UBS and Alerian: Fireside Chat with the experts on Midstream/MLPs – UBS – 6.15.20

Summary:

Now On Demand.

Please join us as we discuss the evolving midstream universe, once heavily tilted towards MLPs, to now a sizeable share for US and Canadian C-Corps. We are pleased to invite Stacey Morris, Director of Research at Alerian, Shneur Gershuni, Managing Director covering US Energy at UBS, and Cat Gordon, Specialty Sales Director, US Energy & Utilities at UBS.

Topics include:

• AMNA – the new benchmark
• MLP consolidations
• C-Corp conversions
• Canadian midstream companies

Speakers:

Cat Gordon is a Director on the Specialty Sales desk where she heads up the US Energy and Utilities Sector Sales effort at UBS. She covers Midstream/MLPs, Exploration & Production, Oilfield Services, Global Integrateds, and most recently picked up coverage of the Utilities in 2020. Cat was named the #1 ranked Energy Sector Specialist by Institutional Investor (I.I.) Magazine (2019). Cat has been at UBS since 2014. Prior to UBS, Cat was a Global Markets Intelligence Analyst at Ipreo, a fintech and investor relations consulting firm. Cat holds a B.A. in Economics from Wesleyan University in Connecticut, where she was a member of Wesleyan Women’s Lacrosse team.

Shneur Gershuni is a Managing Director in the Energy group at UBS. Shneur is currently the Lead Analyst for the MLPs and Natural Gas Pipeline sectors. From 2005-2012, Shneur was also responsible for the US Metals & Mining research coverage at UBS. Prior to joining UBS, Shneur was a US Equity Analyst for Bissett Funds for Franklin Templeton Investments in Toronto. Before that, he was a Credit Analyst in the Canadian Private Placement Group and a Portfolio Management Assistant in the US Bond Portfolio Group at Canada Life Assurance Company. He began his career at Primerica Financial Services, a member of Citigroup, as a Mutual Fund & High Liability Specialist. Shneur holds an MBA in Finance from Degroote School of Business, McMaster University, Ontario and a BA in Economics from York University in Ontario. He is also a CFA charterholder.

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.