The Fed announced Wednesday that it raised rates by .25%, the first time in 2016 and the second time in the past decade. Read details here.
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
Capital Markets Review January 1, 2015 – December 31, 2015 index returns: 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 [...]
Callan Capital was proud to sponsor the inaugural Chief Medical Officer (CMO) Network group meeting at Receptos on April 14, 2015. The CMO network was created specifically for CMOs and aspiring CMOs from the San Diego Pharma/Biotech community with the objective of providing a forum for the exchange of ideas and information on a broad [...]
Callan Capital is pleased to announce that Tim S. Callan, CFP®, was featured in the San Diego Daily Transcript's Trusted Advisor column for his article entitled Benefits of Tax Bracket Arbitrage. Click here to read the story.