This week, Callan hosted a successful Northern California Intern Collective event at our San Francisco headquarters, welcoming 25 in-person and 45 Zoom participants that included graduate and undergraduate students. These types of events are vital for our student engagement efforts, helping students from diverse backgrounds learn and grow with Callan and the investment industry. A little history: This collective started with a few large, institutional investment organizations (Callan included) cross-educating each other’s interns and has expanded into much more (71 organizations comprise the Collective). Special thanks to Callan’s Lauren Mathias, CFA, Aspen Minden, Robert Nagel, Christopher Park, CFA, John Pirone, CFA, FRM, CAIA, and Jeffrey Salyer, CFA, for their contributions in presenting and helping organize this event! Learn more about our student engagement efforts: https://bit.ly/46azYAW
Callan
Financial Services
San Francisco, CA 13,249 followers
Five decades of empowering institutional investors to create smarter investment plans.
About us
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.
- Website
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http://www.callan.com
External link for Callan
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 1973
- Specialties
- Institutional Investment Consulting, Asset Management, and Financial Research & Data
Locations
Employees at Callan
Updates
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Registration is open for the next Callan Connects session for diverse and emerging managers on August 8. Click here for more information on the program and to register for the upcoming session: https://bit.ly/4d68MW3 #callanconnects #diversemanagers #emergingmanagers
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In her latest blog post, "The Supermicro Conundrum," Callan's Nicole Wubbena examines the impact of Supermicro on small cap investment managers: https://bit.ly/3ScDVzn #supermicro #smallcap #microstrategy
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Learn the fundamentals of institutional investing at our virtual Introduction to Investments "Callan College" in September. The session is designed for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds. Learn more and register here: https://bit.ly/3Wop5Ij #institutionalinvesting #callancollege #investmenteducation
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Have significant experience in private credit research? We're looking for a senior private credit research consultant to help lead Callan’s private credit research efforts. Click here to learn more about the role and apply: https://bit.ly/3Y2G1Wc #privatecredit #privatecreditresearch #privatecreditjobs #nvestmentconsulting
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According to Callan's Jay Kloepfer, concentration risk is the “number one” concern for institutional clients right now. Read more in this story from FundFire: https://bit.ly/3W4rVB1
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Attention Investment Managers: The Pennsylvania State Employees’ Retirement System (SERS) is searching for investment management firms to create and manage one or more Active U.S. Core Fixed Income portfolios for SERS. Click here for more information: https://bit.ly/3xShybi
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Institutional investors have long been wary of sequence-of-returns risk, the possibility that the timing of bad short-term returns could harm outcomes even if the portfolio’s expected returns are achieved by the end of a long-term investment horizon. In his paper and a series of blog posts, Callan's Kevin Machiz, CFA, FRM, offers a guide explaining how #institutionalinvestors can use this analysis. https://bit.ly/3xQIKqW #sequenceofreturns #riskandreturn #definedbenefit #corporatedb #tafthartley
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Attending the TIDE SPARK conference this week, hosted by The Investment Diversity Exchange (TIDE)? Don't miss Callan's Lauren Mathias, CFA, on the D&I panel tomorrow. https://bit.ly/3zyrxD7
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On July 25, join us for our 30-minute Research Café on "Sector-Specialist Strategies in Private Equity." The session features Callan’s Alternative Consulting group members Ashley Kahn, CAIA, and Chrissy Mehnert. Learn more and register here: https://bit.ly/3Ydg6eD
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