Greg Allen

Gregory C. Allen serves as Chief Executive Officer and Chief Research Officer of Callan, one of the largest independent investment consulting firms in the U.S. Allen oversees the firm's fund sponsor consulting, trust advisory, database, client report services, operations, and all research and education groups, including global manager research, alternative investment research, capital markets research, and the Callan Institute. He holds membership on the Callan Management Committee, Institute Advisory Committee, and Investment Committee, and serves as executive sponsor of Callan's diversity, equity and belonging (DEB) program.

Allen joined Callan's San Francisco office in 1988 as an analyst focusing on capital market research, asset allocation and liability analysis, and manager structure analysis. In 1993, he took over Callan's Operations and Capital Markets Research groups where he oversaw the complete redesign and implementation of Callan's database management and performance measurement systems. In 2000, he was promoted to director of research, and in 2007 was promoted to president. He assumed the CEO role in 2017.

Allen earned an MS in applied economics and a BA in economics from the University of California, Santa Cruz. He is a frequent speaker on the institutional investment process, and has published numerous articles in peer-reviewed journals and other industry publications on investment-related topics. Allen contributed a chapter titled "Risk Parity: Silver Bullet or a Bridge Too Far?" to a CFA Institute book on multi-asset strategies, and co-authored "The Cobbler's Shoes: How Asset Managers Run Their Own 401(k) Plans," analyzing how investment managers structure retirement plans for their own employees.

Career History

• 1988: Analyst, Callan (San Francisco office)
• 1993: Director of Operations and Capital Markets Research, Callan
• 2000: Director of Research, Callan
• 2007: President, Callan
• 2017–Present: CEO and Chief Research Officer, Callan

What Greg Allen could bring to CEO and Chief Research Officer at Callan: With 38 years of tenure at Callan, Allen brings deep institutional knowledge of capital markets research, database systems architecture, and the institutional investment consulting landscape. His passion for research on institutional investment challenges positions him to drive strategic initiatives around emerging trends including private markets, passive investing, and multi-asset strategies. His published work and thought leadership on risk parity and portfolio strategy demonstrate his ability to influence industry best practices while advancing Callan's research and education mission.