Energy + Income | A Match Made in Texas – 5.6.24 – Westwood

Overview:

Title: Energy + Income | A Match Made in Texas
Date: Monday, May 6, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

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Join us as we discuss our newest approach to an energy portfolio, where we focus on how to incorporate energy infrastructure with improved income generation. This approach is designed to help investors by providing a reliable stream of recurring income and enhancing it with covered call option premiums. Speakers will include members of the Texas-based Westwood Energy Team, Parag Sanghani and Ted Gardner.

Speakers:

Parag Sanghani Parag Sanghani SVP, Senior Portfolio Manager Westwood Group

Mr. Sanghani is Senior Vice president and a Portfolio Manager in the energy infrastructure complex at Westwood. He has over a decade of experience in the financial services industry. Prior to joining Salient in 2011, Mr. Sanghani served as the senior MLP analyst at Telemus from 2008 to 2009. He previously held a senior research associate position at Raymond James Financial, Inc., where he published detailed research reports on the energy industry and followed 17 companies within the oil service and coal sectors. Mr. Sanghani graduated from the University of Texas at Austin with a BBA in finance and earned a master’s degree in finance from London Business School. He is a CFA(r) charterholder and a member of CFA Society of Houston.

Ted Garner Ted Gardner SVP, Senior Portfolio Manager Westwood Group

Ted Gardner is Senior Vice President and a Portfolio Manager in the energy infrastructure complex at Westwood. Ted formerly served as portfolio manager and director of research at RDG Capital LLC, a Houston-based asset management firm specializing in energy infrastructure, prior to its acquisition by Salient in 2011. Previously, Ted served as a research analyst with Raymond James and Associates covering approximately 35 MLPs in the pipeline, midstream, propane, maritime, and coal industries. Ted is a CFA(r) charterholder and holds a Bachelor of Business Administration from The University of Texas at Austin and an MBA from the University of St. Thomas, Cameron School of Business in Houston, Texas.