Summary: |
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Now On Demand.
Please join us for the Cushing MLP and U.S. Energy Renaissance Quarterly Update to discuss our views on the current energy landscape and its impact on Master Limited Partnerships (MLPs), energy commodity prices and the entire energy value chain. We will address the domestic opportunity in energy and the continued “Renaissance” of the U.S. Energy, Manufacturing, and Industrial sectors.
Key Topics to be Discussed:
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Speakers: |
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| Jerry V. Swank founded Swank Capital in 2001 and its wholly owned SEC-registered investment adviser in 2003. He has over 40 years of experience in investment management and research analysis. Mr. Swank was formerly President and CEO of John S. Herold, Inc, an oil and gas research/consulting company (now part of IHS). He spent 14 years with CS First Boston, where he was a Director and Southwestern Regional Sales Manager. He worked seven years as a buy-side analyst and portfolio manager. Mr. Swank holds a B.A. in Economics (University of Missouri) and an M.B.A. (University of North Texas). Mr. Swank has served on the boards of John S. Herold Inc., Matador Petroleum and Advantage Acceptance Inc. | ||
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| Kevin Gallagher began his career in the energy investment industry in 2000. Before joining Swank Capital, he was a Senior Equity Research Associate at RBC Capital Markets with sector coverage responsibilities spanning Oilfield Services, Exploration and Production (E&P), Alternative Energy, and Master Limited Partnerships (MLP). Mr. Gallagher earned a B.S. in Economics with Financial Applications and an M.B.A. from Southern Methodist University. Additionally, he holds the Chartered Financial Analyst (CFA) designation. Mr. Gallagher joined Swank Capital in 2006, and his roles include research and portfolio management for the firm’s MLP-related funds. | ||
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| Matthew A. Lemme has worked in investment management, management consulting, and investment banking since 1998, with a focus on the energy sector since 2000. Prior to joining Cushing Asset Management, he was most recently a Managing Director at Highland Capital Management as well as an equity research analyst at UBS. Mr. Lemme earned a BS in Management from Villanova University and an MBA from The University of Texas at Austin’s McCombs School of Business. He joined the firm in 2012. | ||
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| Saket Kumar has worked in investment management and investment banking focused on the energy and industrials sector since 2007. Before joining the firm in his current role, he was an analyst at Citadel Investment Group in their long short market neutral hedge fund strategy, an investment Banker at Bear Stearns and a marine engineer at Anglo Eastern Ship Management. Mr. Kumar earned his M.B.A. in Finance and Accounting from Cox School of Business at Southern Methodist University and a Bachelor in Engineering from Marine Engineering and Research Institute in India. He joined the firm in 2012. |
Overview: |
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| Title: Cushing® MLP and U.S. Energy Renaissance Update | |||||||||||||||||||||||||||||
| Date: Wednesday, April 25, 2018 | |||||||||||||||||||||||||||||
| Time: 2:00 PM Eastern Standard Time | |||||||||||||||||||||||||||||
| Duration: 1 hour | |||||||||||||||||||||||||||||
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| *First Name | *Last Name | *Work Phone | *Company | *Title | *State | *Type of Advisor | Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand) | CFP # (Not Applicable for On Demand) | IMCA (CIMA, CIMC or CPWA) # (Not Applicable for On Demand) | Zip Code for IMCA Submission (Not Applicable for On Demand) | CFA Institute ID (Not Applicable for On Demand) | Please submit any questions for our speakers | |||||||||||||||||