As director of Callan's Capital Markets Research Group, I oversee efforts to help our fund sponsor clients through strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups, and providing custom research on a variety of investment topics. I'm also a member of Callan's Management and Institute Advisory committees, a shareholder of the firm, and the author of the Callan Periodic Table of Investment Returns, which I created it back in 1999. Prior to Callan, I was a senior economist and the western regional manager for Standard & Poor's DRI. My educational backgroun
Jay Kloepfer
Executive Vice President & Director, Capital Markets Research
Callan
United States, California, San Francisco
About Me
Profile Information
Executive Vice President & Director, Capital Markets Research
Callan
Investment Team,Operations Team,Marketing Team
Investor
Consultant
San Francisco
California
United States
Oct 30, 2025
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