Published May 6, 2019

Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)

Explore leadership wisdom and pioneering investment strategies with Jon Hirtle, as he shares how his Marine Corps experience and mentor influence shaped his business ethos, and delves into Hirtle Callaghan's adaptive approaches to asset allocation and navigating market dynamics for optimal client outcomes.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)

Topics covered

Popular Clips

Economic Cycles Explained

Outsourced CIO Dynamics

Investment Strategy Insights

Debt Dynamics

Leveraging Investment Strategies

Noble Cause Philosophy

Seeking Alpha

Transition to Wall Street

Unintended Consequences

Leverage and Fiduciary Governance

Navigating Public Markets

Factor Weighting Strategies

Venture Capital Insights

Reputation and Growth

Episode Highlights

Leadership Lessons

Investment Strategies

Economic Adjustments

Related Episodes

Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

Chris Ailman – CalSTRS’ Venerable CIO (Capital Allocators, EP.86)

REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

[REPLAY] Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

Jon Wertheim – Sports and… (Capital Allocators, EP. 102)

Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)

Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)

Topics covered

Popular Clips

Episode Highlights

Leadership LessonsJon Hirtle, Executive Chairman of Hirtle, Callaghan & Co., shares insights on how his Marine Corps experience shaped his leadership style and the influence of mentors in his career. He discusses the importance of personal standards, teamwork, and reputation in business.

Leadership Lessons

Investment StrategiesJon Hirtle discusses Hirtle Callaghan's innovative approaches to asset allocation, emphasizing customization, governance alpha, and dynamic strategies. These methods aim to optimize client outcomes by aligning investment strategies with specific needs and market conditions.

Investment Strategies

Economic Adjustments

Related Episodes