Midstream MLPs: Where do we grow from here? – Center Coast Capital – 11.10.16

Summary:

Now On Demand.

Expansive U.S. energy production has radically shifted the energy landscape both domestically and abroad, pushing the U.S. towards energy independence. Connecting this new supply to the final customer requires midstream infrastructure, the majority of which is being built by Midstream Master Limited Partnerships (“MLPs”). Oil and gas supply fundamentals will continue to improve as we approach a supply/demand equilibrium. U.S. oil and gas production is a crucial component of the global oil and gas market and, we believe, it will continue to be over the foreseeable future. This requires continued investment along the value chain, especially in midstream infrastructure companies. Join our professionals for this in-depth discussion that will cover:

• Why Midstream MLPs, and Why Now?
• Commodity Cycles & The State of The U.S. Energy Supply Chain
• Opportunities, and Risk & Asset Allocation Considerations

Speakers:

15+ years of midstream energy logistics industry and investment experience. Formerly in the Energy Investment Banking Division of Morgan Keegan. Formerly Senior Project Analyst at Enbridge Energy Partners, LP (NYSE: EEP), analyzing over $8 billion of midstream/MLP mergers and acquisitions. Responsible for analyzing over $1 billion of capital expenditures while at Enbridge Energy Partners. Formerly with Koch Industries, Inc. in their Capital Markets, Hydrocarbon and Midstream Groups. Graduated with an MBA from the McCombs School of Business at the University of Texas at Austin and a BBA in Finance from Texas Christian Universiy.

Leads Center Coast’s research efforts across all of its investment products. Provides macro- and micro-investable analytics on energy infrastructure investments. Previously, Jeff served as an Executive Director in the Global Natural Resources Group at UBS Investment Bank with a focus on MLPs and other oil and gas sub-sectors. During his tenure at UBS, he worked on over $20 billion of MLP and energy equity offerings, $10 billion of M&A transactions and $20 billion of debt deals. Previous experience includes working as an investment banker with Morgan Stanley’s Global Energy Group and as an oil & gas finance attorney for Bracewell & Giuliani LLP. J.D., with Honors, from the University of Texas School of Law; B.A. in Economics, Managerial Studies and Sports Management from Rice University.