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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[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)
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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)
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
[REPLAY] - Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
Jennifer Heller – Beginner’s Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
Rick Rieder – BlackRock (Manager Meetings, EP.08)
Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
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