Why Energy Infrastructure? Potential Income, Real Asset Exposure and More
Wednesday, August 17, 2022
2:40 PM EDT | 11:40 AM PDT
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Energy infrastructure has long attracted investors seeking income, but there are other notable investment benefits for today’s volatile markets. Energy infrastructure companies generate stable cash flows from fee-based businesses resulting in more defensive energy exposure. These companies typically have long-term contracts with annual inflation adjustments. Across this subsector, significant free cash flow generation is supporting dividend increases and buybacks. Learn how energy infrastructure can enhance your portfolio.
Topics covered will be:
- Learn how energy infrastructure is differentiated from other energy sectors by its fee-based business model and stable cash flows
- Learn how companies in this subsector are returning excess cash flow to investors through dividends and buybacks
- Learn where energy infrastructure fits in portfolios and how it can be used to meet investor needs
Pending approval for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.
This complimentary webcast is for financial professionals only and is closed to the public.
For institutional Use Only
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Paul Baiocchi is a Registered Representative of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Alerian MLP ETF and the Alerian Energy Infrastructure ETF.
ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are affiliated companies but have no affiliation with VettaFi.
VettaFi and its affiliates (collectively, “VettaFi”) are not investment advisors, and VettaFi makes no representations regarding the advisability of investing in any investment fund or other vehicle. The LiveCast should not be construed as providing individual advice of any kind, including, but not limited to, investment, tax or legal.
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Paul Baiocchi, CFA
Chief ETF Strategist
SS&C ALPS Advisors
Paul is the Chief ETF Strategist at SS&C ALPS, spearheading the firm’s distribution strategy and execution for the SS&C ALPS ETF suite as well as the Select Sector SPDRs lineup of ETFs. Paul works closely with the distribution, research and marketing teams to tailor the firm’s messaging and client facing content for the varied needs of a range of investor types. In addition to providing subject matter expertise in client meetings, Paul supports the marketing and PR teams while also aiding the research efforts of SS&C ALPS Advisors and Select Sector SPDRs. Prior to joining the firm, Paul was Vice President of ETF Business Development at Fidelity Institutional Asset Management where he helped build and grow the firm’s ETF lineup for 6 years while developing sales and messaging strategies for sector investing. Previously, he worked at ETF.com, building an ETF analytics platform, writing about the ETF industry and moderating panels at Inside ETFs conferences. Paul has been in the Financial Services industry for 17 years. He holds a Bachelor’s degree in Business Administration from California State University at Chico, an MBA from the University of British Columbia’s Sauder School of Business and is a CFA Charterholder.
Innovation is a massive focus for Paul personally and professionally, and the ETF wrapper has been a passion of his for more than a decade. While ETFs continue to grow, Paul is constantly trying to understand how institutional investors deliver superior client outcomes by applying technology. Whether it is portfolio software solutions or blockchain and digital assets, he is always looking for the next chapter of the financial services industry.
Stacey Morris, CFA
Head of Energy Research
Stacey Morris, CFA, is the Head of Energy Research at VettaFi. In her role, Stacey creates timely and relevant research on broader energy and energy infrastructure in support of the Alerian index suite. Prior to joining VettaFi, she led investor relations for an oil refiner with an MLP and worked as a senior equity research associate at Raymond James. Stacey has more than 12 years of experience in finance and energy. Her commentary has been featured in various media outlets, including Bloomberg, Reuters, NPR, and the Wall Street Journal, and she regularly participates in client events. Stacey graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University. In her spare time, Stacey enjoys travelling, trying new recipes, and baking cinnamon rolls.
Tom Lydon oversees all critical client relationships and the dynamic growth of VettaFi. Reaching over 100,000 financial advisors, VettaFi is one of the largest data-driven platforms built to empower and educate the modern financial advisor. VettaFi produces and circulates a variety of strategic and educational content to fuel the research process for financial advisors. In addition, the VettaFi team works closely with asset managers to embrace behavioral data and AI to better connect with the needs of financial advisors and self-directed investors.Lydon contributes to many major media outlets including CNBC, Fox Business, Yahoo, Forbes, The Wall Street Journal, Investor’s Business Daily, and MarketWatch. As the author of iMoney, The ETF Trend Following Playbook, and the expert behind the ETF of the Week with Tom Lydon podcast, he is an ETF influencer and industry luminary.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.