variety of fund sponsor clients, including corporate and public defined benefit plans, corporate defined contribution plans, insurance companies, endowments and foundations. His client responsibilities include strategic planning and implementation, investment manager review, performance evaluation, continuing education and the coordination of special projects. Greg is the co-chair of Callan's Manager Search Committee, he is also a member of Callan's Management and Institute Advisory committees. He is a shareholder of the firm.
Previously Greg was Senior Vice President and Manager of Callan's Global Manager Research which provides fundamental and statistical research on investment managers. Greg joined Callan's Global Manager Research as a fixed income specialty consultant in 2001 and became the manager of the group in 2007. Greg originally joined Callan in 1998 as a member of the Client Report Services group.