MEET YOUR ACCOUNT REPRESENTATIVE
SENIOR VICE PRESIDENT, CAPITAL MARKETS
Adam Dohler, Senior Vice President of Capital Markets, brings over 18 years of extensive experience in Capital Markets. He holds an MBA in Investments from the University of Notre Dame, a BA in Finance from Florida State University, a Series 7 and has earned CFA Level I. His career includes significant roles on a NYC Sales and Trading desk, such as Director of High Yield Trading at Morgan Stanley, Nomura and Royal Bank of Canada. Adam is skilled in analyzing and hedging risks, with experience trading and investing in High Yield bonds across various sectors, including Oil & Gas. He has worked closely with corporations, bringing various offerings to market. He enjoys building loyal relationships with investors by maximizing investment performance while growing bond expertise and knowledge.
GET YOUR QUESTIONS ANSWERED IN PERSON
Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments within our Private Placement Offerings. Bonds may be purchased with qualified funds including some IRAs.²
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GET THE ANSWERS YOU NEED
Phoenix Energy may redeem the bonds issued pursuant to its Private Placement Offering and Registered Offering at the face value of the bond plus any accrued by unpaid interest.
No. We sell bonds directly to investors through our investor portal. We have a dedicated sales team that can assist you. Please contact investorrelations@phoenixenergy.com
Yes. We accept bond purchases through any domestic legal entity subject to verification of the organizational documentation, authority, and tax ID.
Of course. The investor relations team can be reached by phone (303) 376-9778 or email (InvestorRelations@phoenixenergy.com) anytime.
Absolutely. All of Phoenix’s investments are compatible with 401k accounts, Traditional IRAs, Roth IRAs, and Self-Directed IRAs. For specific questions about 401k or IRA eligibility, please contact InvestorRelations@phoenixenergy.com.
Yes, Phoenix Energy provides a monthly statement and report to each investor. Your statement can be accessed and downloaded through the Phoenix Energy portal.
DISCLAIMER
This website contains forward-looking statements, which are statements regarding all matters that are not historical facts. They appear in a number of places throughout this website and include statements regarding Phoenix Energy’s current views, hopes, intentions, beliefs, or expectations concerning, among other things, its results of operations, financial condition, liquidity, prospects, growth, strategies, and position in the markets and the industries in which its operates. These forward-looking statements are generally identifiable by forward looking terminology such as “expect,” “believe,” “anticipate,” “outlook,” “could,” “target,” “project,” “intend,” “plan,” “seek,” “estimate,” “should,” “will,” “approximately,” “predict,” “potential,” “may,” and “assume,” as well as variations of such words and similar expressions referring to the future.
Forward-looking statements are based on Phoenix Energy’s beliefs, assumptions, and expectations, taking into account currently known market conditions and other factors. Phoenix Energy’s ability to predict results or the actual effect of future events, actions, plans, or strategies is inherently uncertain and involves certain risks and uncertainties, many of which are beyond its control. Phoenix Energy’s actual results and performance could differ materially from those set forth or anticipated in its forward-looking statements. Factors that could cause Phoenix Energy’s actual results to differ materially from the expectations described in the forward-looking statements include, but are not limited to, the factors described in its Final Offering Circular entitled “Risk Factors.”. Oral information provided in connection with presentations or discussions with investors may similarly include forward-looking statements. When considering forward-looking statements, you should keep in mind the risk factors and other cautionary statements included in this website, the Final Offering Circular and Phoenix Energy’s other filings with the SEC. You are cautioned that the forward-looking statements included in this website are not guarantees of future performance, and there can be no assurance that such statements will be realized or that the forward-looking events and circumstances will occur. Any forward-looking statement made by Phoenix Energy speaks only as of the date on which it is made, and Phoenix Energy undertakes no obligation to publicly update any forward-looking statement except as may be required by law.
The Bonds are highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment is illiquid. The Preferred Shares are also highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment could be illiquid for an indefinite period of time. The Preferred Shares are listed on the NYSE American LLC (“NYSE American”) under the symbol “PHXE.P.” No assurance can be given that an active trading market for the Preferred Shares will develop. This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities, and shall not constitute an offer, solicitation, or sale of any security, in any jurisdiction in which such offering, solicitation, or sale would be unlawful.
