Why Energy Infrastructure? Potential Income, Real Asset Exposure and More

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Speakers

Paul Baiocchi, CFA
Chief ETF Strategist
SS&C ALPS Advisors

Paul is the Chief ETF Strategist at SS&C ALPS, spearheading the firm’s distribution strategy and execution for the SS&C ALPS ETF suite as well as the Select Sector SPDRs lineup of ETFs. Paul works closely with the distribution, research and marketing teams to tailor the firm’s messaging and client facing content for the varied needs of a range of investor types. 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 Advisors and Select Sector SPDRs. 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 while developing sales and messaging strategies for sector investing. 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 17 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.

Innovation is a massive focus for Paul personally and professionally, and the ETF wrapper has been a passion of his for more than a decade. While ETFs continue to grow, Paul is constantly trying to understand how institutional investors deliver superior client outcomes by applying technology. Whether it is portfolio software solutions or blockchain and digital assets, he is always looking for the next chapter of the financial services industry.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Stacey Morris, CFA
Head of Energy Research
VettaFi

Stacey Morris, CFA, is the Head of Energy Research at VettaFi. In her role, Stacey creates timely and relevant research on broader energy and energy infrastructure in support of the Alerian index suite. Prior to joining VettaFi, she led investor relations for an oil refiner with an MLP and worked as a senior equity research associate at Raymond James. Stacey has more than 12 years of experience in finance and energy. Her commentary has been featured in various media outlets, including Bloomberg, Reuters, NPR, and the Wall Street Journal, and she regularly participates in client events. Stacey graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University. In her spare time, Stacey enjoys travelling, trying new recipes, and baking cinnamon rolls.

Tom Lydon
Vice Chairman
VettaFi

Tom Lydon oversees all critical client relationships and the dynamic growth of VettaFi. Reaching over 100,000 financial advisors, VettaFi is one of the largest data-driven platforms built to empower and educate the modern financial advisor. VettaFi produces and circulates a variety of strategic and educational content to fuel the research process for financial advisors. In addition, the VettaFi team works closely with asset managers to embrace behavioral data and AI to better connect with the needs of financial advisors and self-directed investors.Lydon contributes to many major media outlets including CNBC, Fox Business, Yahoo, Forbes, The Wall Street Journal, Investor’s Business Daily, and MarketWatch. As the author of iMoney, The ETF Trend Following Playbook, and the expert behind the ETF of the Week with Tom Lydon podcast, he is an ETF influencer and industry luminary.