FOR IMMEDIATE RELEASE

POINTE CAPITAL MANAGEMENTS JAMES L. CARROLL TO PRESENT AT

THE 2015 MAPERS SPRING CONFERENCE
GROSSE POINTE FARMS, MI (January, 2015) Pointe Capital Managements Jim Carroll, CFA
has been selected by the Michigan Association of Public Employee Retirement Systems (MAPERS)
to present at the 2015 Spring Conference on Monday, May 18, 2015 at the Soaring Eagle Resort in
Mt. Pleasant.
During the presentation, The Dawn of A New Era for North American Energy: Fact, Fiction and the
Investment Case for Master Limited Partnerships in Michigan Municipal Pension Funds, Jim will
discuss the causes, results and opportunities in the US energy sector as well as the benefit of MLP
investing for Municipal Pension Funds.
Master Limited Partnerships has been one of the best performing asset classes in the market during
the past 10 years. Over 130 companies now comprise this space, with a market capitalization of over
$650 billion, making the asset class comparable to the REIT Industry in size. Many institutional
investors are unaware of the excellent historical returns and low correlation to commodities and other
asset classes, as MLPs remain a relatively unknown and misunderstood segment and of the global
capital markets. Despite lower oil prices, the investment case for MLP investing remains strong as
the North American energy infrastructure build out requires many billions of dollars in additional
investment. MLPs provide very attractive current yields, consistent dividend growth and offer the
opportunity for price appreciation.
Jim Carroll, CFA is Managing Director of Pointe Capital Management and is responsible for
portfolio management, security selection, and developing Pointe Capital Managements institutional
practice. Jim co-manages the PCM All-Cap Equity Strategy and is Advisor to the MLP Income and
Growth Strategy. Prior to joining the PCM team, Jim spent 17 years with Loomis Sayles as a Vice
President and Equity Portfolio Manager where he co-managed the $6 billion large-cap value strategy.
This fund achieved first quartile performance versus its peer group for the one, three, five and ten
year periods. Mr. Carroll also managed a long only energy fund and was a co-manager of the Loomis
Sayles Energy Hedge Fund. Both of these energy centric funds achieved well above benchmark
returns when Jim was the active manager. In addition, he spent 15 years with Paine Webber / Rotan
Mosle as a Managing Director and Senior Energy Research Team Leader and Analyst. Most notably,
Jim was selected as an Institutional Investor All-American team member from 1984-1996, and
Ranked #1 Energy Service Analyst in the U.S. from 1986-1996. Jim has been widely quoted on a
variety of energy related securities and topics in numerous national publications, including the Wall
Street Journal and Barrons. Earlier in his career, Jim spent five years with National Bank of Detroit
as an Assistant Vice President and Equity Portfolio Manager. Jim has an MBA from Wayne State
University with a concentration in Corporate Finance and a B.S. from Wayne State University with
a concentration in Economics. Jim has been a Chartered Financial Analyst (CFA) since 1976.

63 Kercheval Avenue, Suite 222

Grosse Pointe Farms, MI 48236

pointecapital.com

p.313.882.7100 f. 313.882.8124

About Pointe Capital Management

Pointe Capital Management LLC is an asset manager and Registered Investment Advisor (RIA)
with the Securities Exchange Commission (SEC). Founded by industry veterans in 2010, Pointe
Capital offers investment management and advisory services to a select group of individual and
institutional clients, including high net worth individuals and families, endowments, foundations,
municipal pension plans and private pension plans. The Firm differentiates itself by acting as a
stable Fiduciary and providing capital market solutions for investors through a Modern Approach
to Traditional Investing TM. Pointe Capital Management has offices in Grosse Pointe Farms,
Michigan and New York City. For more information, please contact us at 313.882.7100 or visit
http://www.pointecapitalmanagement.com/.

63 Kercheval Avenue, Suite 222

Grosse Pointe Farms, MI 48236

pointecapital.com

p.313.8827100 f. 313.882.8124