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Michael Schwimer

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85

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2018-10-15

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2018-10-15

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1

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1. “Yeah, so it's important to note that I started this company by players for players. I put myself in the player's shoes. I said, what would the player want in this? And my idea was the money we're giving them is actually going to help them succeed. I mean, me personally, if I had $100,000 in the minor leagues, maybe I go to ASMI and get my delivery with the electrodes and see how I can pitch healthier. Maybe I stay healthy. Maybe I make tens, hundreds of millions of dollars playing. I don't know. The idea is the money that we give them should help them achieve their dreams of making the major leagues, but I want them to be as informed as possible on their decision making, and I don't want to sell them on anything. So I never have ever gone to a player and say, hey, of the 128 players we've signed now and the probably 300-ish we've offered or more, you should do this. You shouldn't do this. I say, look, this is the option for you. And you need to be informed about this decision. If a player is interested in it, I say you need to have a lawyer review it. You should talk to your agent.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

2. “So you have a model, a statistical model that tells you a little bit more about the likelihood of a minor league making to the pros. How do you approach the first minor leaguer? and get him to sell you a piece of his future.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

3. “In 2004, I was going to do this exact same thing to the point where I had money raised to do it. And I was about getting ready to get started when the Dodgers called me and asked me to be the GM of the Dodgers. And my wife and I, we had this long talk, and it was really 50-50. And he ended up taking the Dodger job. And he goes, I've been waiting 12 years for somebody to come up to me and tell me they're doing this. This is awesome. This is a great idea. I got to be a part of it. Skip to the end. He's the second largest shareholder besides myself and a partner. And now I can say a really good friend. And so that was a huge break. And then he told me, hey, look, there's this investor that was going to invest a lot of money in this. Why don't you go see him? I went to see him. Snowball.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

4. “I had no designs of any business anything. He's a busy guy. And I shook his hand. Of course, he remembered me. He was running the Mets from 2010 to 2015, and I was pitching from 2011 to 13 with the Phillies. He says, oh, what are you doing? And I said, I just really want to thank you for creating all the metrics and stats that you did because there's been instrumental in my modeling and what I'm doing. Gennie asked what it was. And I told him, I'm going to create a company that's going to invest in minor league players. And I've never seen a man's face go white before. And it went, it was like a ghost. And he said, whoa, I got to go up and give this speech right now. I'm canceling my flight back to Cleveland. We got to talk. And I was going on right now. I'm freaking out. This is like my hero. I'm absolutely freaking out just listening to the speech, almost shaking and gives the speech, comes back and tells me, says.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

5. “And I ended up accepting that deal. And we were off to the races. It took about six months. I had about $5 million. A lot of people were coming in for the minimum, but I mean, I understand I was a 29 years old, never run a business in my life. And I was a former baseball player. It's hard to kind of get your head past that from an investor. It wasn't until I had the biggest break in BLA history, Big League Advance, I shortened that to BLA history, which was when I got a call from a friend of mine asking me if I wanted to go to a healthcare conference. And I just gotten back from a red eye from San Francisco and I said, what am I going to a healthcare conference for? And he said, well, there's a guest speaker, Paul DiPodesta. And for those of you who don't know, Paul, he's the money ball guy and I believe the best GM in baseball history for 20 years took teams to the playoffs, winning records, and then tried to move on. He's now with the Cleveland Browns. I met Paul, and I just to shake his hand and say thank you.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

6. “That they're in, but that there was a catch. See, I was raising money. It was set up as a hedge fund structure. So I had a limited partnership in a general partnership. I was the general partner and I was looking for limited partner money. And they said, no, no, no.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

7. “But you don't know until you try it. And there's a lot of guess in check. And now, again, I've built this incredible team now they could have probably done it in two months. But that process got me to a model that I thought was going to be very successful. I then went back to Marvin and Pierre and said, now you got something here. Now it's time to, you know, write a business plan, do the due diligence, get the legal work. So now we're in, I guess, middle of 2014. And I'm 29 years old. I'd never done at the time, never done anything like this. And it took me about a year. I went to my first investor meeting in October 2015 with this game plan of what we were going to do. And I met with 13 individuals from Washington, D.C. who were all very intelligent individuals. And it was my first meeting. I thought this is perfect. This is going to be my feet wet. They're going to destroy me. And then at that point, I'll learn from it, be able to answer their questions. And then when I go to really try to raise money, I'll be more prepared. And they heard it and they said,”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

8. “Of crunching numbers. Yeah, two hours of rehab, 14 hours, 16 hours a day, and then sleep and do it again. But I love that stuff. I mean, I love the long-term puzzle. There's so much creative thinking that goes in with it. And it's frustrating because 90% of the stuff you do doesn't actually matter.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

9. “Yes, I did. I am self taught R, but not completely honest, not strong. The process actually took me more than a year of fourteen to sixteen hours a day, and I ended up analyzing.”

