Altimeter (with Brad Gerstner)

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 YouTube.


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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.