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This is a sampling of what Custom Private Equity does for our partners. Hard Asset Programs with managed risk.

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Published by paul.a.thomas1110, 2018-09-12 15:27:08

Custom Private Equity Programs

This is a sampling of what Custom Private Equity does for our partners. Hard Asset Programs with managed risk.

Keywords: Private Equity,Investing,Commercial Real Estate,Oil & Gas,Oil and Gas,Energy,Self Storage,Texas,503(c)

Asset Management & Research

June 2018 Opportunities

Private Hard Asset
Portfolios Designed To

Make Profits for
De1 cades.


Custom Private Equity Risk -vs- Reward

Custom
Private
Equity
Programs

 TEXAS COMMERCIAL REAL ESTATE
 TEXAS RAW LAND DEVELOPMENT
 NORTH AMERICAN OIL & GAS PRODUCTION
 NORTH AMERICAN OIL & GAS EXPLORATION
 VENTURE
 DISASTER RELIEF
 ARTICLE: 11 COMPELLING REASONS TO USE A SMALL MANAGER
 LEADERSHIP

GO TO THE LINK BELOW TO LEARN WHAT YOUR PORTFOLIO WOULD LOOK LIKE
IF YOU HAD BEEN A PARTNER OF OURS FOR THE PAST 4 DECADES.

WON AND COMING: 2018 AND BEYOND

HTTP://ANYFLIP.COM/RVDQ/SZGW/

2


A Proven Fact:

WHEN YOU ADD WELL MANAGED REAL ESTATE, VENTURE
AND OIL & GAS PRODUCTION TO A STANDARD STOCK AND

BOND PORTFOLIO,
YOU REDUCE RISK AND INCREASE RETURN.

OUR MISSION IN LIFE

WEALTH CREATION AND PROTECTION
USING HARD WORK & COMMON SENSE

CUSTOM PRIVATE EQUITY STRIVES TO USE OUR DECADES OF DIRECT MARKET RESEARCH,
BUSINESS OWNERSHIP EXPERIENCE & MARKET KNOWLEDGE TO UNCOVER, CREATE &
MANAGE OPPORTUNITIES TO CREATE WEALTH FOR OUR PARTNERS.

WE HAVE DEVELOPED A 40-YEAR REPUTATION OF DOING WHAT WE SAY WE WILL DO AND
WORKING HARD SO EVERY PARTNER MAKES THE RETURNS THAT ARE EXPECTED.

3


Texas Commercial Real Estate Portfolios

Texas Self Storage Development Program

Houston ■ I-35 Corridor

A follow-on program where we are duplicating a previous successful deployment of capital.
From 2007 to 2013, we were members of a team deploying capital to buy and
build self-storage facilities in Texas growth markets.

By 2013, the team had bought/built $144 million in properties containing 36 facilities.
Sale of that portfolio was executed for $320+ million in 2013.

Today, we are doing this same transactions again. We have identified 20+ sites to build.
Our team has 15+ years’ experience executing this strategy.
Target IRR's in the 28-30% range.

Call Us for A Briefing On This Program

4


Texas Commercial Real Estate Portfolios

View of Dallas CBD from Trinity Grove

TRINITY GROVE
REDEVELOPMENT LANDBANK

One Mile West of Downtown Dallas Adjacent To The New Trinity River Recreation Area
Located one mile west of downtown Dallas is the re-development zone known as Trinity Grove. After working in

this area in the 1990's and watching the installation of infrastructure, a TURS, Restaurants, a new Trinity River
Bridge and now upscale retail with high-rise living quarters...the time has finally arrived to invest in the hottest
Dallas real estate development area since the build-out of Uptown from 1986 to 1996. Land values are going to

escalate in the next 10 years and the smart investor will begin his participation now.
Team has 20+ years’ experience in this market.
Target IRR's in the 25-30% range.

See Trinity Grove VIDEO

5


Texas Raw Land Development Portfolios

TEXAS REAL ESTATE DEVELOPMENT PROGRAMS

Houston ■ I-35 Corridor
Over the past 20 years, the team at Gromax Development has produced tremendous profits for our
partners, buying and developing raw land in Texas. With almost every residential development comes
some commercial land that is purchased by the acre and sold by the foot. Build to suit is common in our

operating environment and has been executed many times.
We pre-sell building lots to national builders (KB Homes, Hovanian, DR Horton…) for a nice profit and

execute the development of streets, utilities and infrastructure. We have done this for over 4000
residential lots over the past 20 years.

