On-Demand Webinars

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Title
Excerpt
Date
Title
Presenters
Type
January 18, 2024
Webinar: Callan's 2024-2033 Capital Markets Assumptions
Adam Lozinski Jay Kloepfer Kevin Machiz
Videos
During this interview, Callan specialists Aaron Quach and Christine Mays of Callan's Real Assets/Real Estate department discuss office-to-residential conversions. They will cover key considerations, potential partnerships and will share examples of office-to-residential conversion projects.
November 29, 2023
Research Cafe: Office-to-Residential Conversions
Aaron Quach Christine Mays
Videos
This webinar presents a provocative, yet simple, solution to today’s retirement conundrum—how best to help participants retire. During this discussion, representatives from Callan and October Three (a human resource and actuarial consulting firm) will discuss how a small provision in SECURE 2.0 has paved the way for cash balance pension plans to meet retirement income needs.
November 16, 2023
The Retirement Conundrum Webinar
Ric Ford Emily Hylton
Videos
Callan experts will offer key insights from our 2023 Asset Manager ESG Study. This webinar will focus on the extent to which U.S. based asset owners are integrating ESG factors into their investment process and what concerns exist about ESG incorporation.
November 15, 2023
Webinar: 2023 Asset Manager ESG Study
Hannah Vieira Thomas Shingler
Videos
During this interview, Mark Wood, Callan ESG team member, interviews Dr. Ashby Monk, Executive and Research Director of the Stanford Research Initiative on Long-Term Investing at Stanford University. Mark and Ashby discuss resilience in ESG, practical ways asset owners could implement this type of approach and the benefits to adopting, and challenges to the framework in today's environment from both an investment perspective, and an organizational perspective.
October 24, 2023
Research Cafe: ESG Interview Series Session 3
Mark Wood
Videos
During this interview, Aaron Quach interviews Jan Mende of Callan and they discuss the growing opportunities for investment within the energy transition space and how they can be incorporated into the portfolios of institutional investors. 
June 20, 2023
Research Cafe: ESG Interview Series Session
Aaron Quach Jan Mende
Videos
This webinar focuses on the results of Callan’s 2023 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 27, 2023
Webinar: 2023 DC Survey Results
Greg Ungerman Jana Steele Patrick Wisdom
Videos
During this interview, Tom Shingler of Callan discusses with Richard Ashley, Partner and Co-chair of US Employee Benefits and Executive Compensation practice at DLA Piper key features of the new ESG and proxy voting rule and implementation considerations for plan sponsors. 
February 27, 2023
Research Cafe: ESG Interview Series Session
Thomas Shingler
Videos
During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2023-2032 Capital Markets Assumptions.
January 23, 2023
Webinar: Callan's 2023-2032 Capital Markets Assumptions
Jay Kloepfer Kevin Machiz Adam Lozinski
Videos
In this webinar, Callan experts will walk investment managers through a live demo of CallanDNA. Learn what fields are most important to Callan consultants and how your data ultimately gets used, for both public markets and private markets.
January 6, 2023
Webinar: Live Demo of CallanDNA – For Investment Managers
Ashley Kahn David Zee Aaron Quach
Videos
During this webinar, Callan specialists will look at asset classes broadly to examine where flows are going and why they are flowing this way.
November 14, 2022
Webinar: Follow the Money: Rebalancing During This Unusual Market Environment
Emily Hylton Jay Kloepfer Mark Andersen
Videos
Callan experts will offer key insights from our 2022 ESG Survey. This webinar will focus on the extent to which U.S. based asset owners are integrating ESG factors into their investment process and what concerns exist about ESG incorporation.
November 9, 2022
Webinar: 2022 ESG Survey Results
Thomas Shingler Hannah Vieira
Videos
We explore why closed and frozen plans might wish to hibernate in the current market, thereby deferring the decision to fully terminate until some future period. We discuss the impact of interest rates on hibernation versus plan termination decisions, the types of plans hibernation may be applicable for, financial statement impact, costs, when and for how long plans might consider ongoing plan management and other factors.
October 11, 2022
Webinar: Corporate Pension Hibernation
Emily Hylton Kyle Fekete Jason Ellement Ric Ford
Videos
During this interview, Tom Shingler of Callan discusses with Sara Rosner, director of environment research and engagement for AllianceBernstein's responsible investing team, carbon emissions, why they matter to investors, and emerging trends as investors look to assess risks/opportunities that climate change presents.
October 11, 2022
Research Cafe: ESG Interview Series Session
Thomas Shingler
Videos
Jay Kloepfer and Adam Lozinski will share preliminary mid-year Capital Market Assumptions for 2023-2032.
September 2, 2022
Research Cafe: Preliminary Mid-Year Capital Market Assumptions
Jay Kloepfer Adam Lozinski
Videos
Please join Bill Emmett, CFA at Callan as he interviews two experts in the PRT space to discuss the various issues and steps that occur after the PRT decision has been made and plan sponsors are engaging with insurers to offload pension obligations.
May 19, 2022
Webinar: Pension Risk Transfer
William Emmett
Videos
Ashley Kahn and Jonathan Farr will use the Private Equity survey results to provide actionable insights for institutional investors to help them negotiate with private equity managers.
May 12, 2022
Research Cafe: Private Equity
Ashley Kahn
Videos
During this interview, Mark Wood of Callan discusses with Jon Hale, Director of ESG Strategy at Morningstar the evolving definition of sustainable investments.
April 6, 2022
Research Cafe: ESG Interview Series Session
Mark Wood
Videos
This webinar focuses on the results of Callan’s 2022 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 1, 2022
Webinar: 2022 DC Survey Results
Jamie McAllister Greg Ungerman
Videos
During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2022-2031 Capital Markets Assumptions.
January 21, 2022
Webinar: Callan's 2022-2031 Capital Markets Assumptions
Jay Kloepfer Kevin Machiz Adam Lozinski
Videos