PAST EVENTS
MLP Strategies Summit
2017
2nd Annual
MLP Strategies Summit
Identifying MLP opportunities as a result of the Trump Adminstration’s Energy Policies
October 2017 | Dallas, TX
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
Energy markets appear to be on more stable footing as OPEC seeks to curb production to raise prices, while the Trump Administration’s Energy Policy targets infrastructure development and expanded drilling. Shale basins are likely to recover at differing paces, with Permian offering the greatest opportunities and Bakken more challenged. MLP investors will need to focus on the specific assets owned by the partnerships and determine how underperforming assets will be managed.
During these times, it’s critical for companies to be accessible to investment professionals in order to provide guidance and reassurance moving forward. Although 2015 – 2016 was a tough period 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, 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 making their 2017 – 2018 investment allotments.
Key takeaways from our event can be found by clicking here.
Speaker presentations are also available. Click on the side bar for more details.
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Topics Included
- Can the Trump Administration help or hinder midstream development
- Should investors trust Master Limited Partnerships
- MLP lifecycles: Are large cap sponsored units here to stay
- Estate Planning: the benefits of MLPs
- Which were/are the best performing MLP packaged products
- Investing in MLPs: The ETF perspective
- Investing in MLPs: The open & closed-end perspective
- Allocation/portfolio construction with 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
Co-Founder & Managing Director
MLPData
FEATURED SPEAKERS
RYAN CARNEY
Partner, Tax
Vinson & Elkins
RICHARD S. DASKIN, CFA, CFP(R)
MLP strategy sub advisor to Cumberland Advisors
CIO, RSD Advisors
SCOTT DILLOW
National MLP Tax Partner
PwC
DAPHNE FOSTER
CFO
Global Partners LP
JOHN GRAVES
Fracking
The 7% Solution
2012 Best Personal Finance Book, IFA Gold medal
JAY HATFIELD
Co-Founder & President
Infrastructure Capital Advisors
DAVID HEFLIN
Vice President
Goldman Sachs
JEREMY HELD
Sr. Vice President, Dir. Research
ALPS Portfolio Solutions
BEN HUNT
Chief Risk Officer
Salient/Forward
KRISTINA KAZARIAN
Director, MLPs & Midstream
Deutsche Bank
MARY LYMAN
Executive Director
Master Limited Partnership Association (MLPA) (formerly known as the NAPTP)
LAURA PARELLO
Managing Director
PwC
ROBERT PRADO
Managing Director
PwC
GREG REID
President – Salient MLP Complex
Salient/Forward
RICHARD ROBERT
EVP & CFO
Vanguard Natural Resources, LLC
BRIAN SULLEY
Vice President
Tortoise Capital Investors