Marc Stad, Founder of Dragoneer: Be Patient, Then Be Bold
Published: 14.10.2026
Category: Leadership, growth and business development
Episode details
Episode description
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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