Paul is a Senior Distribution Support Analyst at SS&C ALPS, spearheading the firm’s distribution strategy and execution for the Alerian MLP and Energy Infrastructure ETF suite. Paul works closely with the distribution teams to tailor the firm’s messaging for AMLP and ENFR to meet the needs of a varied institutional investor base. 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 in the MLP and Energy Infrastructure space. 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. 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 16 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.
ALPS Portfolio Solutions Distributor, Inc. is the distributor of AMLP and ENFR.
Stacey Morris is the Director of Research at Alerian, which equips investors to make informed decisions about energy infrastructure and Master Limited Partnerships (MLPs). Ms. Morris engages with the investment community to increase awareness of the Alerian Index Series and support broader understanding of the role that midstream assets play in North American energy markets. Ms. 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, she covered the integrated majors and refiners at Raymond James as a Senior Associate in the firm’s Equity Research Division. Ms. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University and is a CFA charterholder.
The webinar will consist of a 40-minute expert discussion, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.