David L Schulz

US Patent:

6687681, Feb 3, 2004

Filed:

May 28, 1999

Appl. No.:

09/322412

Inventors:

David W. Schulz - Mequon WI
John M. Blaser - Mequon WI
Daniel Patrick Brown - Wauwatosa WI
Todd Hanson - Thiensville WI

Assignee:

Marshall Ilsley Corporation - Milwaukee WI

International Classification:

G06F 1760

US Classification:

705 36, 705 37

Abstract:

A method and apparatus for automatically managing investment portfolios to substantially track a selected index and to automatically harvest tax losses is disclosed. Preferably, the system comprises an accounting system for maintaining tax lot information for individual accounts, an optimization system for rebalancing each account to substantially model the index and for harvesting tax losses, and a trading system for executing trades. Each investor owns the securities in his account, and therefore, harvested losses can be used to offset capital gains. The period between successive optimization procedures is selected to avoid application of the internal revenue service wash sale rules.

US Patent:

7031937, Apr 18, 2006

Filed:

Jan 18, 2002

Appl. No.:

10/051893

Inventors:

Daniel P. Brown - Wauwatosa WI, US
David W. Schulz - Mequon WI, US

Assignee:

Marshall & Ilsley Corporation - Milwaukee WI

International Classification:

G06Q 40/00

US Classification:

705 36T, 705 37

Abstract:

A method and apparatus for automatically managing investment portfolios is disclosed which substantially tracks a selected index and automatically harvests tax losses. The system includes an accounting system for maintaining tax lot information for individual accounts, an optimization system for rebalancing each account to substantially model the index and for harvesting tax losses, and a trading system for executing trades. Each investor owns the securities in his/her account, and therefore, harvested losses can be used to offset capital gains. Securities sold to harvest tax losses are repurchased at a later time selected to avoid application of the Internal Revenue Service wash sale rules, with exchange traded funds (ETF's) from the same technological sector as the securities being sold to harvest tax losses being used as temporary replacement securities for the portfolios.

US Patent:

20050251465, Nov 10, 2005

Filed:

Apr 27, 2005

Appl. No.:

11/115535

Inventors:

Daniel Brown - Wauwatosa WI, US
David Schulz - Mequon WI, US
David Abitz - Redding CA, US

International Classification:

G06F017/60

US Classification:

705035000

Abstract:

A system and method of structuring and operating an investment vehicle is disclosed which structures the investment vehicle as a common trust fund which operates using the investment, trading, and timing strategies of a hedge fund. The investment vehicle is implemented using a common trust fund structure, which may be offered by a financial institution. The investment vehicle so operated by the financial institution using a hedging strategy to manage the property from the trust to achieve a strong return, even in adverse market conditions.

US Patent:

40326071, Jun 28, 1977

Filed:

Sep 27, 1974

Appl. No.:

5/510128

Inventors:

David Arthur Schulz - Fairview Park OH

Assignee:

Union Carbide Corporation - New York NY

International Classification:

B29C 600
B29C 2500
D01F 912

US Classification:

264 293

Abstract:

Self-bonded webs of non-woven carbon fibers in the form of blankets, felt, paper, fiberboard, and the like, are produced by spinning a carbonaceous pitch having a mesophase content of from about 40 percent by weight to about 90 percent by weight to form carbonaceous pitch fiber; disposing staple lengths of the spun fiber in intimately contacting relationship with each other in a non-woven fibrous web; heating the web produced in this manner in an oxidizing atmosphere to thermoset the surfaces of the fibers to an extent which will allow the fibers to maintain their shape upon heating to more elevated temperatures but insufficient to thermoset the interior portions of the fibers; heating the web containing the externally thermoset fibers under compressive pressure in an oxygen-free atmosphere to a temperature sufficiently elevated to cause the mesophase pitch in the unoxidized interior portions of the fibers to undergo liquid flow and exude through surface pores or flaws in the fibers and contact the surfaces of the adjacent fibers; and further heating the web to a carbonizing temperature in an oxygen-free atmosphere so as to expel hydrogen and other volatiles and produce a carbon body wherein the fibers are bonded to each other by infusible carbon bonds.

US Patent:

43518168, Sep 28, 1982

Filed:

Dec 17, 1980

Appl. No.:

6/217438

Inventors:

David A. Schulz - Fairview Park OH

Assignee:

Union Carbide Corporation - Danbury CT

International Classification:

D01F 912

US Classification:

4234474

Abstract:

A method for producing a mesophase pitch derived carbon yarn features collecting thermoset mesophase pitch yarn onto a bobbin, and subjecting the thermoset yarn to a heat treatment in an inert atmosphere to pyrolyze and carbonize the thermoset yarn.

US Patent:

41385250, Feb 6, 1979

Filed:

May 4, 1977

Appl. No.:

5/793512

Inventors:

David A. Schulz - Fairview Park OH

Assignee:

Union Carbide Corporation - New York NY

International Classification:

B32B 900
B29C 2500
D02G 300

US Classification:

428367

Abstract:

Fibers having a high degree of flexibility and handleability are produced by oxidizing fibers spun from a carbonaceous pitch which has been transformed, in part, to a liquid crystal or so-called "mesophase" state to an oxygen content of from 17 per cent by weight to 30 per cent by weight. Because of their strength and handleability, these highly-oxidized fibers can be easily processed at high speeds by means of conventional yarn-transport systems, and readily woven or knit into cloth. Such cloth may then be heat treated to produce carbon or graphite cloth.

US Patent:

46860967, Aug 11, 1987

Filed:

Jul 20, 1984

Appl. No.:

6/632839

Inventors:

David A. Schulz - Fairview Park OH
Loren C. Nelson - Strongsville OH

Assignee:

Amoco Corporation - Chicago IL

International Classification:

D01F 912

US Classification:

4234471

Abstract:

Chopped carbon yarn is produced by spinning continuous pitch yarn, treating the pitch yarn with an oxidizing composition, chopping the pitch yarn into short lengths, collecting the chopped pitch yarn into a bulk form, and subjecting the chopped pitch yarn to a heat treatment in a substantially non-reactive atmosphere to produce chopped carbon yarn.

US Patent:

52662942, Nov 30, 1993

Filed:

Jan 15, 1992

Appl. No.:

7/821463

Inventors:

David A. Schulz - Fairview Park OH
Loren C. Nelson - Strongsville OH

Assignee:

Amoco Corporation - Chicago IL

International Classification:

D01F 912

US Classification:

4234471

Abstract:

High modulus, pitch-based, continuous carbon fiber having a density above about 2. 18 g/cc and an electrical resistivity below about 1. 6 micro-ohm-meter, and a method for making.