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Luncheon - Jim Carroll - Pointe Capital Management

Event Description

Dawn of a New Era for Oil and a New World for MLPs 

Please join us as we welcome oil industry veteran, Jim Carroll to Pittsburgh September 14th. Jim is Managing Director and Senior Portfolio Manager at Pointe Capital Management. Jim will lead us in a lively discussion on the outlook for both the global oil and market and MLPs. MLPs have gone from the worst performing asset class in 2015(-33%) to one of the better performing asset classes (+8% ytd) despite a 25% drop in prices during the first part of 2016.  Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.  However, most investors remain skeptical that MLPs can continue to maintain 7%+ yields with oil prices at current levels. 


 Jim is responsible for portfolio management, security selection, serving clients and developing Pointe Capital Management’s institutional practice. Jim spent 17 years with Loomis Sayles as a Vice President and Equity Portfolio Manager where he co-managed the $6 billion large-cap value strategy, a long only energy fund and was a co-manager of the Loomis Sayles Energy Hedge Fund.  In addition, he spent 15 years with Paine Webber / Rotan Mosle as a Managing Director and Senior Energy Research Team Leader and Analyst.  Jim has been widely quoted on a variety of energy related securities and topics in numerous national publications, including the Wall Street Journal and Barron’s.  Most notably, Jim was selected as an Institutional Investor Magazine All-America Research Team - member from 1984-1996, and Ranked #1 Energy Service Analyst in the U.S. from 1986-1996 by Greenwich Associates.



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Education Topic


Start Time

9/14/2016 12:00 PM

End Time

9/14/2016 1:00 PM

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Location Info

Omni William Penn​


Jim Carroll - Pointe Capital Management

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All Day Event





Content Type: MyCFA Calendar
Created at 8/18/2016 11:44 AM by
Last modified at 8/24/2016 11:52 AM by