Capital Allocators – Inside the Institutional Investment Industry Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
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May 6, 2019 Jon Hirtle, Executive Chairman at Hirtle, Callaghan & Co., is the pioneer behind the OCIO model in institutional investing. He shares leadership lessons from his Marine Corps days and Goldman Sachs, emphasizing integrity and teamwork. The conversation dives into dynamic asset allocation and risk management strategies, with insights on navigating venture capital complexities. Hirtle also discusses today's public debt landscape, advocating for equities and private credit while underscoring governance in investment decisions and the importance of customized client strategies.
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Push Beyond Limits, Embrace Teamwork
- Push yourself beyond perceived limits to achieve more than you think possible.
- Embrace teamwork, as great achievements are collaborative efforts, not individual pursuits.
Leadership Framework: Be, See, Serve
- Lead by example, upholding high personal standards and integrity to inspire trust.
- Articulate a compelling vision and actively support your team's success in achieving it.
Goldman Sachs's Golden Era
- Jon Hirtle recounts Goldman Sachs's client-centric culture under John Weinberg and John Whitehead's leadership.
- He highlights the emphasis on people, capital, and reputation, with reputation being the hardest to rebuild once damaged.
