Best meeting you’ve ever had?
One that stood out was our meeting with Jim Murchie, who founded Energy Income Partners, the subadvisor for First Trust North American Energy Infrastructure. Full disclosure, we do not have any allocation to the fund at the moment, but we thought Murchie was impressive. He was candid, insightful and extremely knowledgeable about the energy space. He’s clearly an expert in his field and provided some interesting perspectives that will help us when we re-examine our master limited partnership holdings.