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Turbine Capital Private Podcast
Tait Duryea
Waypoint Energy September 2026 Webinar
OCT 1, 202688 MIN
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Description
See how the Waypoint Energy 2026 Fund is taking shape.
In this September investment webinar, the Waypoint Energy and Turbine Capital teams share the fund’s progress since launching in April, including acquisitions, portfolio development, and anticipated production timelines. Meet the specialists behind the fund’s engineering, deal sourcing, asset accounting, and tax reporting, and get a firsthand look at how investments are evaluated and negotiated.
The discussion explores global energy demand, the U.S. shale revolution, and how LNG exports and AI-driven electricity demand are shaping the outlook for natural gas. The team also walks through projected investor cash flow, potential tax benefits for high-income professionals, GP versus LP participation, and common questions about state filings, liability, and exit strategy.
For more information and to invest, please visit https://www.turbinecap.com/waypointenergy
They discuss:
(0:00:00) Waypoint Energy September 2026 update
(0:13:45) Global energy demand and market outlook
(0:32:19) Natural gas, LNG, and AI demand
(0:37:16) Portfolio acquisitions and basin diversification
(0:39:13) How non-operated working interests work
(0:41:22) Deal sourcing and technical diligence
(0:45:26) Landman’s role and acquisition process
(0:56:20) Production curves and cash flow timing
(1:00:15) Investor financial model and tax benefits
(1:06:06) GP versus LP participation
(1:09:09) Operator insurance and liability protection
(1:15:48) Composite returns and multistate tax filings
(1:17:17) Asset sales and tax recapture
(1:20:22) Investor questions and tax deduction limits
(1:24:59) Commodity price risk and market cycles
Links & Resources:
Waypoint Energy Deal Room: https://www.turbinecap.com/waypointenergy
Turbine Capital Events Calendar: https://www.turbinecap.com/calendar
Investor questions, KYC, subscription documents, or accreditation support: [email protected]
Turbine Capital Private Podcast:
Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d
Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026
If you have any questions, please feel free to email [email protected].
Learn more about Turbine Capital:
Website: https://www.turbinecap.com
Facebook: https://www.facebook.com/turbinecap
Instagram: https://instagram.com/turbinecapital
The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

