20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor

2026-09-14 · 69 min · 12 entities

episode page audio

Asserted relationships

→ appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

0.68

evidence rules-v4
20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor
→ hosted by Harry Stebbings person

0.55

evidence rules-v4
Feed author/publisher: Harry Stebbings
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
→ discusses News concept

0.40

evidence rules-v4
Feed category: News
→ discusses Tech News concept

0.40

evidence rules-v4
Feed category: Tech News

Entities found in this episode

concepts 8

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Investing concept

0.50

evidence rules-v4
Feed category: Investing
mentioned Tech News concept

0.50

evidence rules-v4
Feed category: Tech News
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Tech News concept

0.40

evidence rules-v4
Feed category: Tech News
mentioned CIO concept

0.35

evidence rules-v4
CIO

persons 3

mentioned David Morehead person

0.72

evidence rules-v4
20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor
mentioned Harry Stebbings person

0.70

evidence rules-v4
Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

0.55

evidence rules-v4
Feed author/publisher: Harry Stebbings

podcasts 1

appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

0.68

evidence rules-v4
20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor

Episode description as stored

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. AGENDA: 04:00 The Portfolio Construction of a $2.6 Billion University Endowment? 09:00 Why We Spend More Time on Porfolio Construction Than Manager Selection? 14:00 Should LPs Back VC's Biggest Names or Find the Next Breakout Manager? 21:00 How Baylor Made Millions in the SaaSpocalypse? 26:00 Are Public Markets a Casino or Are Private Valuations the Real Fiction? 34:00 How Do You Buy a Market Crash Without Catching a Falling Knife? 49:00 Would You Fire a Fund Manager Who's Making You Money? 57:00 Could the Backlash Against Data Centres Derail the AI Boom? 01:02:00 Which Asset Class Is Overhyped—and Where Is the Next Big Opportunity?