Alternative Investing Mastery Series
[Cancelled] Investing For The Future: A Swiss Banker’s Insights
Wednesday, October 30th @ 4:00PM Pacific
Don’t Miss This Session
Learn from some of the biggest names in investing about how you can win with this downturn.
What You’ll Learn In This Session
The Core Investment Philosophy of a Swiss banker
Diversified Asset Allocation Beyond Equities
Role of Cryptocurrency and Precious Metals
Effective Risk Profiling Methods
Live Q&A to Give You the Answers You Need
Upcoming Sessions
November 13th - TBD
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: Charles-Henry Monchau
Chief Investment Officer/Syz Group
Charles-Henry Monchau has been the Chief Investment Officer (CIO) at Syz Group since October 2021, where he leads all investment-related activities. Before Syz Group, he was CIO and Chief Commercial Officer at a Swiss digital bank (2020-2021) and CIO at Al Mal Capital (2017-2020).
Earlier roles include Head of Asset Allocation at Deutsche Bank, senior positions at EFG Bank and Rothschild Bank, and leadership roles at Lombard Odier and BNP Paribas.
He holds an Executive MBA from IE Business School, an MSc in Finance from HEC Geneva, and is a CFA, CMT, CAIA, and CIIA charterholder. Monchau is also a top voice on LinkedIn with over 180,000 followers.
Past Session Replays
