Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets investing. He created an approach to investing at Baylor that is quite different from others in the seat. David recently started sharing his insightful perspectives on the craft on Twitter/X under the handle @CIO_Baylor.
Our conversation covers David’s background and path to Baylor, the three styles of endowment management pursued in the industry, and the thematic top down approach he employs. We discuss his implementation of that approach across risk management, portfolio construction, private markets, manager selection, and turnover.
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Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
Sean O’Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
Chris Douvos – The LP’s Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
[REPLAY] - Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
Year in Review 2021, (Capital Allocators, EP.228)
#1: Chamath Palihapitiya – The Social Capital Flywheel, EP.167
#2: Barry Sternlicht – Masterclass in Real Estate in a Post-Covid World, EP.216
#3: Katy Milkman – How to Change, EP..199
#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188
#5: John Toomey – Private Equity Masters Ep.01, HarborVest Partners, EP.200
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
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