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: Josh Bois 

CEO of Global Capital Network

Josh Bois is a dynamic entrepreneur, investor, and innovator with over 17 years of experience in the tech industry. As the CEO of Global Capital Network and founder of 2030 Ventures, Inc., he focuses on accelerating innovation and fostering impactful investments. Josh has worked with a wide range of clients, including Fortune 500 companies, celebrities, high-profile investors, and startups, across industries such as finance, luxury markets, philanthropy, and e-commerce.

With a mission to transform 1 billion lives by 2040, Josh aims to drive positive global change through capital, technology, and marketing. His ventures include Global Capital Network, which connects investors to world-changing entrepreneurs, Emerging Media Partners, offering advanced digital marketing and advisory services, and Global Good Networks, a philanthropic initiative for sustainable impact. Additionally, he has founded VIP Elite Jets, a luxury brand in the private aviation industry.

Josh’s entrepreneurial vision and commitment to innovation have been recognized in prominent media outlets. He is passionate about creating opportunities for growth and connecting investors with transformative ideas. Through his diverse ventures, Josh continues to push boundaries and contribute to building a better future.

Panelist: Damion Lupo 

CEO of FrameTec

Damion Lupo is a seasoned entrepreneur who has launched and grown over 70 companies from $0 to $100 million throughout a remarkable 25-year journey. In addition to being a prolific author with 12 published books, Damion is celebrated for his extraordinary achievements in building multiple companies from the ground up, many of which have reached seven, eight, and even nine-figure valuations.

Despite a significant setback that saw him lose a $20 million portfolio at the age of 30, Damion’s resilience and determination led him to not only overcome homelessness but also rebuild his wealth beyond 9-figures. Today, he is a driving force in transforming the retirement landscape with his groundbreaking retirement plan system and revolutionizing the home and apartment construction industry through his pioneering work with Frametec.

Panelist: Alex Neckles

Managing Director, Strategy of Anonymous Philantropy LLC

Alex Neckles is the Managing Director of Strategy for Anonymous Philanthropy, where he works with clients and their advisors to maximize the power of the charitable capital they deploy. Prior to joining Anonymous, he spent more than a decade at ImpactAssets, a donor advised fund sponsor, working with clients to invest in socially conscious enterprises using philanthropic capital. Previously, Neckles was at the law firm of Katten Muchin Rosenman LLP, where he worked with the public finance group on multifamily affordable housing.