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: Tim Gertz

Partner, ProVision PLC

Tim is a certified public accountant and partner at ProVision PLC, specializing in tax strategies for entrepreneurs, professionals, and investors. With over 22 years of experience, Tim has worked with diverse market groups in Arizona and North Carolina, providing tax planning and consulting services. He holds undergraduate and Master’s degrees in Accountancy from Arizona State University. Tim’s extensive experience and passion for helping entrepreneurs drive his success in strategic tax planning.

Panelist: Mat Sorensen

CEO, Directed IRA and Directed Trust Company

Mat Sorensen is a wealth lawyer and entrepreneur who has advised over 10,000 clients on building wealth through business ownership, real estate investing, and self-directed retirement accounts. He co-founded KKOS Lawyers, assisting with start-ups, acquisitions, and over $1B in real estate transactions. As CEO of Directed IRA, an INC 5000 company, Mat oversees $1.7B in assets. He is a best-selling author and VIP Contributor at Entrepreneur. Mat also co-founded Main Street Business Services and hosts two annual financial events.