Allocator Interview Highlights
Dave Morehead
CIO at Baylor University
Dave Morehead joined the Baylor University Office of Investments in 2011 and currently serves as the Chief Investment Officer. From 2019-2024, Mr. Morehead co-taught the Large Cap and Small Cap practicum classes at Baylor’s Hankamer School of Business. Previously, he was a senior portfolio manager at Lotsoff Capital Management, where he managed securities across the corporate capital structure, and a partner at Highview Capital Management, where he focused on public and private energy investments.
Prior to this, he was a portfolio manager at Ritchie Capital Management, responsible for a generalist corporate relative value and distressed portfolio and spent time performing equity research on the transportation/logistics and specialty retail sectors at William Blair & Company.
Mr. Morehead also held roles at Bank of America, where he was responsible for the risk management of the bank's interest rate derivatives desk, and First Trust Advisors, where he advised community banks on their investment portfolios.
Dave graduated summa cum laude from Wheaton College and earned his MBA in finance and entrepreneurship with honors from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation.
Renee Hanna
Managing Director, Investments at Baylor University
Renee Hanna joined the Baylor University Office of Investments in May of 2008. She currently serves as Managing Director of Investments and is responsible for the endowment's private investments across all categories and geographies. Prior to returning to her alma mater, she was an Associate Investment Analyst at Lee Financial Corporation, a multi-family investment office.
Renee graduated cum laude from the Baylor University Hankamer School of Business and earned her MBA with honors from the McCombs School of Business at the University of Texas at Austin. She also holds the Chartered Financial Analyst (CFA) designation.
Chris Dion
Co-CIO at Brockenbrough
Chris Dion is a Managing Director and serves Brockenbrough as Co-Chief Investment Officer for the firm’s institutional clients and OCIO platform. He is a member of the firm's Executive Committee. Chris leads investment strategy and is integrally involved in all aspects of the investment process including asset allocation, portfolio construction, manager selection and risk management.
Chris joined Brockenbrough in 2012 and has more than 20 years of investment experience. Prior to joining the firm, Chris was most recently an Associate Director of Investments with Spider Management Company at the University of Richmond.
Chris holds a B.S. in Business Administration from the University of Richmond and received his CFA charter in 2004. Before recently stepping down after 13 years of service, Chris was the Chair of the Investment Advisory Committee for the Virginia529 College Savings plan, the largest 529 program in the United States.
Michael Holmberg
Senior Portfolio Manager at Neuberger Berman
Michael J. Holmberg, Managing Director, joined the firm in 2009. Michael is a Senior Portfolio Manager for Non-Investment Grade Credit and Co-Head of Special Situations focusing on distressed and real asset portfolios. Prior to joining the firm, Michael founded Newberry Capital Management LLC in 2006 and prior to that Michael founded and managed Ritchie Capital Management’s Special Credit Opportunities Group. He was also a managing director at Strategic Value Partners and Moore Strategic Value Partners. He began investing in distressed and credit oriented strategies as a portfolio manager at Bank of America where he established the bank’s global proprietary capital account. Michael received an AB in economics from Kenyon College and an MBA from the University of Chicago.
