Multi-Asset
Allocator
OCIO
Katie Hall is the Founder and Co-Chair of Hall Capital Partners, a $40 billion OCIO for high-net-worth families, endowments, and foundations. She launched Hall Capital with the backing of Don Fisher, Warren Hellman, and recent Presidential candidate Tom Steyer back in 1994 and has grown that base to serve 130+ clients today. Our conversation covers Katie’s background, her path to starting Hall Capital, and her approach to the business. We then turn to her investment philosophy, customized asset allocation, and thoughts on alternatives, crypto, and ESG. We close with Katie’s perspectives on governance and the future of Hall Capital.