Alternative Investing Mastery Series
Access Replay for Session 35:
Spirits Investing 101: Whiskey, Tequila, and Venture Capital for Passive Investors
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
How whiskey and tequila investing works for passive investors
What makes spirits a recession-resilient and inflation-hedged asset
How to evaluate casks and brands for long-term value growth
Key risks and rewards of investing in spirits vs brands
How to structure spirits investments for cash flow and strong returns
How to access and evaluate early-stage spirits brands through venture-backed investing
Live Q&A to Give You the Answers You Need
April 16th - Passive Agriculture & Land Investing: Expert Insights You Need To Know
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.
Jeremy Kasler
Founder of CaskX
Jeremy Kasler is a seasoned entrepreneur with over two decades of experience in specialty finance, alternative asset investment, and corporate strategy. In 2019, he founded CaskX, where he currently serves as CEO, combining his passion for whiskey with his expertise in innovative investment platforms. CaskX connects individual investors directly to top distilleries, offering opportunities to invest in bourbon barrels and support the future of whiskey. Before establishing CaskX, Kasler founded Art Futures Group (AFG) in 2010, leveraging his extensive knowledge of finance and business to lead the company’s successful development and rapid expansion. AFG rose to prominence as the world’s leading investment broker for Chinese contemporary art, dedicated to helping clients profit from portfolios containing the market’s most exceptional finds. He sold AFG to Hong Kong-based Macey and Sons in an all-cash buyout in August 2019. Kasler is widely regarded as a leading authority on tangible asset diversification. Through his ventures, he strives to build profitable portfolios for investors worldwide, blending his passion for art and spirits with a keen understanding of finance.
Jacob Daniels
Director of Gordon PWC
As a Director of GORDON PWC with over eight years of experience in the sector, I specialize in curating and managing high-value premium spirit cask portfolios for high-net-worth (HNW) clients and investors. With a background in project finance, where I successfully funded numerous residential and agricultural projects, I bring a strategic and financially astute approach to premium spirits cask investment. At GORDON PWC, we offer a unique and exclusive opportunity for investors to diversify their portfolios with premium tequila casks, alongside other fine-aged spirits from across the globe. Our investment products are designed with varying risk profiles and expected returns to meet the needs of different investors. Free Market Products benefit from market dynamics, allowing for potentially higher rewards based on performance and market trends. Fixed Products are designed to provide a more stable investment option, focusing on consistent, predictable growth for investors seeking reliability. Minimum Returns Products offer a balanced approach with built-in safeguards, combining a strong safety net with the potential for additional growth.