Today, we are doing this same transaction over and over again in markets like South Houston, Manvel,
Katy, East Houston, Orange, Lake Charles and others.
We have identified several tracts to develop.

None of our developments flooded during Harvey.
Target IRR's to the investor are in the 25-30% range.

6


Texas Raw Land Development Portfolios

HOUSTON MEDICAL CENTER COMPLEX DEVELOPMENT

We constantly update our research on the Houston Medical Center Complex
located just 2 miles South of downtown Houston.

As we update our research, we frequently find parcels that should be purchased for
future growth and price escalation.

In 2008, land prices were $25/foot; in 2018, they are over $75/foot and growing.
Now is a great time to be investing in Houston,
especially the medical center complex
Target IRR's in the high teens.

TEAM HAS 20+ YEARS’ EXPERIENCE IN THIS MARKETPLACE.

7


North American Oil & Gas Production Portfolios

IN THE OIL & GAS SECTOR, OUR PORTFOLIO COMPANY, LEDGER PETROLEUM, LLC, MANAGES PRIVATE FUNDS
THAT PURCHASE CASH-FLOWING PRODUCTION PROPERTIES ALL OVER NORTH AMERICA. MY TEAM MANAGES THESE
ASSETS, DISTRIBUTING AVAILABLE CASH TO THE PARTNERS. ONE MAJOR OPPORTUNITY TODAY LIES IN “OUT OF
FAVOR” BASINS OUTSIDE THE PERMIAN, WHERE PRICES ARE CHEAPER, AND PRODUCTION IS STEADY.

Ledger Cambrian Oil & Gas Production
Income Partnership

A follow-on fund to our Legacy Income Fund I, Ltd. is the Ledger Cambrian Partnership, a Limited
Partnership raising $50 million to purchase oil and gas cashflows (Royalties and Working Interests)

in producing oil and gas leases in North America.
Target mid-20% returns with fund ending in 2025.

10+ year track record of success.

TEAM HAS 40+ YEARS’ EXPERIENCE EXECUTING THIS STRATEGY WITH SUCCESS.

8


North American Oil & Gas Production Portfolios

Paul Thomas drilled his first well in the Northern San Juan Basin in 1982. In 2017, his
team wanted to purchase the Conoco San Juan basin production package for $4.6B (noted
above), about a 6-year payout at current production decline levels. Not a bad return on your
capital. Our decades of knowledge of the basin, geology and production made us know that

the Mancos Shale remains an untapped resource in the basin than needs to be exploited
using horizontal technology.

Less than a year later, BP proved that very point with a 12 MMCF/d 2-mile horizontal
discovery in the Mancos and has turned this acquisition into a 3-year payout, even with

low gas prices.
Now the play is off and running and it will cost twice as much to participate as before.

Call Us for A Briefing On This Program

9


North American Oil & Gas Exploration Portfolios
Vertical to Horizontal in old fields is a great opportunity for investors.

Call us to learn more about
Buying Old Fields and Drilling Horizontally

Ledger Operating Exploration & Redevelopment Program

There are billions of barrels of oil and trillions of cubic feet of natural gas that have been
discovered in North America that remain to be produced. Our portfolio company, Ledger
Operating Corporation, conducts continual research into old fields all over North America.
and uses recent advances in technology to uncover and produce untapped reserves.
We manage these assets for your benefit, distributing available cash to the partners. This
opportunity also lies in “out of favor” basins outside the Permian, where prices are
CHEAPER, and production is steady.

Team has 40+ years’ experience executing this strategy.

10


Venture Capital

Venture Capital

Custom Private Equity conducts never ending research to fund new ventures in
medical devices, technology and disruption.

Working with the Texas Venture Network and other funding organizations, the
principals of Custom Private Equity continually search for the next

opportunity to enhance productivity, reduce expenses and increase the living
standards and health of the people of planet earth.

Programs must target mid-20%+ returns with deal terms generally 5-7 years.

