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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Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
[REPLAY] Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
[REPLAY] Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138)
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
[REPLAY] Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
[REPLAY] Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
Andrew Golden – Navigating Princeton’s Endowment Through (Another) Crisis (Capital Allocators, EP.133)
[REPLAY] Andrew Golden - Princeton University's Chief Investing Tiger (Capital Allocators, EP.13)
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