What does great leadership look like in today's rapidly changing world? Harvey Schwartz believes it begins with opportunity, resilience, continuous learning and investing in people. On Icons and Ideas, Peter Mallouk sits down with Harvey Schwartz, CEO of Carlyle, to discuss leadership, private markets, investing, artificial intelligence and the mindset needed to succeed in uncertain times. Harvey shares his journey from a challenging childhood to leading one of the world's largest investment firms. He reflects on the mentors and opportunities that shaped his career, lessons from Goldman Sachs and why culture, trust and disciplined decision-making drive long-term success. Peter and Harvey also explore private equity, AI, global markets and the future of investing, offering practical insights for leaders, entrepreneurs, investors and anyone looking to build resilience and lead with purpose.
The following episode contains discussions about mental health and suicide. Listener discretion is advised. Please visit nami.org for more information or to connect with a mental health professional.
What does great leadership look like in today's rapidly changing world? Harvey Schwartz believes it begins with opportunity, resilience, continuous learning and investing in people. On Icons and Ideas, Peter Mallouk sits down with Harvey Schwartz, CEO of Carlyle, to discuss leadership, private markets, investing, artificial intelligence and the mindset needed to succeed in uncertain times.
Harvey shares his journey from a challenging childhood to leading one of the world's largest investment firms. He reflects on the mentors and opportunities that shaped his career, lessons from Goldman Sachs and why culture, trust and disciplined decision-making drive long-term success. Peter and Harvey also explore private equity, AI, global markets and the future of investing, offering practical insights for leaders, entrepreneurs, investors and anyone looking to build resilience and lead with purpose.
✅ The leadership lessons that helped Harvey Schwartz become CEO of Carlyle
✅ Why resilience, mentorship and continuous learning are essential for leadership
✅ How private markets, private equity and AI are reshaping the future of investing
✅ The leadership habits that help organizations succeed during uncertainty
This episode is brought to you by State Street Select Sector SPDR ETFs. Invest where you see opportunity with the 11 Select Sector SPDR ETFs. StateStreet.com
🔹 Leadership isn't about having all the answers. It's about building trust, making thoughtful decisions and learning through adversity.
🔹 Private markets continue to create opportunities for investors seeking diversification, innovation and long-term value.
🔹 Artificial intelligence will transform business, but human judgment, culture and leadership will remain competitive advantages.
🔹 The most successful leaders embrace lifelong learning, seek mentorship and invest in developing great teams.
Harvey Schwartz is the Chief Executive Officer and a member of the Board of Directors at Carlyle, one of the world's leading global investment firms. Before joining Carlyle in 2023, he spent more than 20 years at Goldman Sachs, where he served as President and Co-Chief Operating Officer, Chief Financial Officer and Global Co-Head of the Securities Division. Harvey is also an advocate for mental health research and leadership development through his work with One Mind. He earned his BA from Rutgers University and his MBA from Columbia University.
Carlyle: carlyle.com
LinkedIn: LinkedIn Harvey Schwartz
Sponsored By:
This episode is brought to you by State Street Select Sector SPDR ETFs. Invest where you see opportunity with the 11 Select Sector SPDR ETFs. StateStreet.com
This episode includes an advertisement by the sponsor. The advertisement does not constitute or imply an endorsement, recommendation or affiliation between the sponsor and Creative Planning.
Website: Peter Mallouk - President & CEO - Creative Planning