Apr 22, 2024
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...
Apr 15, 2024
On today’s show, we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. We’ve shared conversations under this theme about a range of forgotten opportunities from specific emerging markets to biotech. Previous episodes are available...
Apr 15, 2024
Apr 15, 2024
Apr 11, 2024
Shiloh Bates is the Chief Investment Officer
at Flat Rock Global, an alternative credit manager specializing in
the junior tranches of CLOs. Last year, Shiloh published CLO
Investing, a comprehensive review of the structure, payoff rules,
and historical performance of CLOs.
Our conversation covers Shiloh's twenty-five...