February Market Update

The Fed Fed Chair Jerome Powell reiterated the Federal Open Market Committee’s“patient” mantra in his testimony to Congress today. He also emphasized that any future policy moves would be “data dependent”. Powell stopped short of resounding the dovish comments from New York Fed President and FOMC Vice-Chair John Williams, who said that GDP growth or [...]

By |2019-02-28T17:18:44+00:00February 28th, 2019|Uncategorized|

January 2019 Market Outlook

January 2019 Market Outlook At the Fed’s next policy meeting later this week, the Fed is likely to reiterate its current stance that it will be patient and wait to hike interest rates further. Stock markets have recovered most of the losses from December and credit spreads have narrowed again, suggesting that fears of an [...]

By |2019-01-29T23:21:39+00:00January 29th, 2019|Uncategorized|

Callan Capital Hosts Life Science Event

Last week, Callan Capital held Key Elements of Financing and Building Successful Life Science Companies at the Alexandria at Torrey Pines. Over 60 leaders in the San Diego life science community attended the event with moderator Kleanthis G. Xanthopoulos, Ph.D. of Cerus Advisors and panelists Fredrik Wiklund of Bioniz, Ken Song, M.D. of Metacrine, Clare [...]

By |2016-10-25T17:20:56+00:00October 25th, 2016|Life at Callan, Uncategorized|

Why Consider Socially Responsible Investing?

Sustainable, responsible and impact (SRI) investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive social impact. SRI may not seem fully mainstream, but it is quickly gaining momentum among investors, advisors, and fund managers. In 2015, the Morgan Stanley Institute of Sustainable Investing [...]

By |2017-06-02T17:58:52+00:00September 26th, 2016|Uncategorized|

The Implications of Brexit

The citizens of the U.K. voted to leave the European Union (EU) overnight and Prime Minister David Cameron, who led the “remain” effort, announced his resignation, startling the financial markets. This was a surprise to the pollsters and the financial markets which have been pricing in a “remain” vote over the last week. The pound [...]

By |2017-06-02T17:58:53+00:00June 24th, 2016|Market Update, Uncategorized|

Tim Callan Participates in Rady Children’s Celebration of Champions®

Tim Callan and his family participated in the Celebration of Champions, benefitting Rady Children's Hospital. The Celebration of Champions® is a therapeutic day away from Rady Children’s Peckham Center for Cancer & Blood Disorders for 350+ pediatric cancer patients and 2,000+ family members and friends at San Diego’s beautiful Embarcadero Marina Park North. The Champions, [...]

By |2016-06-15T22:19:32+00:00June 15th, 2016|Life at Callan, Uncategorized|

Ryan Callan Participates in Washington-Lincoln Laurels for Leaders Luncheon

Through his involvement with the Kiwanis Club of San Diego, Ryan Callan participated in the 59th annual Washington-Lincoln Laurels for Leaders luncheon. The program, established in 1957, serves to promote and honor leadership in San Diego County high schools. At the annual February luncheon, each student body president is seated with other student body presidents [...]

By |2017-06-02T17:58:53+00:00March 16th, 2016|Life at Callan, Uncategorized|

Callan Capital Welcomes Megan LaRue-Kobell

We are excited to announce that Megan joined Callan Capital as the firm's Office Manager. Megan is responsible for office management, client scheduling, providing administrative support to the firm's managing partners and assisting with Human Resources. Prior to joining Callan Capital, Megan held a variety of roles in Executive Support and Office Management within the [...]

By |2017-06-02T17:58:53+00:00March 10th, 2016|Uncategorized|

2016 – The Year Ahead

Capital Markets Review January 1, 2015 – December 31, 2015 index returns[1]: S&P 500 (U.S. Large Cap): 1.4% Russell 2000 (U.S. Small Cap): -4.4% MSCI EAFE (Developed International Markets): -0.4% MSCI EME (Emerging Markets): -14.6% Barclays Capital Aggregate (U.S. Fixed Income): 0.5% Barclays Global High Yield Index: -2.7% Bloomberg Commodity Index: -24.7% 2015 – A [...]

By |2017-06-02T17:58:53+00:00January 26th, 2016|Market Update, Uncategorized|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.