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
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 | Whether MLPs are fairly priced, overpriced or underpriced at present
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