The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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:
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?
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