MLPs and Energy Infrastructure: Well Positioned for Energy’s Perfect Storm – SS&C ALPS Advisors and Alerian – 4.29.20

Overview:

Title: MLPs and Energy Infrastructure: Well Positioned for Energy’s Perfect Storm
Date: Wednesday, April 29, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for live 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)
CRD # (Not Applicable for On Demand)
Yes, I am a financial advisor or registered representative. I acknowledge that these webcasts are not to be viewed by the public, and agree to the Terms of Service for Investment Advisor Channel.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Summary:

Now On Demand.

A confluence of events has put tremendous pressure on energy equities, and midstream energy companies have been no exception. Concerns about counterparties, distributions and earnings have come into sharper focus for investors as a result of the decline in energy prices.

Please join SS&C ALPS Advisors and Alerian for this informational webcast as we discuss the following:

  • The macroeconomic dynamics driving energy lower and the knock-on effects to midstream companies
  • Counterparty risks: What they are and where they are most acute
  • Distribution profiles for midstream energy companies
  • Fund updates on the Alerian MLP ETF (Ticker: AMLP) and the Alerian Energy Infrastructure ETF (Ticker: ENFR)

Speakers:

Stacey Morris, CFA Stacey Morris, CFA Director of Research Alerian

Stacey Morris is the Director of Research at Alerian, which equips investors to make informed decisions about energy infrastructure and Master Limited Partnerships (MLPs). Ms. Morris engages with the investment community to increase awareness of the Alerian Index Series and support broader understanding of the role that midstream assets play in North American energy markets. Ms. Morris was previously the Investor Relations Manager for Alon USA Energy, overseeing investor communications for the corporation and its variable distribution MLP, Alon USA Partners. Prior to Alon, she covered the integrated majors and refiners at Raymond James as a Senior Associate in the firm’s Equity Research Division. Ms. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University and is a CFA charterholder.

Paul Baiocchi, CFA Paul Baiocchi, CFA Senior Investment Strategy Advisor SS&C ALPS Advisors

Paul is a Senior Distribution Support Analyst at SS&C ALPS, spearheading the firm’s distribution strategy and execution for the Alerian MLP and Energy Infrastructure ETF suite. Paul works closely with the distribution teams to tailor the firm’s messaging for AMLP and ENFR to meet the needs of a varied institutional investor base. In addition to providing subject matter expertise in client meetings, Paul supports the marketing and PR teams while also aiding the research efforts of SS&C ALPS in the MLP and Energy Infrastructure space. Prior to joining the firm, Paul was Vice President of ETF Business Development at Fidelity Institutional Asset Management where he helped build and grow the firm’s ETF lineup for 6 years. Previously, he worked at ETF.com, building an ETF analytics platform, writing about the ETF industry and moderating panels at Inside ETFs conferences. Paul has been in the Financial Services industry for 16 years. He holds a Bachelor’s degree in Business Administration from California State University at Chico, an MBA from the University of British Columbia’s Sauder School of Business and is a CFA Charterholder.

Paul is a registered representative of ALPS Distributors, Inc.

ALPS Portfolio Solutions Distributor, Inc. is the distributor of AMLP and ENFR.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1.877.398.8461 or visit www.alpsfunds.com. Read the prospectus carefully before investing.

Shares are not individually redeemable. Investors buy and sell shares on a secondary market. Only market makers or “authorized participants” may trade directly with the Fund, typically in blocks of 50,000 shares.



An investment in the Fund involves risk, including loss of principal.

ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Alerian MLP ETF and the Alerian Energy Infrastructure ETF.

ALR001101 4/30/2020