Student Engagement
Welcoming students from all communities and backgrounds interested in institutional investing
The Student Engagement Team’s mission is to engage and be a constant resource for students of all communities and who share an interest in growing with Callan and the investment industry. We offer accessible education to students through speaking engagements, workshops, educational summits, and in-person internships via more non-traditional channels, such as partnering with external organizations, as we look to broaden Callan’s impact.

Student Educational Summit
Nov. 18 & 19, 2025 / Virtual
If you’re a college student looking to learn about institutional investing or you’d like to sharpen existing skills, join us for our free, interactive, virtual Student Educational Summit.
- Learn about financial markets and the investment industry
- Discover basic investment theory and industry terminology used in the real world
- Explore foundational principles in investment consulting
- Develop a strong network to leverage throughout your career
Nov. 18: Public Markets
Learn the mechanics of public investment markets with a deep dive into equities (stocks) and fixed income (bonds). Whether you’re an experienced investor or just starting out, you’ll learn how institutional investors put money to work in the stock and bond markets.
Nov. 19: Private Markets
Stocks and bonds make up the bulk of investments for most individuals. But the ones that often make the biggest headlines are in the private markets: hedge funds, private equity, and real assets. Explore private investments and how institutions diversify beyond stocks and bonds.

“The Summit goes beyond a crash course of basic finance and markets material. My thought process has positively benefited from the brilliant instructors and peers.”
Alexis Martinez, Occidental College
Intern with us
Our internships provide a great opportunity to learn about Callan and the investment consulting industry. You’ll learn from industry professionals and develop a network to leverage throughout your time at Callan and beyond.


Meet us in the community
We participate in the United Way Bay Area’s On Track expo, organized by UWBA’s Youth Opportunities Pathway program to engage youth and young adults in career exploration. How wonderful it was to meet students of all ages and backgrounds and to talk about opportunities in the investment industry.
Callan's Student Engagement Team
Organized in 2016 around Callan’s summer internship program, the Student Engagement Team focused on hosting two students for an immersive internship experience. The program is now a more holistic and involved program with more pronounced goals, aiming to be a constant resource for students of all communities and backgrounds who share an interest in learning and growing with Callan.
Our comprehensive program offers student workshops, summits, and in-person internships year-round for students and Callan professionals to connect and further engage our growing community.