Harvey Schwartz

OTA LEADERSHIP INDEX

Harvey Schwartz

174
LINES ON RECORD
3
APPEARANCES
3
SHOWS
2017–2026
ON RECORD

PORTRAIT: Phurleyusa · CC BY-SA 4.0 · WIKIMEDIA COMMONS

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Harvey Schwartz leads Carlyle as The Navigator, reading macroeconomic signals with the patience of a long-horizon cartographer rather than the reflexes of a trader. His dismissal of vintage-picking distills his philosophy: steady participation beats opportunistic timing.

IN THEIR WORDS, WHY NAVIGATOR

EBITDA is growing 9-10%, activity is high, the economy has been quite resilient. You're starting to see some weakness in the consumer. But I would say longer term, again, it depends on the risk profile that you're seeking.

ICONS AND IDEAS WITH PETER MALLOUK

Yeah, so I can break that into two parts. I think on the mental health front, I didn't even speak about my parents' illness really to an event I did where I interviewed Ray Dalio a number of years ago. And Ray and I were in the green room catching up. And I said, and Ray openly speaks about some challenges in his family.

ICONS AND IDEAS WITH PETER MALLOUK

Basically, figured out how to get out of high school through some favors, didn't apply to college, took a year off, ultimately applied to Rutgers was the only school I applied to in New Jersey, didn't get in. A woman and her husband took an interest in me.

ICONS AND IDEAS WITH PETER MALLOUK

Yeah, I guess non-traditional probably is the right language. Two parents who were both very well educated. My father was a scientist, a PhD. My mother had a master's. But unfortunately, they were both very seriously ill. They both suffered severe mental illness. My mother suffered what we would call today bipolar disorder.

ICONS AND IDEAS WITH PETER MALLOUK

MASTERS IN BUSINESS

Masters in Business: “Masters in Business LIVE: Carlyle Group CEO Harvey Schwartz”

LISTEN AT THE SOURCE ↗
Harvey's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

THE RECORD IS CHECKABLE