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

The Truth About Wealth

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:

• LinkedIn: Michael “Mitch” Kerr, CFA
• Ategenos Capital LLC

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

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.