Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then merging Atlas with RCP a decade ago. Today, he helps manage RCP’s research efforts, its customized solutions, and advisory services. Our conversation covers Alex’s path and lessons learned investing in lower middle market buyout funds across assessing managers with data, benchmarking, blending quantitative and qualitative factors, and applying insights to primary and secondary investing. Alex and I just scratch the surface on what’s possible with analytics in the private markets. If you’d like to learn more, reach out to Alex directly at alex@rcpadvisors.com Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets investing. He created an approach to investing at Baylor that is quite different from others in the seat. David recently started sharing his insightful perspectives on the craft on Twitter/X under the handle @CIO_Baylor. Our conversation covers David’s background and path to Baylor, the three styles of endowment management pursued in the industry, and the thematic top down approach he employs. We discuss his implementation of that approach across risk management, portfolio construction, private markets, manager selection, and turnover.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership