An RIA’s Perspective on Preparing Client Portfolios For Lower Future Returns

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Speakers

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.

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.

Steve Osterink, Jr. CFA ® CFP ® AIF
Chief Investment Officer
Advisory Alpha

Steve is the Chief Investment Officer for Advisory Alpha, a SEC Registered Investment Advisor. As the leader of the Investment Team, Steve brings nearly two decades of experience as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations. He is the driving force behind much of the firm’s development and innovation. Steve is passionate about educating investors and effectively communicating complex financial matters in a simplified manner that addresses common misconceptions. He is constantly creating new resources and methods to improve the financial advice delivered to investors as well as helping financial advisors to better serve their clients. Steve is a frequent speaker at events for clients and advisors, is a regular radio show guest, and has been referenced in various media outlets including MarketWatch, Financial Advisor Magazine, FI360, and InsuranceNewsNet.