David Smith and Jonathan Farr have joined Callan’s alternatives consulting group. Smith, who joined on 5 April, is based in the New Jersey office, while Farr will join the company on 10 May in the Atlanta office. Both Smith and Farr will report to Pete Keliuotis, executive vice president and head of the alternatives consulting group. Smith, a senior vice president, will focus on implementing private markets portfolios, as well as client servicing, strategic planning, and manager evaluations. Recently, he served as a treasurer for Syracuse University, overseeing all aspects of the university's treasury and investment strategy and operations management, including its endowment. He also served as treasurer for the university's captive insurance company, as the ex-officio member of the university's Board of Trustees Investment and Endowment Committee and as a member of the university's defined contribution committee. Farr, a vice president, will also focus on private equity and private debt. He will join Callan from Southern Company where he was an investment officer, leading strategic, financial, and legal due diligence for new private markets investments, and represented the company's interests on fund advisory boards. Prior to Southern Company, He was a senior consultant for Value Prism Consulting and an associate with Deloitte Financial Advisory Services. Commenting on Smith’s new role, Keliuotis says: "David Smith brings decades of institutional investment experience, depth, and perspective in private markets to Callan." He adds: “Jonathan Farr brings years of experience to our group analysing, negotiating and advising private funds. Callan's clients will benefit from his investment experience and in-depth understanding of fund valuation and governance."
