Elevating Your Practice with Model Portfolios: The Why and How GSAM Can Help
Tuesday, October 13, 2020
2:00 PM EDT | 11:00 AM PDT
60 minutes
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Speakers
Chris Lvoff
Managing Director, Senior Portfolio Manager, Global Portfolio Solutions
Goldman Sachs
Christopher is a senior portfolio manager focusing on co-mingled investment funds and model portfolios within the Global Portfolio Solutions (GPS) Group in Goldman Sachs Asset Management (GSAM). The GPS Group provides multi-asset class products and solutions for institutional and individual investors, focusing on customized asset allocation, tactical implementation, risk management and portfolio construction. Previously, Christopher was a member of the Multi-Product Investment Group in GSAM, which developed, implemented and managed multi-asset class portfolios for GSAM’s institutional clients. He joined Goldman Sachs in 2007 as an analyst and was named managing director in 2015.
Prior to joining the firm, Christopher worked as an actuarial associate at Towers Perrin, focusing on retirement plan design and defined benefit plan asset liability valuation.
Christopher earned a BS in economics, magna cum laude, from the Wharton School of the University of Pennsylvania. He is an associate of the Society of Actuaries and is a CFA charterholder.
Mike Darling
National Sales Manager - Investment Models Channel.
Goldman Sachs
Michael Darling is a Vice President and Sales Manager with Goldman Sachs Asset Management. Mike manages a team of 9 Regional Directors responsible for sales of mutual funds, separate accounts, structured products and alternative investments in our Independent Advisor Channel and and he manages 9 Regional Directors in the Investment Models channel focused on Fund Strategist Models. Previously, Michael was National Sales Manager of the Advisory Consulting Services Group at LPL and held several roles at JP Morgan Asset Management. He has attained the Certified Investment Management Analyst CIMA designation through the Wharton School at the University of Pennsylvania and the Certified Investment Management Consultant (CIMC) designation through George Washington University. He completed his undergraduate degree at Boston College, earning a double major in Economics and Political Science. He lives in Encinitas, CA.
Robert Huebscher
CEO and Founder
Advisor Perspectives
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.
Tom Driscoll
Vice President, Co-Head of Model Portfolios, GSAM ETFs
Goldman Sachs
Tom Driscoll is co-head of Strategist Model Portfolios at Goldman Sachs Asset Management. He has over 23 years of industry experience. Prior to joining Goldman Sachs in 2019, Tom was the Chief Commercial Officer at S&P Investment Advisory Services. He also held positions at MFS Investment Management, NATIXIS Global Asset Management, and Rydex SGI Investment Management. Tom holds a Bachelor’s degree from Northeastern University and an MBA from Babson College Franklin W. Olin Graduate School of Business.