Dave Morehead: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline

David Morehead is one of the most respected CIOs in the endowment fund world as Chief Investment Officer at Baylor University, overseeing its $2.6BN endowment. Before joining Baylor in 2011, he was a senior portfolio manager at several Chicago hedge funds, investing across corporate securities, distressed debt and public and private energy.

In Today's Show:

• The Portfolio Construction of a $2.6 Billion University Endowment?

• Why We Spend More Time on Porfolio Construction Than Manager Selection?

• Should LPs Back VC's Biggest Names or Find the Next Breakout Manager?

• How Baylor Made Millions in the SaaSpocalypse?

• Are Public Markets a Casino or Are Private Valuations the Real Fiction?

• How Do You Buy a Market Crash Without Catching a Falling Knife?

• Would You Fire a Fund Manager Who's Making You Money?

• Could the Backlash Against Data Centres Derail the AI Boom?

• Which Asset Class Is Overhyped, and Where Is the Next Big Opportunity?