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

FEG Insight Bridge

The decorated and well-loved CIO, Jonathan Hook, joins Greg for this riveting episode of the FEG Insight Bridge where the two discuss Jonathan’s broad career from banking to university endowments to private foundations. Jonathan shares his insights on topics ranging from his approach to asset allocation and building out investment offices, his philosophy as a CIO, and plans for his impending retirement. He also discusses the Weinberg Foundation’s highly lauded diverse manager program. You won’t want to miss this engaging episode!

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1. Intro (00:00:00)

2. Episode overview (00:00:35)

3. Jonathan's start in banking (00:01:40)

4. Heading to Baylor and shifting careers (00:03:23)

5. The state of Baylor's investment office in the early 2000s (00:06:29)

6. How Jonathan became known for being an expert on asset allocation (00:07:39)

7. Changing Baylor's investment framework (00:10:27)

8. Advice for new CIOs (00:15:15)

9. Leaving Baylor for Ohio State (00:17:40)

10. Differences between public and private universities (00:21:38)

11. Building out the investment team at Ohio State (00:28:22)

12. Choosing analysts for an ENF (00:31:02)

13. What is the Weinberg Foundation (00:34:30)

14. Weinberg Foundation's diverse manager program (00:38:01)

15. Jonathan's plan for retirement and advice for his younger self (00:43:29)