Using ETFs for Income
Tuesday, June 13, 2017, 11:00 AM ET
4:00 PM LONDON | 5:00 PM PARIS | 6:00 PM ATHENS | 11:00 PM HONG KONG
DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK
This webinar has been approved for 1 CFP/CIMA/CPWA CE Credit
Yield-starved investors can boost income with preferred securities, master limited partnerships, high yield bonds and emerging market debt using exchange traded funds. Join Jay Hatfield and Tim Seymour in a discussion of the challenges found in the current market environment and income opportunities in market niches offering yield spread over low-risk benchmarks.
- Macro factors in the interest rate outlook
- Opportunities in energy infrastructure and midstream MLPs
- Living with commodity risk
- Diversification benefits of preferred stocks
Jay D. Hatfield
InfraCap MLP ETF (AMZA) and InfraCap REIT Preferred ETF (PFFR)
Mr. Hatfield is co-founder and President of Infrastructure Capital Advisors, LLC. He is also a Co-founder and general partner of NGL Energy Partners, LP, a NYSE-listed master limited partnership. At ICA, he is Portfolio Manager of InfraCap MLP ETF and a series of hedge funds. Prior to forming the firm, he was a portfolio manager at SAC Capital Advisors (now Point72 Asset Management). Before joining SAC, he was Managing Director and Head of Fixed Income Research at Zimmer Lucas Partners, a hedge fund focused on the energy and utility sectors. Earlier in his career, he was Head of Global Utility Investment Banking at CIBC/Oppenheimer and a Principal in the Global Power & Utilities Investment Banking unit at Morgan Stanley & Co. He began his career as a CPA at Ernst & Young. He holds an MBA from the Wharton School at the University of Pennsylvania and a BS from the University of California at Davis.
CIO, Managing Director
Triogem Asset Management and Panelist, CNBC’s “Fast Money”
Tim Seymour has over 22 years of investment experience as a trader, investor and asset allocator across multiple asset classes and geographies having built and operated hedge funds and capital markets businesses. Tim remains a recognized voice within the investment community for over a decade as a trader and strategist on CNBC.
Tim co-founded and is the CIO of Triogem Asset Management, a firm that provides investment advisory services to family offices, after having previously run two hedge funds from 2008-2013. Tim oversees asset allocation and strategy at Seymour Wealth Management focused on HNW investors. Tim also recently founded Phillips Creek Advisors which identifies alternative investments in real estate across the developing world.
Prior to Triogem, Tim co-founded and was a Managing Partner at Red Star Asset Management (Moscow, New York), where the core strategy was a low volatility, multi-strat fund investing across Russia and the CIS. At Red Star Tim was a PM and member of the investment committee.
Prior to his hedge fund career, Tim was a Partner and Managing Director at Troika Dialog, Russia's largest investment bank in Moscow.
Tim started his career at UBS in New York, focusing on international macro (cash bonds, swaps, forex). Tim completed the firm's capital markets training program after graduating with an MBA in International Finance from Fordham University. Tim received his undergraduate degree at Georgetown University.
Tim serves as an Advisory Board Member for InfraCap ETFs.
The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.
Q&A Session - Submitting Questions
Participants can submit questions prior to or during the event through the special feature on the event page, or they can email them to Capital Link at email@example.com. The Q&A portion of the webinar is 10 minutes long.
This webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.
Registrants can download the PowerPoint presentation from this webcast.
A FREE AND INVALUABLE RESOURCE
This webinar will also be available on demand at any time after the live broadcast.
Who Should Attend?
Broker-Dealers - Certified Financial Planners - Certified Trust and Financial Advisors - Closed-End Funds Issuers - Financial Advisors - Financial Media - Financial Planners - Hedge Fund Managers - Institutional Investors - Investment Consultants - Pension Fund Managers - Prime Brokers - Private Bankers
About Capital Link, Inc.
Capital Link is a New York-based investor relations and financial communications firm, which, among other activities, maintains a strategic focus on closed-end funds and ETFs.
Capital Link has developed specific investor outreach programs and IR tools focused on CEFs and ETFs in order to enhance their profiles among analysts, investors, and financial media.
In pursuit of this objective, Capital Link maintains websites dedicated to CEFs (www.CEFForum.com) and ETFs (www.ETFForum.com) that track the news and developments of all U.S. listed CEFs and ETFs, providing investors with a free information resource on these topics. The 16th Annual Closed-End Funds & Global ETFs Forum (www.CapitalLinkForum.com), considered a premier industry annual event, will take place in New York City on April 27, 2017, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. The 4th Annual Dissect ETFs Forum will feature industry leaders in the ETF sector and will take place in New York City on June 22, 2017. Capital Link also offers the "Closed-End Funds & Global ETFs Webinar Series (www.CapitalLinkWebinars.com)," an online interactive platform that is on CEFs, ETFs, and other pertinent industry topics. Open to the public, these virtual events provide an in-depth look into the CEF & ETF industry, and ground issues and timely topics in the context of the global economy, fostering a better understanding among participants.
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