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    Luzi Dub • Goldman Sachs Asset Management

    Luzi Dub is an Analyst at Goldman Sachs Asset Management, with responsibilities focused on supporting client portfolio management within the Fixed Income division. In this position, Luzi contributes to the analysis and development of fixed income investment strategies, engaging with major institutional clients and assisting in the management of a diverse range of bond and credit instruments. Having joined Goldman Sachs as part of the Asset & Wealth Management team in Chicago, Luzi leverages rigorous analytical skills to contribute to the firm's tradition of fixed income innovation, though specific performance statistics and third-party rankings are not publicly documented. While formal details on professional credentials and prior employment history are not provided in public records, the role demands substantial familiarity with financial markets, strong technical competence, and likely compliance with industry-standard securities licensing requirements.

    Luzi Dub's questions to Travel + Leisure Co (TNL) leadership

    Luzi Dub's questions to Travel + Leisure Co (TNL) leadership • Q1 2025

    Question

    Luzi Dub from Goldman Sachs Asset Management asked about the potential impact from a slowdown in international tourism to the U.S. and whether the uncertain macro environment would alter the company's capital allocation strategy.

    Answer

    President and CEO Michael Brown stated that with approximately 90% of their business being North America-based, the impact from international tourism trends is minimal. CFO Michael Hug affirmed that the capital allocation strategy remains unchanged due to confidence in the business and its cash flow, highlighting the recent dividend increase and consistent share repurchase activity as proof of their stable approach.

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