Introduction

Our teacher today is Brad Gerstner, founder of Altimeter Capital. Brad is an exceptional investor and gifted teacher with a unique ability to distill complex ideas into clear, qualitative insights.

In this session, Brad will share lessons learned across the full arc of his career that has spanned everything from RV manufacturing to politics to founding and operating several technology companies to building Altimeter into one of the preeminent technology investors across all stages, public and private.

We also discuss Invest America, a bipartisan grassroots movement led by Brad to make every child in the US a saver and investor beginning the day they are born. We're delighted to bring this class to you in collaboration with Notre Dame professor Jim Sullivan, co-founder of the Lab for Economic Opportunity, and inaugural chair of the Notre Dame Poverty Initiative.

Please enjoy our class with the wonderful Brad Gerstner. 

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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Show Notes

(00:02:12) - (First question) - Tracing Brad's evolution as an investor

(00:08:48) - Reflecting on his parents' tangible contributions to his career

(00:10:43) - Examining the influence of his college and law school experiences

(00:15:16) - Key figures and events shaping Altimeter Capital

(00:19:18) - Crafting a company with substantial impact

(00:21:27) - Choosing an unconventional route

(00:33:09) - Significant relationships that fostered the development of Altimeter Capital

(00:44:47) - Implementing the principles of Essentialism in life and business

(00:51:50) - Launching the Invest America program

(01:04:07) - Evaluating the S&P 500 as an investment tool for Invest America

(01:09:36) - Recognizing and leveraging market trends

(01:27:49) - Contemplating the desired legacy of Brad's life's work