Dave Morehead
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Dave Morehead Email & Phone Number

Chief Investment Officer at Baylor University
Location: Woodway, Texas, United States 10 work roles 2 schools
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Current company
Role
Chief Investment Officer
Location
Woodway, Texas, United States

Who is Dave Morehead? Overview

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Quick answer

Dave Morehead is listed as Chief Investment Officer at Baylor University, based in Woodway, Texas, United States. AeroLeads shows a matched LinkedIn profile for Dave Morehead.

Dave Morehead previously worked as Adjunct Lecturer at Baylor University and Co-Chief Investment Officer at Baylor University. Dave Morehead holds Mba, Finance & Entrepreneurship from University Of Chicago.

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Email format at Baylor University

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Baylor University

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Profile bio

About Dave Morehead

Professional experience includes multi-sector and sub-sector asset allocation, portfolio management and research throughout the capital structure and across sectors, risk management, as well as private and direct investing. Functional experience includes asset allocation and manager selection, absolute return portfolio management, fixed income portfolio management, credit and equity research, as well as derivatives and alternatives risk management.

Listed skills include Portfolio Management, Alternative Investments, Equities, Asset Allocation, and 11 others.

Current workplace

Dave Morehead's current company

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Baylor University
Baylor University
Chief Investment Officer
Woodway, TX, US
AeroLeads page
10 roles

Dave Morehead work experience

A career timeline built from the work history available for this profile.

Adjunct Lecturer

Adjunct instructor for Large Cap Practicum and Small Cap Practicum where students research companies, propose allocations, and manage real endowment dollars

Aug 2019 - May 2024

Senior Director Of Investments

Oversee and manage endowment portfolio assets across multiple asset categories and product sectors.

Jan 2011 - Dec 2019

Senior Portfolio Manager

Highview Capital Management

Managed several distinct portfolios; invested across the capital structure, from bank debt to equity to OTC derivatives; strategies included capital structure arbitrage, convertible arbitrage, distressed, long/short equity, among others.

Jun 2006 - Dec 2010

Portfolio Manager

Ritchie Capital Management

Managed a generalist corporate relative value portfolio of up to $500mm; built out energy fund public securities portfolio; sourced and vetted private/direct energy investments.

Sep 2002 - Mar 2006

Equity Research Associate

Provided research coverage for the Transportation/Logistics and Specialty Retail sectors. Responsible for communicating sector and company views to internal and external clients.

Mar 2001 - Sep 2002

Vp - Risk Management

Analyzed all aspects of the bank's interest rate derivatives desk and worked with senior management and traders to mitigate risk; provided risk management oversight for the bank's alternative asset book; created models to evaluate the bank's fx spot/forward/options risk.

Apr 1998 - Feb 2001

Portfolio Manager

Assisted community bank clients in developing investment policies and optimal asset allocations; provided portfolio advice, security research, and individual transactions to clients with a total portfolio market value in excess of $1 billion.

Jan 1994 - Mar 1998
2 education records

Dave Morehead education

Mba, Finance & Entrepreneurship

Activities and Societies: Student Recruiting Committee

FAQ

Frequently asked questions about Dave Morehead

Quick answers generated from the profile data available on this page.

What company does Dave Morehead work for?

Dave Morehead works for Baylor University.

What is Dave Morehead's role at Baylor University?

Dave Morehead is listed as Chief Investment Officer at Baylor University.

Where is Dave Morehead based?

Dave Morehead is based in Woodway, Texas, United States while working with Baylor University.

What companies has Dave Morehead worked for?

Dave Morehead has worked for Baylor University, Highview Capital Management, Ritchie Capital Management, William Blair And Company, and Bank Of America.

How can I contact Dave Morehead?

You can use AeroLeads to view verified contact signals for Dave Morehead at Baylor University, including work email, phone, and LinkedIn data when available.

What schools did Dave Morehead attend?

Dave Morehead holds Mba, Finance & Entrepreneurship from University Of Chicago.

What skills is Dave Morehead known for?

Dave Morehead is listed with skills including Portfolio Management, Alternative Investments, Equities, Asset Allocation, Asset Management, Investments, Fixed Income, and Hedge Funds.

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