The session will be held virtually via the Zoom platform. The tuition for this course is $1100 per person. The fee includes instruction and all materials for the sessions. 

Please join us for two consecutive morning sessions designed to help investment managers learn about the investment and search processes that are integral in understanding how consultants, investment managers, and institutional investors work together. Note that this “Callan College” session is a modification of the traditional manager full-course sessions.

The course is beneficial to anyone involved in the business of investment management, including: 

• Client services professionals
• Business development officers
• Consultant relations professionals
• Portfolio managers
• RFP writers
• Marketing professionals

Topics covered within the session include:

• Review of the asset management process
• Current industry trends
• Manager structure
• Manager search process
• Communication best practices

Prerequisites: None required.

There are two registrations spots per session available at a reduced price for DWDO firms. Please reach out for more information.