Maria Halmo is the Director of Research at Alerian, which equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Ms. Halmo leads the firm’s research efforts, which include examining MLP regulatory filings, monitoring legislative activity, and investigating industry developments. She also oversees Alerian’s public communications strategy through investor and media outreach. Ms. Halmo is a former Associate at SteelPath Capital Management LLC, a Dallas-based MLP investment manager, where she conducted valuation analyses of petroleum transportation partnerships and researched macro-level energy issues. Ms. Halmo graduated with a Bachelor of Arts in Astrophysics from Barnard College at Columbia University. She is also a contributing author to Midstream Business, a monthly publication addressing the need for business market intelligence on North American energy infrastructure.
What the New Tax Law Means for MLPs in 2018
If you’re a US taxpayer, chances are you’ve used a handy online calculator to estimate the dollar impact of the new tax bill on your paycheck. Unfortunately, we haven’t been able to find or build the...
What Happened in October: for MLPs, Money Talks and BS Walks
October was all about MLP cash: who increased distributions, who kept them flat, who didn’t increase as much as expected, and through it all, investor expectations mattered more than numbers.
The Irrational Investor: MLPs Trading on UNfundamentals
No one sane would argue that MLPs have been the best of all possible investments this year, but current trading sentiment has started to swing even further away from fundamentals.
How Trump’s Tax Reform Could Both Help and Hurt MLPs and Their Investors
Trump’s tax framework has minor positive implications for MLP investors but it could also incentivize new energy infrastructure companies to choose the C-Corp structure over the MLP tax structure.
What Happened in September: Are the Good Old Days Returning?
September’s news on an individual company level harkens back to the good old days of growing MLPs and growing infrastructure.
Five Reasons MLPs Are Underperforming
To put a statistical pin in the negative news, MLPs were down 4.9% in August on a total return basis. Here are the biggest recent trends and events impacting the space.