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.

-----

This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI.

This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club’s tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI.

-----

Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit staygrovey.com.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus

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

Teatro griego: origen, autores y puesta en escena (II): Esquilo (525-456)