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Episode Details
EPISODE INFO
- Released
- March 15, 2022
- Duration
- 1h 53m
- Channel
- Acquired
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capital set out simply to invest in a concentrated portfolio of America’s very best technology companies, regardless if they were public or private. Today that tiny firm has grown to nearly $15B under management and become a premier “capital partner” to founders at all but the very earliest stages — companies like Snowflake, Facebook, Roblox, Plaid, Grab and Acquired fan-favorite Modern Treasury. We sit down with founder & CEO Brad Gerstner to dive into the story behind Altimeter’s meteoric rise. This episode has video! You can watch it on Spotify (right in the main podcast interface) or on YouTube. PSA: if you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!). Sponsors: Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”. Everyone in the Acquired community can get 10% off using this link: https://bit.ly/acquiredvanta Thank you as well to Vouch and to SoftBank Latin America. You can learn more about them at: https://bit.ly/acquired-vouch https://bit.ly/acquiredsoftbanklatam Carve Outs: Brad’s Twitter thread on Invest America: https://twitter.com/altcap/status/1347454947583950849?s=20&t=gM5zJMcq9p96GcjEHZw56w Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
SPEAKERS
Ben Gilbert
hostDavid Rosenthal
hostBrad Gerstner
guest
EPISODE SUMMARY
In this episode of Acquired, featuring Ben Gilbert and David Rosenthal, Altimeter (with Brad Gerstner) explores Altimeter’s lifecycle investing: founder-led hedge fund meets venture capital Ben Gilbert and David Rosenthal interview Altimeter founder Brad Gerstner about his path from Midwest entrepreneurship and public service ambitions to building a hybrid public-markets/venture investing platform.
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