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: Paul Mladjenovic

CFP/Author/Educator, Raving Capitalist

Paul Mladjenovic is a seasoned financial educator and author with more than 40 years of experience in investment and entrepreneurship. Known for his approachable teaching style, Paul has authored multiple books, including “Stock Investing for Dummies” and “Precious Metals Investing for Dummies,” aimed at demystifying financial concepts for everyday investors. His background as a former Certified Financial Planner (CFP) and speaker at numerous financial events highlights his dedication to empowering individuals to achieve financial freedom.

His insights have appeared on Bloomberg, CNN, and other prominent media. His commitment to capitalism and entrepreneurship is rooted in his personal journey as an immigrant from Yugoslavia, which has shaped his “Raving Capitalist” brand. Through seminars, workshops, and publications, he continues to help individuals navigate wealth-building with strategies suited for varying economic climates.

Panelist: Todd Gordon

Co-Founder/Director of Investments, Inside Edge Capital

Todd Gordon is the Co-Founder and Director of Investments at Inside Edge Capital, leveraging over 20 years of expertise in financial markets, including roles as a trader, analyst, and investment advisor. Known for his in-depth knowledge of technical analysis and market behavior, Todd has a long-standing presence as a financial commentator on CNBC, where he offers insights into market trends and strategies.

His career began as a trader in San Diego before advancing to a senior analyst role in New York. Todd founded TradingAnalysis.com, a service delivering trading insights to retail and institutional clients. Today, he brings a unique blend of technical and fundamental analysis to his work at Inside Edge Capital, focusing on helping clients navigate complex market landscapes with innovative investment strategies.