Emerging Managers and Diverse-, Women-, and Disabled-Owned (DWDO) Firms:

Thank you for your interest in Callan Connects. The sessions feature one-on-one meetings with Callan professionals, discussing your firm’s organizational structure, staff, investment process, and resulting performance. To be notified about our next session, please complete the form below. Thank you!

Email

First Name

Last Name

Company

Address

City

State ALAKAZARCACOCTDEDCFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Zip Code

Assets Under Management ($MM)

Does your firm legally qualify as a majority minority-owned firm? YesNo

Minority Classification African American/BlackAsianHawaiian/Pacific IslanderHispanic or LatinoNative American

Does your firm legally qualify as a majority women-owned firm? YesNo

Does your firm legally qualify as a majority disabled-owned firm? YesNo

Product Name

Asset Class Multi-Asset ClassDiversified Real AssetsDomestic Broad EquityDomestic Broad Fixed IncomeHedge FundsNon-U.S./Global EquityNon-U.S./Global Fixed IncomePrivate DebtPrivate EquityReal Estate

Vehicle Type Mutual FundCommingledSeparate Account

Comments

Submission of this form does not guarantee a meeting slot.