Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E:   /  W:


Wednesday September 3, 2014 from 7:15 AM to 9:00 AM PDT
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

Driving Directions 

 Program is Sponsored by: 

David Shaffer Insurance Services

David Shaffer Insurance Services 

David Shaffer -- (925) 944-7100



Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at




FPA East Bay Breakfast Meeting 9/3/14 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
MLPS: A Prospect for Growth & Income
Presented By: Charles Anderson, Oppenheimer Funds
(1 Hour of CE credit for this course)
Traditionally, investors have used an allocation to high quality, domestic bonds in an attempt to generate income and offset the volatility of stocks.  But given today’s paltry real (net of inflation) yields, investors may have a hard time earning enough income with such investments – and stand to lose money when interest rates rise.  Energy infrastructure MLPs that own and operate oil, natural gas, natural gas liquids, and refined product assets in the US, such as pipelines and terminals, may offer a compelling alternative.


About Our Speaker

Mr. Anderson serves as a Client Portfolio Manager for OppenheimerFunds, Inc. SteelPath. In this capacity, he is responsible for interacting daily with the investment team and communicating regularly with clients about the Master Limited Partnership asset class and specifics regarding the various strategies managed by the firm.

Mr. Anderson has been in the industry since 1998 and was previously with Steelpath Capital Management where he served as Vice President.    Mr Anderson has written papers on energy MLPs covering topics such as correlation to interest rates, crude by rail transportation, and introductory overviews.  He also has been a featured speaker at numerous energy and investment conferences including a panelist for Schwab's Investment Conference.  He graduated from the University of Kansas with a BS in Finance.


Wednesday, September 3, 2014

7:15am -9:15am  

Advanced Pricing: $30 FPA Members, $40 Non-Members, CFP Students $15

At-The-Door Pricing: $40 FPA Members, $50 Non-Members, CFP Students $20

Advance prices in effect through 3:00 P.M., Monday, September 1, 2014