Alternative Investing Mastery Series
Access Replay for Session 22:
Passive Tech Investing Beyond Stocks:
Fintech, Biotech, Clean Tech, Healthcare, Logistics, and 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
The differences between hedge funds, private equity, venture capital, and specialty funds—and how they fit into a passive portfolio
How passive investors can access passive investments in emerging sectors like fintech, biotech, clean tech, healthcare, and logistics
Strategies to build portfolio stability and growth through alternative investments
Understanding the returns, liquidity, and risk profiles of private tech investments
Live Q&A to Give You the Answers You Need
Upcoming Sessions
November 20th - How to Navigate Market Cycles For Financial Security
December 4th - Self Storage Investing
December 11th - Private Equity, Crowd Funding, Venture Capital
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.
Panelist: Ravi Bhatia
CIO, Verano Capital Partners
Ravi Bhatia is a Principal and Chief Investment Officer (CIO) at Verano Capital Partners, with an extensive background in corporate advisory, transformation, and strategy. He has experience with both “Big 4” consulting firms and Fortune 500 companies, where he has worked across sectors like fintech, health tech, biotech, life sciences, and healthcare. Additionally, he has served early-stage companies and small to mid-sized businesses, focusing on advisory and strategic planning.
A graduate of UCLA Anderson’s Executive MBA program, Bhatia’s expertise spans valuation, commercial due diligence, go-to-market strategies, and capital raising. He is known for his commitment to social impact and sustainability, supporting nonprofits and advising companies in clean tech and consumer products. His interests also include promoting health, wellness, and environmental sustainability.