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.

Verizon Hatches Another Star; Hirtle Callaghan & Co. Recruits Him:

We’re very happy to announce that Hirtle Callaghan, one of the country’s top Outsourced Chief Investment Officer firms, has tapped Nicholas G. Botticelli to fill a new senior post as Director of Strategy and Head of Pension Portfolio Management.

 

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http://www.hirtlecallaghan.com/media/83657/skorina-letternick-botticelli.pdf

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Hirtle Callaghan Director of Private Equity Speaks at The Private Equity Investors Forum

On March 14, 2013, Jamie Johnson, Director of Private Equity at Hirtle Callaghan, spoke on a panel at The Private Equity Investors Forum in New York at The Harmonie Club. Jamie discussed what he is seeing in the Private Equity space.  As an Outsourced CIO that works with numerous organizations that choose not build internal investment departments, he has an interesting perspective.

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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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"Institutions' Evolving Alts Allocations"

Hirtle Callaghan invited to participate in FundFire webcast: “Institutions' Evolving Alts Allocations” on Friday, Sept 21, at 11:00 am ET.

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