Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 11 October 2023

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest today is Jon Hirtle, founder and Executive Chairman of Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today. In today’s episode, Jon shares what led him to start his firm and the OCIO model itself over three decades ago. He walks us through the evolution of asset allocation over that time, lessons from working with countless investment teams during his career, and his broad thoughts on the current investment landscape. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Vinovest is a wine and whiskey investing platform democratizing access to these 'liquid' assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey. Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and
0:08.0	preserve your wealth. Join us as we discuss the craft of investing and
0:11.3	uncover new and profitable ideas all to help you grow
0:13.9	wealthier and wiser. Better investing starts here.
0:17.0	Meff Babers the co-founder and chief investment officer at Cambria Investment Management
0:21.0	due to industry regulations he will now discuss any of Cambria's funds on this
0:24.2	podcast.
0:25.2	All opinions expressed by podcast participants
0:27.0	are solely their own opinions and do not reflect the opinion of
0:29.1	Cambria Investment Management for its affiliates.
0:31.2	For more information, visit Cambria Investments.com.
0:33.4	Welcome, my friends. We have a special episode today. Our guest is John Hurtle,
0:41.4	founder and executive chairman of Hurtle Callahan and company, a 20 billion dollar
0:46.2	outsourced CIO business that he founded over 35 years ago.
0:50.8	John is well known for creating the OCIO model that is commonplace today.
0:55.2	In today's show, John shares what led him to start his firm in the OCIO model
1:00.0	itself over three decades ago. He walks us through the evolution of asset
1:03.7	allocation over that time, lessons from working with countless investing teams
1:07.6	during his career, and his broad thoughts on the current investment landscape. This episode is brought to you by 10 East.
1:17.0	Long time listeners know I've invested in private markets quite a bit myself,
1:21.0	but with access to these markets broadening it can be hard to know where
1:24.3	to find vetted high quality offerings. That's where Ten East comes in. Ten East is a platform where
	...

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