A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios

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Speakers

Austin Smith
Associate Financial Advisor
Schulz Wealth, Ltd.

Austin is an associate financial advisor, bringing more investment knowledge to the Schulz Wealth team. He grew up in nearby Flower Mound before attending college at Southwestern University, in Georgetown Texas. At Southwestern, Austin majored in Business and graduated from the Financial Analyst Honors Program in August of 2017. Austin is a Licensed Investment Adviser Representative currently pursuing the Chartered Financial Analyst (CFA) designation.

Bruce Bond
Co-Founder and CEO
Innovator ETFs

Bruce is co-founder and CEO of Innovator Capital Management. Having cofounded Power Shares Capital Management in 2003, he is recognized as one of the pioneers of the ETF industry. His leadership, creativity and entrepreneurial vision challenged the conventional thinking about ETFs and blazed a trail that made way for the massive growth of what is known today as smart or strategic beta. In addition to being recognized for best-in- class products, Bruce has been named the ETF industry’s most influential person on multiple occasions. He is a thought leader and has been quoted in financial publications around the globe.

Graham Day, CFA
Vice President of Product & Research
Innovator ETFs

Graham joined Innovator Capital Management in 2017 and is vice president of product & research, responsible for product development, capital markets and research efforts. Prior to joining Innovator, Graham was SVP - head of product & research at a startup ETF issuer and a Senior Strategist at Invesco PowerShares. He has been quoted in CNBC.com, TheStreet.com, FA magazine, FOX Business and Investopedia.com. Graham is a CFA charter holder, a member of the CFA Society of Chicago and holds a bachelor’s degree from Wheaton College.

Rob Schulz
President
Schulz Wealth, Ltd.

Rob grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.

Rob has extensive experience and training in helping people achieve financial security. He is a licensed Investment Adviser (Series 65), and a Certified Financial Planner™ (CFP®). Rob has been recognized most recently for his expertise by his peers and publicly as a 2019 Five Star Wealth Manager as well as a 2019 Investopedia Top 100 Investment Advisor in the country. He has also taught Retirement Planning for the Certified Financial Planning Certificate Program at Texas Christian University and The University of Texas at Arlington.

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.