#155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking

Dec 27, 2023

Rafi Tahmazian, Senior Portfolio Manager at Canoe Financial, discusses his updated investment thesis and the golden era of energy investment banking. They explore the positive changes in the industry, potential risks and opportunities in energy investing, and advise investors to be pragmatic when reading biased journalism. They also touch on Warren Buffett's investments, the psychology of investing, and successful market trend recognition. Additionally, they discuss successful investment opportunities in the energy sector and highlight the importance of introducing young innovators into the fishing industry.

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Introduction

00:00 • 2min

The Evolution of Energy Investing

02:26 • 20min

Investing in Energy: Risks and Opportunities

22:28 • 18min

Opportunities and Low Risk in the Energy Industry

40:32 • 11min

Warren Buffett's Investments, Psychology of Investing, and Client Advice

51:13 • 2min

Investment Opportunities in LNG Trading Desk and Profico

53:10 • 6min

Fly Patterns for Fishing and the Importance of Young Innovators

58:59 • 2min

Greetings, and welcome back to a special Holiday Edition of the podcast.

This episode, we are joined by Rafi Tahmazian - Senior Portfolio Manager & Co-Managing Director, Energy Team at Canoe Financial - a Canadian independent investment management firm with approximately $13 Billion under management.

Prior to Canoe, Rafi spent 13 years at First Energy Capital, a leading investment dealer that focused on the energy industry.

He left the firm in 2008 as Vice Chairman and Managing Director, and has held numerous public and private, charity and government Board positions.

He is currently on the Board of Directors for Artis Exploration Ltd., Well Ventures Corp., Aureus Energy Services Inc., & Chance Oil and Gas Ltd.

Mr. Tahmazian holds a Bachelor of Arts degree in Economics from the University of Calgary.

Among other things we discussed Rafi's updated energy investment thesis & the golden era of energy banking.

Merry Christmas & Happy Holidays!

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This episode is brought to you by Canada Action, whose aim is to promote the importance of Canada's Energy industry which is the bedrock of our nation's economy, providing hundreds of thousands of jobs and economic opportunities across the country. Learn more at canadaaction.ca, or check out Canada Action on social media.

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