@CallanLLC

As of Nov. 1, 2023, Callan will no longer post on X/Twitter. Follow us at https://xitter.cf/t.co/WRQGfSFAhe.

 San Francisco + Denver + Chicago + Atlan…
callan.com
Joined November 2012
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2.7KMedia
This webinar replay is now available on our website -- many thanks to Tom and all of our speakers!
Callan@CallanLLC15 Aug 2023
Today, don't miss Callan's Tom Shingler and other experts discussing considerations and approaches for plan sponsors to incorporate #ESG in #definedcontribution plans in this webinar hosted by DCIIA: bit.ly/3QEFl5J @dciia_news
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Much of the rise in private credit fees comes from a greater diversity of available strategies, according to a recent study from consultant Callan. ow.ly/h6E050Ph6pS
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A Callan (@CallanLLC) analysis of #fees and #terms for 330 #privatecredit partnerships found that terms have shifted since the emergence of the #assetclass: alternativeswatch.com/2023/0… #study
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Y.O.P. ONTRACK CAREER EXPO 2023 RECAP! Our Youth Opportunities Pathways (YOP) program organized our OnTrack Career Expo to engage youth and young adults in career exploration means, providing opportunities to build skills for the future. This year’s event was at @SFSU! Check out our recap video which includes interviews from partners and students! Visit uwba.org/blog/empowering-you… to read more about this impactful day! Thank you again to our corporate partners: @Waymo @SolarEdgePV @abbvie @jpmorgan @CallanLLC @AroundTI @Target @corteva @Enterprise Agency partners: Aim High Community Agency for Resources, Advocacy & Services @newdoorventures Richmond Promise @HiddenGeniusPro First Place for Youth Build JCYC and all of our volunteers!
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Join us for a panel featuring Ray Ix, CCO & Managing Partner of @MountLucasMgmt, and Sean Lee, VP & Investment Consultant of @CallanLLC. They will discuss the different trend-following #investment strategies for times of #market uncertainty. Register: bit.ly/42zsZhN
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More retirement plans will offer annuity options, though so far companies have been slow to sign up on.wsj.com/3MVpWfj
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A new survey by @CallanLLC paints a detailed picture of challenges and opportunities facing defined contribution plan sponsors. 401kspecialistmag.com/legisl…
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We look forward to honoring our most recent cohort of Diversity, Equity and Inclusion Awards Rising Stars and Leaders at our celebration next week at Bank of America in Charlotte. See them all here: ow.ly/MwcJ50N6CPn
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DCIIA’s board member representatives have confirmed the 2023 DCIIA Executive Committee, with Chris Lyon, Goldman Sachs Asset Management, serving as Chair and Mike Raso, PineBridge Investments, as Vice Chair. See all of the Executive Committee members here: ow.ly/reVh50MSoZm
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DCIIA member Callan is offering a free, interactive, virtual Student Educational Summit on Oct 26 for college students who'd like to learn about institutional investing. They specifically encourage diverse student populations to attend. ow.ly/WV1w50KZMPX
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Callan retweeted
CNBC
@CNBC8 Jul 2022
What to know if your employer changes 401(k) providers. 'Mistakes happen' in transfers, advisor warns cnb.cx/3nM0uuO
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Callan (@CallanLLC) appointed Craig Chaikin to its Denver consulting team as senior vice president and consultant on June 1. alternativeswatch.com/2022/0… #consulting #Denver #peopleonthemove
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If you’re feeling anxious about your 401(k) savings, now is a good time to review your strategy 📈 consumerreports.org/retireme…
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.@CallanLLC has hired a former @Aon_plc gatekeeper and is looking to add another manager research analyst to bolster its due diligence efforts outside the US. Read the details: ow.ly/X6Hp50Jg3Jc
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.@CallanLLC has hired a former @Aon_plc gatekeeper and is looking to add another manager research analyst to bolster its due diligence efforts outside the US. @double_you_ess citywireusa.com/professional…
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The new owner took over the Oyster Creek Nuclear Generating Station in 2019, promising to dismantle one of the nation’s oldest nuclear plants at minimal cost and in record time. Then came a series of worrisome accidents. wapo.st/39Nl0HM
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DCIIA DEI Awards Rising Stars and Leaders -- join us on Thursday, May 19th from 2:00 – 2:45 pm ET for virtual networking, inspirational guest speakers and small group discussion. Check your inbox for your invitation or contact [email protected]. Many thanks to our guest speakers:
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Metrics for diversity, equity and inclusion practices of money managers are growing as industry groups create codes, playbooks and guidance #PI_SpecialReport #MoneyManagement ow.ly/GgnR50IQoE6
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June 16. Our first in-person Toigo Gala since 2019. Be there. For more info and to register: toigogala.org/event/cc94d464… #ToigoGala2022
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I’m pleased to welcome 16 organizations as signatories to the @CFAinstitute #DEI Code for the Investment Profession in the US & Canada. These early adopters have taken swift action & I encourage more firms to consider their own plans for DEI. Read more: bit.ly/3wy55GV
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