Energy Infrastructure and MLP Investing in a New Administration – BP Capital – 1.19.17

Summary:

Now On Demand.

How are MLPs impacted by the broader energy sector recovery? Where do MLPs fit in investors’ portfolios? Will volatility continue? Where do opportunities exist today? Join us for a discussion and unique perspective on MLP, midstream and energy infrastructure investing that will cover:

• The impact of OPEC actions on the North American midstream and MLP space
• Potential impact on MLPs from changing fiscal policies and higher interest rates
• Analysis of why MLP performance and volatility changes over time
• Discussion of broad midstream/MLP sector valuations and portfolio positioning

Speakers:

Toby Loftin, Managing Principal, founded BP Capital Fund Advisors, LLC in June 2013. Mr. Loftin joined BP Capital LP in 2010 and served as a member of the Investment Committee of the private hedge funds. Mr. Loftin co-manages the BP Capital TwinLine MLP Fund and the BP Capital TwinLine Energy Fund, and prior to that he managed the firm’s energy infrastructure MLP investments. Before joining the BP Capital, Mr. Loftin was a partner of SteelPath Fund Advisors and SteelPath Capital Management (formerly Alerian). He also served as Director of Institutional Equity Research Sales with Royal Bank of Canada Capital Markets where he focused on the energy sector and the MLP asset class. He earned a Bachelor of Science degree from the U.S. Air Force Academy and a Master of Science-Finance from University of Texas at San Antonio.

Brad Olsen, Principal, joined BP Capital Fund Advisors in 2016 as Portfolio Manager of the BP Capital TwinLine MLP Fund and the BP Capital TwinLine Energy Fund. Mr. Olsen has over 10 years of experience in the MLP and midstream sector. Prior to joining BPCFA, Mr. Olsen conducted midstream and refining research for Millennium LP, a large global hedge fund. From 2011 to 2015, Olsen served as head of midstream research for TPH & Co. Olsen was recognized as the top stock picker in energy by the Financial Times in 2013 and 2014, and a Wall Street Journal “Best on the Street” analyst in 2013. Earlier in his career, he was a key member of the MLP investment team at Eagle Global Advisors, and a member of UBS Investment Bank’s MLP practice. He graduated cum laude from Rice University with a B.A. in Philosophy, Political Science and Slavic Studies.