Profile 8 min read

Lessons from Geoff Lewis

Geoff Lewis founded Bedrock Capital after partnering at Founders Fund, building his firm around “narrative violations”: companies that contradict market consensus. His approach emphasizes founder evaluation, concentrated capital, and independence from entrenched industry groupthink.
Profile 9 min read

Lessons from Henry Ellenbogen

Henry Ellenbogen founded Durable Capital Partners after running T. Rowe Price’s New Horizons Fund, applying one framework across public and private markets to identify businesses, founders, and investment structures capable of compounding capital over decades.
Profile 6 min read

Lessons from Eric Mandelblatt

Eric Mandelblatt founded Soroban Capital Partners to manage a concentrated equity portfolio, pairing a thesis on chronic underinvestment in the physical economy with activist campaigns and close study of capital allocation, commodity cycles, and energy-transition realities.
Profile 8 min read

Lessons from Carl Kawaja

Carl Kawaja is a Capital Group portfolio manager with three decades in global and emerging markets, practicing patient opportunism and isolating each business’s most important variable while managing behavioral blind spots, market shifts, and long-term compounding.
Profile 9 min read

Lessons from William Hockey

William Hockey co-founded Plaid and founded Column, a developer-focused, nationally chartered bank that he bought and rebuilt from scratch. His work poses a focused question: how can financial engineering and bootstrapped infrastructure remake banking?
Profile 8 min read

Lessons from Scott Nolan

Scott Nolan is General Matter’s CEO, a former Founders Fund partner, and a propulsion engineer who began at SpaceX. His path connects capital allocation and manufacturing efficiency with the effort to rebuild American nuclear infrastructure.
Profile 8 min read

Lessons from Deven Parekh

Deven Parekh is an Insight Partners Managing Director who has led more than 140 software and internet investments, combining early stakes with in-house scaling teams and a practical focus on software economics across changing market cycles.
Profile 10 min read

Lessons from Rick Ruback

Richard “Rick” Ruback is a Harvard Business School professor who, with Royce Yudkoff, formalized entrepreneurship through acquisition: skipping the startup phase to source, value, buy, and operate established, profitable small businesses through disciplined ownership.

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