Time Swap
What does it look like to invest at the highest level? Does it have to compromise the well-being of investors? In this fourth episode of Time Swap, we’re joined by Dave Morehead, the CIO of Baylor University’s Office of Investments. Dave leads his team of eight (going on nine) to manage Baylor University’s $2.4+ billion endowment. He is a remarkable leader, prioritizing both excellence and care—he operates his team at an “Olympic level” of excellence while creatively freeing their time for what matters most. (00:00-00:59) - Introduction (00:59-03:06) - Dave Morehead’s Investment Team (03:07-07:32) - Marketable Securities and Private Allocations (07:33-12:56) - Diversification and Concentration (12:57-23:11) - Dave’s Experience on Boards - Check Egos at the Door (23:12-26:42) - Excellence and Curiosity (26:43-32:49) - Handing Time Back to Employees (32:50-35:25) - Constant Learning (35:26-39:15) - Humility and Teamwork (39:16-41:11) - It’s Not That Hard (41:12-42:06) - Thank You and Disclaimers You can find Dave Morehead at https://www.linkedin.com/in/davidmorehead/ [https://www.linkedin.com/in/davidmorehead/] Email any of your questions for Sarah Mizell or Dave Morehead regarding this episode to team@covewm.com [team@covewm.com]
5 episoder
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