Kayne Anderson Capital Advisors, L.P. KAYNE ANDERSON ENERGY FUNDS AUGUST 2017 www.kaynecapital.com Confidential
Overview Kayne Anderson Kayne Anderson Capital Advisors Capital Advisors, L.P. A Leading Alternative Investment Manager Since 1984 Approximately 26 billion in assets under management Diversified investor base Over 300 employees…
Kayne Anderson Energy Funds Kayne Anderson Investment approach Capital Advisors, L.P. Kayne Anderson Kayne Anderson Kayne Anderson Kayne Anderson Capital Advisors, L.P. Capital Advisors, L.P. Capital Advisors, L.P. Capital Advisors,…
Kayne Anderson Energy Funds Kayne Anderson Capitalizing on engineering technology transfer Capital Advisors, L.P. Ability to Quickly and Effectively Apply New Technology Across Basins is KAEFs Main Competitive Advantages Focus on…
Kayne Anderson Energy Funds Kayne Anderson Transferring engineering technology across basins Capital Advisors, L.P. LEARNINGS FROM DELAWARE BASIN 25+ CURRENT AND SILVER HILL I & II 80+ PRIOR We see the industry and Leveraged…
Kayne Anderson Energy Funds Kayne Anderson Significant presence in core areas of the STACK & SCOOP plays Capital Advisors, L.P. KAEF STACK / SCOOP MAP KEY STACK & SCOOP HIGHLIGHTS KAEF VII portfolio companies have acquired nearly…
Kayne Anderson Energy Funds Kayne Anderson Expanding the core of the Williston Basin Capital Advisors, L.P. INVESTMENT THEMES WILLISTON BASIN MAP In September 2016, Kraken II acquired 80,000 net acres and 2,800 boe/d of net production…
Kayne Anderson Energy Funds Kayne Anderson Technology impact Capital Advisors, L.P. The technical innovations experienced over the past two years will continue to expand the economic limits of todays plays MIDLAND BASIN (2011-2012)…
Kayne Anderson Energy Funds Kayne Anderson Compelling market for early stage oil and gas assets Capital Advisors, L.P. Public company budgets remained focused on Large number of assets currently in market or delineated assets with…
Kayne Anderson Energy Funds Kayne Anderson Compelling market for early stage oil and gas assets Capital Advisors, L.P. Highest potential for value creation and equity returns Asymmetric risk/return through application of engineering…
Kayne Anderson Energy Funds Kayne Anderson Early stage assets are resilient to commodity price movements Capital Advisors, L.P. Early stage assets are resilient to movements in commodities prices Production weighted investment…
Kayne Anderson Energy Funds Kayne Anderson KAEF activity map Capital Advisors, L.P. Bakken Canada Kraken I (EF V) Newton (EF IV/V) Kraken II (EF VII) Powder River Balidor (EF VII) SCOOP/STACK DJ Beacon II (EF VII) *HRM II…
APPENDIX CASE STUDIES The following case studies have been included to illustrate the opportunity-rich environment within the onshore North American middle-market and the competitive strengths of the Kayne Anderson Energy Funds team.…
KAEF Portfolio Update Kayne Anderson Case study: Silver Hill Energy Partners I (KAEF VI) Capital Advisors, L.P. Initial Single Well Economics (2014) Optimized Single Well Economics EUR (Mbo): 530 EUR (Mbo): 980 D&C Costs (MM): 9.0 D&C…
KAEF Portfolio Update Kayne Anderson Case study: Panther Energy Company II (KAEF VI) Capital Advisors, L.P. Initial Single Well Economics (2014) Optimized Single Well Economics (2016) Reeves WCA EUR (Mboe): 533 Reeves WCA EUR (Mboe):…
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