A Callan news release said Callan Connects will involve research professionalsfrom Callan’s Global Manager Research Group (GMR), spending a day each quarter to meet with emerging managers with either public or private market products that have total assets under management between $10 million and $3 billion.
They will also set up appointments with MWDO firms with assets under management between $10 million and $10 billion. Managers will have 30 minutes to make a presentation on their firm or its products and are encouraged to complete Callan’s annual questionnaire as part of this process, the company said. The first Callan Connects quarterly meeting will be held May 21, 2010 inCallan’s San Francisco office.
Callan said future quarterly meetings will be scheduled to rotate between Callan’s four regional offices located in Atlanta, Chicago, Denver and New Jersey, and its San Francisco headquarters.
“Although we’ve had an open door policy and our consultants meet with a spectrumof investment managers throughout each year, we are always looking for ways to get abetter grasp of the ever-changing investment manager landscape,” said Janet Becker-Wold, senior vice president in Callan’s Fund Sponsor Consulting group in Denver, in the news release.
Managers interested in participating in Callan Connects can register for the May 21meeting via Callan’s Web site at www.callan.com beginning May 7 at 9:00 a.m. Pacifictime.
For more information, contact Lauren Etcheverry at email@example.com.