))
David Morehead – Top Down Allocation at Baylor (EP.381)
Manage episode 413873548 series 3558418
Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
613 episodes
Share
