A free LegacyRx webinar · Tuesday, November 10
Medical receivables as an alternative asset.
What physicians should know
Some medical bills wait years for an injury settlement. Learn who pays the doctor in the meantime.
Roberta Hudy Valentine. Plain answers. Your questions.
How medical receivables financing works, why investors treat it as an asset class of its own, how PFD Capital Partners sets up its private funds for accredited investors, and what to look for before you consider anything like it. Roberta Hudy Valentine of PFD Capital Partners, with Dr. Kyle Stephenson, founder of LegacyRx.
Free · Live on Zoom · Tuesday, November 10
Save your seat.
The Zoom link and a calendar hold come straight to your inbox.
You're in
See you on the 10th.
The Zoom link and a calendar hold are on their way. Bring your questions. The last part of the hour is open to them.
Said up front
Roberta raises capital for PFD Capital Partners, and part of the hour explains how PFD's own funds are set up.
This is an education session. Nothing is offered or sold on the call.
Who this is for
Understand it before anyone asks you to invest in it.
You invest beyond the stock market or want to start
- You have heard of private credit and want to know where this fits.
- Someone has shown you a fund like this and you could not tell if it was any good.
- You want to understand what drives the return, since it is not the stock market.
You treat patients with injury claims
- Some of your bills are paid only when a patient's case settles.
- You have waited months or years for a settlement and wondered how other practices handle it.
- You want to understand the financing side before anyone offers it to your practice.
Why Roberta
She has sat on every side of the table.
01She has been a capital partner at PFD Capital Partners since 2020. She teaches PFD's investors how its funds work and raises capital for them.
02Before PFD she spent nearly ten years in the self-directed IRA world, as a national speaker for Equity Trust and then at iPlanGroup, and opened thousands of accounts through her events. She founded nvstIRA, which helps people set up self-directed IRAs.
03She co-ran a construction company for eighteen years and invested in real estate herself, so she has been the investor as well as the person explaining the investment.
On the call
Three things you leave with.
How the model works
A provider treats an injured patient and is paid when the case settles. A fund finances that bill so the provider is paid upfront instead of waiting months or years. You will see who is paid, when, and what the money depends on.
Why it is its own asset class
The return depends on legal settlements rather than on the stock market. You will hear what that protects you from, what it does not, and how long your money is tied up.
What to ask before you invest
How cases are chosen, what happens when a case loses or settles low, how the fund is set up and who audits it, what the fees are, and how and when you get your money back.
The running order
There are six parts and plenty of room for questions.
The format is a conversation rather than a presentation. It is meant to teach, and your questions are welcome all the way through.
- Welcome and introductionsDr. Kyle welcomes the community, and Roberta and PFD Capital Partners are introduced.
- How the model worksFinancing medical receivables tied to personal injury cases, so providers get capital upfront instead of waiting months or years for settlements.
- Why it is an alternative asset classWhat sets medical receivables apart from the investments most physicians already own.
- How PFD's funds are structuredHow PFD's private investment funds are set up for accredited investors.
- What to understand firstWhat physicians should understand when they look at opportunities like this.
- Open Q&AYour questions, answered live.
Tuesday, November 10 · 6:30 PM ET
Bring the question you have been meaning to ask.
The last part of the hour is open Q&A. Bring the fund someone showed you, or the settlement your practice has been waiting on. It is free, and it is on Zoom.
Before you ask
Four quick answers.
Do I need to be an accredited investor to attend?
No. Anyone is welcome. PFD's funds themselves are open only to accredited investors, and Roberta will explain what that means.
Is this a sales pitch?
Roberta raises capital for PFD Capital Partners, and part of the hour explains how its funds are set up. Nothing is offered or sold on the call, and most of what you learn applies to any company in this field.
I treat patients with injury claims. Is this for me?
Yes. Part of the hour explains how the financing works from the provider's side, where the practice is paid upfront instead of waiting for a settlement.
Will anyone tell me whether to invest?
No. Neither Dr. Kyle nor LegacyRx gives investment advice. Talk to your own advisor before you invest in anything.
This webinar is educational and is not tax, legal, or investment advice. Please consult your own advisor about your circumstances. Roberta Hudy Valentine is a capital partner at PFD Capital Partners and raises capital for its funds. Investments in medical receivables carry risk, including the loss of principal, and money in a private fund is usually committed for a set period. PFD's funds are available only to accredited investors. Nothing on this page or on the call is an offer to sell or a solicitation to buy any security. Any offering is made only through a fund's own offering documents.