![Brian Watson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Watson
Directeur de la Recherche - Actions chez
OFI Steelpath, Inc.
Profil
Mr. Brian D.
Watson, CFA MBA, is a Managing Director & Senior Portfolio Manager at Invesco Advisers, Inc. and a Senior Portfolio Manager at OFI Steelpath, Inc. Mr. Watson joined Invesco when the firm combined with OppenheimerFunds in 2019.
At OppenheimerFunds, he was a director of research and portfolio manager for the SteelPath strategies.
Prior to that, he was a portfolio manager and led the MLP research effort at Swank Capital LLC in Dallas, Texas.
He also covered the MLP and diversified energy sectors for RBC Capital Markets in the firm’s equity research division.
Before that, Mr. Watson worked for Prudential Capital Group, helping to analyze, structure, and invest in private debt placements issued primarily by companies in the energy industry, including those involved in oilfield services, midstream services, and oil and gas exploration and production.
Mr. Watson earned a BBA degree from the University of Texas at Austin and an MBA from the McCombs School of Business at the University of Texas at Austin.
He is a Chartered Financial Analyst (CFA) charter holder.
Postes actifs de Brian Watson
| Sociétés | Poste | Début |
|---|---|---|
OFI Steelpath, Inc.
 OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath employs a long-term perspective and a focus on company fundamentals to uncover opportunities in all market conditions. | Directeur de la Recherche - Actions | 01/01/2009 |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Directeur de la Recherche - Actions | 24/05/2019 |
Anciens postes connus de Brian Watson
| Sociétés | Poste | Fin |
|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Directeur de la Recherche - Actions | 24/05/2019 |
SteelPath Fund Advisors LLC
 SteelPath Fund Advisors LLC Investment ManagersFinance SteelPath Fund Advisors manages portfolios that focus exclusively on investments in energy infrastructure Master Limited Partnerships (MLPs). The firm seeks to invest in companies that own and operate physical assets that transport crude oil, refined petroleum products and natural gas, such as pipelines and the related storage facilities. To minimize exposure to commodity prices, they target companies that provide energy infrastructure services on a fee or fee-like basis. SteelPath Fund Advisors' investment approach combines a fundamental, bottom-up, private equity-like investment process with a risk management philosophy that is designed to preserve capital and mitigate portfolio volatility. The firm's mutual fund platform seeks to provide a portfolio diversification tool with high levels of current income, inflation protection and low correlation to other asset classes. The SteelPath MLP Income Fund (MLPDX) seeks to provide a high level of inflation-protected current income and a higher distribution yield as compared to equity alternatives such as REITs and utilities. The fund invests primarily in larger, more liquid energy partnerships. The SteelPath MLP Income Fund makes monthly distributions and provides the highest level of current income of the three SteelPath Funds. The SteelPath MLP Select 40 Fund (MLPFX) invests in a minimum of 40 MLPs primarily involving infrastructure and other energy-related assets or activities. The fund seeks investment returns that outperform the broader equities market, through a disciplined investment process that provides a portfolio that focuses on diversification and risk elimination. The SteelPath MLP Alpha Fund (MLPAX) is a concentrated portfolio of 20 energy infrastructure MLPs that utilizes a securities selection process designed to uncover MLPs with the best risk-adjusted opportunities for superior distribution growth and price performance. The fund targets the 20 MLPs with the strongest projected distribution growth. | Compliance Officer | 07/02/2011 |
SteelPath Capital Management LLC
 SteelPath Capital Management LLC Investment ManagersFinance SteelPath Capital Management focuses on investments in energy infrastructure through the emerging midstream energy MLP asset class. The firm's investment approach employs the use of bottom-up, fundamental analysis. SteelPath Capital Management seeks to maximize absolute total returns on a risk-adjusted basis through investments in both the private and public debt and equity markets, as well as in fund and managed account products. SteelPath Capital Management's affiliate, Alerian, created the Alerian MLP Index (NYSE: AMZ), to provide investors and corporate management teams with an unbiased, comprehensive benchmark for the performance of the energy MLP universe. In addition to the AMZ, which is the underlying index for the exchange-traded NYSE: AMJ, Alerian also maintains the Alerian MLP Infrastructure Index. SteelPath Capital Management focuses on the preservation of capital by minimizing the financial and business risk profiles of its investments and providing the security of predictable growth. The firm takes a long-term investment approach. To maximize the potential for stable distribution growth, the firm targets companies with strong management teams and attractive organic opportunities in the midstream energy sector. | Directeur de la Recherche - Actions | 30/11/2012 |
Swank Capital LLC
 Swank Capital LLC Investment ManagersFinance Profile Unavailable. | Corporate Officer/Principal | 31/12/2008 |
