Vault Series: MLPs and Energy Infrastructure

The Past, Present, and Future of MLPs and Energy Infrastructure
Hosted by: Distinguished Speaker Series Advisory Group

Brett Jergens, CFA, CFP serves as vice president of the Tortoise Energy Independence Fund, Inc. closed-end fund. Brett will discuss the different types of energy infrastructure and its critical role in our everyday lives. The presentation will review the current market environment and examine possible disruptors to traditional energy infrastructure. To conclude, he will discuss different ways to invest in today’s energy infrastructure markets.

Members - $10 or FREE with function ticket
Student Members - $10
Nonmembers - $20
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Refreshments & Light Snacks

Registration: Online

3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00 pm - Program

*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Speaker Bio: 

Brett Jergens, CFA, CFP
joined Tortoise in 2007. He serves as vice president of the Tortoise Energy Independence Fund, Inc. closed-end fund. Previously, Jergens was a vice president at Enterprise Bank & Trust from 2006 to 2007, a financial planner and head of investments at Searcy Financial Services from 2004 to 2006 and a tax accountant at KPMG from 2002 to 2004. He earned Bachelor of Science degrees in finance and accounting from Kansas State University. Jergens is a CFA® charterholder and a certified financial planner (CFP).

*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, January 2nd.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

1/9/2020 3:30 PM - 5:00 PM
The Vault 33 N. LaSalle Street (Lower Level) Chicago, IL 60602 UNITED STATES

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