The Trevor Rose Podcast

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Manuj Nikhanj - CEO of Enverus - a private energy-focused software and data analytics company with revenues of ~$1 billion. Before joining Enverus, Manuj was co-President and co-CEO of RS Energy Group. Over the last 17 years he has completed several hundred evaluations of public and private producers, plays and assets. Manuj has served as a trusted advisor for multiple company boards and executive teams around strategy and execution on new and existing assets. Prior to RS Energy Group, Manuj was Co-Head of Energy Research at ITG, which in 2011 acquired the Ross Smith Energy Group where Manuj was a partner. He obtained his Bachelor of Commerce degree (with distinction) from the University of Calgary and is a CFA and FRM charterholder.Among other things we learned about Enverus Origins, A.I. Growth & Why Power Demand is Rising.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals AmbyintBunch ProjectsSupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by  Mr. Steve Letwin - CEO of Mancal Corporation - a privately owned holding company of the Mannix family - with interests in natural resources, energy, real estate, and venture capital. Steve has served on Mancal Corporation’s Board of Directors since the company’s inception in 1999, Steve was appointed President and Chief Executive Officer in 2020.He brings a strong background in natural resources, having served as President and Chief Executive Officer of IAMGOLD Corporation for over nine years, in addition to holding a seat on its Board of Directors. Earlier in his career, he was Executive Vice President, Gas Transportation & International at Enbridge, Inc., where he was based in Houston, Texas, and held overall responsibility for Enbridge Energy Partners, L.P. and its U.S. operations.Throughout his career, Steve has demonstrated a strong commitment to voluntary leadership. His recent community affiliations include serving as a Director on the Corporate Campaign Committee for Texas Children’s Hospital, Patron of UNICEF Alberta, and Director, YMCA Calgary. In recognition of his volunteer service, he was awarded the Alberta Centennial Medal in 2006.Among other things we learned about Cash Flow, Gold Adventures in Africa & Capital Allocation in 2025.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Ambyint Bunch ProjectsSupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by  Mr. Grant Fagerheim - CEO of Whitecap Resources - a TSX listed energy company with a market cap of ~$14 billion. Mr. Fagerheim is President and Chief Executive Officer of Whitecap Resources Inc., a position he has held since 2009, and also founder of Whitecap Resources Inc., Kereco Energy Ltd. (Cadence), Ketch Resources Ltd, and Ketch Energy Ltd. He was appointed to the board of The Fraser Institute in January 2020. He has worked in both the Canadian upstream and downstream segments of the energy industry. His past directorships include both public and private energy producing and service companies.Mr. Fagerheim is an active member in the community in both volunteer and charity roles and has a passion for combining academics with athletics. He is a director of the Hockey Canada Foundation, serving since January 2008, has served as Chairman of the Foundation and was also a member of the Order of Hockey Canada executive committee. He also has served as Chairman of the Edge School for Athletes in Calgary.  In recognition for his contributions to Canada to date Mr. Fagerheim was awarded the Queen’s Diamond Jubilee Medal created in 2012 to honour the 60th anniversary of Her Majesty Queen Elizabeth II.  He was inducted into the Saskatchewan Oil & Gas Hall of Fame in 2017 and was named Saskatchewan Oil Person of the Year in 2021.Among other things we learned about Dividends, Shareholder Returns & Why Canadian Energy Is Growing.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by  Mr. Steve Loukas -  CEO of Obsidian Energy - a TSX listed energy company with a market cap of approximately $600 million, and partner at FrontFour Capital Group - a value-based investment management firm. Stephen Loukas was appointed Interim President and Chief Executive Officer of Obsidian Energy Ltd. effective December 5, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting. Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm. Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst. Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt. Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans. Mr. Loukas  is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.Among other things we learned about Waterfloods, 14% Oil Recovery & Return of Capital in 2026.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. John Dielwart - Chairman of TransAlta a TSX listed ectricity generation and wholesale marketing company with a market cap of ~$7 billion. Mr. Dielwart was formerly Chief Executive Officer of ARC Resources Ltd., which owns and operates oil and gas properties in Western Canada. He oversaw the growth of ARC Resources from start-up in 1996 to a company with a total capitalization of approximately $10 billion at the time of his retirement. After his retirement from ARC Resources on January 1, 2013, Mr. Dielwart re-joined ARC Financial Corp. as Vice-Chairman and Partner. ARC Financial is Canada’s leading energy-focused private equity manager. In 2020, Mr. Dielwart resigned from the board but remained as Partner and member of ARC Financial’s Investment and Governance committees, and currently represents ARC Financial on the board of Aspenleaf Energy Limited.Mr. Dielwart has a Bachelor of Science with distinction (civil engineering) from the University of Calgary. He is a member of the Association of Professional Engineers and Geoscientists of Alberta and is a past-Chairman of the Board of Governors of the Canadian Association of Petroleum Producers. In 2015, Mr. Dielwart was inducted into the Calgary Business Hall of Fame and in 2018 he received the Oil and Gas Council’s Canadian Lifetime Achievement Award.Among other things we learned about Building ARC Resources, 1st Montney Wells & Canadian Power Markets.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show

Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field. You can find Terry's writing on the boereport.com as well as his personal website publicenergynumberone.comAmong other things we learned about Grid Stability, Canadian Pipelines & Why Public Opinion is Shifting.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Murray Mullen - CEO of Mullen Group - a TSX listed logistics company with a market cap of ~$1.2 billion. Mr. Mullen joined the Company in 1977 after graduating from the University of Calgary with a Bachelor of Arts (Economics) degree and has served in various capacities with Mullen Group. Mr. Mullen has been instrumental in the growth of Mullen Group and has directed all of the acquisitions undertaken by Mullen Group.Among other things we learned about 75 Years of Logistics, NAFTA & Why Canada Needs Pipelines.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by Lucy Hargreaves - CEO of Build Canada - a non-profit organization & civic movement seeking to drive economic growth and prosperity in Canada.Build Canada has expanded from policy memos to nationwide events, open-source tools (e.g., an AI "MP" for bill analysis and a trade barriers tracker), and campus chapters at over 15 universities, fostering a "builder movement" to make Canada the world's most prosperous nation. Lucy previously served as Vice President of Partnerships and Corporate Affairs at Patch, a San Francisco-based climate impact software startup, where she focused on corporate sustainability initiatives remotely from Canada. Lucy was Chief Government Relations Officer at Dairy Farmers of Canada, advocating for agricultural policy; an advisor at Invest Ottawa, supporting tech ecosystem growth; and a five-year parliamentary staffer for the Liberal Party, including two years as Chief of Staff to former Cabinet Minister Mona Fortier. Lucy earned a B.A. from the University of Toronto (Hons), and an MPA from Columbia University where she was an Fulbright Scholar. Among other things we learned about Cutting Spending, Lowering Regulations & Canadian Optimism.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals JSGEVASupport the show

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Bob Dhillon - President & CEO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion.Bob Dhillon is Founder, President & CEO of Mainstreet Equity Corp., a publicly traded real estate corporation on the Toronto Stock Exchange (TSX:MEQ). Based in Calgary, Alberta, Canada, as at Q3 2025, assets are valued at CDN$3B+ with 18,771 rental apartment units across western Canada (BC, AB, SK and Winnipeg). For over 25 years, Bob and Mainstreet have provided consistent, year over year, double digit returns to investors through MEQ’s continued organic growth.Bob is also the owner of National Payments, a Visa and MasterCard approved merchant-processing business in the financial services sector.In 2018, Bob gifted CDN$10M to the University of Lethbridge towards the creation of the Dhillon School of Business (DSB).Mr. Dhillon has been awarded numerous awards including: Appointed as Officer of the Order of Canada, the Queen Elizabeth II Platinum Jubilee Medal 2022 and Diamond Jubilee Medal, Appointed Honorary Consul General of Belize for Canada, Entrepreneur of the Year Prairies Real Estate and Construction (Ernst & Young 2015), Top 25 Canadian Immigrant Awards (Royal Bank of Canada, 2015), & Alberta’s 50 Most Influential People (Alberta Venture Magazine, 2011).Mr. Dhillon sits on numerous boards including Strathcona Resources, Alberta Investment Management Corporation (AIMCo), Advisory Council for the Canada-India Business Council & Invest Alberta Corporation.Mr. Dhillon received a Master of Business Administration - Richard Ivey School of Business at the University of Western Ontario. Among other things we learned about The Berkley Days, Montney 1st Innings & Canadian LNG Growth.Among other things we learned about 25 Years of Growth, Mid-Market Value & Early Real Estate Deals.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals JSGEVASupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Mike Rose - CEO of Tourmaline Oil Corp - a TSX listed energy company with a market cap of ~$24 billion.Mr. Rose has been the Chairman, President and Chief Executive Officer of Tourmaline since he founded the Company in August 2008. Prior thereto, he was Chairman, President and Chief Executive Officer of Duvernay Oil Corp. (“Duvernay“), a publicly traded oil and gas company (2004-2008). Mr. Rose has more than 38 years of experience in the oil and gas industry and held various exploration and production positions including managing exploration and petroleum engineering research for a large E&P company before founding Berkley Petroleum Corp. (“Berkley“) in 1993. After the sale of Berkley in 2001, Mr. Rose founded Duvernay, which was sold in August 2008 for $5.9 billion.Mr. Rose was educated at Queen’s University, graduating with an honours degree in Geology. He is a member of the Association of Professional Engineers and Geoscientists of Alberta and the Canadian Society of Petroleum Geologists. Among other awards, Mr. Rose is the recipient of the Stanley Slipper Gold Medal from the Canadian Society of Petroleum Geologists (2009).Among other things we learned about The Berkley Days, Montney 1st Innings & Canadian LNG Growth.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals JSGCGASupport the show