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance NXG Investment Management primarily invests client accounts in the following types of investments: Upstream Energy Companies, Midstream Energy Companies, Downstream Energy Companies, and North American Renaissance Companies, NextGen Infrastructure Companies, Clean Energy & Sustainability Companies, and Small and Mid-Cap Growth Companies. The firm generally makes equity investments in a mix of publicly traded securities and non-readily marketable securities that may be issued by public or private companies. They typically construct a portfolio that it believes will have the highest risk/reward performance over the next six (6) to twenty-four (24) months. Cushing Asset Management’s buy discipline incorporates liquidity and pricing tolerances for each investment. | Gestionnaire de Portefeuille-Actions | 01/11/2008 |
Formation de Brian Watson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Cushing Asset Management LP
Cushing Asset Management LP Investment ManagersFinance NXG Investment Management primarily invests client accounts in the following types of investments: Upstream Energy Companies, Midstream Energy Companies, Downstream Energy Companies, and North American Renaissance Companies, NextGen Infrastructure Companies, Clean Energy & Sustainability Companies, and Small and Mid-Cap Growth Companies. The firm generally makes equity investments in a mix of publicly traded securities and non-readily marketable securities that may be issued by public or private companies. They typically construct a portfolio that it believes will have the highest risk/reward performance over the next six (6) to twenty-four (24) months. Cushing Asset Management’s buy discipline incorporates liquidity and pricing tolerances for each investment. | Finance |
SteelPath Fund Advisors LLC
SteelPath Fund Advisors LLC Investment ManagersFinance SteelPath Fund Advisors manages portfolios that focus exclusively on investments in energy infrastructure Master Limited Partnerships (MLPs). The firm seeks to invest in companies that own and operate physical assets that transport crude oil, refined petroleum products and natural gas, such as pipelines and the related storage facilities. To minimize exposure to commodity prices, they target companies that provide energy infrastructure services on a fee or fee-like basis. SteelPath Fund Advisors' investment approach combines a fundamental, bottom-up, private equity-like investment process with a risk management philosophy that is designed to preserve capital and mitigate portfolio volatility. The firm's mutual fund platform seeks to provide a portfolio diversification tool with high levels of current income, inflation protection and low correlation to other asset classes. The SteelPath MLP Income Fund (MLPDX) seeks to provide a high level of inflation-protected current income and a higher distribution yield as compared to equity alternatives such as REITs and utilities. The fund invests primarily in larger, more liquid energy partnerships. The SteelPath MLP Income Fund makes monthly distributions and provides the highest level of current income of the three SteelPath Funds. The SteelPath MLP Select 40 Fund (MLPFX) invests in a minimum of 40 MLPs primarily involving infrastructure and other energy-related assets or activities. The fund seeks investment returns that outperform the broader equities market, through a disciplined investment process that provides a portfolio that focuses on diversification and risk elimination. The SteelPath MLP Alpha Fund (MLPAX) is a concentrated portfolio of 20 energy infrastructure MLPs that utilizes a securities selection process designed to uncover MLPs with the best risk-adjusted opportunities for superior distribution growth and price performance. The fund targets the 20 MLPs with the strongest projected distribution growth. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Swank Capital LLC
Swank Capital LLC Investment ManagersFinance Profile Unavailable. | Finance |
Prudential Capital Group
 Prudential Capital Group Financial ConglomeratesFinance Provides institutional investment services. | Finance |
SteelPath Capital Management LLC
SteelPath Capital Management LLC Investment ManagersFinance SteelPath Capital Management focuses on investments in energy infrastructure through the emerging midstream energy MLP asset class. The firm's investment approach employs the use of bottom-up, fundamental analysis. SteelPath Capital Management seeks to maximize absolute total returns on a risk-adjusted basis through investments in both the private and public debt and equity markets, as well as in fund and managed account products. SteelPath Capital Management's affiliate, Alerian, created the Alerian MLP Index (NYSE: AMZ), to provide investors and corporate management teams with an unbiased, comprehensive benchmark for the performance of the energy MLP universe. In addition to the AMZ, which is the underlying index for the exchange-traded NYSE: AMJ, Alerian also maintains the Alerian MLP Infrastructure Index. SteelPath Capital Management focuses on the preservation of capital by minimizing the financial and business risk profiles of its investments and providing the security of predictable growth. The firm takes a long-term investment approach. To maximize the potential for stable distribution growth, the firm targets companies with strong management teams and attractive organic opportunities in the midstream energy sector. | Finance |
RBC Capital Markets, Inc.
 RBC Capital Markets, Inc. Investment ManagersFinance Provides investment advice | Finance |
OFI Steelpath, Inc.
OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath employs a long-term perspective and a focus on company fundamentals to uncover opportunities in all market conditions. | Finance |
