Attendess also learned how to use inexpensive leverage to combine income and growth investments. Click here for an MS Excel Worksheet or here PDF Work Sheet.

Agenda

6:00 to 6:30pm - Lounge and Learn

Attendess enjoyed a drink in the Lounge and met other savvy investors or watched a short video on Foundation Capital's sustainable real estate development investing in Comox British Columbia.

6:30 to 6:45pm Dinner Seating

6:45pm Appetizer - Introducing Private Investing

7:00pm Prima - Roger's Oil and Gas Inc

Rob Keenen, CFO of Rogers Oil and Gas Corp (USA) presented their conventional energy investing with unconventional risk reduction and tax minimization focused in the Bakkan Valley, Saskatchewan.

7:45pm Secondi - Investment Strategies

Attendees learned to be an investment bank that borrows money, purchases an income investment to cover borrowing costs and invests the remainder in a term growth investment.

8:15 Dolce - Questions and Answers

Attendees asked questions of Rogers' senior management and learned from the questions of other savvy investors.

8:30 Coffee - Thank you

Thanks to Rogers Oil and Gas for their generous contribution to investor education by making these dinner events possible.

Investor Education

Here are a couple of terms that were used during the evening

Income Investments

Income investments distribute investment returns in scheduled payments and return principal at the end of the term.

Income investments usually take the form of debt such as mortgages, bonds, and debentures. In some cases income is also derived from equity such as preferred shares.

Income example: Rogers Oil and Gas Inc.'s debenture pays investors 1% per month for 36 months. On the 36th month investors receive their last payment and their principal.

Growth Investments

Growth investments accumulate value over a period of time and investors realize their returns at the end of the term when the investment is redeemed or sold.

Growth investments usually take the form of equity such as shares or partial ownership in private and public companies.

Growth example: Foundation Capital's Harbour View Landing real estate development project, based on previous results, is projected to return close to 20% per annum to investors at the end of a 3 to 5-year term.