PAST EVENTS

MLP Strategies Summit

2015

MLP Strategies Summit

Septembe, 2015 | 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.

MLP AGENDA

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.

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

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