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

Published: May 6, 2019, 9:30 a.m.

Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in 1988.\xa0 Hirtle Callaghan retains the distinction of initiating the OCIO model that is flourishing in the market today.

Our conversation covers leadership lessons from Jon\u2019s experience in the Marines and at Goldman Sachs, the genesis of the idea to create Hirtle Callaghan, the structure, culture, philosophy and execution of their investing, Jon\u2019s outlook on emerging markets, the economy, private equity, and credit, and the concept of governance alpha. Jon has a gift for distilling the investment process into understandable frameworks and analogies that we all can use to communicate with our many constituents.

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