Baylor University, every mention
19 scenes · ← back to Baylor University
tap a year for its mentions
every year anyone Ted Seides 20David Morehead 8Mike Trigg 1Jim Falbe 1
Verbatim, from the transcripts: the passages where Baylor University comes up
Michael Mervosh - Invest in Yourself (EP.402)
- ▶ 6:19 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mutgal, branding expert Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
- ▶ 6:03 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert Jen ProSec, founder of ProSec Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Succession - Sarah Samuels on Generational Transitions (EP.400)
- ▶ 6:15 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar, Rahul Mudgal, branding expert, Jen Prosek, founder of Prosek Partners, conference wizard, Ron Biscardi, founder of iConnections, and investment…
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 5:47 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert Jen ProSec, founder of ProSec Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 6:02 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mutgal, branding expert Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Charles Duhigg- Secrets of Communication (EP.394)
- ▶ 5:47 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert, Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 5:53 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mutgal, branding expert Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
WTT: The Investment Manager Playbook - What Allocators Don't See
- ▶ 7:20 Ted Seides Dave Moorhead, CIO at Baylor University, uses a baseball analogy to describe his preferred managers.
David Morehead – Top Down Allocation at Baylor (EP.381)
- ▶ 4:25 Ted Seides My guest on today's show is David Moorhead, the Chief Investment Officer at Baylor University, where he oversees the 2.2 billion dollar endowment. 5 times in the scene
- ▶ 6:34 Ted Seides Why don't you take me back to your beginnings in the industry long before you got to the seat of Baylor? 3 times in the scene
- ▶ 10:41 Ted Seides How'd you find your way to Baylor? 3 times in the scene
- ▶ 12:36 Ted Seides What did you take out of all of that in the most important lessons when you started to put the hat on of sitting at Baylor?
- ▶ 26:03 David Morehead At the end of the day, we're serving Baylor. 2 times in the scene
- ▶ 41:45 David Morehead Valuation lag is beneficial to the ENF portfolio because then the ENF portfolio benefits from the public market bounce, and so the NAV of the fund continues to compound positively over those subsequent years, and in a case like Baylor's,…
- ▶ 53:47 David Morehead From our perspective, we know that we have a job to do, and our job is to provide the highest risk-adjusted returns to our university because that's what we're charged with, and this is a tough business. 2 times in the scene
- ▶ 1:01:11 David Morehead God willing that Baylor's endowment gets to forty billion at some point.
- ▶ 1:04:12 David Morehead We have this huge rivalry, Baylor does, with TCU, who's up the street. 2 times in the scene
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 1:01:14 Mike Trigg If I look back at some of our clients, David Moorhead at Baylor is somebody that I have a lot of respect for as a person, and I think he does things really differently.