Joys of Compounding

Arcadea Group founders share their expertise from Constellation Software and the benefits of permanent capital investing in vertical market software. They discuss the success factors of Constellation Software, leadership in business growth, overcoming career challenges, personal growth, health benefits philosophy, ownership mentality, quality in vertical SaaS investments, and the future of vertical software and economic efficiency.

Katie Koch shares her journey from Goldman Sachs to TCW, advocating for student opportunities through Women's Investing Summit. Embracing risk, legacy building, and mentorship in finance are highlighted. Leadership challenges, innovation in investments, and fostering humility, resiliency, and diversity in teams are discussed. The evolution of Notre Dame Institute for Global Investing and empowering underrepresented students in finance are explored.

Oliver Thomas, founder of Expedition Growth Capital, discusses the history and elements of successful bootstrap software companies. He highlights the importance of disciplined founders and the differentiation between bootstrapped and VC-backed companies. The podcast also explores the dynamics between investors and founder partnerships, the growth of the European software ecosystem, and the significance of discipline in investing.

Iris Rubin and Greg Maged, co-founders of SEEN, discuss their entrepreneurial journey creating a new category at the intersection of science, health, and beauty. Topics include mid-career second acts, purpose-built shareholder base, aligning mission with a business model, personal experiences, pivotal moments, challenges in developing the product, importance of a co-founder, building a strong team, embracing failure, and guiding principles.

Andre Perold, Harvard Business School legend, discusses the concept of compounding and its impact, changes in institutional investing and the rise of greed, unlocking the joys of compounding through partnerships and specialization, being an academic and an investor, understanding job market trends and economic changes, and the qualities High Vista values in employees.

John Glynn, Founder of Glynn Capital, a technology investor and early investor in companies like Intel and Facebook, is celebrated in this episode. The podcast pays tribute to his life and career as an influential investor and teacher in the venture capital field. They also discuss their investment in Palantir and reflect on the importance of identifying talent. The episode explores the art and science of investing, highlighting the need to blend financial analysis with understanding the motivations and culture of the people behind the business.

Cal Fussman, world-renowned interviewer and storyteller, shares the power of human connections and the art of asking meaningful questions. The podcast discusses the impact of technology, the transformative power of connections, and inspiring stories of individuals who have used genuine interactions to create change. It emphasizes the importance of maintaining curiosity and prioritizing face-to-face connections for authentic relationships.

Jeff Marrazzo, Co-Founder and former CEO of Spark Therapeutics, discusses the revolutionary breakthrough in gene therapy for inherited retinal disease. He shares the story of Spark Therapeutics, the first company to develop an FDA-approved gene therapy. They also explore the impact of locating a company and research commercialization, merging sectors for making an impact, and the future of life sciences and healthcare.

Brad Gerstner, founder of Altimeter Capital, shares lessons from his career spanning various industries including technology investments, politics, and RV manufacturing. He discusses his bold dream to fight poverty and strengthen the nation through investing. The podcast highlights the concept of universal ownership through Invest America, emphasizing financial literacy, bipartisan support, and public-private partnerships. They also talk about recognizing platform shifts and investing early, using examples from Google, Amazon, and Snowflake. The speakers reflect on the importance of relationships, purpose, and gratitude in measuring their lives.

Jan Mohr, investor turned operator, CEO of Chapters Group, shares his journey and lessons learned. Topics include German discipline with American risk-taking, studying business history, the growth of Chapters Group, opportunities in the German market, experiments and investments in vertical market software, embracing chaos and creating structure, making cultural changes and decentralization, impact of software applications on work processes, capital efficient success in monopolistic markets, building an excellent public company, and the vision and goals of Chapters Group.