Alternative Investing Mastery Series
Access Replay for Session 25:
Crowd Funding vs Reg A vs Reg D for Passive Investors
Don’t Miss This Replay
Learn from some of the biggest names in investing about how you can win with this downturn.
What You’ll Learn In This Replay
Demystifying Crowdfunding for Passive Investors
What Red A and Reg D Offerings Are
What the Difference in Tax Consequences are for these offerings
Which Offering is Best for your Passive Investing Portfolio
Key Factors to Evaluate When Investing in Private Companies
Live Q&A to Give You the Answers You Need
Upcoming Sessions
January 8th - Passive Impact Investing
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
Panelist: Rod Turner
CEO, Manhattan Street Capital
Rod Turner is the founder and CEO of Manhattan Street Capital, a leading platform specializing in capital raising for mid-sized companies and startups using Regulation A+ and other investment mechanisms. Under his leadership, the company has become a prominent resource for guiding businesses through the complexities of Regulation A+, Regulation D, and Regulation S offerings, providing comprehensive services like project management, marketing guidance, and compliance support.
Rod has a rich entrepreneurial background, having played a significant role in building several successful companies, including Symantec/Norton and Ashton-Tate. Beyond his corporate leadership, he has extensive experience as an investor, contributing to ventures such as Ask Jeeves, Amyris, and Bloom Energy. His expertise spans angel investments, venture capital, and advising innovative businesses in their growth and fundraising efforts.
Rod’s work with Manhattan Street Capital focuses on democratizing investment opportunities, enabling both accredited and non-accredited investors to participate in offerings. He is passionate about simplifying the process of raising capital and providing companies with tools and insights to succeed in public and private markets
Panelist: Chris Lustrino
CEO/Founder, Kingscrowd
Christopher Lustrino is the founder and CEO of KingsCrowd, a leading analytics platform for online private markets. Established in 2017, KingsCrowd aims to democratize access to high-quality data and insights for investors exploring opportunities in equity crowdfunding, Regulation A+, and other private market securities. With a vision to create a “Bloomberg-like” solution for alternative investing, the company integrates data, media, and capital into its platform, empowering both retail and institutional investors to make informed decisions.
Before launching KingsCrowd, Christopher held roles in strategy and finance, including at LEK Consulting and Liberty Mutual. He is recognized for his expertise in fintech, alternative investing, and startup analytics. Under his leadership, KingsCrowd has achieved significant milestones, including the acquisition of Technori, a media provider, enhancing its content and media offerings for the private investing space.
Christopher earned his bachelor’s degree in economics from Boston College and remains based in Boston, Massachusetts, where KingsCrowd operates. He is an advocate for leveling the playing field in private market investments, making once-exclusive opportunities accessible to a broader audience