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 |
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February 2010 - National Conference
Conference Summary
| Presentation Title |
Presentations |
| Disaster-Proofing the DC Plan |
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| Re-Igniting Inflation Fears |
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| Secondary Investment Opportunities: Dream or Reality? |
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October 2009 - Regional Breakfast Workshops
Workshop Summary
| Presentation Title |
Presentations |
| Has Your Policy Portfolio Failed? |
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June 2009 - Regional Breakfast Workshop
Workshop Summary
| Presentation Title |
Presentations |
| Asset Class Structure in Unstructured Times |
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January 2009 - National Conference
Conference Summary
| Presentation Title |
Presentations |
| Active Management Through the Market Downturn - The Impact of Deleveraging and the Credit Crisis |
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| Defined Contribution Plans - Has the Game Changed? |
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| Extreme Markets - Lessons Learned |
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October 2008 - Regional Breakfast Workshops
Workshop Summary
| Presentation Title |
Presentations |
| Does Your Portfolio Have an Inflation Blind Spot? |
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June 2008 - Regional Breakfast Workshop
Workshop Summary
| Presentation Title |
Presentations |
| Target Date Funds: The Art of Selection & Benchmarking |
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January 2008 - National Conference
Conference Summary
| Presentation Title |
Presentations |
| Hedge Fund Investing - Delegate or Do It Direct? |
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| Liability Driven Investing |
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| Securities Lending - The Hidden Impact on Performance |
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| The Future of Defined Contribution Plans - DC Goes DB |
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October 2007 - Regional Breakfast Workshop
Workshop Summary
| Presentation Title |
Presentations |
| Global Positioning |
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June 2007 - Regional Breakfast Workshop
Workshop Summary
| Presentation Title |
Presentations |
| Plan Regulations and Costs: What's New and How Does It Affect Your Plan? |
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April 2007 - Defined Contribution Conference
Conference Summary
| Presentation Title |
Presentations |
| Alternative Investments Feasible for DC Plans? |
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| Provider Fees: Are They Reasonable? |
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January 2007 - National Conference
Conference Summary
| Presentation Title |
Presentations |
| Real Assets - Give Me Something Real |
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| So Much to Do and So Little Time: Where to Focus Your DC Efforts in 2007 |
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| The Evolution of Alternative Investments: Navigating this Brave New World |
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| The Intersection of Equity Manager Structure and Alternative Strategies The Emerging Paradigm |
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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? |
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June 2006 - Regional Breakfast Workshop
Workshop Summary
| Presentation Title |
Presentations |
| GTAA, 130/30, and Other Return Enhancing Strategies |
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April 2006 - Defined Contribution Workshop
Workshop Summary
| Presentation Title |
Presentations |
| Finding That Perfect DC Investment Manager |
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January 2006 - National Conference
Conference Summary
| Presentation Title |
Presentations |
| DC Trends Roundtable |
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| Fiduciary Responsibilities for an Investment Committee |
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| Portable Alpha: Seek the Holy Grail or Run Away? |
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| The Role of Commodities in Institutional Portfolios |
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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? |
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June 2005 - Regional Breakfast Workshop
Workshop Summary
| Presentation Title |
Presentations |
| International Manager Structure: Evolving Perspectives |
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April 2005 - Defined Contribution Conference
Conference Summary
| Presentation Title |
Presentations |
| DC Plan Investment Structure |
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| Results and Interpretations of the Callan 2004 DC Survey |
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January 2005 - National Conference
Conference Summary
| Presentation Title |
Presentations |
| Hedge Funds: Through the Looking Glass, Darkly |
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| Small Cap - The Challenge of Implementation |
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| The Mutual Fund Environment and Its Impacts |
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| Trends in the Investment Management Industry |
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