Key Takeaways
- • American IRA is hosting an educational webinar on September 9, 2026, featuring Charlie Wessel of Cordell Capital, focused on oil and gas investing and macroeconomic energy market trends driving institutional capital into U.S. energy sectors.
- • The webinar will address how global supply constraints, rising energy prices, and increased institutional investment are creating opportunities across major U.S. oil and gas basins, with emphasis on working interests as income-generating assets.
- • Charlie Wessel, founder of Cordell Capital with $163M+ assets under management, will discuss deal structures, underwriting considerations, breakeven pricing analysis, and risk assessment methodologies for energy investments.
- • The session covers tax advantages and structural considerations for holding oil and gas assets within self-directed retirement accounts (IRAs and 401(k)s), positioning energy investments as part of diversified, income-focused portfolios.
- • Publisher context indicates American IRA also hosts Wessel for separate educational sessions on medical real estate investing, particularly triple-net lease properties leased to dental, medical, and veterinary practices positioned as recession-resistant diversification strategies.
Summary
American IRA announced an upcoming educational webinar featuring Charlie Wessel, principal at Cordell Capital, scheduled for September 9, 2026, at 12:00 PM EST. The session is designed for investors seeking clarity on current energy market dynamics and the role of oil and gas investments within diversified portfolios. Wessel will examine macroeconomic forces reshaping U.S. energy investments, including global supply constraints, elevated commodity prices, and the flow of institutional capital into domestic energy sectors.
The webinar curriculum addresses three primary learning objectives. First, attendees will receive an overview of the macroeconomic case for oil and gas investing in 2026, including global supply-demand dynamics and the rationale behind institutional capital deployment into U.S. energy markets. Second, the session will explain how investors generate income through working interests—a foundational concept for evaluating cash flow potential and production-based returns. Third, Wessel will provide practical guidance on deal structures, underwriting methodologies, breakeven pricing analysis, and risk assessment frameworks that experienced operators employ when evaluating opportunities across major U.S. basins.
A key focus area is the retirement account dimension of energy investing. The webinar will explore how oil and gas investments may be held within self-directed IRAs and 401(k)s, along with associated tax advantages and structural considerations. This positions energy assets as part of a broader diversification strategy for accredited investors managing alternative investments through tax-advantaged vehicles.
Cordell Capital, founded by Wessel, manages over $163 million in assets under management with a reported 60% repeat investor base, indicating strong investor satisfaction with its deal sourcing and execution. Publisher materials indicate that Wessel also conducts separate educational sessions for American IRA on medical real estate investing, specifically triple-net lease properties in healthcare and veterinary segments, further reflecting the diversified alternative real estate focus of his investment platform.
The webinar curriculum addresses three primary learning objectives. First, attendees will receive an overview of the macroeconomic case for oil and gas investing in 2026, including global supply-demand dynamics and the rationale behind institutional capital deployment into U.S. energy markets. Second, the session will explain how investors generate income through working interests—a foundational concept for evaluating cash flow potential and production-based returns. Third, Wessel will provide practical guidance on deal structures, underwriting methodologies, breakeven pricing analysis, and risk assessment frameworks that experienced operators employ when evaluating opportunities across major U.S. basins.
A key focus area is the retirement account dimension of energy investing. The webinar will explore how oil and gas investments may be held within self-directed IRAs and 401(k)s, along with associated tax advantages and structural considerations. This positions energy assets as part of a broader diversification strategy for accredited investors managing alternative investments through tax-advantaged vehicles.
Cordell Capital, founded by Wessel, manages over $163 million in assets under management with a reported 60% repeat investor base, indicating strong investor satisfaction with its deal sourcing and execution. Publisher materials indicate that Wessel also conducts separate educational sessions for American IRA on medical real estate investing, specifically triple-net lease properties in healthcare and veterinary segments, further reflecting the diversified alternative real estate focus of his investment platform.
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