Comment “Watch” for the full episode 👇️⁠ ⁠ Starting with a blank portfolio? Nail the private allocation first.⁠ ⁠ David Morehead, CIO of Baylor University’s Office of Investments, explains why private assets can consume liquidity and restrict your ability to move between managers and strategies. ⁠ ⁠ How much illiquidity can your portfolio really afford?⁠ ⁠ #Investing #PrivateMarkets #PortfolioManagement