Tag: Investments

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The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)

The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)

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Are you ready for the next energy revolution?

John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital.

John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch unpacks the complexities of LNG exports, the challenges renewables face in scaling, and how nuclear innovations are changing the energy landscape.

Tune in as they also discuss strategies for building future-ready portfolios, the role of cryptocurrencies and precious metals in uncertain markets, and the path forward for investors navigating a rapidly evolving global energy economy.

Key Talking Points:

  • (03:09) Oil production: Why high production meets low prices—and what it means for the future
  • (04:07) LNG exports: How natural gas is shaping geopolitics and global energy security
  • (14:29) Renewable energy: Addressing AI-driven electricity demand and scaling challenges
  • (16:40) Small Modular Reactors (SMRs): Why nuclear technology is poised for growth
  • (31:02) US energy independence: Policy shifts and their implications for global dominance
  • (32:14) Bitcoin, gold, and silver: Smart diversification strategies for an evolving economy
  • And much more! 

Connect with Michael Kerr, CFA:

Connect with John and Michael Parise:

About Our Guest: 

Mitch Kerr is a Senior Portfolio Manager for Ategenos Capital. As part of the Private Wealth team, he partners with advisors to serve their high-net-worth and institutional clients. He is also a member of Ategenos Capital’s Investment Committee.

Before joining Ategenos Capital, Mitch was the associate head of the wealth advisory practice at Brinker Capital Investments. He and his team collaborated with financial advisors to design and implement customized investment solutions for high-net-worth individuals and institutions.

Mitch brings over 22 years of experience in the investment management industry, with previous roles in portfolio management and investment research at TD Wealth, Wells Fargo Private Bank, and Gardner Lewis Asset Management.

Mitch received his Bachelor’s degree in Finance with a minor in Japanese from the University of Notre Dame. He holds his FINRA Series 7 and 66 licenses and is a CFA charter holder.

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71. Opportunities Available For Gold and Silver Investments With Andy Schectman

71. Opportunities Available For Gold and Silver Investments With Andy Schectman

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Precious metals like silver and gold can be seen as an investment, but they could also be viewed as a means for wealth preservation.

In this episode, John and Michael Parise are once again joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy explains the opportunity of a generation that silver is, and how it is a pathway to gold. Plus, he shares his advice for people looking to allocate gold and silver as an assets class within their portfolio.

Andy discusses:

  • The extraordinary need for silver
  • Why Andy views gold and silver as wealth, not an investment
  • How people look at gold and silver as a way to grow their wealth
  • Why silver is currently the opportunity of a generation
  • And more

Connect with Andy Schectman:

Connect with John and Michael:

About Our Guest: 

Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business.