Day
Date
From - To + Timezone
Primrose Hall
CE Credit

How energy infrastructure powers our economy and your income portfolio

Stacey Morris and Paul Baoicchi will dive deep into the industry and analyze the energy infrastructure space. They’ll cover the growth opportunities for natural gas infrastructure tied to growing LNG exports and rising demand for power generation (including data centers), economic use cases, and how advisors can use this in a portfolio.  The panel will be moderated by Roxanna Islam.

Session speakers

Stacey
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
Stacey Morris is the Head of Energy Research at VettaFi. She creates timely and relevant research on broader energy and energy infrastructure in support of the Alerian index suite. She has over 12 years of experience in finance and energy. Her commentary has been featured in Bloomberg, Reuters, NPR, and the Wall Street Journal. Stacey graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University. In her spare time, she enjoys traveling, trying new recipes, and baking cinnamon rolls.
Portfolio strategies
Portfolio strategies
Paul
Paul Baiocchi, CFA®
Head of Fund Strategy, SS&C ALPS Advisors
Paul Baiocchi, CFA®
Head of Fund Strategy, SS&C ALPS Advisors
Industry conclave
Portfolio strategies
Roxanna
Roxanna Islam, CFA®, CAIA®
Head of Sector & Industry Research, TMX VettaFi
Roxanna Islam, CFA®, CAIA®
Head of Sector & Industry Research, TMX VettaFi
Roxanna Islam is the Head of Sector & Industry Research at TMX VettaFi, where she is primarily responsible for equity, alternative, and digital asset research. Prior to joining TMX VettaFi, she spent several years in sell-side equity research at Stifel where she covered industrial stocks. She also spent the beginning of her career at Wells Fargo in closed-end fund and ETF research. Roxanna is a recognized voice in the investment community, frequently speaking at major industry conferences and appearing on webcasts, podcasts, and live financial television. Her insights are often featured in media outlets including Bloomberg, Fox Business, The Wall Street Journal, Reuters, CNBC, US News, and Financial Times. Outside of the office, Roxanna is actively involved in the community. She serves on the Board of Directors of CFA Society of Dallas/Fort Worth, and is an alumna of the Business Council for the Arts Leadership Institute.
Portfolio strategies
Portfolio strategies
Industry conclave
Plenary sessions
Portfolio strategies

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