#118 - Jon Hirtle: The True OCIO Playbook

About this episode

Jon Hirtle discusses the principles of OCIO and long-term portfolio construction.

Jon is Executive Chairman and co‑founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, and culture inform long‑term portfolio construction, along with views on risk, manager selection, private markets, and industry change. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training. Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No…

People in this episode

Host: Alex Shahidi

Guest: Jon Hirtle

Topics covered

• OCIO
• portfolio construction
• risk management
• manager selection
• private markets
• industry change

Keywords

• OCIO
• portfolio
• risk
• manager selection
• private markets
• investment strategy

Mentioned in this episode

Organizations: Hirtle Callaghan, MAI Capital Management, LLC, U.S. Securities and Exchange Commission, Evoke Advisors Division of MAI Capital Management, LLC

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