The Meb Faber Show - Better Investing Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503
Oct 11, 2023
Jon Hirtle, founder of Hirtle, Callaghan & Co., shares his journey creating the OCIO model and discusses asset allocation, working with investing teams, and the current investment landscape. The podcast also explores the origins of OCIO, the evolution of asset allocation strategies, lessons on managing mission-driven funds, the importance of planning and defining success, and a memorable investment during the financial crisis.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Origins of OCIO and the Independent Investment Office
03:47 • 4min
Evolution of Asset Allocation Strategies
07:35 • 8min
Lessons on Working with Organizations and Managing Mission-Driven Funds
15:05 • 3min
The Importance of Planning and Defining Success
18:04 • 27min
Memorable Investment During the Financial Crisis
44:47 • 4min