MLPs and Energy Infrastructure: Making Sense of the Year and Where We Go From Here – ALPS and Alerian – 8.5.20

Overview:
Title: MLPs and Energy Infrastructure: Making Sense of the Year and Where We Go From Here
Date: Wednesday, August 5, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

The economic impact of COVID-19 has been particularly acute in the energy sector. As a result, midstream energy infrastructure companies have made dramatic changes to their strategic planning and capital allocations. Please join us as we review the first half of 2020 and highlight what to watch for in the second half. Please join Alerian and SS&C ALPS Advisors for this educational webcast as we discuss the following:

  • Recent headlines and the impact on the industry
  • Updated company outlooks, including dividend and distribution expectations
  • Key trends to watch as companies report second quarter earnings
  • 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 Baiocchi is registered representative of ALPS Distributors, Inc. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are affiliated. INSTITUTIONAL USE ONLY | Not for Use with the Retail Public. An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1.877.398.8461or 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. Disclosures and Risks – AMLP & ENFR Investments in securities of MLPs involve risks that differ from an investment in common stock. MLPs are controlled by their general partners, which generally have conflicts of interest and limited fiduciary duties to the MLP, which may permit the general partner to favor its own interests over the MLPs. The benefit you are expected to derive from the Fund’s investment in MLPs depends largely on the MLPs being treated as partnerships for federal income tax purposes. As a partnership, an MLP has no federal income tax liability at the entity level. Therefore, treatment of one or more MLPs as a corporation for federal income tax purposes could affect the Fund’s ability to meet its investment objective and would reduce the amount of cash available to pay or distribute to you. Legislative, judicial, or administrative changes and differing interpretations, possibly on a retroactive basis, could negatively impact the value of an investment in MLPs and therefore the value of your investment in the Fund. AMLP: The Fund invests primarily in energy infrastructure companies which may be adversely affected by changes in worldwide energy prices, exploration, production spending, government regulation, changes in exchange rates, depletion of natural resources and risks that arise from extreme weather conditions. All K-1s are received and processed by the Alerian MLP ETF. The Alerian MLP ETF distributes a single Form 1099 to its shareholders. This notice is provided to you for informational purposes only, and should not be considered tax advice. Please consult your tax advisor for further assistance. There are risks involved with investing in ETFs including the loss of money. An investment in the Fund is subject to investment risk including the possible loss of the entire principal amount that you invest. If, due to tax law changes, an MLP in the portfolio is deemed a corporation rather than a partnership for federal income purposes, then income would be subject to federal taxation at the MLP level. This would reduce the amount of cash available for distribution to the fund which could result in a reduction of the fund’s value. The Fund is taxed as a regular corporation for federal income purposes, which reduces the Net Asset Value of fund shares by the accrual of any deferred tax liabilities. Depending on the taxes paid by the fund as a result of income and/or gains from investments and/or the sale of MLP interests, the return on an investment in the Fund will be reduced. This differs from most investment companies, which elect to be treated as “regulated investment companies” to avoid paying entity level income taxes. The ETF is taxed as a regular corporation and is subject to U.S. federal income tax on taxable income at the corporate tax rate (currently as high as 35%) as well as state and local taxes. ENFR: The fund invests primarily in a particular sector and could experience greater volatility than a fund investing in a broader range of industries. The Fund may be subject to risks relating to its investment in Canadian securities. Because the Fund will invest in securities denominated in foreign currencies and the income received by the Fund will generally be in foreign currency, changes in currency exchange rates may negatively impact the Fund’s return. Investments in the energy infrastructure sector are subject to: reduced volumes of natural gas or other energy commodities available for transporting, processing or storing; changes in the regulatory environment; extreme weather and; rising interest rates which could result in a higher cost of capital and drive investors into other investment opportunities. The Alerian Energy Infrastructure ETF is not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested MLP – Master Limited Partnership. ALPS Portfolio Solutions Distributor, Inc., 1290 Broadway, Ste. 1000, Denver, CO 80203 is the distributor for the Alerian Energy Infrastructure ETF. ALPS Portfolio Solutions Distributor, Inc. is not affiliated with Alerian. Not FDIC Insured • No Bank Guarantee • May Lose Value. ALR001151 9/30/2020