Alternative Investing Mastery Series
Access Replay for Session 37:
Learn the Asset Protection Strategies of the Wealthy
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 asset protection is and why it matters for passive investors
How to use domestic and offshore trusts to shield your investments
Legal structures and tax strategies to protect and grow your wealth
How to use SDIRAs and retirement accounts to invest in alternatives
Key mistakes to avoid when structuring your investments for protection
Live Q&A to Give You the Answers You Need
April 30th - REPS (Real Estate Professional Status)
May 7th - How AI Enhances Investment Decisions
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.
Carl Fischer
Co-Founder, CamaPlan
Carl Fischer is a Cornell University graduate and third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA..
Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has increased his net worth and controlled many endeavors with the self-direction tools available. In addition to his hands-on experience, he has spoken to many groups, including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals, about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He invests in PA, NJ, NY, FL, NC, and WI.
Carl’s unique background, education, experience, and empirical knowledge relating to business, finance, technical requirements, scheduling, and overall management make him a key element in the success of his clients in controlling their own financial future.
Blake Harris
Managing Attorney, Blake Harris Law
Attorney Blake Harris is the founding principal of Blake Harris Law, specializing in offshore asset protection and serving clients worldwide. With extensive travel across over 45 countries, Blake has cultivated a robust global network, collaborating with trust companies, protectors, and bankers. An accomplished author and international speaker, he has educated numerous attorneys and other professionals through his continuing legal education lectures on asset protection and offshore planning.
Blake’s insights have been featured in prominent national publications, including Forbes, ABC, NBC, CBS, Fox News, and MarketWatch, establishing him as a trusted voice in the industry. He has also amassed hundreds of thousands of social media followers, further amplifying his influence.
He is an AV® PreeminentTM-rated attorney and has been featured in publications like Forbes, ABC, NBC, CBS, Fox News, and MarketWatch.
Recognized as a “Rising Star” by Super Lawyers Magazine for five consecutive years and holding the AV® PreeminentTM Attorney designation, Blake exemplifies excellence in his field. Blake is a member of the American Bar Association, the International Bar Association, the Florida Bar and the Colorado Bar.
A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school.
Deven Munns
Senior Attorney, KKOS Lawyers
Deven L. Munns, Esq. is a Senior Attorney at KKOS Lawyers, where he specializes in complex tax strategies and asset protection structures for small to medium-sized business owners. With over five years at KKOS, Deven has assisted thousands of clients in restructuring their businesses, resulting in significant federal and state tax savings. His approach combines comprehensive tax and legal planning to help clients understand and manage the risks associated with running a business, enabling them to grow without the burden of excessive taxes.
Before joining KKOS, Deven practiced civil litigation defense, an experience that underscored the importance of a strong corporate veil and effective asset protection strategies. He holds a Juris Doctor from the University of Idaho School of Law, a Master’s in Accountancy with a focus on Taxation from Boise State University, and a Bachelor’s degree in Economics from Brigham Young University–Idaho. Deven is admitted to practice law in Idaho and the U.S. District Court.
Outside of his legal practice, Deven is deeply committed to his family and community. He and his wife have owned five successful businesses across various industries, including carpentry, sales, landscaping, education, and real estate. A passionate advocate for youth welfare, Deven volunteers as a coach, teacher, and advisor for youth football teams and other groups. An outdoor enthusiast, he enjoys activities like backpacking, whitewater kayaking, and competitive target shooting with his wife, as well as hiking, paddle-boarding, archery, and snowboarding with his children. Coming from a military family, Deven actively supports veterans’ groups and holds armed forces personnel in the highest regard.