   2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

10. “Well, they're all there, it's just how you analyze them. And so the other thing that I did is a lot of conceptualizing of the statistics. So let's say you and I both have 10 home runs, but you hit your 10 home runs in 10 nothing blowouts versus the team's fifth reliever. And I hit my 10 home runs against Clayton Kershaw and Ty Games, I have way more power than you. Major League potential power. And so in Major League Baseball, all pitchers are going to be very, very good compared to minor league pitchers. So what we care about at bats a lot more at bats of position players that face higher quality pitching. If you're facing a pitcher that's not ever going to be a major league pitcher, what do I care if you hit 10 home runs and you build all your numbers based off that? It's amazing that what translates to future success is really how well you do against those types of pitchers in what circumstances, what's the ballpark like. You have to conceptualize everything.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

11. “The basic money ball stuff exactly, and it really didn't matter in the minor leagues in terms of predicting major league success. And what I had, the lesson I had to learn was it's not the results are not predictive to future results. It's actually the process that is far more predictive to future results than the results themselves. I'll give you an example. So if I'm 100 for 100 with 100 broken bat doubles over the first basement's head and you're 0 for 100 with 100 line outs the center fielder, you have way a way higher probability of success in the major leagues than I do, even though my own base percentage is incredible. I'm just a great player with any stat, but you are this terrible player with any stat. You have a way brighter future than me because the process hit so many line drives, they're going to fall over time. And if I had so many broken bat shots, they're going to get outs over time.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

12. “Odds are very long. You got to have 3%. If you're throwing darts, it's a 3% chance. So I said, okay, here's what I'm going to do. I'm going to put some math together to confirm my beliefs. So I put some pen to paper, get the stat hat back on, if you will, ran some models. And after a couple months, I really had to swallow my pride and realized that I didn't know anything.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

13. “in exchange for a future share of their earnings, if they don't make it they keep all the money, and if they make it, we share in their success. And I always had that idea. I thought it was a really good idea. At the time, I only knew two people that had money, and one was Marvin Bush, and the other was Peter Wright, who was the hedge fund guy, and went to both of them, told him my plan, and they said there's no way you're going to raise any money for this because look, there's a thousand people that can tell me who's good.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

14. “Basically, let's get your head out of your ass here. And you're wallowing in your own self-pity, and I'm not going to stand for it anymore is really what I needed to hear. And she knew that. And it's just like any good relationship. She knows me better than I know me at times. And I really needed that. And I was like, all right, I'm going to get going here. And I thought about what am I going to do? And I thought about becoming a professional poker player at one point. I thought, well, I always have the job at analyst with Peter. I call Peters like apps, whatever you want. You can come on in. And I was like, you know what, this idea I have for minor leaguers, I really want to give this a shot. And I had it when I was in the minor leagues. Obviously, there's this huge separation is, can I create a company that takes some of the career risk away from these players, where instead of making no money now being 25 years old with a family with no skills now and you're released and now what are you going to do? Can I invest in them? Give them money hundreds of thousands at some point, sometimes millions of dollars.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

15. “No, no, no, no. You have a three-game series. So you do the research before. So before every series was the research time. So then that would last, and I have no cars, and I keep them in the bullpen, just a reminder of, okay, you're going in the game right now. You're only faced three hitters. You know the order. You know who's coming off the bench just in case it's a pinch hitter, and you know this by the time you get in the groove of it, it's easy memorization and you go from there. But again, it led to me leading the league in shake-offs, and catchers didn't like it too much.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

16. “Perenning, which is a huge mark in baseball, and it wasn't because of the stuff. It was all because of me being able to figure out what they were seeing, what they wanted to see, and throw the opposite. It's like, it's really like poker, except for if you're playing against a poker player who got to see the last five tournaments every single hand they had and what they were folding. So I know that, okay, every time you have Jack 9, you fold pre-flop, just like every single curveball you see first pitch, you take.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

