Investing in MLPs

MLP income & total return strategies in a volatile energy environment

September 16, 2015 | Gaylord Texan Resort & Convention Center - Grapevine, TX

CFP and CIMA CE Credits will be available

THE CREATORS OF THE WORLD’S LARGEST ETF CONFERENCE (Inside ETFs - Hollywood, FL) AND THE WORLD’S LARGEST ALTERNATIVES CONFERENCE (Inside Alternatives - Denver, CO) AS WELL AS THE WIDELY ACCLAIMED INVESTING IN LIQUID ALTERNATIVES CONFERENCE NOW BRING YOU THE PREEMINENT CONFERENCE THAT’S 100% DEDICATED TO INVESTING IN MASTER LIMITED PARTNERSHIPS (MLPs)

7:45 – 8:50 – Registration & Breakfast

8:00 – 8:50 – Breakfast Workshop: Institutional investment for tax-exempt and foreign investors

Are income-generating products like MLPs worthwhile investment vehicles for tax-exempt and foreign investors? In this workshop, we will cover UBIT and ECI considerations and more.

8:55 – 9:00 – Welcome & Introduction

Don Friedman, Founder & CEO
Joint Venture Events Group

9:00 – 9:10 – Chairperson’s Opening Comments

Mark Wildermuth, Co-Founder & Managing Director
MLPData

OVERVIEW
9:10 – 10:00 – Macro trends driving the future of MLPs
• Will the IRS guideline change impact asset development for MLPs?
• How could export and tax regulation impact MLPs
• How do MLPs grow in a low commodity price environment

MLP DUE DILIGENCE PROCESS
10:00 – 10:50 – Looking under the hood: Understanding the anatomy of an MLP
• How are MLPs formed and structured
• Tax considerations to be aware
• Comparing different structures: MLPs vs. OpCos vs. Yieldcos vs. Energy REITs
• Upstream, Midstream & Downstream business models and risks
• What are the benefits and constraints to Incentive Distribution Rights

10:50 – 11:20 – Morning Networking Break

11:20 – 12:10 – Meet the companies that comprise MLPs

We’ve walked you through the trends that are driving MLPs as well as the how they are formed and structured. Now you will get to meet the actual companies that are within a Master Limited Partnership as they explain how their businesses are run. The NAPTP’s Mary Lyman will moderate the panel which will consist of one upstream, one midstream and one downstream company.

12:10 – 1:00 - Choosing the best investment vehicle for accessing MLPs
• Fund structures: CEF, ETF, ETN and Open End
• Active vs. Passive management
• Deferred tax liabilities
• Liquidity
• Ramifications of choosing one investment vehicle vs. another type

1:00 – 2:00 – Luncheon For Delegates & Speakers

FUND MANAGER SHOWCASE
2:05 – 2:55 – Part 1: Meet the Funds which invest in MLPs
The first half of the conference was dedicated to understanding MLP trends, fund structures and tax considerations. Now continue your due diligence process by listening to two different fund managers in order to determine which managers to allocate your investment dollars to. Each firm will speak for 20 minutes followed by 10 minutes of shared audience Q & A.

2:55 – 3:45 – Part 2: Meet the Funds which invest in MLPs

The first half of the conference was dedicated to understanding MLP trends, fund structures and tax considerations. Now continue your due diligence process by listening to two different fund managers in order to determine which managers to allocate your investment dollars to. Each firm will speak for 20 minutes followed by 10 minutes of shared audience Q & A.

3:45 – 4:05 – Afternoon Networking Break

4:05 – 4:55 – Part 3: Meet the Funds which invest in MLPs

The first half of the conference was dedicated to understanding MLP trends, fund structures and tax considerations. Now continue your due diligence process by listening to two different fund managers in order to determine which managers to allocate your investment dollars to. Each firm will speak for 20 minutes followed by 10 minutes of shared audience Q & A.

PUTTING MLPs TO WORK
4:55 – 5:45 – Asset Allocation with MLPs

Hear from investors on how they are using MLPs and what sort of allocation they are earmarking for MLPs in a multi-asset class portfolio in order to increase diversification and provide a steady income stream. Also learn what valuation metrics and approaches they are using in selecting MLPs.

5:45 – 7:00 – Cocktail Reception

JV Events Group reserves the right to alter the agenda without notice, including substitution or cancellation of speakers and/or topics.