Alternative Investing Mastery Series
Access Replay for Session 32:
Venture Capital for Passive Investors: Strategies that Work
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
What venture capital syndication is and how it works
Key differences between real estate and venture syndication
The different funding rounds in venture capital and how passive investors participate
Risk vs reward for investing in different company stages
How to leverage syndicates, AngelList, and family offices to access high-growth startups
Tips for investing in high-growth sectors like robotics, manufacturing, and innovation
Live Q&A to Give You the Answers You Need
Upcoming Sessions
March 5th - Top Affordable Housing Strategies for Passive Investors
March 12th - Bourbon (and Wine and Tequila or more Spirits) investing
March 19th - Manufactured Housing
Date TBD - More to be announced
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: Trey TaylorManaging Partner of Threadneedle, the Taylor Family Office
Trey Taylor is the founder of Threadneedle, the Taylor Family Office, which was established to optimize growth across a closely held set of assets in financial services, real estate, and early-stage investments. He is also the Managing Director of Trinity | Blue Consulting, where he provides strategic guidance to businesses. Trey is the author of “A CEO Only Does Three Things,” a book that distills business leadership into three core principles: culture, people, and numbers. He is a sought-after speaker and has been featured in various media outlets for his insights on leadership and business strategy. Trey holds a law degree from Tulane University and resides in Valdosta, Georgia.
Panelist: Luke Mersberger
Manager of Mersberger Family Office
Luke Mersberger runs the Mersberger Family Office and invests capital across the Venture Capital, Private Equity, Private Credit, Real Estate, and Public Securities universes. He is also an Associate with Spruce Financial Group, which specializes in Real Estate Private Equity and Credit in the Southeastern US. His VC exposure covers a wide swath of funds, SPV’s, and direct deals across multiple industries including defense tech, deep-tech, healthcare, enterprise software, AI, and more. Notable investments include Anduril, Niron Magnetics, Hyphen, Aeon, and Merchaneer. Luke received his BBA in Finance from the University of Georgia’s Terry College of Business and resides in Canton, Georgia.