Alternative investments like private equity, hedge funds, and real estate can play a key role in any portfolio. In our “Callan College” on Alternatives, you will learn about the importance of allocations to alternatives, and how to consider integrating, evaluating, and monitoring them.

Join Callan’s most senior consultants and experts, including the head of our Alternatives Consulting Group Pete Keliuotis, for two morning “virtual” sessions. The team will cover:

• Private equity, private credit, hedge funds, real estate, and real assets
• Why invest in alternatives
• Risk/return characteristics and liquidity
• Designing and implementing an alternatives program
• Trends and case studies

The “Callan College” is taught by senior Callan consultants and investment specialists who bring a wealth of experience to the classroom, with an average of 19 years of experience in the industry and 10 with Callan.

The “Callan College” for Introduction to Investments qualifies for the following Continuing Education Credits:

CFA: 6 Credits
CFP: 6 Credits
CPE: 6 Credits

Tuition for the “Callan College” for Alternative Investments “virtual” session is $950 per person. Tuition includes instruction and all materials.

Prerequisites: None required. This is an introductory course for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds.

Created and led by Callan experts                
Your instructors are seasoned experts in their fields and will cover a range of topics from strategic planning to implementation to measuring success