The content contained herein is purely for informational purposes and is neither an offer to sell nor a solicitation of an offer to purchase any securities. Such an offer will only be made to pre-qualified investors by means of a confidential private placement memorandum and related subscription documents.

Jonathan Hirtle to be the Keynote Speaker at the Trivest 2013 Investor Conference

The Trivest 2013 Investor Conference will be held in Miami, Florida on March 21st. Mr. Hirtle will speak about "Managing Legacy Assets in a World of Unprecedented Danger and Opportunity."

Trivest is a private equity firm focused on partnering with founder and family owned businesses in the United States and Canada.

  • Founded in 1981
  • Headquartered in Miami, Florida
  • Completed 185 transactions
  • $4.8 billion in value
  • Dedicated focus on lower middle market companies
  • Target revenue range: $25 million - $250 million
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The Road Ahead: Tax Planning for 2012 Year-End - by Alan Weissberger

As we are in the final quarter of 2012, significant tax law changes are scheduled for 2013.
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OCIO Mandates Swell In Size

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Hirtle Callaghan Presents at the Freeman & Co. Financial Services Conference

Hirtle Callaghan Presents at the Freeman & Co. Financial Services Conference: Navigating Uncertainty in the Global Financial Markets.  The conference was held on June 13, 2012 in New York.  Jon Hirtle, CEO, spoke on a panel titled Asset Allocation in Volatile Times.  Capital allocators shared their views on investing in today's challenging markets and their views on investing in a deleveraging cycle, with ultra-low interest rates and occasional bouts of severe volatility.

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Pensions & Investments: Jon Hirtle dubbed “Oracle of Outsource”

Pensions & Investments: Jon Hirtle dubbed "Oracle of Outsource"

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