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.

Hirtle Callaghan Hosts Career Restart Event

Hirtle Callaghan welcomed over 15 guests to its second Career Restart Luncheon on October 14th.  The event is designed to find talented individuals across the Philadelphia region who have taken time off from work to care for family.  Hirtle Callaghan is committed to pursuing innovative ways of finding talent and incorporating them into the firm.

Career Restart Event Press Release

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September 2015 Pension Plan Funding Update

September was another difficult month for Pension plans as liabilities (BofA Mature 12 year duration index) outperformed assets (60% ACWI/40% Barcap Agg) by 3.2%. For the last 3 months, assets have given up over 7% to liabilities.

After the volatile September, liabilities are now positive 1.3% while assets are down -3.8% for the year. The continued struggle to improve funded status remains an issue for many pension plan CFOs, Treasurers and Boards who are trying to manage and control their funded status volatility.  Once again, a pension plan with a de-risking glide-path would have been able to benefit from this volatility if they added long duration bond investments to their portfolio following the short lived asset outperformance. 

Read more on the current status of pension plan funding here.

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Jonathan Hirtle, Hirtle Callaghan CEO, on Fox Business News

Jonathan Hirtle, CEO of Hirtle Callaghan, joined Maria Bartiromo on Fox Business News for Mornings with Maria on October 7, 2015.  Jon discusses market dislocation opportunities and Hirtle Callaghan's long-term investing strategy on the segment.

View Jonathan Hirtle on Fox Business News


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Hirtle Callaghan Hosts Women In Investing Network Event

Hirtle Callaghan hosted a Women In Investing Network of Philadelphia (WIN) event on September 16th entitled A Conversation About Your Career Path.  Hirtle Callaghan is honored that the event raised over $500 for the local community organization, Cradles to Crayons.

Susan McEvoy, Director and Investment Officer at Hirtle Callaghan introduced the panel of experts which included Hirtle Callaghan's Keri Lorenson, Deputy COO and Managing Director of Finance.  Keri left the audience with the following advice: "Be inquisitive and a perpetual learner.  Knowledge is so powerful." 

WIN Panel 

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