Why Energy Infrastructure Belongs in Your Portfolio Today
Thursday, November 4, 2021
12:00 PM EDT | 9:00 AM PDT
60 minutes
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Speakers
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.Paul is a registered representative of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc.
Robert Huebscher
CEO and Founder
Advisor Perspectives
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.
Stacey Morris, CFA
Director of Research Alerian and S-Network Global Indexes
Alerian
Stacey Morris is the Director of Research at Alerian and S-Network Global Indexes. Combined, the firm serves the global investment community through indexing, benchmarking, specialty research and calculation services. Morris has over 10 years of experience in financial services. In her current role, Morris leads the research team across the organization to create timely and relevant research with a focus on energy infrastructure, broader energy, income, and thematics. Morris is also a firm spokesperson with frequent contributions to multiple press outlets and regular participation in client events. Morris was previously the Investor Relations Manager for Alon USA Energy, overseeing investor communications for the corporation and its variable distribution MLP, Alon USA Partners. Prior to Alon, Morris covered the integrated majors, refiners, and alternative fuel companies at Raymond James as a Senior Associate in the firm’s Equity Research Division with an emphasis on oil markets. Morris was also an assistant trader at Jameson Bank in Toronto, where she assisted a corporate foreign exchange leader. In her free time, Morris has volunteered at several charitable organizations. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University and is a CFA® charterholder.