PERSON DIRECTORY
David Morehead
David Morehead appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Baylor CIO Morehead: velocity of cashback is what LPs actually want
David Morehead argues that fund multiples need a timeline: three six-year 3X growth-equity funds can compound to 27X versus 15X over 15–18 years.Baylor treats growth equity as its return engine, VC as diversification, and uses 10% market-decline increments while pricing cash at 8.5%.Software’s 50–60% selloff and permitted powered land offer differentiated opportunities, but permitting constraints and the unresolved AI adoption question remain key watchpoints.