Team has 40+ years’ experience in this marketplace.

11


Disaster Relief

A COMPANY

DEDICATED TO RELIEF & RECOVERY FOR
DISASTER VICTIMS

THIS OPERATION HAS TWO MAIN GOALS:
FIRST To provide for disaster victims immediate needs, and
SECOND To put scalpers out of business during the recovery efforts using off-the-
shelf technologies and private supply lines.

Contact Us To Learn More!

12


11 Compelling Reasons To Use A Small Fund Manager

By Paul Anthony Thomas

SMALLER AUM ASSET MANAGERS HISTORICALLY OUT-
PERFORM THEIR LARGER, OLDER COUNTERPARTS BY
SIGNIFICANT AMOUNT, HERE ARE THE REASONS WHY:

TALENT:

"THE MOST TALENTED MANAGERS SELF-SELECT TO START THEIR OWN FIRMS. MANY HIGHLY
TALENTED MANAGERS BUILD EXPERIENCE IN LARGER FIRMS BEFORE LAUNCHING THEIR OWN
FIRMS."*

We find this especially true in the hard asset, cash-flow world where diligent vigorous research and hands-on
management are critical. Where, to excel in an illiquid investment, the manager must constantly research to be
certain of his position and routinely able to negotiate daily for the good of the program, as opposed to just
clicking a buy or sell button to acquire or liquidate an investment.

A BETTER OPPORTUNITY SET:

“DUE TO THE SIZE OF THEIR AUM, LARGER FUNDS OFTEN HAVE LITTLE CHOICE BUT TO DILUTE
THEIR BEST IDEAS. EMERGING AND SMALLER FUNDS ARE BETTER ABLE TO TAKE ADVANTAGE
OF OPPORTUNITIES IN LESS EFFICIENT, SMALLER MARKETS AND SECTORS AND HAVE
GREATER FREEDOM TO INVEST IN LESS SCALABLE OPPORTUNITIES. EMERGING MANAGERS
ARE LESS CONSTRAINED BY LIQUIDITY AND CAN ACCESS A WIDER RANGE OF
OPPORTUNITIES…MOREOVER, ESTABLISHED MANAGERS MAY NOT BE ABLE TO DEPLOY A
LARGE PROPORTION OF THEIR ASSETS IN NICHE OPPORTUNITIES, WHEREAS A SMALL FUND IS
BETTER ABLE TO.”***

Smaller price tags make for greater opportunity for the smaller asset manager whose investment threshold is
$150,000 -vs- a large fund whose investment criteria starts at $10,000,000. In the public markets, "OFF THE
RUN AND LESS EFFICIENTLY PRICED STOCKS CAN HAVE A MEANINGFUL IMPACT ON
RETURNS."*

In the private markets, we continually make exceptional returns buying and aggregating real properties that
large companies and big fund managers don't have the time with which to bother. Once they are aggregated,
then they become a target for the large fund managers and companies.

It is not worth Devon's time to research an oil and gas lease that only makes $10,000 per month or for U-Haul
to acquire a $2 million self-storage property in Manvel, Texas, but put a $100 million deal in front of them and
their ears perk up. As smaller AUM managers, we take advantage of these inefficiencies routinely.

13


11 Compelling Reasons To Use A Small Fund Manager

HIGHLY MOTIVATED:

“THE PSYCHOLOGICAL REASON OF ‘MAKING IT’ AS A SUCCESSFUL ENTREPRENEURIAL
INVESTMENT MANAGER MAY BE A PARTICULAR CATALYST IN THE EARLY YEARS. AS ASSETS
GROW AND MANAGERS REACH CERTAIN LEVELS OF WEALTH, THEIR WORKING DAYS, AS WELL
AS THEIR EFFORT PER UNIT OF AUM IS REDUCED, SO THAT RETURNS ARE MORE LIKELY TO
GRAVITATE TO A LOWER LEVEL. EARLY STAGE MANAGERS GENERALLY HAVE MORE SWEAT
PER DOLLAR OF AUM, AND WORK A LOT HARDER TO ‘MAKE IT’ AS A SUCCESSFUL
MANAGER.”***

We find this particularly true in the alternative space as it takes considerable digging to uncover and keep
abreast of current happenings and developments in the areas in which we work.

The compensation of a small asset manager is also a motivating factor. "PERFORMANCE FEES ARE A
HIGHER PERCENTAGE OF OVERALL COMPENSATION AND DRIVE ASSET GROWTH AND
PROFITABILITY. ANALYSIS SUGGESTS THAT UP TO 80% OF THE ENTERPRISE VALUE OF
LARGER FIRMS IS DUE TO CAPITALIZED MANAGEMENT FEE EBITDA AS OPPOSED TO
PERFORMANCE FEES."*

Also, “THE FEE STRUCTURE OF THE FUND INDUSTRY AND THE RELATIVE MASSIVE AMOUNTS
OF REVENUE THAT A LARGE FUND CAN GENERATE RELATIVE TO ITS COSTS, GOES A LONG
WAY IN EXPLAINING WHY LARGER FUNDS OFTEN HAVE LOWER RETURNS. LARGE FUNDS TEND
TO BE FOCUSED ON SIMPLY PRESERVING CAPITAL TO MAINTAIN THEIR ASSETS AND FEES
ATTACHED TO THOSE ASSETS, A US$10 BILLION FUND WITH A 1% MANAGEMENT FEE AND A
20% PERFORMANCE FEE ON 10% RETURNS PER YEAR GENERATES US$300 MILLION ANNUALLY
AND, AFTER PAYING A STAFF OF 50 TO 70 PEOPLE, THE PRINCIPALS ARE JUST NOT
INTERESTED IN DOING ANYTHING WHICH MIGHT JEOPARDIZE THIS AMAZING, EXTREMELY
PROFITABLE, ANNUITY-LIKE RETURN. FURTHERMORE, THE MASS OF MONEY COMING INTO THE
INDUSTRY FROM LARGER INSTITUTIONAL INVESTORS, (WHOM INVEST PRIMARILY IN LARGE
ESTABLISHED FUNDS) IS ENORMOUS, SO JUST BY KEEPING ‘MODERATE RETURNS’,
PRINCIPALS OF LARGE, ESTABLISHED HEDGE FUNDS FEEL ASSURED THAT AUM WILL
CONTINUE TO GROW AND, AS SUCH, THESE MANAGERS ARE OFTEN RETICENT TO TRADE
AGGRESSIVELY. IN STARK CONTRAST, SMALLER FUNDS ARE CONSTANTLY SEARCHING FOR
HIGHER PERFORMANCE, IN ORDER TO ATTRACT LARGER AMOUNTS OF CAPITAL.”***

In real life, in the world of private equity, venture capital, growth capital and hard, cash-flowing assets, this is
especially true for small managers with less than $100 million under management. If an oil well goes down in
a small fund, it is more critical to the income of a small manager than it is to Exxon.

14


11 Compelling Reasons To Use A Small Fund Manager

OFF OR UNDER THE RADAR:

“EMERGING MANAGERS DO NOT READILY APPEAR ON INVESTORS’ RADAR SCREENS, AS THEY
MAY NOT APPEAR IN THE VARIOUS FUND DATABASES THAT TRACK FUNDS. THE MANAGERS OF
THESE FUNDS CAN OFTEN BE MORE FLEXIBLE IN THEIR INVESTMENT APPROACHES AND
CHOICE OF INSTRUMENTS AND MARKETS, AND ARE OFTEN CHARACTERIZED BY THEIR
WILLINGNESS AND ABILITY TO EMPLOY NEW AND INNOVATIVE INVESTMENT STRATEGIES
EXPLOITING NEW MARKET INEFFICIENCIES. THESE FACTORS CAN RESULT IN A COMPETITIVE
INVESTMENT EDGE OVER THEIR ESTABLISHED PEERS, AND BE REFLECTED IN THEIR RELATIVE
OUT-PERFORMANCE. ACADEMIC AND INDUSTRY EVIDENCE TENDS TO SUGGEST THAT
EMERGING HEDGE FUNDS OUTPERFORM MORE ESTABLISHED ONES.“ ***

"IT IS SOMEWHAT PARADOXICAL THAT INVESTORS CONTINUE TO FALL FOR THE ALLURE OF
SIZE AND THE FALSE COMFORT OF AGE."** After all, no one is going to get fired for buying IBM.

Regarding flying under the radar. We have found it most beneficial for our returns and our partners' income
that, in general, we are not well known as a routine source of capital. No one knows who our financial
partners are. Personal experience has shown us many times that when Paul from Abilene steps up to
purchase a property, the price is far more negotiable than when CB Richard Ellis or Trammel Crow make an
offer.

CLOSER ATTENTION TO DETAIL:

“EMERGING MANAGERS ARE NORMALLY HUNGRY FOR SUCCESS AND HAVE A GREAT
INCENTIVE TO DEMONSTRATE STRONG PERFORMANCE. THEY ARE ABLE TO SEEK OUT THE
SMALLEST OPPORTUNITIES AND INEFFICIENCIES IN THE MARKET, AND ARE LESS LIKELY TO
DEMONSTRATE COMPLACENCY FROM PREVIOUSLY ACCUMULATED FEES AND/OR WEALTH.
ESTABLISHED MANAGERS GENERALLY NEED TO PLACE LESS RELIANCE ON GENERATING A
PERFORMANCE FEE IN ORDER TO OPERATE THEIR BUSINESSES PROFITABLY, WHEREAS
PERFORMANCE FEES ARE VITAL FOR MOST EMERGING MANAGERS. EMERGING MANAGERS
TYPICALLY INVEST A SIGNIFICANT PROPORTION OF THEIR NET WORTH IN THE FUND AND/OR
THE INVESTMENT MANAGEMENT FIRMS, WHILE AT THE SAME TIME SUFFERING SIGNIFICANT
OPPORTUNITY COST OF OFTEN PREVIOUSLY LUCRATIVE EMPLOYMENT, THEREFORE,
PROVIDING A POWERFUL INCENTIVE TO PERFORM.”***

Also, smaller managers must keep a tight rein on cash-flows, pay closer attention to the details of daily
management and be assured of their position in the investment because they cannot sell the asset tomorrow
and recoup the investment.

15


11 Compelling Reasons To Use A Small Fund Manager

SMALLER MANAGERS SIGNIFICANTLY OUTPERFORM

“RECENT RESEARCH UNDERTAKEN BY PERTRAC ANALYZED THE RETURNS FROM HEDGE
FUNDS OVER 10 YEARS BETWEEN JANUARY 1996 AND JULY 2006. THEY CONCLUDED THAT THE
YOUNGER FUNDS OUTPERFORMED THE LARGER FUNDS, AND DID SO WITH LOWER RISK.
MEANING, THOSE FUNDS WITH A TWO-YEAR TRACK RECORD OR LESS, RETURNED 17.5% WITH
VOLATILITY OF 5.97%, COMPARED TO RETURNS OF 11.84% WITH VOLATILITY OF 6.32% FOR
OLDER FUNDS, IE, THOSE FUNDS WITH A FOUR-YEAR TRACK RECORD OR MORE. IN ADDITION,
OVERALL SIZE AND AGE GROUPINGS, THE YOUNGEST FUNDS HAD:
(A) THE HIGHEST ABSOLUTE RETURNS;
(B) THE BEST RISK-ADJUSTED RETURNS; AND
(C) PERFORMED BETTER ON THE DOWNSIDE, LOSING LESS THAN ESTABLISHED FUNDS."***
"THE VAST MAJORITY OF OUTPERFORMANCE IS DUE TO ALPHA, NOT BETA, WHICH CONFIRMS
THAT HIGHER RISK TAKING DOES NOT EXPLAIN THE DIFFERENTIAL.”**

16


11 Compelling Reasons To Use A Small Fund Manager

*SOURCE: SMALLER HEDGE FUND MANAGERS OUTPERFORM ALL ABOUT ALPHA, FEB 18, 2013

In the world of private equity, venture capital and hard, cash-flowing assets, this is very true because for a
smaller manager to earn what they believe themselves to be worth, they must post higher returns, making
their clients and themselves more money.

