An Introduction to Investing Outside the Box by Alex Miller, The Kelowna Society of Investors (KSI) (13 November 2013)

Alex Miller

The Kelowna Society of Investors (KSI)

An Introduction to Investing Outside the Box

Time & Date: 3pm-4pm, Wednesday, November 13th, 2013 (before the Venture Okanagan Investor Forum at OC)

Location: E 403, Okanagan College, Kelowna Campus, 1000 KLO Rd., Kelowna, BC V1Y 4X8

Talk Abstract: The presentation will share some of the options available for investment beyond the usual portfolio of stocks, bonds, and mutual funds. I will present the basics on investing in real estate, providing private loans, investing in the exempt market and investing directly in businesses. Following the presentation I will introduce a panel of experts (accountant, lawyer, exempt market dealer, etc.) to answer questions about their specific areas of investment.

The talk will be conducted before the Venture Okanagan Investor Forum on November 13th at Okanagan College. The Venture Okanagan Investor Forum will be hold in the room H115 at Okanagan College at 5:30 pm, after our talk. For more information about Venture Okanagan Investor Forum visit

Speaker Biography: Alex Miller is a local entrepreneur and investor. After growing up in Mississauga, Ontario and studying in London at the University of Western Ontario Alex moved to Kelowna in 2005 to join his father in the family retirement home business. Over the course of several years Alex worked his way up though the company, eventually buying out his father and taking over as President of the property management arm of the company. After selling the company in January of 2013 he joined Nitesco Media, an online marketing company that boasts a portfolio of thousands of websites under management. As their Director of Sales he helps local professionals harness the power of the Internet to find new clients for their practices. Alex has always been an avid investor. He started with the stock market as a teenager and has branched out into a number of other areas since then. His background in the retirement home business gave him the confidence to jump into real estate investing and private lending about five years ago. He then took the profits from those endeavors and started looking at investing directly into businesses. In 2012 he invested in his first tech startup and later that year joined the VA Angels as a charter member. 2012 also saw Alex form the Kelowna Society of Investors, a community group that focuses on educating it’s members about investing and presenting them with non-traditional opportunities to do so.