Alternative Investing Mastery Series
Access Replay for Session 40:
How to Use Opportunity Zones to Invest in Farmland, Real Estate & Defense
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 opportunity zone investing is and how it can reduce your capital gains taxes
How farmland and agriculture projects can qualify for OZ treatment and benefit from bonus depreciation
The role of real estate, manufacturing, and defense sectors in modern OZ investing
How roll-up and search fund models can enhance OZ fund performance and long-term returns
What passive investors need to know before investing in alternative OZ funds
Live Q&A to Give You the Answers You Need
June 11th - Top Residential Real Estate Strategies for Passive Investors
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.
Todd Vitzthum
Co-Founder and President of ACARA
Todd Vitzthum is a commercial real estate executive with over two decades of experience in brokerage, capital markets, and development. He is the Co-Founder and President of ACARA, a national advisory firm specializing in multifamily investments and Opportunity Zone (OZ) strategies.
Todd previously held senior roles at CBRE, Cushman & Wakefield, and Greystone, and co-founded OZ Listings to help investors access curated OZ projects. He also serves as Chair of eXp Commercial’s Multi-Family Committee, promoting collaboration and best practices across the industry.
A frequent speaker and advisor, Todd is known for his expertise in capital structuring and his commitment to transparent, high-impact investment opportunities.
Kelly Ann Winget
Founder of Alternative Wealth Partners
Kelly Ann Winget is the founder of Alternative Wealth Partners, the first solo-founded, millennial, female-led private equity firm in the U.S. With over 20 years of experience, she has raised nearly $1B across 250+ deals spanning energy, real estate, manufacturing, and venture. Known for her contrarian insights and creative structuring, Kelly is a passionate advocate for financial education and wealth accessibility. She’s the author of Pitch the Btch*, a Fast Company contributor, and a sought-after speaker featured in Forbes, Fast Company, and Show Her the Money. Through AWP, she delivers impactful, tax-efficient investments for the “everyday millionaire.”
Jack McCarthy
Co-Founder and CEO, Gold Leaf Farming
Jack McCarthy is the Co-Founder and CEO of Gold Leaf Farming, a company he established in 2017 alongside Brandon Rebiero. Under his leadership, Gold Leaf Farming has acquired over 12,000 acres of farmland across California and Arizona, focusing on specialty crops such as almonds, pistachios, and dates. The company emphasizes sustainable agriculture, aiming to own and operate farms with a long-term perspective.
Before founding Gold Leaf Farming, Jack gained experience in consulting and private equity, working at McKinsey & Company and TPG. He also served as a policy advisor to Chicago Mayor Rahm Emanuel. Jack holds an MBA from Stanford University’s Graduate School of Business and a B.S. in Economics from Indiana University’s Kelley School of Business.
Originally from Indiana, Jack’s career has consistently centered around the food and agriculture sectors. His approach to farming combines traditional values with modern sustainability practices, focusing on responsible employment and technological integration. Jack is married and has four children, and he values the balance between his professional endeavors and family life.