
Trevor Rose Podcast
Sharing insights on energy, investing & business related items.
Latest episodes

Jun 19, 2025 • 58min
#231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors.Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, Mr. Pickering served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. Mr. Pickering has spent 30 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.Mr. Pickering is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation. Mr. Pickering holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.Among other things we discussed U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show

Jun 12, 2025 • 45min
#230: Jeremy McCrea (BMO Capital Markets) - Cognitive Biases 101: Helping Energy Investors Make Better Decisions
Greetings & welcome back to the podcast. This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets.Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector.Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea’s views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.Among other things we discussed Cognitive Biases 101: Helping Energy Investors Make Better Decisions.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Canadian Gas AssociationSupport the show

Jun 5, 2025 • 1h 6min
#229: Mike Belenkie (Advantage Energy) - Infrastructure, Cash Flow & Canadian LNG Opportunities Ahead
Greetings & welcome back to the podcast. This episode we are joined by Mr. Mike Belenkie - CEO of Advantage Energy - a TSX listed energy company with a market cap of ~$2 Billion. Mr. Belenkie joined Advantage in October 2018 as Chief Operating Officer, and was promoted to President and Chief Operating Officer in October 2019 and then to President and Chief Executive Officer in January 2022. Between 2012 and 2018, Mr. Belenkie founded and helped lead Modern Resources to become a highly efficient Deep Basin producer which included oversight on all aspects of the Corporation. From September 2008 to December 2011, Mr. Belenkie held roles of increasing responsibility at Painted Pony including Vice President of Reservoir Engineering and Corporate Development. Prior thereto, Mr. Belenkie held various roles at Talisman Energy (1995-2008) within their North American assets, including Team Lead of Montney and Northeast British Columbia. During 2006 and 2007, Mr. Belenkie was a management consultant with RLG International, working with leadership teams in two major producers in Alaska and Canada, while on secondment from Talisman. Mr. Belenkie received his BSc. In Mechanical Engineering from University of Calgary in 1997 and is a registered professional engineer with APEGA.Among other things we discussed Infrastructure, Cash Flow & Canadian LNG Opportunities Ahead.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Canadian Gas Association Support the show

May 29, 2025 • 1h 1min
#228: Hilary Foulkes (Chord/Pine Cliff/TPH & Co.) - Adventures in Northern Saskatchewan, Hard Rock Origins & CAN/U.S. Mergers
Greetings & welcome back to the podcast. This episode we are joined by Ms. Hilary Foulkes - Independent Director of Chord Energy, Pine Cliff Energy, Senior Advisor at TPH Canada & Vice-Chair Let’s Talk Science.Previously, Ms. Foulkes was an independent director for Modern Resources, Vice President and COO at PennWest Exploration, and Managing Director at Scotia Waterous.Ms. Foulkes earned a BSc with Honours in Earth Science from the University of Waterloo and is a Professional Geologist.Among other things we discussed Adventures in Northern Saskatchewan, Hard Rock Origins & CAN/U.S. Mergers.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsJSGEPACAstro Rentals Global Energy Show CanadaSupport the show

May 22, 2025 • 1h 32min
#227: Robyn Regehr (Calgary Flames/Blueline Oilfield Rentals) - Winning the Stanley Cup, 15 Years in the NHL & Energy Entrepreneurship
Greetings & welcome back to the podcast. This episode we are joined by Mr. Robyn Regehr.Mr. Regehr played ~1089 NHL games over fifteen years including twelve with the Calgary Flames, and three with the LA Kings - where he won the Stanley Cup in 2014.Mr. Regehr also competed for Canada in World Juniors, World Championships, World Cup and Olympics. Mr. Regehr was a member of the NHLPA executive board for 4 years also participated in Audit and Executive Director search committee. Mr. Regehr has been involved in charitable organizations including Flames Foundation, Right To Play, Impact Society - and was a co-founder of Blueline Oilfield Rentals.Among other things we discussed Winning the Stanley Cup, 15 Years in the NHL & Energy Entrepreneurship.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsJSGEPACAstro Rentals Global Energy Show CanadaSupport the show

