Business

How Athletic Stardom Propelled Stephen Orso Into Early Business Success

Published

5 years ago

April 18, 2020

Stephen Orso operates from a unique perspective, one of athletic and business excellence. Growing up, Stephen was a baseball phenom, the next great knuckleballer, if you will. Stephen spent his entire youth training, competing, and excelling at all sports, but mainly at elite level baseball. Stephen’s unique talent secured him personal training sessions with knuckleball great RA Dickey as well as a spot on the University of Maryland’s Division 1 baseball team. In order to perfect such a unique and complicated pitch, as well as be recruited to an elite university for this talent, Stephen had to crack a notoriously complicated technique as well as outwork his competition. Stephen translated this propensity to outwork and out-succeed his competition when he entered the business world.

Not only did Stephen learn useful habits from his athletic career, he received massive amounts of wisdom about the value of hard work and how to succeed in the business world from his family. Stephen’s grandfather was a bricklayer in Bensonhurst Brooklyn; Stephen’s father worked two jobs to put himself through St. John’s University, graduated valedictorian, went on to Columbia business school and to become an incredibly successful banker. Stephen has both hard work and success in his bones. Stephen’s father facilitated many early business experiences for him, setting Stephen up to be a serial entrepreneur since he was 17 years old. At that young age, Stephen negotiated a deal with one of the largest sports memorabilia dealers in the world, JL Sports, for his personal sports memorabilia company. This was just another fix for Stephen’s addiction to success.

As Stephen got older, he entrenched himself more and more into the business world building on his skills and history. “I’ve always been committed to trying to optimize health. I could have never made it as far as I did in baseball without be very careful about what I put into my body,” Stephen commented. This is why Stephen’s investment portfolio includes many health conscious, as well as profit producing, companies. Stephen’s been a long-time investor in Barely Bread, an artisan quality bread company that is certified non-gmo, gluten-free, paleo. As an investor, Stephen was ahead of the curve with high quality yet health conscious food products. Stephen is also an investor in Flow Water, an 100% naturally alkaline spring water company, making him co-investors with Gwyneth Paltrow and Shawn Mendes. “Both of these companies make profits while helping people live healthier lives. That’s something I can agree with,” Stephen remarked when asked about his health conscious investments.

Stephen likes to diversify his portfolio, which is why he is also invested in film and television. He’s producing a new mini series focusing on fine dining, influential chefs, and unique food creations. This project has actually received some recent press in the London Daily Post. Despite being a newcomer to film and tv, Stephen’s experience investing in the food & beverage industry as well as his business acumen all but guarantees his future triumphs in the culinary & health film world. Stephen has never had a reason to doubt his ability to take on a new challenge, outwork others, and succeed with flying colors, so why would he stop now?

Business

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

Published

5 days 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.