Alternative Investing Mastery Series
Access Replay for Session 53:
How Trump’s Executive Order Could Open The Door to Alternatives in 401(k) Plans
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 Trump’s new executive order means for your 401(k) and retirement investing options
How alternative assets like real estate, private credit, and commodities may soon be available in 401(k) plans
What rules and protections fiduciaries will need to follow when offering alternatives inside retirement accounts
How this shift could help passive investors access syndications and private placements
How to prepare now
Live Q&A to give you the answers you need
October 8th - Passive Investing in Build-to-Rent Communities
October 15th - Modular 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.
Scott Maurer
Vice President of Sales, Advanta IRA
Scott Maurer is the Vice President of Sales for Advanta IRA, a nationwide self-directed IRA administrator. Scott has worked for Advanta since 2006, helping thousands of people invest in alternative assets (mainly real estate) using their IRAs and old 401ks. Scott is a frequent speaker and lecturer on the topic of self-directed IRAs and has also appeared on many real estate and investment podcasts. Scott is also an attorney and a member of The Florida Bar, although he does not give legal advice to Advanta clients.
Bill Neville
Business Development Manager, The Entrust Group
Bill Neville, CISP, is a Business Development Manager at The Entrust Group, where he oversees the Northwest Region, including Northern California and several Midwestern and Pacific states. He specializes in helping financial professionals, advisors, and investment issuers understand how self-directed IRAs can unlock access to alternative assets and expand retirement portfolios.
Bill has been with The Entrust Group for more than fourteen (14) years, starting as Manager of Operations for the franchise program before leading the Compliance and Internal Audit departments. These roles gave him a strong foundation in regulatory, procedural, and educational aspects of the retirement industry—knowledge he now leverages to support business growth and investor empowerment.
Based in the San Francisco Bay Area, Bill holds a Bachelor of Science in Finance from Penn State University and the Certified IRA Services Professional (CISP) designation. His combination of operational expertise, compliance background, and client-focused approach makes him a trusted partner for those looking to navigate and capitalize on the opportunities within self-directed retirement investing.