Marc Stad, Founder of Dragoneer: Be Patient, Then Be Bold

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摘要

In this View From The Top interview, Grant Stierwalt, MBA '27, speaks with Marc Stad, MBA '08, and Founder of Dragoneer Investment Group. Marc shares his path from a family where no one finished high school to Harvard, McKinsey, TPG, and a surprisingly lucrative MBA internship at the Investment Group of Santa Barbara. He reflects on how mentorship shaped his career, the principles behind Dragoneer’s concentrated, long-term approach, and the mistakes made during the 2021 bubble. He also offers his perspective on where AI sits in the technology cycle and advice for future leaders.

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