Investing in MLPs

MLP income & total return strategies in a volatile energy environment

This conference was accepted by the CFP Board for 8 CE credits.
IMCA accepted this conference for 8 hours of CE credit towards the CIMA®, CIMC®, and CPWA® certifications.



The Details

We want to thank all of our attendees and sponsors for making our 2015 Investing in MLPs conference a huge success. The event was highlighted by a speaking faculty consisting entirely of MLPs, MLP fund managers & MLP tax experts and analysts.

Key takeaways from the event can be found by clicking here.

Speaker presentations are also now available from the event. Click on the side bar for more details.

Given the continued volatility in the energy sector, companies are re-evaluating their business models which has resulted in investors asking many questions. During these times, it’s critical for companies to be accessible to investment professionals in order to provide guidance and reassurance moving forward. And although 2015 was a very tough year in the energy sector, being opportunistic at times of market dislocations like these often deliver the highest returns to investors.

With a new paradigm seemingly in place, we’re looking forward to our next Investing in MLPs conference as the year ahead will be an excellent opportunity for investment professionals looking to access the MLP space to better assess the overall energy landscape by doing their due diligence and feel more confident ahead of making their 2017 investment allotments.

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Attendee Profile

MLP Forum Attendee profile

40% of Attendees had AUM>$250 Million

MLP_Pie_AUW

Topics Included

  • How are Master Limited Partnerships formed and structured
  • Overview of trends driving the expansion of the asset class
  • Valuation metrics and approaches used in selecting MLPs
  • What are the tax considerations associated with MLPs and packaged products
  • How are investors using MLPs
  • What is the best investment vehicle (closed-end fund, ETF, ETN, mutual fund) for accessing MLPs
  • What are the benefits and constraints to Incentive Distribution Rights
  • How could export and tax regulation impact MLPs
  • Comparing yield strategies: MLPs vs. Yieldcos vs. Energy REITs vs. BDCs
  • Looking under the hood: What kind of companies are in MLPs

What Makes Our Event Unique

  • Developed by investment and fund managers for advisors and institutional investors, with buyside-only attendance
  • 100% investment & fund manager (PM, C-level exec, Portfolio Strategist or Analyst) speaking faculty
  • Strategy focused, not industry-focused
  • Drill down into the approach of the strategy with the fund manager


CONFERENCE CHAIRPERSON

Mark Wildermuth
MARK WILDERMUTH
Co-Founder & Managing Director
MLPData

FEATURED SPEAKERS

Ryan Carney
RYAN CARNEY
Partner, Tax
Vinson & Elkins
Richard Daskin
RICHARD S. DASKIN, CFA, CFP(R)
MLP strategy sub advisor to Cumberland Advisors
CIO, RSD Advisors
Scott Dillow
SCOTT DILLOW
National MLP Tax Partner
PwC
Daphne Foster
DAPHNE FOSTER
CFO
Global Partners LP

John Graves
JOHN GRAVES
Fracking
The 7% Solution
2012 Best Personal Finance Book, IFA Gold medal
Jay Hatfield
JAY HATFIELD
Co-Founder & President
Infrastructure Capital Advisors
David Heflin
DAVID HEFLIN
Vice President
Goldman Sachs
Jeremy Held
JEREMY HELD
Sr. Vice President, Dir. Research
ALPS Portfolio Solutions

Ben Hunt
BEN HUNT
Chief Risk Officer
Salient/Forward
Kristina Kazarian
KRISTINA KAZARIAN
Director, MLPs & Midstream
Deutsche Bank
Mary Lymann
MARY LYMAN
Executive Director
Master Limited Partnership Association (MLPA) (formerly known as the NAPTP)
Laura Parello
LAURA PARELLO
Managing Director
PwC

Robert Prado
ROBERT PRADO
Managing Director
PwC
Greg Reid
GREG REID
President - Salient MLP Complex
Salient/Forward
Richard Robert
RICHARD ROBERT
EVP & CFO
Vanguard Natural Resources, LLC
Brian Sulley
BRIAN SULLEY
Vice President
Tortoise Capital Investors


Lead Sponsor

Salient

Presidential Sponsor

PwC Master Limited Partnership Practice

Executive Sponsors

Alps Portfolio
Cushing Asset
InfraCap
Tortoise Advisors

Partners

Daily Alts
Financial Advisor Magazine
National Association of Publicly Traded Partnerships
MLP Data