# #118 - Jon Hirtle: The True OCIO Playbook

Page: https://stenobird.com/podcast/insightful-investor-6700249/118-jon-hirtle-the-true-ocio-playbook
Text version: https://stenobird.com/podcast/insightful-investor-6700249/118-jon-hirtle-the-true-ocio-playbook.md
Podcast: [Insightful Investor](https://stenobird.com/podcast/insightful-investor-6700249)
Published: 2026-04-14T11:00:00+00:00
Episode link: https://insightful-investor.captivate.fm
Audio file: https://episodes.captivate.fm/episode/30ab95f1-97c1-48ef-a7dc-20bcf337572d.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/insightful-investor-6700249/episodes/118-jon-hirtle-the-true-ocio-playbook
Duration seconds: 4849

## Resource

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 representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person. While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date. The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks a…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/insightful-investor-6700249/episodes/118-jon-hirtle-the-true-ocio-playbook/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/insightful-investor-6700249/118-jon-hirtle-the-true-ocio-playbook.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.