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As It Is with Most Things, It is in Investing - Less is More: ….more or less….
 
The Center for Investment and Wealth Management presents "As It Is with Most Things, It is in Investing - Less is More: ….more or less…." featuring Larry Goldsmith, Vice President, Pension and Investments for The Walt Disney Company. Larry Goldsmith is known for consistently managing public market portfolios that have outperformed benchmarks and was the recipient of the 2015 Institutional Investor Corporate Funds Thought Leadership Award. Larry Goldsmith will share the 10 core investment principles that have led him to success since the start of his 29 years of institutional investing.

Speaker

Larry GoldsmithLarry Goldsmith
Vice President, Pension and Investments for The Walt Disney Company

Mr. Goldsmith’s investment career spans 29 years of progressively responsible institutional investment experience managing assets for some of the world’s most sophisticated corporate pension, endowment, foundation and high net worth clientele. His record of accomplishments encompasses managing public markets portfolios that have historically outperformed benchmarks and most peers, implementing innovative performance-based fee and revenue-sharing arrangements, stewarding multi-billion dollar diversified asset pools in a fiduciarily-responsible and profitable fashion, and the mentoring of skilled investment professionals that have gone on to steward large investment sums for other prestigious firms.

An example of Mr. Goldsmith’s past accomplishments includes being a former partner and portfolio manager of global equities and fixed income assets at management start-up Perella Weinberg Partners where his performance substantially exceeded that of both his benchmarks and most peers during the 2007-2009 market environment. Prior to that, he was Managing Director of Public Markets Investments at the University of Texas Investment Management Company (UTIMCO), where he was responsible for overseeing and managing over $12 billion of investments across global equity, fixed income, REITS, commodities and derivatives for the organization’s endowment and operating funds. Preceding UTIMCO, he was Managing Director of Equities at Commonfund, Director of Trust Investments at Fluor Corporation, Manager of Alternative Investments at the J. Paul Getty Trust, and Manager of Investments at Toyota’s U.S. Headquarters.

Since February, 2012, he has been Vice President, Pension and Investments for The Walt Disney Company where he is responsible for the management of their +$19B Defined Benefit and Contribution Plans.

Mr. Goldsmith holds both M.B.A and B.S. degrees from the University of Pennsylvania’s Wharton School of Business where he was the teaching assistant of Jeremy Siegel and completed his entire undergraduate major within the graduate school’s curriculum. He was the recipient of the 2015 Institutional Investor Corporate Roundtable Thought Leadership award and was recently named one of the top 30 CIOs by Trusted Insight.

In his free time he enjoys moments composing, performing and recording music with his two girls.

Program

4:00 pm Registration
5:00 pm Larry Goldsmith Program and Q&A Session
6:00 pm Reception

Location

Location - Auditorium

Merage School Auditorium
SB 1, First Floor
4293 Pereira Drive
Irvine, CA 92697


About Us

The mission of the Center for Investment and Wealth Management is to provide the impetus for the study and discussion of issues critical to the wealth management industry and to serve as a thought-leader and a source of cutting-edge research and innovative programs that advance the understanding and successful practice of wealth management, including all its relevant disciplines and audiences.
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Event Details

Date: 01.18.2018
Time: 04:00 p.m. - 07:00 p.m.
Event Type: Public

Venue

The Paul Merage School of Business
4293 Pereira Dr
Irvine, CA 92697

Organizer

Center for Investment and Wealth Management
Lee Anne Maki
949.824.2675
lmaki@uci.edu