17. “Who facing him with similar stuff to what I had and what they did and how they were successful or unsuccessful. And I use that to create my own model for how I would face hitters. Now everything according to plan because that means you have to throw, execute the pitch perfectly in order to get to the next step. So I would have, okay, I knew exactly the first pitch I was going to throw to every hitter. Then from there, if I fell behind in the count, this is what I was going to do. If I was ahead of account, this is how I was going to get a strikeout or get a weak ball and play. And as somebody that throw, you know, low 90s with very below average stuff, I mean, I'm sitting here in the minor leagues and literally 90% of pitchers had better stuff than I did. How am I going to make it? Well, I have to figure out what to throw. And that's why when people ask me, what's the best pitch you have? I say, whatever I think the hitter doesn't want to see. None of my pitchers are really good enough. I mean, I probably had an above-average slider, but that was about it.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

18. “So, in baseball in the minor leagues, the scouting reports are awful. A pitching coach will come in and say, okay, we're facing this guy. He's really bad on curveballs, cutters. When you get ahead, try to elevate a fastball. Like, well, I don't have a curveball. I don't have a cutter. What am I supposed to do? So I went and I analyzed every hitter that you have film on all these guys and where they stood in the box, what their mannerisms were, what pitches, do you swing at a first pitch breaking ball, all this kind of stuff to determine what I should throw to them? And I'm not looking against the other team's short left-handed pitcher. I'm a tall right-handed pitcher. So I try to find.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

19. “What? The bullpen right before the game Was that a one time thing Dead center field, but. So So, how did you use your brain in your pitching career? So you talked about sort of that being an advantage compared to other players.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

20. “Feet dead center field. But the problem was, and this is a UVA, I blame UVA for this, not really, but when a ball goes up in like a pop-up to a shortstop or second base, the pitcher always points to the sky and says, oh, short stops ball. And every time the ball is in the air, we're taught to point up. And I've been doing this my whole career, but no one cares this to minor leagues. Now here in the major leagues, I point up like it's a pop-up to shortstop. And of course, the ball goes 500 feet. So that was another not top 10 moment for me. But things got better after that. So you live and you learn.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

21. “I was on the ESPN not top ten plays twice and only thrown three pitches in my entire career. So first of all, the part of the hazing was they made me, again, I'm 6'8", 250 pounds at the time, and they made me wear a pink hello kitty backpack with pink boas hanging off of it to the bullpen. And it's a long walk from the dugout to the bullpen right before the game. It's 10 minutes before the game starts. So all the fans are there. And here I am running around with a next rookie came on, and they had to do it. And then my first outing, it was in DC, which is where I'm from. Everybody's in attendance. My first batter I'm facing is Danny Espinosa, who I absolutely owned in the minor leagues. I think looking back, it was like 0 for 12 with eight strikeouts against him. So this is going to be great. Get called in the game. Of course, the adrenaline's going, I can't feel below my knees at the time. First two pitches, not close to strikes. Third pitch, just groove it right down the middle. He hits the ball 500.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

22. “Doing everything they can to make it and to work as hard as you can because they can. They have to be able to support themselves was something that I always thought wasn't right and thought that there was ways that I could help fix the problem, which fast forward to my career, I get to the major leagues in 2011 with the Philadelphia Phillies here. I'm at the best team in baseball, very veteran group, Roy Holliday, Cole Hamils, Cliff Lee, Chase Utley, Reinhard, Jimmy Rons, Brad Lidge. So obviously very veteran team with the Phillies. And it's really cool now thinking seven years later that Brad Lidge, one of my favorite teammates, saw what I was doing, was really happy with what I was doing in obviously helping minor league players that he reached out to me and asked if there's anything he could do to help. And now he's on our advisory board helping out. So it's really cool to have Brad on board. I mean, I can go on and on. I mean, he was a really good team. And there were some rookie hazing in there. But at the end of the day, I was really honored when at the end of the”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

23. “And then, really, in the offseason, you have to take jobs in order to support yourself. I've ref basketball games, babysat, the kids these days, they have it easy. They get to drive Ubers, which is a much easier way to make money for the upcoming season. But this idea that these players are trying to live their dream and they're not spending the offseason.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

