Northern New Jersey Chapter Future Meetings
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The AAII Northern New Jersey Chapter presents...


"Master Limited Partnerships: A Unique Strategy in a Low-Yield World"

    Discussed by:

    John Adelman, CIMA
    Senior Vice President of Investments, the Wittenstein Adelman Group, UBS Financial Services, New York, New York
    Paul M. Lewis, CIMA
    Vice President of Investments, the Wittenstein Adelman Group, UBS Financial Services, New York, New York

John Adelman and Paul M. Lewis will elaborate on all aspects of master limited partnership (MLP) investing. They will present the case for MLPs, including investment rationale, the rising demand for yield-oriented investments, and infrastructure expansion. They will discuss how to own MLPs in the form of individual securities, open- and closed-end funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs). The presentation will also cover how MLPs are structured and taxed and the benefits and disadvantages of operating as an MLP.

Attend This Meeting and Learn...
The future outlook for MLP investing
Tax advantages of MLP investing
Whether MLPs are fairly priced, overpriced or underpriced at present

  MEETING DETAILS
Date:
Monday, January 10, 2011
Time:
6:30 p.m.    Program
Location:
Marriott Hotel
138 Pehle Ave.
Saddle Brook, NJ 07663
201/843-9500
[ Map This Location ]

Payment:
In Advance (If check not received by 1/4, please pay at door)
Everyone, $10/person
At the Door
Everyone, $15/person
Reservations are not required. No Refunds.

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