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] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)
[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
[REPLAY] Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Christie Hamilton – Tweeting on Allocation at Children’s Health (Capital Allocators, EP.124)
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
SPECIAL ANNOUNCEMENT – CAPITAL ALLOCATORS LIVE!
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
The Best of 2019 (Capital Allocators, EP.118)
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
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