Business

Money Talking: The Best Way To Plan A Productive Bankers Conference

Published

2 years ago

January 11, 2023

Planning a banker’s conference can be a daunting process, but it doesn’t have to be. With careful planning, you can make sure that your conference runs smoothly and that all of your guests have an enjoyable experience.

From selecting a venue to organizing accommodations and meals, there are a number of things that must be taken into consideration. By paying attention to detail, you can create an event that will be remembered for years to come. From the initial planning stages to the execution of the event, this guide will help you plan a banker’s conference that will be a success.

Let’s take a look at some of the things you need on your checklist.

Budget For The Conference

The first thing you need to do is to set aside a certain amount of money for the conference. The amount will depend on how many people are attending, how many speakers you want to invite, and how much food and beverages you want to include.

If you are organizing the conference on your own, then you will need to decide how much money you want to spend for the event. If you are going to invite speakers, you will need to decide how much money those speakers will cost. If you are inviting speakers who will be speaking on a topic that is relevant to your company, then you can choose the amount of money that they will charge for their presentations.

You may also want to consider whether or not you should use a hotel or whether you should rent rooms at a nearby hotel. You may want to look at the hotel’s rate and see if it is more reasonable than the rate of the hotel next door. You may also want to look at the number of rooms that are available and see if it is enough for everyone.

Invite the Right People

Once you have decided how much money to spend on the conference and who should be invited, then you can start planning the rest of the details of the event. One of the most important things is to invite the right people. You will want to invite people who have an influence on your team or who have an influence on your customers or your industry.

You may also want to invite people who can make your conference more productive by simply being there. This is a great way to get people talking with each other and to get them thinking about what they can do to make your company better.

Create Free Promotional Products

Next, you will want to create free promotional products for your company and its products or services. These products can include pens, stickers, bags, T-shirts, mugs, or whatever else you think would be useful. These promotional products will help your attendees remember your company by having something that they can use during the conference that reminds them of your company.

Select Food and Beverages

The next thing you will want to do is select food and beverages for your conference. You may want to purchase food from one of the companies that you work with or from a local restaurant. If you are planning on having speakers at your conference, then you may want to have food catering at your conference instead. Food catering can range from simple snacks like bagels or muffins to meals such as pizza or pasta. If your company has a cafeteria or kitchen facility available, then you may want to consider having food there instead of outside food vendors or caterers. You may also want to consider having local vendors provide drinks like water or soda instead of having a vendor bring drinks in.

Encourage Attendees To Post On Social Media

You will also want to encourage attendees to post on social media about their experience at your conference. You can do this by having them take photos of themselves at your conference using their cell phone or tablet. Then you can post these photos on social media channels such as Facebook and Twitter so that others can see them. They can also post about their experience at your conference during the event itself so that others can see them too. This helps attendees feel more connected with the company they work for and helps them remember what they saw at the conference long after they leave the conference venue.

Now that you have learned how to plan a productive bankers’ conference, you are well on your way to having a successful event. By following these tips, you will be able to create a conference that is informative, entertaining, and most importantly, productive.

Business

13 Reasons Investors Are Watching Phoenix Energy’s Expansion in the Williston Basin

Published

1 day ago

April 23, 2025

Matthew Wiles

As energy security becomes a growing priority in the United States, companies focused on domestic oil production are gaining attention from investors. One such company is Phoenix Energy, an independent oil and gas company operating in the Williston Basin, a prolific oil-producing region spanning North Dakota and Montana.

Phoenix Energy has established itself as a key player in this sector, expanding its footprint while offering structured investment opportunities to accredited investors. Through Regulation D 506(c) corporate bonds, the company provides investment options with annual interest rates ranging from 9% to 13%.

Here are 13 reasons why Phoenix Energy is attracting investor interest in 2025:

1. U.S. energy production remains a strategic priority

The global energy landscape is evolving, with a renewed focus on domestic oil and gas production to enhance economic stability and reduce reliance on foreign energy sources. The Williston Basin, home to the Bakken and Three Forks formations, continues to play a critical role in meeting these demands. Phoenix Energy has established an operational footprint in the basin, where it is actively investing in development and production.

2. Investment opportunities with fixed annual interest rates

Phoenix Energy bonds offer accredited investors annual interest rates between 9% and 13% through Regulation D 506(c). These bonds help fund the company’s expansion in the Williston Basin, where it acquires and develops oil and gas assets.

