Education is an important part of our service.  In the recent past, in quarterly review presentations, we have provided research on TIPs, Value Investing, Commodities, 130/30 Strategies, Portable Alpha, Risk in the Credit Markets, as well as Historical Perspectives on Markets in Crisis.  Periodically we publish more formal research on areas including Private Equity, Hedge Funds, Diversification, and other areas we feel are of critical value to our clients.

Webcasts are held by our CEO and Chief Investment Strategist on a quarterly basis.  Webcasts with leadership are also hosted when there are items of particular importance that warrant interpretation and explanation between quarters. 

Annually, we sponsor our CIO Conference as an educational forum to keep our clients up to date on key investment issues.  The conference typically includes guest speakers on areas of strategic investment interest.  Prior speakers have included Nassim Taleb, author of Fooled by Randomness and The Black Swan, and Richard Thaler on behavioral finance and author of Nudge: Improving Decisions about Health, Wealth and Happiness.  We also include presentations of our own research, as well as manager research on relevant topics. 

Also as new board members join the investment committee, we are pleased to provide private education sessions that we have coined “Trustee University.” Here we educate new members on our valuation based investment process, our manager selection process, our approach to alternatives and the level discretion that Hirtle Callaghan has over the investment portfolio. 

If you would like to receive an invitation to our next event please contact us

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