Jay V. Kloepfer is an executive vice president and the director of Capital Markets Research group, which helps fund sponsor clients with their strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups, and providing custom research on a variety of investment topics. He is a member of Callan's Institute Advisory committee and is a shareholder of the firm.
Jay is the author of the Callan Periodic Table of Investment Returns, which he created in 1999. Prior to joining Callan, Jay was a senior economist and the Western Regional Manager for Standard & Poor's DRI.
Outside of Callan, Jay sits on the board of KEEN San Francisco, a nonprofit organization that provides opportunities for disabled children and young adults to engage in physical activities with one-on-one volunteers. KEEN stands for Kids Enjoy Exercise Now!
Jay earned an MA in economics from Stanford and a BS with honors in economics from the University of Oregon.