Members have exclusive access to all of the following in the month of February.
Want to understand the "Why" behind Metals, Commodities and Critical Minerals? Download our Thematic Guide presentation to understand the landscape to help identify opportunities.
DownloadWe're hosting conversations with leading investors and entrepreneurs deploying capital across Metals, Commodities & Critical Minerals.
Learn moremeetperry members have the opportunity to attend three in-person events focused on Metals, Commodities & Critical Minerals.
Learn moreInstitutional capital is flowing into Metals, Commodities & Critical Minerals, but quality information remains scarce. Access our member-exclusive videos to gain essential insights.
January 29, 2026
February 3, 2026
February 3, 2026
February 10, 2026
February 17, 2026
February 19, 2026
February 24, 2026
March 19, 2026
Our investment team is taking you deep inside the Metals, Commodities and Critical Minerals investing opportunity with exclusive access to leading investors and business owners in the space. We invite you to join us for virtual sessions on February 3rd, February 10th, February 17th, February 19th and February 24.
Join us on Thursday, January 29.
Join us for a conversation with Henry Ruehl, Portfolio Manager at Sierra Morena Capital, as he bridges the gap between critical metals investment thesis and practical mining company analysis. Drawing from his experience launching a long-only fund focused on Western-based producers of strategic metals, Henry will explore how compelling macro setups in copper, uranium, lithium, and rare earths translate into actionable investment decisions across the mining lifecycle—from early-stage developers to established producers. Before founding Sierra Morena in 2023, Henry was an investment analyst at Princeton University's endowment and earned an MPhil in Polar Studies at Cambridge focusing on Greenlandic mining. His fund invests across ~35 public equity mining producers, developers, and advanced explorers, deliberately avoiding precious metals to focus on materials essential to energy transition, defense, and advanced manufacturing. Henry will discuss the economics of mining operations and how investors can evaluate deposits based on technical factors like mineralization types—practical details that determine which companies succeed in capturing value from the critical minerals supercycle.
Email meetperry ConciergeJoin us on Tuesday, February 3.
Join Colin Fenton, Managing Partner of Blacklight Research and former Global Head of Commodity Research at J.P. Morgan, as he shares his distinctive approach to analyzing interconnected commodity markets. Colin specializes in pulling signal from noise across energy, metals, materials, water, and food supply chains—examining how their interplay shapes future investment opportunities. The discussion will explore his methodology for identifying overlooked stress points in natural resource economics, from energy commodities' geopolitical implications to the complex dynamics of industrial metals demand. Drawing from his career spanning Goldman Sachs, Duquesne Capital, and Ospraie Management, Colin will discuss how he applies both fundamental and technical analysis to forecast market evolution.
Email meetperry ConciergeJoin us on Thursday, March 19.
Join Overlay Capital CIO Chadd Evans and Director of Investments Elizabeth Blankenship-Singh for an intimate conversation on how material recovery is becoming a strategic source for domestic industrial inputs.As demand for critical minerals accelerates—driven by AI infrastructure, data center expansion, and re-shoring—waste streams are emerging as viable, scalable alternatives to traditional mining. Advances in automation are fundamentally redefining recovery economics, turning former cost centers into strategic assets with shorter timelines, lower environmental risk, and attractive unit economics compared to new mining operations. Drawing from Overlay's dual approach—growth equity in recovery technologies and private equity in real-asset platforms—the team will share what they're seeing on the ground, where this fast-moving opportunity is headed, and how material recovery supports both domestic supply chain independence and the broader transition toward industrial resilience in an era of geopolitical fragmentation.
Email meetperry ConciergeLithium, cobalt, nickel, and rare earth elements form the backbone of the energy transition, from EV batteries to wind turbines and defense systems. Meanwhile, geopolitical tensions have highlighted supply chain vulnerabilities. Metals and critical minerals sit at the intersection of monetary debasement, supply-demand imbalance and a required domestic production infrastructure buildout.