24. “Yes, so that is very typical. There's 7,000 minor leaguers and less than 10% will play one day in the major leagues and less than 3% will actually get to arbitration and make big money. So yet all 7,000 think we're going to be Hall of Famers or else you don't put yourself through it. And it's really, really tough. I mean, this is going to be some bad radio here, but we're in a room. How many square feet do you think this is? 80 square feet or so. We'd call this either a two or a three bagger where two people would literally live here and sleep here, mattresses on the floor and a fridge. And that's what you did for the season.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

25. “As an analyst of baseball, didn't work out. So I was doing market research on Nokia and all the time. Kind of funny looking back. So I asked Peter, I said, what classes do you want me to take? at UVA. So he gave me some classes to take. I took them. Thought at this point here, I graduated. I don't need my parents' help anymore. And then, of course, a couple weeks later knock on the door. Hey, can I have some help?”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

26. “Loved baseball, and I figured my biggest asset, and this I hope it doesn't sound conceited, this is just me thinking at the time, was my brain and being able to figure out how to succeed using my brain in basketball, it's a lot harder to do in baseball, it's much easier. You could kind of figure out sequencing, figuring out how to get hitters out. And so even if I was ever stuck, I could rely on that tool in order to help me succeed. So off to UVA. Yeah, so off to UVA we went. Probably the best four years of my life. It was a major learning experience on pitching. And it was a really cool time. Dream was always to be a baseball player at that right when I made the decision to go to UVA to play baseball. That was the goal. But as a pitcher, you never know when your arm's going to blow out. So I always wanted to have a plan B. I actually interned a hedge fund up here in New York. Which hedge fund? P-A-W Partners. And so Peter Wright is the manager there. And he took me under his wing, really liked me, and offered me a job.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

27. “Essentially, I kind of figured for myself that I'm almost at my ceiling in basketball. And I was, you know, recruited by Duke Louisville, really high caliber programs, and I could get better surely, but I couldn't really be great, I thought, because of my limitations physically. My wingspan, for example, is much shorter than my height. You almost never see that in the NBA. And really quickness, I mean, guarding a guard, I was going to always struggle guarding a guard. That was always going to be a big problem for me. And quickness and some of those types of skills are much harder to gain than a jump shot. So in baseball, while I wasn't that great at the time, I was the perfect build for a pitcher, 6'8", and I could throw the ball in the upper 80s at the time. And I thought that if I could ever figure out how to pitch, then the sky's limit for me. And so I just sort of made a bet that that's what I wanted to do. And I also...”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

28. “Michael, thanks for joining me. Thanks for having me on. It's a pleasure to be here. I always start with people's stories, and yours is definitely a little bit different from the other people I've interviewed. So why don't you just dive right in? Sure. So I grew up in Alexandria, Virginia. I've always had two pretty deep passions, and that was sports and math. Ended up going to high school, taking all the AP stat classes, placed that, all that at UVA. I did attend college at University of Virginia on a $3,000 baseball scholarship. Now, I understand you're a multi-sport athlete back then. Yeah, that was probably the toughest decision I've ever had in my life. High school, I was a much better basketball player. For those people who aren't in front of you, how tall are you? Six' eight. Yeah, 6'8". And at the time, I was more of a shooting guard point guard type player, which was very unique at that time. Now you see everybody is, you know, you get Kevin Durant and everybody can do anything. But I was one of those players that could really score but really couldn't defend other teams' guards. I was in high school able to guard the other team's big man.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

29. “Whether his bet proves right or wrong, Michael's rationale exemplifies second order thinking through the lens of data analytics that's never far from his mind. Please enjoy my conversation with Michael Schwimmer.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

30. “My guest on today's show is Michael Schwimmer, the CEO of Big League Advance, a company that makes investments in minor league baseball players in exchange for an agreeed-upon percentage of their future earnings. Before founding BLA, Michael was a professional baseball player working his way through the miners and reaching the majors as a pitcher for the Philadelphia Phillies. A shoulder injury left him pondering what to do next, which led to the creation of BLA. Our conversation discusses Michael's career as a player, the difficult life of minor leaguers, and his mission to improve their fortunes. We discuss his passion for statistics, application of saber metrics, and development of a team of all stars in the game of sports analytics. We close with a look into the future of BLA and Michael's prediction for this year's World Series champion.”

    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

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    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

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    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

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    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

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    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source

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    2018-10-15 · Capital Allocators · Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) · IDENTIFIED FROM THE TRANSCRIPT · source