How Nelson Peltz Picks Companies to Invest In

The transcript discusses the speaker's experience in investment, focusing on companies in consumer industries and asset management. It covers the role of advisors like McKinsey, Bain, and BCG in shaping investment strategies. The speaker shares the history of Tryon Partners, highlighting early deals such as American National Can and Snapple. The transition to fund-based investments is detailed, with notable acquisitions like Wendy's and Heinz, and the dynamics of a proxy fight that led to a strategic partnership with Pepsi.

What strategy did the speaker use to make investments in bigger companies?

What was the outcome of the investment in Heinz according to the speaker?