The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Seattle

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Seattle on June 1st, 2017.  The agenda included a summary of the energy industry over the last 24 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Minnesota

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Minnesota on May 18th, 2017.  The agenda included a summary of the energy industry over the last 24 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Providence

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Providence on November 17th, 2016.  The agenda included a summary of the energy industry over the last 24 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Louisiana

James L. Carroll, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Louisiana on September 28th, 2016.  The agenda included a summary of the energy industry over the last 18 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.

Click here to request a copy of the presentation or for more information about speaking engagements.

The New World of MLPs: Opportunity, but Stock Selection Rules...PCM presents to the CFA Society Pittsburgh

James L. Carroll, CFA, Jeffrey C. Huebner, CFA and Ken Solak of Pointe Capital Management presented The New World of MLPs: Opportunity, but Stock Selection Rules to the CFA Society Pittsburgh on September 14th, 2016.  The agenda included a summary of the energy industry over the last 18 months and the outlook for investing in the energy space, and in midstream MLPs in particular. Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize. 

Click here to request a copy of the presentation or for more information about speaking engagements.

MLPs After the Crash, Jewels in the Rubble

PCM Portfolio Managers recently led a roundtable event, MLPs After the Crash, Jewels in the Rubble for a handful of investors and consultants.  

Global oil prices have been on a roller coaster ride the last 24 months.  After falling 75% from their highs, oil prices have nearly doubled in the prior 4 months.  These swings went far beyond any forecasters' expectation during this time period.  Yet, history tells us that low oil prices are usually the cure for low oil prices.  Amidst this environment, we continue to have many conversations about the investment case for midstream MLPs as they provide attractive current yields, consistent dividend growth and offer the opportunity for price appreciation.

Click here to request a copy of the presentation materials

 

White Paper: The New World for MLPs

We believe that the investment playing field for MLPs has changed significantly.  The prior business model based on $100 price per barrel oil, unlimited access to cheap capital and nearly unlimited growth opportunities is now badly out of date. Successful MLP operators today have embraced far more capital discipline, balance sheet strength and greater financial flexibility than witnessed so far since the beginning of the MLP industry expansion in the 1990s.

Click here to read our white paper: The New World for MLPs

Oil Price Disaster - More Damage or Opportunity? PCM presents to the CFA Society Nashville

CFA charter holders James L. Carroll and Jeffrey C. Huebner of Pointe Capital Management presented Oil Price Disaster - More Damage or Opportunity? to the CFA Society Nashville on March 1st, 2016.  The agenda included the outlook for investing in the energy space, and in midstream MLPs in particular.  We believe that the oil price recovery is likely to be later and lower and that new realities have evolved for midstream MLPs.  We also believe that there are opportunities with careful security selection in this industry.  The event was held at the Palm, Nashville and was very well attended.  

Click here to request a copy of the presentation or for more information about speaking engagements.

Materials: Demystifying the Master Limited Partnership (MLP): The Investment Case for MLPs in Individual & Institutional Portfolios

PCM publishes presentation materials from our June presentation "Demystifying the Master Limited Partnership (MLP): The Investment Case for MLPs in Individual & Institutional Portfolios"

Click here to view the presentation materials

Demystifying the MLP: The Investment Case for Master Limited Partnerships in Individual and Institutional Portfolios

Demystifying the MLP: The Investment Case for Master Limited Partnerships in Individual and Institutional Portfolios

 

Demystifying the Master Limited Partnership (MLP): The Investment Case for MLPs in Individual and Institutional Portfolios.

Please join the Pointe Capital Management energy investment experts on June 9th from 8:00-9:30 am at the Detroit Athletic Club for this lively discussion about MLPs, one of the best performing and yet, misunderstood publicly traded asset classes.  MLPs are an attractive investment with strong historical performance, cash generation with an increasing yield, liquidity and an underlying investment in energy infrastructure, a vital component to our nation's economy.  Specific presentation topics include the following: the investment case for MLPs in individual & institutional portfolios, tax & estate benefits, UBTI in tax-exempt portfolios, historical out-performance over other asset classes, the lack of correlation with traditional asset classes including commodities, the various investment methods to access MLPs and an education on MLP sector breakdown (core, semi-core, non-core).

Please click here to learn more and register for this event.

Pointe Capital Management Welcomes Kenneth M. Solak as Director, Business Development

GROSSE POINTE FARMS, MI (April 2015) - Pointe Capital Management of Grosse Pointe Farms, Michigan, is pleased to welcome Kenneth M. Solak as Director, Business Development, of our Firm.  Ken will be responsible for serving existing clients and developing new client relationships in the Firm’s institutional practice.

Click here to read the full press release