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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Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Satya Patel – Homebrew (Manager Meetings, EP.18)
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
Paula Volent – Star Endowment Manager’s Next Act at Rockefeller University (Capital Allocators, EP.219)
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
[REPLAY] Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
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