Daniel Schwartz
speaker
501 appearances
1 recordings
1 series
first heard Feb 2026
last heard 10 Feb
Daniel Schwartz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
I have a few thoughts on this.
You've seen how much value and enterprise value has been created in the alternative investments like Landsport or Landscape.
And so how often do people, Alex, tell you, why don't you guys buy more businesses?
Why don't you raise larger funds?
Why don't you get more diversified?
So I think there is this pull to do...
all that for a reasonably good reason.
I think also staying, quote unquote, small allows us to attract people
some of the best, best, best people on the investment side here.
Because we could still offer people founder-like economics, a path to partnership, a path to taking on responsibility much, much faster than those people might have if they take a kind of traditional investment path.
One of the things that's interesting, you hear Alex's story on the railroad and a lot of these initiatives he outlined were his, but he benefited from some great advice from co-founders, our co-founders, two of whom were CEOs of operating businesses themselves at relatively young ages and who gave Alex a shot when he was 30.
And they gave you some real practical advice, which you then passed on to me
when I, I guess, became CFO or CEO of Burger King, which if you hear some of this advice, you'll be able to connect it to some of Alex's actions, which were...
at the time for me, deeply insightful comments that were very contrary to how I behaved and acted as an investment analyst.
Things like manage the people, not the business.
Centralize the what, not the how.
Go around asking lots and lots of questions.
Don't ever be afraid to ask people questions, even if something that seems obvious to the organization might not be as obvious to you.
When we were buying...
Burger King, I'll never forget, to just show how naive maybe I was at the time, Alex says to me, we announced the deal, and Alex says, well, now it's time we got to assemble our team.
Showing 101–120 of 501 · page 6 of 26
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