TAKE ADVANTAGE OF OTHERS’ MISTAKES:

Small managers often have a different or contrarian view of the marketplace gleaned from watching the big
boys make mistakes and pass on or walk away from smaller opportunities.
When Columbus discovered America, no one thought that the new world existed and certainly did not
understand its value.
One of the wealthiest people I knew growing up was the heir to a railroad fortune. When the railroads were
built in the West, few traditional investors believed they would ever make a profit. At the time, traditional
investors thought the end of the modern world stopped at the Mississippi River and that there were no
profitable business opportunities in the West.
When Trammel Crow designed and built the Dallas Market Center, most traditional investors believed him to
be crazy. They thought he would never fill the facility to capacity. The permanent space leased out in the first
18 months of operation and the largest marketplace in the South was born.
When Bill Gates wrote the original Disk Operating System, many traditional investors (including the Chairman
of IBM) believe that there was no future in personal computers. In fact, the Chairman’s' exact words were "I
believe the world wide demand for the personal computer to be ONE!"
Many of the smartest geologists I have known in my life cut their teeth working for major companies, but
became independently wealthy when the company they worked for decided that a discovery they had made
was not worth their time or an area of production was "too small" for the company to pursue.

17


11 Compelling Reasons To Use A Small Fund Manager

BETTER CUSTOMER SERVICE:

“WHO HAS EVER EXPERIENCED BETTER SERVICE FROM A LARGE ORGANIZATION COMPARED
WITH A SMALL ONE?”**

Because investor assets are more important to a small manager, it is guaranteed that you will get better
service, better reporting, and more consistent attention from a small fund manager than a large asset
manager. The good small fund managers a meticulous about their monthly reports and financials and
generally very communicative with their investor partners.

MORE FLEXIBLE:

Regarding small AUM managers: "THEY ARE BETTER AT EXPLOITING NICHE OPPORTUNITIES,
ESPECIALLY IN NEW UNDER-DEVELOPED AND UNDER-RESEARCHED MARKETS, AND QUICK TO
IMPLEMENT INVESTMENT IDEAS. THEY ALSO TEND TO HAVE A GREATER ABILITY AT USING
NEW AND INNOVATIVE INVESTMENTS.”***

It has been our experience that small fund managers have more market experience and widely more efficient
due diligence and therefore can be more flexible in the approach to the widely variable aspects of hard-asset
investing.

NO CUMBERSOME DECISION MAKING PROCESS

“EMERGING MANAGERS TYPICALLY DISPLAY STRONG MOTIVATION, AND THE KNOWLEDGE
THAT THEY STAND TO BENEFIT FROM BEING AN OWNER OF THE BUSINESS."***

Small firms don't have as much internal politics to overcome. By not having to convince a large investment
committee with each member having their own set and different agenda, smaller managers can execute
investment programs more quickly and with greater efficiency. This fact alone allows them to take advantage
of opportunities uncovered by their research. We have found this to be exceptionally profitable in the world of
private deals where, once a deal is presented to us, our due diligence and decision-making process is
extremely short, allowing us to capture as much as a 10% discount on our purchase price, just by closing
quickly with CASH!

ILLIQUIDITY MEANS OPPORTUNITY:

“NEWER HEDGE FUNDS ARE ALMOST ALWAYS SET UP TO EXPLOIT PERCEIVED PRICING
INEFFICIENCIES IN ‘NEWLY POPULARIZED’, SMALLER MARKETS. HOWEVER, AS TIME PASSES
AND COMPETITION MAKES THESE SMALLER MARKETS MORE EFFICIENT, RETURNS ARE
ERODED. SOME EXTREMELY GOOD EARLY-STAGE TRACK RECORDS ATTEST TO THE FACT
THAT IT CAN STILL TAKE A CONSIDERABLE AMOUNT OF TIME (AGAIN, USUALLY MEASURED IN
YEARS RATHER THAN MONTHS) BEFORE SUCH INEFFICIENCIES DISAPPEAR. THIS GIVES THE
BEST EARLY-STAGE MANAGERS (IN A VARIETY OF DIFFERENT STRATEGIES) SOMETIMES

18


SEVERAL YEARS TO GENERATE ABOVE-AVERAGE RETURNS BEFORE RETURNS IN THE
SECTOR ARE DRIVEN DOWN BY GREATER PLAYERS AND COMPETITION.”***

We have found this particularly true in the hard asset, venture capital and growth capital marketplace where
small operators and owners often desperately need capital to grow, retire, or fund a management
buyout. This allows us to create significant high yielding programs from illiquidity opportunities, often for years
before the rest of the world catches on to the profitability.

