Callan Capital was pleased to sponsor and participate in Junior Achievement’s 2019 Stock Market Challenge in San Diego. More than 150 students from local San Diego high schools got a taste of the fast-paced, high-stakes stock market through the competition. Callan Capital also participated in the corporate, adult event at night, taking the first-place spot in the competition. Using state-of-the-art technology in a simulated trading environment, each team began with $500,000 in fictitious funds and interacted with on-site traders to buy and sell shares in 26 companies with the goal of building the highest-net worth portfolio by the end of the trading period.

The event was designed to connect teens to the future world of business and to raise funds for Junior Achievement’s financial literacy programs. The stock market challenge raised over $41,000. For more information on Junior Achievement, please visit https://www.jasandiego.org.

Callan Capital partners participated in the PEERS Network annual gala, A Night in Mykonos.  The Bohemian-themed gala raised over $100,000 for the PEERS endowment and Rady Children’s Hospital Neonatal Intensive Care Unit

The PEERS Network is a professional non-profit 501 (c) (3) group funded by local entrepreneurs whose aim is to give back to the San Diego Community. For more information, please visit https://www.peersnetwork.org/.

Callan Capital hosted a financial literacy workshop to teach high school aged “Littles” from Big Brothers Big Sisters of San Diego important financial concepts that will help them today and in the future. Students learned important aspects of budgeting, savings, taxes, credit and financial aid for college.

Big Brothers Big Sisters of San Diego provides lasting, professionally supported, 1 to 1 mentoring relationships for kids who need an extra layer of support. In addition, the Big Futures Program of Big Brothers Big Sisters of San Diego promotes workforce readiness, high school graduation and career exploration for high-school aged Little Brothers and Sisters. Callan Capital’s services and values align perfectly with the Big Futures mission by providing financial literacy to these children. For more information on the Big Futures and Big Brothers Big Sisters of San Diego, visit http://sdbigs.org.

Callan Capital was proud to sponsor and participate in Play4SAY, hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of lawn games like Bocce, Bag-O, and Ladder Ball.

SAY’s mission is to partner with children, families, and communities to overcome barriers and create opportunities that enable them to realize and sustain their full potential. SAY San Diego partnerships and services focus on strengthening the whole child, whole family, and whole community. SAY addresses the comprehensive needs of the entire family rather than focusing on one symptom or problem and works with systems such as law enforcement, schools, and local government to affect positive change.
For more information on SAY San Diego, please visit https://www.saysandiego.org.

Rob Mikulski was named the top 2017-2018 fundraiser for the Young Executives Society within Junior Achievement of San Diego. JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf of Junior Achievement, offering support through fundraising, “friend-raising”, special projects & expansion of JA programs and initiatives. Money raised by the Young Executives Society goes directly to support Junior Achievement San Diego’s goal of supporting an education in economics and finance in order to prepare kids for success in a global economy. Congratulations Rob!

For more information on Junior Achievement, please visit https://www.jasandiego.org.

Callan Capital participated in Red Shoe Day benefitting the Ronald McDonald House Charities. Back for the ninth year in a row, Red Shoe Day is the largest volunteer-driven fundraiser for San Diego’s Ronald McDonald House. 1,500 volunteers wearing yellow shirts and red and white striped socks collect donations from commuters and passers-by at key intersections during the morning commute throughout San Diego County.

Ronald McDonald House Charities of San Diego provides a “home away from home” for families with children being treated for serious, often life-threatening conditions at local hospitals.

For more information on Ronald McDonald House Charities of San Diego, please visit https://rmhcsd.org.

Callan Capital hosted the panel event Secrets of Successful Liquidity Events at the Kodosky Lounge at the Long Center in Austin. The purpose of Callan’s Austin-based tech event series is to foster networking opportunities for entrepreneurs within the technology ecosystem and provide a forum for veteran entrepreneurs to give back to the next generation of leadership within the industry.

The Secrets to Successful Liquidity Events panel featured panelists who have been through various liquidity events. The discussion covered elements of starting, running and exiting a business including funding, management, technology and more. Attendees enjoyed drinks and food overlooking the Austin skyline.

Callan Capital was listed in the San Diego Business Journal’s inaugural Life Sciences Book as a key service provider to the Life Sciences industry. The article mentions how Callan Capital deals with the Life Sciences industry’s frequent liquidity events, such as selling a company or taking a company public. In addition, the firm has experience in the nuances of the sector, such as how to work within the limited and infrequent windows for exercising stock options because of potential issues with insider trading related to clinical trials, partnership deals and acquisitions.

Callan Capital is proud to serve San Diego’s Life Sciences executives and entrepreneurs and excited to be recognized as the sole wealth management firm listed in the Life Sciences book. To read the article, click here.