Hirtle, Callaghan & Co.

What is the potential impact of the endowment tax? Endowment Specialist John Griffith analyzed the schools that could be subject to the tax—and the results were staggering. Our paper explores which schools could be affected, and how it might change the outlook for them going forward.   Read our paper to learn more about the endowment tax proposals and their implications. https://lnkd.in/ehfh3fND #endowments #highereducation #investing #OCIO #Investmentoffice

  “The client is the noble cause.” That principle has guided our Founder and Executive Chairman, Jonathan Hirtle, from the beginning and continues to define Hirtle Callaghan’s culture today.   Jon joined Adam Sarhan on the Smart Money Circle podcast to discuss how he conceived of the OCIO model, why culture matters and what it means to achieve “success with certainty”.   Listen to the podcast: This Man Built a $22B Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.   Or watch the full episode here: https://lnkd.in/e3UAKBda   #investing #OCIO #Leadership #WealthManagement #investmentoffice #noblecause

We were honored to co-host the inaugural Investing for Good symposium alongside The Institute . The event featured insightful panel discussions led by Hirtle Callaghan Director, Catherine Lee Clarke, CFA, focusing on ethical investing strategies that prioritize human flourishing. Ave Maria University provided a beautiful and inspiring setting for this important dialogue. Thank you to The Institute at Ave Maria University for your partnership in bringing this meaningful conversation to life!

As Congress debates increasing taxes on university endowments, what’s at stake for smaller institutions? Our Endowment Specialist John Griffith recently spoke with Institutional Investor about the potential ripple effects of these changes on spending and investment policy. John shared that “A 10 or 21 percent tax hike would not only hinder schools’ ability to provide financial aid—particularly the mid-sized colleges—but it would also force CIOs to rethink their asset allocation.”

This year’s Philanthropy Symposium (formerly Funders Forum) through Association of Fundraising Professionals - Greater Philadelphia Chapter (AFP-GPC) at Hirtle, Callaghan & Co. lived up to the hype. Fantastic panel, energizing conversation, and countless insights shared that I can readily put to use with my clients. Big thanks to Glenmede for your support!

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