Alternative Investing Mastery Series
Access Replay for Session 74:
Investment Offering Documents Explained: OAs, PPMs, Slide Decks, & More
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
What the key investor documents are, and what each one is actually telling you
The biggest red flags to look for in risk disclosures, fees, investor protections, etc
How to understand return projections, preferred returns, and waterfalls (who gets paid when)
What capital calls really mean, when they can happen, and how to protect yourself
The questions every passive investor should ask before wiring funds
Live Q&A to Give You the Answers You Need
Upcoming Sessions
June 10th - From Managing Hedge Funds to Financing Medical Receivables: Learn the Backstory of Our New Partners
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.
Seth Bradley
Founding Partner, RaiseLaw, Inc.
Seth Bradley, Esq., is a securities attorney with over a decade of experience representing clients in complex securities transactions, real estate transactions, and capital-raising initiatives. He has advised on and closed billions of dollars in privatesecurities and commercial real estate deals, guiding sponsors, fund managers, and entrepreneurs through every stage of structuring, compliance, and execution.
As the Founding Partner of RaiseLaw, Inc., Seth leads a boutique securities law firm focused on helping clients navigate the legal and regulatory complexities of syndications, funds, and fund-of-funds structures. His practice emphasizes practical, business-minded counsel that balances investor protection with deal velocity, ensuring clients can confidently raise capital while remaining compliant with federal and state securities laws.
In addition to his legal practice, Seth is an experienced fund manager, real estate investor, and startup executive, offering clients a rare perspective that bridges legal precision with entrepreneurial execution. This multidisciplinary background enables him to structure creative solutions that align with both business goals and regulatory requirements.
Seth frequently speaks and writes on topics including capital raising compliance, fund structuring, and real estate syndications, and is recognized for his ability to translate complex securities laws into actionable strategies for business owners and investors.
He earned his Juris Doctor, cum laude, from the University of San Diego School of Law, where he also served on the Law Review. He holds an MBA from Arizona State University and a Bachelor of Science in Biology from West Virginia University.
Seth is admitted to practice law in California and represents clients nationwide in private securities and real estate matters.
Bethany LaFlam
CEO, Premier Law Group
Bethany LaFlam is a seasoned attorney and business leader with a passion for helping real estate entrepreneurs strategically navigate complex SEC compliance and scale their businesses with peace of mind.
Bethany began her career in the demanding world of corporate law, where her drive and expertise quickly propelled her to success. Yet, like many high-achieving professionals, she found herself at a crossroads — working tirelessly but missing the balance and fulfillment she desired. This realization ignited her mission to blend success with freedom, empowering others to do the same.
As a respected real estate syndication attorney and the CEO of Premier Law Group, Bethany combines deep legal expertise with a solutions-focused approach to help ambitious syndicators protect their investments and focus on sustainable growth. Her commitment to delivering exceptional, client-centered legal support ensures every detail is handled with precision, giving her clients the confidence to scale their businesses without legal roadblocks.
With a track record of leadership, innovation, and unwavering dedication, Bethany has made it her mission to simplify compliance and provide real estate professionals with the tools, systems, and strategies to achieve lasting success.
Jillian Sidoti
Co-founder, Last Life Ever
Jillian Sidoti is a serial entrepreneur, capital-raising strategist, and the co-founder of Last Life Ever, a movement dedicated to helping people live with purpose, financial freedom, and adventure. She has built and sold multiple seven-figure businesses and has raised millions in capital for real estate deals across the country. Jillian is also a partner at Investor Attraction Academy, where she teaches investors how to find, build trust with, and secure funding from high-net-worth individuals ethically and effectively.
With a legal background and a passion for helping others achieve lasting financial success, Jillian brings a unique and practical perspective to wealth-building through real estate. Whether she’s helping people secure their first investment property or scale a portfolio using strategic capital, she makes complex concepts simple and inspiring.