Turbine Capital Annual Shareholder Event 2025

Tait Duryea hosts Turbine Capital’s 2025 Annual Shareholder Event, reflecting on the firm’s most successful year to date. With Brittney Atiburcio and guest advisor Mark Fleming, the team shares company growth, portfolio performance across 30 active deals, and insights into today’s economic reset. They also share updates on multifamily, industrial, and energy opportunities, plus news on an executive order that could open 401k access to private equity. Discover why Turbine is doubling down on oil and gas, how Buddy Bidding expands access, and what to expect from upcoming offerings.Show notes:(0:00) Intro(3:29) Meet the Turbine Capital team(6:39) Introducing Mark Fleming, oil & gas advisor(8:26) Core values: stewardship, transparency, adaptability(10:14) Inflation, interest rates, and market reset explained(19:00) Why Turbine is buying at the cyclical low(28:25) Rate outlook and macro trends with Jonathan Chang(28:47) Executive order: private equity meets 401k(34:34) Tiger 21 and high-net-worth portfolio allocation(43:01) Navigating challenges and capital calls in Phoenix deals(52:04) Miticus factory and investor weekend details(1:00:06) Oil & gas tax benefits and new offering(1:01:06) Buddy Bidding: new share class for investors(1:05:15) Save the date: Utah in-person unveiling(1:08:21) Turbine Capital private podcast announcement(1:09:34) Q&A: deal forecasting, non-accredited options, asset classesTurbine Capital Private Podcast:Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415dApple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026If you have any questions, please feel free to email [email protected] more about Turbine Capital: Website: https://www.turbinecap.comFacebook: https://www.facebook.com/turbinecapInstagram: https://instagram.com/turbinecapitalThe 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.