Where MLPs & Energy Infrastructure Fit in Your Portfolio – Global X – 5.9.17

Summary:

Now On Demand.

As oil prices have stabilized around $50, many investors are returning to the MLP asset class in search of potential yield, diversification, and thematic exposure to energy infrastructure. What are the key things investors need to know about oil and MLPs? Join Global X’s Director of Research, Jay Jacobs, CFA, and 3D Asset Management’s Chief Investment Officer, Ben Lavine, CFA, CAIA, to discuss the following topics:

• Current Oil Environment
• MLP Asset Class and Portfolio Application
• Trends in the MLP Industry
• MLP Outlook

Speakers:

Ben serves as the Chief Investment Officer and chairs the investment committee at 3D. He works closely with 3D’s investment committee to refine and enhance the investment architecture underlying 3D’s ETF managed portfolios used in the firm’s wealth management and retirement programs. Ben also helps 3D’s investment advisors and clients with understanding current market developments that are driving risks and returns. Ben is a Chartered Financial Analyst and has 20 years of investment experience covering global investment management and institutional consulting.

Mr. Jacobs leads the Global X research team, overseeing the firm’s insights on the markets and ETFs, which can be found at www.globalxfunds.com/research. Prior to joining Global X, Jacobs was a business analyst at the NYSE in the ETF and Indexing Group, where he helped launch hundreds of new ETFs on the NYSE Arca trading platform. He is a CFA charterholder, holds a bachelor’s degree from Emory University in international studies, and studied at The London School of Economics.