Alternative Investing Mastery Series
Access Replay for Session 59:
Syndication Law and Fund Administration:
What Every LP Should Understand
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
How SEC compliance and securities law protect investors in private offerings
How syndication and fund structures are set up – entities, fees, and profit splits
What to look for in operating agreements, PPMs, and investor documents before wiring funds
How to identify red flags and avoid fraud in private offerings
Why strong fund administration and investor reporting are critical for transparency and compliance
Live Q&A to give you the answers you need
November 25h - Charitable Giving & Taxes: What Passive Investors Should Know
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.
Jonathan Tavares
Attorney, Premier Law Group
Jonathan Tavares is a securities attorney at Premier Law Group, where he helps real estate investors and fund managers navigate SEC regulations and raise capital compliantly. He advises clients nationwide on structuring syndications, drafting offering documents, and ensuring compliance with federal and state securities laws.
Before joining Premier Law Group in 2021, Jonathan built a strong foundation in real estate — beginning his career in 2007 and later serving as VP of Operations at Tavares Home Solutions Inc., where he managed over 3,000 non-performing mortgage assets throughout Massachusetts and Rhode Island. His deep understanding of both real estate and securities law allows him to bridge the gap between investors and legal compliance with clarity and strategy.
Kim Lisa Taylor
Founder, Syndication Attorneys
Kim Lisa Taylor is a nationally recognized real estate securities attorney, speaker, and founder of Syndication Attorneys.com. She has written two Amazon best-selling books on How to Raise Capital Legally for Real Estate. She and her staff have drafted over $4 Billion Dollars in real estate securities offerings for over 450 real estate syndicators and fund managers.
Perry Zheng
Founder and CEO, Cash Flow Portal
Perry Zheng is the founder and CEO of Cash Flow Portal, a YC-backed all-in-one technology platform for commercial real estate. He was an engineering manager at Lyft for 5.5 years, and worked as a software engineer at Twitter and Amazon. Perry is also a lead sponsor on 1,020+ apartment units, having raised 25M+ for real estate projects and generating 30%+ annualized return for investors.