An example of this was a purchase we made in our last oil and gas fund. An operator needed cash and was
willing to take a 10% discount on the asking price if we could close quickly. We did our due diligence and
closed the transaction on some great assets within 2 weeks. These assets returned the purchase price within
36 months and continue to cash-flow into the portfolio 8 years later.

THE KANSAS EFFECT:

What is commonly known as the Kansas Effect is alive and well today. The Kansas Effect can be described
as finding opportunity in areas that others have forgotten or are too lazy to execute, OR, in areas where the
fund is so large that it cannot afford to execute. We make our living by uncovering opportunities that others,
especially large Fund managers, have not seen or cannot spare the time to research.

An example of this opportunity set resides in the overlooked Texas, Oklahoma panhandle today. Horizontal
drilling has opened new opportunities in the overlooked area of the US.

Another example, the initial investment in a small furniture company in Nebraska is one of the investments
that started Warren Buffet on the road to success and a strategy that is still his claim to fame today. He
researches opportunities that others have discounted and provides capital to exploit what he finds.

One of most important questions you can ask a small fund manager is "where have you been lately and what
did you learn". The answers will amaze you.

Opportunities Are Coming Our Way

My newest whitepaper is a highlight of what an equity investors portfolio would look like if s/he had been
partnering with us since the mid-1980's with a view of some of the ongoing programs we have available today.
Click Here To View a copy of Low Risk Opportunities Won & Coming 2016 and Beyond.

If you would like to discuss your investment programs or ideas, give me a call. We are open to new programs
and ideas continuously.

Thanks for reading,

Principal, Custom Private Equity Asset Management

19


Private Equity Publications

By Paul Anthony Thomas

Click on the picture below to download.

Call to have a detailed discussion on how to protect yourself from
INFLATION!

Read my Whitepaper on
What Every Private Investor Wants!

20


Leadership

If it is development or acquisition of a hard asset with cashflow and/or appreciation in
value, we have a team that is experienced and working in the sector.

Paul Anthony Thomas, CPGS

“The older I get, the more I Mr. Thomas is a Certified Professional Geologist with over 15
know I don’t know” years as a well-site superintendent & exploration professional
and an additional 15 years in upper management of petroleum
As a professional investor, Paul production and exploration operations. After 15 years as a
is an investment Generalist. He public market investment analyst and exploration geologist,
takes pride in knowing and Mr. Thomas put his talents and experience to work as an
understanding what he does not alternative investment manager.
know. He surrounds himself Additionally, to increase his knowledge of government
with industry experts who have innerworkings, Mr. Thomas spent seven years working for the
executed successful programs Environmental Protection Agency as a national expert and
in the past and are ready to do trainer in various programs, many related to the energy
the hard work necessary to be business. Mr. Thomas has worked closely with congress on the
successful in the world of hard implementation of environmental laws in the field.
asset management, research After the EPA, Mr. Thomas returned to the investment world
and investing. (including oil and gas, commercial real estate and venture
capital (Private Equity) investment management) in 1997.

Career Highlights:

35+ years finance, real estate, oil & gas, publishing
Drilled and completed over 500 wells as well-site superintendent,
geologist/partner
Leased for exploration over 2,000,000 acres of land in North America
Owned over 250 commercial/residential properties, developed &
managed real estate for 30 yrs.
Worked for 20+ years as a financial analyst and investment newsletter
publisher for New Horizons for Investors researching equities,
commodities, fixed income & private equity.

Distinctions:

Certified Professional Geologist #7243, Active Member, AAPG
Registered Landman, Member, AAPL
BS – Psychology/Marketing, Texas A&M University 1979
BS – Geology, Hardin Simmons University 1981
Author: Winning with Private Equity,
Editor: Human Psychology in the Stock Market (1969)

21


Let us put your money to work in the Private Equity arena.
Arrange a personal meeting with our principal today!

558 Ambler Avenue
Abilene, Texas 79601

PH: 325-695-1329
FX: 325-665-7818

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22


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