Empowering Institutional Investors with Callan

Описание: Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast.

Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion.

Gain insights into Callan’s collaborative culture, their bespoke approach to manager evaluation, and their mission to drive better investment outcomes.

Callan has been a cornerstone in investment consulting for over 50 years, advising over $3 trillion in institutional assets. Known for its robust educational initiatives like the Callan Institute and Callan On-Demand Education (CODE), the firm emphasizes client-centered values and collaboration in the asset management industry.

In this episode, Lauren discusses the importance of long-term relationships, sustainability in investment strategies, and her work in identifying top-tier managers. She also reflects on her journey, the transformative power of mentorship, and the evolving landscape of global investing.

Watch now to understand the intersection of character, leadership, and due diligence in today’s investment world.

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Lauren Mathias:   / lauren-mathias-cfa-ba6755a  

Robert Morier:   / robertlmorier  

Dan DiDomenico:   / dan-didomenico-3a971055  

Our Website:
https://dakota.com

Callan:
https://www.callan.com/

🎙️ Listen to the Podcast:

Spotify:
https://open.spotify.com/show/3NUXRMz...

Apple Podcast:
https://podcasts.apple.com/us/podcast...

0:00 Intro
2:05 Lauren Mathias Intro
3:37 Undergraduate thoughts
6:56 Non-U.S. Equity global
8:38 Expat experience
10:37 Callan overview
12:22 Importance of education at Callan
14:21 Competitive edge
16:07 Manager sourcing
17:52 Manager evaluation process
19:32 Desirable characteristics
22:03 Quantitative analysis
23:48 Managing client and manager relations
26:26 Directing the asset allocation model
28:05 Unique challenges with non-U.S. equity
29:28 Future of diverse investing
31:51 Views on ESG
33:24 Callan's role in shaping the industry
34:43 Recent questions from clients
36:51 Mentors
39:20 Outro