Alternative Investing Mastery Series
Access Replay for Session 78:
Celebrating Financial Independence: Real Stories from Our Investor Community
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
The journey to how they first achieved financial independence
The most important lessons they learned and would like to convey to investors
What are they doing now
Live Q&A to Give You the Answers You Need
Upcoming Sessions
July 8th - Algorithmic Trading Funds: What Passive Investors Should Understand
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.

Tom Burns
Host, The Rich Doctor
Tom Burns is an entrepreneur, retired orthopedic surgeon, and physician for the United States Ski Team. With 30 years of real estate experience, he has created a substantial portfolio that includes multifamily, office, land, and industrial property. He has spent the past 15+ years as a principal on the private equity side of multifamily acquisition and Development. Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the fullest. He is a sought-after speaker and mentor and has been financially independent for over a decade. He is the founder of the Rich Life Mastermind, designed to equip people with the tools and community to create passive income and control their own future!
Kaaren Hall
Founder and CEO of uDirect IRA Services, LLC
Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more. Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets’ BPCON22, 23, 24 and 25. Kaaren is also the founder of OCREIA (Orange County Real Estate Investors Association), where she fosters a vibrant community of real estate investors through education and networking since 2012. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren’s extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts. Beyond her professional achievements, Kaaren’s entrepreneurial journey has enabled her to support meaningful charitable giving, and inspire others to take control of their financial futures. She also serves on the Board of Directors for The Council on Aging Southern California as well as the board for RITA (the Retirement Industry Trust Association), where she continues to advocate for transparency and education in the retirement industry.
Andrew Mitchem
Owner, The Forex Trading Coach Limited
Andrew Mitchem is a full-time currency trader, investor, and Forex trading coach based in Nelson, New Zealand. With over 20 years of experience in the Forex markets, he has developed a highly profitable trading system and shared his expertise globally. His Forex coaching program has been delivered to traders in over 108 countries, helping them avoid the common pitfalls and costly mistakes that many encounter while learning to trade. Andrew is passionate about the freedom that currency trading provides, allowing him to trade anytime and from anywhere. He believes that few businesses offer the same level of flexibility, rewards, and opportunities. Outside of trading, Andrew is a dedicated husband and father of five children, aged 18 to 28. He is also a licensed private pilot who enjoys flying his BO105 helicopter. In his free time, he plays the guitar and helps his wife manage their 11-acre lifestyle block.
Sean Peace
CEO, SongVest
As Founder and CEO of SongVest, Sean Peace is a visionary in the music business and successful entrepreneur who drew from his strong background in tech and finance to create the company. After a chance encounter with a songwriter friend about to sell their publishing catalog, Peace thought fans might pay more than investors to own music rights, creating the original SongVest in 2007 to sell royalties as memorabilia – before crowdfunding, catalog sales or royalty advances ever existed. As part of SongVest’s mission, Peace convinced a skeptical music industry to allow artists and songwriters to sell a percentage of their song royalties. In 2011, he went on to found Royalty Exchange, the first online market to buy and sell music royalties through auction, from May 2011 until he sold it in December 2015. In 2020, his long-term vision for SongVest became realized, as he began developing a ground-breaking new model selling “fractional shares” (under the brand SongShares) where fans can invest and get paid royalties by “owning” shares in individual songs. In October 2021, the company had the first public securities offering of music royalties with qualification by the SEC utilizing Reg A+.
Dana Samuelson
President, American Gold Exchange
A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S. Dana recently served as President of the Professional Numismatists Guild, an exclusive nonprofit organization composed of the world’s top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers. He holds a B.A. from Washington and Lee University.
