FEG Investment
Advisors

Captain Hook Sails for Home, Departing Wisdom From a Retiring CIO

This episode of the FEG Insight Bridge features Jonathan Hook, CIO for the Harry and Jeanette Weinberg Foundation, one of the largest private foundations in the United States. Prior to the Weinberg Foundation, Jonathan had the honor of being the first CIO at not one, but two colleges: the Ohio State University and Baylor University. Over the course of his notable career, Jonathan has built out several investment offices and developed countless asset allocation strategies. In this episode, Jonathan talks about his upcoming retirement, his hiring policies for investment office staff, his approach to portfolio management (particularly in difficult times), and his advice for new CIOs. Jonathan also reflects on the differences between managing endowments for public and private universities. You’ll definitely want to set aside some time for this thoughtful and inspiring episode.

 

Chapters

00:00:00 Intro

00:00:35 Episode overview

00:01:40 Jonathan’s start in banking

00:03:23 Heading to Baylor and shifting careers

00:06:29 The state of Baylor’s investment office in the early 2000s

00:07:39 How Jonathan became known for being an expert on asset allocation

00:10:27 Changing Baylor’s investment framework

00:15:15 Advice for new CIOs

00:17:40 Leaving Baylor for Ohio State

00:21:38 Differences between public and private universities

00:28:22 Building out the investment team at Ohio State

00:31:02 Choosing analysts for an ENF

00:34:30 What is the Weinberg Foundation?

00:38:01 Weinberg Foundation’s diverse manager program

00:43:29 Jonathan’s plan for retirement and advice for his younger self

 

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.