Dakota Live! Podcast Dakota Live! Podcast: Empowering Institutional Investors with Callan
Jun 11, 2025
In this engaging discussion, Lauren Mathias, Senior Vice President at Callan and a champion for diversity, dives into her impressive journey from analyst to a leader in investment consulting. She highlights the significance of mentorship and collaboration in shaping the finance industry. Lauren shares insights into non-U.S. equity investment strategies and the importance of sustainable practices and long-term client relationships. Listeners will also learn how Callan’s educational initiatives foster inclusivity and empower institutional investors amidst market volatility.
AI Snips
Chapters
Transcript
Episode notes
Lauren's Career Journey at Callan
- Lauren Mathias started her career at Callan as an analyst after college, feeling immediate comfort with the collaborative culture.
- She later led efforts to support diverse and emerging managers, paving her path to becoming Callan's Diversity, Equity, and Belonging champion.
Global Experience Enhances Perspective
- Living and working in London exposed Lauren to diverse cultures, expanding her perspective on global investing.
- This experience deepened her appreciation for diversity, aiding her role as a DEI champion.
Callan's Values and Culture
- Callan is an employee-owned investment consulting firm managing about $5 trillion with a 13-year average client tenure.
- Their culture values collaboration, client-centered integrity, inclusiveness, and mutual respect.