Educational Programs

The Callan Investments Institute offers education on key investment issues through conferences and regional workshops. Well-known authorities from the fields of investments, politics, economics, and business join Callan and other industry experts in exploring the latest issues currently facing investors.  Participants gain insight through carefully structured lectures, panel discussions, and focused workshops.

June 2010 - Regional Breakfast

Workshop Summary

Presentation Title Presentations
The Risk Locker - Strategies to Reduce Risk Download

February 2010 - National Conference

Conference Summary

Presentation Title Presentations
Disaster-Proofing the DC Plan Download
Re-Igniting Inflation Fears Download
Secondary Investment Opportunities: Dream or Reality? Download

October 2009 - Regional Breakfast Workshops

Workshop Summary

Presentation Title Presentations
Has Your Policy Portfolio Failed? Download

June 2009 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
Asset Class Structure in Unstructured Times Download

January 2009 - National Conference

Conference Summary

Presentation Title Presentations
Active Management Through the Market Downturn - The Impact of Deleveraging and the Credit Crisis Download
Defined Contribution Plans - Has the Game Changed? Download
Extreme Markets - Lessons Learned Download

October 2008 - Regional Breakfast Workshops

Workshop Summary

Presentation Title Presentations
Does Your Portfolio Have an Inflation Blind Spot? Download

June 2008 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
Target Date Funds: The Art of Selection & Benchmarking Download

January 2008 - National Conference

Conference Summary

Presentation Title Presentations
Hedge Fund Investing - Delegate or Do It Direct? Download
Liability Driven Investing Download
Securities Lending - The Hidden Impact on Performance Download
The Future of Defined Contribution Plans - DC Goes DB Download

October 2007 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
Global Positioning Download

June 2007 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
Plan Regulations and Costs: What's New and How Does It Affect Your Plan? Download

April 2007 - Defined Contribution Conference

Conference Summary

Presentation Title Presentations
Alternative Investments Feasible for DC Plans? Download
Provider Fees: Are They Reasonable? Download

January 2007 - National Conference

Conference Summary

Presentation Title Presentations
Real Assets - Give Me Something Real Download
So Much to Do and So Little Time: Where to Focus Your DC Efforts in 2007 Download
The Evolution of Alternative Investments: Navigating this Brave New World Download
The Intersection of Equity Manager Structure and Alternative Strategies The Emerging Paradigm Download

October 2006 - Defined Contribution Conference

Conference Summary

October 2006 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
Are We Facing a Sea Change in Institutional Investing? Download

June 2006 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
GTAA, 130/30, and Other Return Enhancing Strategies Download

April 2006 - Defined Contribution Workshop

Workshop Summary

Presentation Title Presentations
Finding That Perfect DC Investment Manager Download

January 2006 - National Conference

Conference Summary

Presentation Title Presentations
DC Trends Roundtable Download
Fiduciary Responsibilities for an Investment Committee Download
Portable Alpha: Seek the Holy Grail or Run Away? Download
The Role of Commodities in Institutional Portfolios Download

October 2005 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
Investing to Match Liabilities - A Revolutionary Approach That Will Solve All That Ails The Pension World, Or Just Another Strategy? Download

June 2005 - Regional Breakfast Workshop

Workshop Summary

Presentation Title Presentations
International Manager Structure: Evolving Perspectives Download

April 2005 - Defined Contribution Conference

Conference Summary

Presentation Title Presentations
DC Plan Investment Structure Download
Results and Interpretations of the Callan 2004 DC Survey Download

January 2005 - National Conference

Conference Summary

Presentation Title Presentations
Hedge Funds: Through the Looking Glass, Darkly Download
Small Cap - The Challenge of Implementation Download
The Mutual Fund Environment and Its Impacts Download
Trends in the Investment Management Industry Download

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Callan Investments Institute Schedule

The Thirtieth Annual National Conference
February 1-3, 2010 - San Francisco, CA

June Regional Breakfast Workshops
June 22 - Atlanta, GA
June 23 - San Francisco, CA

Fall Investment Manager Conference
September 12-14, 2010

October Regional Breakfast Workshops
October 19 - Chicago, IL
October 20 - New York, NY