General Investing >> Money Manager Interviews >> April 25, 2014

Using a Broader Approach in MLP and Energy Infrastructure Investment

Kiley, Quinn T.
Quinn T. Kiley, with 15 years of investment experience, is Managing Director and Senior Portfolio Manager of Advisory Research, Inc.’s MLP & Energy Infrastructure team. His responsibilities include portfolio management of various energy infrastructure assets and oversight of the energy-infrastructure research process. He joined the MLP team in 2005. Mr. Kiley serves as a Portfolio Manager for three publicly traded closed-end mutual funds: the Fiduciary/Claymore MLP Opportunity Fund (FMO), the Nuveen All Cap Energy MLP Opportunities Fund (JMLP) and the Nuveen Energy MLP Total Return Fund (JMF). He also serves as a Portfolio Manager for three open-end mutual funds: the Advisory Research MLP & Energy Income Fund (INFIX), the Advisory Research MLP & Energy Infrastructure Fund (MLPPX) and the Advisory Research MLP & Equity Fund (INFEX). Prior to joining the MLP team, Mr. Kiley served as Vice President of Corporate and Investment Banking at Banc of America Securities in New York. He was responsible for executing strategic advisory and financing transactions for clients in the energy and power sectors. Mr. Kiley holds a B.S. with honors in geology from Washington and Lee University, an M.S. in geology from the University of Montana, a Juris Doctorate from Indiana University School of Law and an MBA from the Kelley School of Business at Indiana University. He has been admitted to the New York State Bar. Profile
Cunnane, James J.
James J. Cunnane Jr., with 23 years of investment experience, is Managing Director and Chief Investment Officer of Advisory Research, Inc.’s MLP & Energy Infrastructure team. He oversees the firm’s MLP and energy infrastructure product lines and chairs the Risk Management committee. He joined the MLP team in 1996 and currently serves as a Portfolio Manager for three publicly traded closed-end mutual funds: the Fiduciary/Claymore MLP Opportunity Fund (FMO), the Nuveen All Cap Energy MLP Opportunities Fund (JMLP) and the Nuveen Energy MLP Total Return Fund (JMF). He also serves as a Portfolio Manager for three open‐end mutual funds: the Advisory Research MLP & Energy Income Fund (INFIX), the Advisory Research MLP & Energy Infrastructure Fund (MLPPX) and the Advisory Research MLP & Equity Fund (INFEX). Mr. Cunnane holds a B.S. in finance from Indiana University and is a chartered financial analyst charterholder. He serves on the finance council and investment committee of the Archdiocese of St. Louis, and on the board of directors of St. Patrick’s Center. Profile
TWST: Please start with some background information on Advisory Research Investment Management — a bit about the firm’s history and an overview of your business.

Mr. Cunnane: