Hirtle, Callaghan & Co.

Is it time to take money off the table? Heading into year-end, Senior Portfolio Manager Bill Hagan, CFA discussed investment strategy with Tom Burroughes of Family Wealth Report. After the run-up in mega-cap tech, Bill talked about broadening the focus to defensive growth names and European-domiciled multinationals. He also addressed strategic asset allocation with a tax-efficient focus. To learn more, read the full article: https://lnkd.in/dJSpN_kM   #WealthManagement #investing #OCIO #FamilyOffices #investmentoffice #completefamilywealth #taxmanagement

We were inspired last week by the students participating in the CFA Institute’s annual research challenge, which we kicked off at our Philadelphia headquarters. Over 30 students from local universities gathered to hear from industry veterans about equity research and learn what lies ahead in the competition. Wishing them all the best of luck! CFA Society Philadelphia   #CFAInstitute #CFASocietyPhiladelphia #finance #investing #professionaldevelopment

With investors closely watching this week's Jackson Hole Economic Symposium, what can we expect from the Fed? Talking with CNBC, Chief Investment Officer Brad Conger shared our perspective on this and European Markets. Watch the full interview: https://lnkd.in/ghvkh9aw   #Markets #FederalReserve #OCIO #Europe #Equities #investmentoffice

With the demographic cliff looming, private colleges are under increasing pressure. Join us for a webcast with Moody's and John Griffith to illuminate findings from its recent report on challenges in higher education. Our webcast – July 11th at 2 pm ET - will quantify the threats to private colleges and offer strategies to guard against them. Register here: https://lnkd.in/gASqJmZD Feel free to share this invitation with your school’s leadership team, board, and other relevant stakeholders. #highered #moodys #endowments  

“How do I choose the right trustee?” This is a question we often hear from families – and there is no one-size-fits-all answer. In Kiplinger, Director Denise McClain, JD, CPA offers invaluable insights to help grantors make an informed decision based on their unique circumstances and sensitivities. A trustee should be someone who you trust, but there is a continuum from family members to professional corporate options, each with pros and cons.   https://lnkd.in/eYzEKRFv   #estateplanning #planning #wealthmanagement #investing #investmentoffice #trustee  

We’re starting them early! Take Your Child to Work Day was a big hit at Hirtle Callaghan. The next generation of HCers joined us for a day at our headquarters to learn firsthand about the investment business. They had fun while getting real-world experience and seeing what their parents do all day. While for some the highlight was the great lunch (and desserts), it was a worthwhile day all around.

Is the market overvalued? Executive Chairman Jonathan Hirtle commented on BNN Bloomberg that equities may look expensive, but valuations are backed by fundamental earnings strength. He made the case to Host Jon Erlichman that defensive growth names look especially attractive today for their stability and profitability relative to the pricier Mag 7.   Watch the full interview: https://lnkd.in/eGmBAr_n   #markets #investing #OCIO #Growth #Invetsmentoffice