Henry Ellenbogen

Henry Ellenbogen, founder of Durable Capital Partners and former manager at T. Rowe Price's New Horizons Fund, shares his unique journey in investing. He discusses the crucial 1% of companies that drive long-term wealth and defines 'Act II' teams—repeat founders applying past lessons to new ventures. Henry highlights AI's profound impact on industries and explores traits of resilient leaders in tech transitions. He emphasizes the importance of talent development and creating durable competitive advantages for sustained success.