Part 3/8:
Both Schwarz and Rubenstein recognize the fierce competition within the alternative investment sector, identifying players like KKR, Apollo, and Blackstone. However, they emphasize that Carlile’s unique advantage lies in its institutional history and strong relationships forged over decades. The founders, who continue to play an active role in the firm, contribute invaluable insight and strategy, allowing Schwarz to leverage their expertise while leading the company into new territories.
As Schwarz eloquently states, the firm’s foundation is built on caring for its clients while cultivating exceptional talent—a recipe for success that drives their long-term strategy.