3. Record-breaking drilling speeds in the Williston Basin

Phoenix Energy has made significant strides in drilling efficiency, ranking among the fastest drillers in the Bakken Formation as of late 2024. By reducing drilling times, the company aims to optimize operations and improve overall production performance.

4. Expansion of operational footprint

Since becoming an operator in September 2023, Phoenix Energy has grown rapidly. As of March 2025, the company has 53 wells drilled and 96 wells planned over the next 12 months.

5. Surpassing production expectations

Phoenix Energy’s oil production has steadily increased. By mid-2024, its cumulative production had exceeded 1.57 million barrels, outpacing its total output for 2023. The company projected an exit rate of nearly 20,000 barrels of oil equivalent per day by the end of March 2025.

6. High-net-worth investor offerings

For investors seeking alternative investments with higher-yield opportunities, Phoenix Energy offers the Adamantium bonds through Reg D 506(c), which provides corporate bonds with annual interest rates between 13% and 16%, with investment terms ranging from 5 to 11 years, and a minimum investment of $2 million.

7. Experienced team with industry-specific expertise

Phoenix Energy’s leadership and technical teams include professionals with decades of oil and gas experience, including backgrounds in drilling engineering, land acquisition, and reservoir analysis. This level of in-house expertise supports the company’s ability to evaluate acreage, manage operations, and execute its long-term development plans in the Williston Basin.

8. Focus on investor communication and understanding

Phoenix Energy prioritizes clear investor communication. The company hosts webinars and provides access to licensed professionals who walk investors through the business model and operations in the oil and gas sector. These efforts aim to help investors better understand how Phoenix Energy deploys capital across mineral acquisitions and operated wells.

9. Managing market risk through strategic planning

The energy sector is cyclical, and Phoenix Energy takes a structured approach to risk management. The company employs hedging strategies and asset-backed financing to help mitigate potential fluctuations in the oil market.

10. Commitment to compliance

Phoenix Energy conducts its bond offerings under the SEC’s Regulation D Rule 506(c) exemption. These offerings are made available exclusively to accredited investors and are facilitated through a registered broker-dealer to support adherence to federal securities laws. Investors can review applicable offering filings on the SEC’s EDGAR database.

11. Recognition for business practices

As of April 2025, Phoenix Energy maintains an A+ rating with the Better Business Bureau (BBB) and is a BBB-accredited business. The company has also earned strong ratings on investor review platforms such as Trustpilot and Google Reviews, where investors often highlight clear communication and transparency.

12. A family-founded business with a long-term vision

Led by CEO Adam Ferrari, Phoenix Energy operates as a family-founded business with a focus on long-term investment strategies. The company’s leadership emphasizes responsible growth and sustainable development in the Williston Basin.

13. Positioned for long-term growth in the oil sector

With U.S. energy demand projected to remain strong, Phoenix Energy is strategically positioned for continued expansion. The company’s focus on efficient drilling, financial discipline, and structured investment offerings aligns with its goal of building a resilient and growth-oriented business.

Final thoughts

For investors looking to gain exposure to the U.S. oil and gas sector, Phoenix Energy presents an opportunity to participate in a structured alternative investment backed by the company’s operational expansion in the Williston Basin.

Accredited investors interested in learning more can attend one of Phoenix Energy’s investor webinars, which are hosted daily throughout the week. These sessions provide insights into market trends, risk management strategies, and investment opportunities.

For more information, visit the Phoenix Energy website.

Phoenix Capital Group Holdings, LLC is now Phoenix Energy One, LLC, doing business as Phoenix Energy. The testimonials on review sites may not be representative of other investors not listed on the sites. The testimonials are no guarantee of future performance or success of the Company or a return on investment. Alternative investments are speculative, illiquid, and you may lose some or all of your investment. Securities are offered by Dalmore Group member FINRA/SIPC. Dalmore Group and Phoenix Energy are not affiliated. See full disclosures.

This article contains forward-looking statements based on our current expectations, assumptions, and beliefs about future events and market conditions. These statements, identifiable by terms such as “anticipate,” “believe,” “intend,” “may,” “expect,” “plan,” “should,” and similar expressions, involve risks and uncertainties that could cause actual results to differ materially. Factors that may impact these outcomes include changes in market conditions, regulatory developments, operational performance, and other risks described in our filings with the U.S. Securities and Exchange Commission. Forward-looking statements are not guarantees of future performance, and Phoenix Energy undertakes no obligation to update them except as required by law.