Besides teaching at Harvard, he writes the books. The 2011 "Innovator's Dilemma" received the Global Business Book Award. Importantly, Clayton co-founded four successful companies: CPS Technologies, a materials science firm; Innosight, a management consulting firm; Rose Park Advisors, an investment management company; and The Innosight Institute, which extends his research on health care and education.
Somewhere in the beginning of his talk, Clayton mentioned the astronomical returns brought by disruptive companies in 10 years. I found a few companies in which Clayton's hedge fund Rose Park Advisors invested, according to his interview in December 2011.
I don't know when the hedge fund led by hid son Matthew added those companies to the portfolio, or, perhaps, sold already. The returns on all of them for the past 3-5 years is much higher than S&P 500 returns. Whether those companies are the lucky ones among many more unlucky ones, I don't know either.