Please join us in Chicago to learn about investment vehicles!

Note: This is a fee-based educational program.  

Course Description:

The Investment Vehicle Masterclass will cover the current landscape, implementation considerations, and will cover case studies such as the explosion of Collective Investment Trusts, the democratization of Private Market assets, and tokenization – what does it mean and how to prepare for a digital future.

In this masterclass, you will learn about: 

• Overview of structure and parameters of various vehicles, including ETFs
• Characteristics of different vehicles, including advantages and disadvantages of the most prevalent vehicles
• What the future may look like — digital, tokenization, and how to get prepared
• Implementation and use of investment vehicles by plan sponsors — what types meet the individual plan sponsor needs and how the vehicle is evaluated for plan sponsor use
• Trends and case studies

Callan Presenters:

• Bo Abesamis, Implementation Solutions Group
• Joan Dorow, Institutional Consulting Group
• Alvaro Vega, Implementation Solutions Group
• Anne Maloney, Institutional Consulting Group

Important Details:
This master class is open to marketing, sales, and consultant relations professionals as well as their colleagues who are responsible for the decision-making and implementation of investment vehicles. This day provides perspective, critical knowledge, and details that are essential to the success of investment firms with the desire to increase marketplace focus and understanding of the current investment vehicle challenges in today’s world.

The fee for this master class is $2,750 for non-clients (per individual) and $2,250 for ICG clients or members of the Callan Institute. The registration deadline is October 9, 2024. Payment is due 30 days from invoicing and, in the case of late registrations, must be received before the class.

Seating is limited to 36 participants. Due to the demand for this seminar, refunds are not available. Substitutions are allowed with an individual from the same firm if the original registrant is unable to attend. This class is targeted for strong content and encourages audience interaction. 

For registration changes or questions, please contact Citlali Cuevas at:
312.346.3536 or [email protected].