May 15, 2025 • 1h 10min
#226: Karen Nielsen (Fmr. ATCO/ARC Resources) - Early Field Days, Montney Origins & How Power Markets Influence Energy Prices
Greetings & welcome back to the podcast. This episode we are joined by Ms. Karen Nielsen.Throughout her career, Ms. Nielsen has held executive & board level positions at ATCO EnPower, Seven Generations Energy Ltd., ATCO Power, ARC Resources Ltd., Birchcliff Energy Ltd & Crew Energy Inc.Ms. Nielsen also earned a bachelor’s degree in engineering (with Distinction) from the University of Saskatchewan, and is a registered professional with APEGA.Among other things we discussed Early Field Days, Montney Origins & How Power Markets Influence Energy Prices.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsJSGEPACAstro Rentals Global Energy Show CanadaSupport the show

May 8, 2025 • 50min
#225: Eric Nuttall (Ninepoint) - Election Results, Oil Volatility & Why Canada Needs to Build Infrastructure Projects
Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners, and the Ninepoint Energy Fund - Canada's largest energy fund with ~$2 billion under management.Mr. Nuttall's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.Mr. Nuttall also earned a Bachelor of International Business degree (High Honours) from Carleton University.Among other things we discussed Election Results, Oil Volatility & Why Canada Needs to Build Infrastructure Projects.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsJSGEPACAstro Rentals Global Energy Show CanadaSupport the show

May 1, 2025 • 1h 26min
#224: James Pasieka (Fmr. McCarthy Tétrault) - 50 Years of Law: From Texaco Beginnings to Libyan Oil Deals & Chinese Ventures
Greetings & welcome back to the podcast. James Pasieka is a former partner with the Calgary office of McCarthy Tétrault LLP and has extensive experience in structuring and negotiating transactions for capital projects, joint ventures, corporate financings, mergers, acquisitions and divestitures. He has negotiated or closed deals on six continents. Mr. Pasieka practiced in all segments of the energy sector, in corporate/commercial law generally, and in corporate finance, including early-stage and venture capital financing, mergers, acquisitions and take-overs. Mr. Pasieka has served as an officer or director or chairman of scores of public energy companies over the years. Mr. Pasieka earned an undergraduate degree (distinction) & bachelor of laws degree from University of Manitoba. Among other things we discussed 50 Years of Law: From Texaco Beginnings to Libyan Oil Deals & Chinese Ventures.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show

Apr 24, 2025 • 50min
#223: John Jeffrey (Saturn Oil & Gas) - Bootstrapping to 40,000 boe/d, Mid-Life Cycle Assets & Perspectives of Junior E&P
Greetings & welcome back to the podcast. This episode we are joined by Mr. John Jeffrey - CEO of Saturn Oil & Gas - a TSX listed energy company with a market cap of ~$300M.Prior to assuming leadership of Saturn in 2016, Mr. Jeffrey was the area finance manager for a Fortune 500 engineering consulting firm in Canada. Mr. Jeffrey was a founder and CFO for Axiom Group, a geological and engineering consulting company that has drilled over 800 wells within western Canada. Mr. Jeffrey also is a graduate of the University of Saskatchewan with a MBA degree majoring in Finance.Among other things we discussed Bootstrapping to 40,000 boe/d, Mid-Life Cycle Assets & Perspectives of Junior E&P in 2025.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show

Apr 17, 2025 • 38min
#222: Jordan McNamee (Optimist Fund) - Finding Growth Companies, Capitalizing on Market Volatility & Building an Investment Fund
Greetings & welcome back to the podcast. This episode we are joined by Mr. Jordan McNamee – Founder and Chief Investment Officer of the Optimist Fund - an investment fund with ~$40 million under management. Prior to founding the Optimist Fund, Mr. McNamee worked at CI Global Asset Management as lead Portfolio Manager, and Cambridge Global Asset Management as an analyst covering the global technology, media and communications services sectors. Mr. McNamee earned a Bachelor of Business Administration degree from Wilfrid Laurier University, and has also earned the Chartered Financial Analyst designation.Among other things we discussed Finding Growth Companies, Capitalizing on Market Volatility & Building an Investment Fund.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show