Callan Connects
Engaging diverse and emerging managers
Callan Connects is dedicated to empowering diverse and emerging investment managers by providing them with meaningful access to institutional opportunities. Through two key program tracks, we offer early stage firms high-level insights and feedback to support their growth, while providing more established managers with the opportunity to begin a deeper engagement with our asset class specialists. Our mission is to foster inclusion, expand the talent pool, and promote a dynamic and diverse asset management industry that drives both strong performance and positive change.
A history of engagement
In 2010, Callan Connects became the first-of-its-kind program developed by an investment consultant to engage emerging managers and diverse-, women-, and disabled-owned (DWDO) firms. It all started with our founder Ed Callan, who laid the groundwork in the early 1990s. Ever since, expanding our universe of diverse and emerging managers has been a part of our unique manager search process.
Stay tuned for our next session in March
Join Callan specialists for a 30-minute, one-on-one session. Two tracks are offered:
Track 1: For diverse and emerging firms in the early stages of their organization, a Callan asset class specialist focuses on offering consultative insights and constructive feedback.
Track 2: For firms looking to expand their client base with strategies in current demand, discussions center on team, strategy, process, and performance.
Held for one week each quarter, these sessions are led by our expert teams across all asset classes.
Manager questionnaire
To qualify for a Callan Connects session, you must complete our free investment manager questionnaire in the CallanDNA database and upload a pitchbook or other supporting materials.
Firms considered for Callan Connects are those we have yet to meet and are:
- Majority diverse-, women-, or disabled-owned (any AUM or fund size)
- Emerging (less than $3 billion in AUM or raising Funds I, II, or III less than $1 billion)
Hear what makes
Callan Connects unique
- 1:33
In this video, Lauren Mathias and Avery Robinson talk about our unique approach to diverse and emerging manager outreach.
An early advocate for diversity and inclusion
Founder Ed Callan (left) made it his mission to advocate for diversity and inclusion across the financial industry and won accolades throughout the years for his efforts. Ron Peyton (right) continued the legacy as Callan’s former CEO, and now executive chairman and a regular speaker at industry events focused on diversity and inclusion.
Assets managed by DWDO firms
for Callan clients
Firms classified as DWDO in Callan’s database (240+ currently active)
Number of meetings since
Callan Connects launched in 2010
Lauren Mathias
Head of Callan Connects
“The importance of diverse and emerging manager engagement has increased as institutional investors look to add new talent to their rosters and managers that reflect the diversity of fund beneficiaries. Our decade-long focus on building out our exposure to these firms has resulted in one of the industry’s most robust databases, and it’s integral to our unique manager search process.”
Lauren Mathias
Head of Callan Connects