The Trevor Rose Podcast

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management.Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute.Among other things we learned about Energy Consolidation, Investor Returns & Economic Optimism.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. Mr. Bertram was the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led the company in significant growth and major acquisitions while enabling consistent delivery of value to customers and shareholders. Previously, Mr. Bertram was Vice President of Marketing for Gulf Canada Ltd. and Vice President of Marketing for Amerada Hess Canada Ltd. Mr. Bertram is a director of Methanex Corporation, the world’s largest producer and supplier of methanol to major international markets. Mr. Bertram joined the Emera Board as a Director in 2018. He is a member of the Management Resources Compensation Committee and the Nominating and Corporate Governance Committee. Mr. Bertram received his Bachelor of Commerce from the University of Calgary.Among other things we learned about Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Myron Stadnyk - Chairman of Vermilion Energy & board member of Whitecap Resources & Mancal Corporation.Mr. Stadnyk has over 40 years of oil and gas experience and is the former President & CEO and Director of ARC Resources Ltd., retiring in 2020. During his tenure as CEO, and prior to that as COO, Mr. Stadnyk played a pivotal role in ARC's transformation from a Royalty trust to a leading Canadian producer. His extensive career also includes working for a major oil and gas company in both domestic and international operations.Mr. Stadnyk holds a Bachelor of Science in Mechanical Engineering from the University of Saskatchewan and is a graduate of the Harvard Business School Advanced Management Program. He holds an ICD.D designation from the Institute of Corporate Directors and is a member of the Association of Professional Engineers and Geoscientists of Alberta. Mr. Stadnyk formerly held a position on the Board of Directors of Veren Inc. and PrairieSky Royalty Ltd. and served as a Governor for CAPP for over a decade. Currently, Mr. Stadnyk is the Chairman of Vermilion Energy Inc.Among other things, we learned about Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGCanadian Gas AssociationSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Rule - CEO of Rule Investment Media, co-founder of Battle Bank & former President & CEO of Sprott US Holdings. Mr. Rule began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. Mr. Rule is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Mr. Rule founded the business now known as Sprott US Holdings, merging it into Sprott Inc. (SII) in 2011. Mr. Rule retired from Sprott Inc. in 2021 and resigned from the board of directors in 2023. Mr. Rule is celebrating his retirement by co-founding a new bank, Battle Bank. Mr. Rule is also actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactionsAmong other things, we learned about 50 Years of Resource Investing: Adventures in Gold & Other Related Stories.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob McNally - founder and president of Rapidan Energy Group - an independent energy market, policy, and geopolitical analysis firm based in the Washington, DC area.Bob's 34-year career includes service as a White House energy advisor to President George W. Bush, an oil market analyst, and a hedge fund strategist at Tudor Investment Corporation. His acclaimed book Crude Volatility: The History and the Future of Boom-Bust Oil Prices (Columbia University Press, 2017) received the Honorable Mention in Economics in the 2018 PROSE Awards; the 2023 IAEE Marcel Boiteux Best International Energy Economics Book Award; and the 2024 USAEE Adelman-Frankel Award for unique and innovative contribution to the field of energy economics.Leading media outlets regularly interview Bob, who frequently testifies before Congress on energy markets and national security. From 2001 to 2003, he served as Special Assistant to the President on the White House National Economic Council and, in 2003, Senior Director for International Energy on the National Security Council.Bob earned his B.A./B.S. in Political Science and International Relations from American University and his M.A. in International Economics and Foreign Policy from Johns Hopkins School of Advanced International Studies (SAIS).Among other things we discussed The White House Days & How Swing Producers Affect Oil Prices.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jodi Anhorn - CEO of GLJ - a global energy & petroleum evaluations firm based in Calgary, Alberta, Canada. As an industry expert with 30 years of experience at GLJ, Jodi has witnessed the company evolve from a small reserves evaluations provider to the strategic client partner that it is today. Under Jodi’s guidance as CEO, GLJ’s collective knowledge of subsurface expertise and economics ensures its clients take the right next step toward successful and sustainable solutions. Jodi believes in striking the right balance between meeting global energy demand, including availability, affordability, and environmental performance.Jodi is dedicated to furthering the industry through education and has presented numerous workshops and courses throughout Canada, the United States, South America, and Europe. He is an active board member with the Society of Petroleum Engineers (SPE), and Society of Petroleum Evaluations Engineers (SPEE) and participates in several other energy industry associations. Jodi holds a M.Sc. in Chemical Engineering from the University of Calgary and holds a Professional Engineer designation in the province of Alberta.Among other things we discussed Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Debow - board member of Build Canada and Loblaws International. Mr. Debow is also former VP of Partnerships and Corporate Development at Shopify, and 3x co-founder of Workbrain, Rypple, and Helpful. Mr. Debow was an adjunct professor at the University of Toronto - Faculty of Law where he taught a course on exponential technologies, law & policy.Mr. Debow earned a BA from Western University, a JD/MBA from the University of Toronto, and a LLM from Stanford University.  Among other things we discussed Building Canada: Energy Corridors, Tech & How Economic Growth Drives Prosperity.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Kanovsky - founder and CEO of Sky Energy Corp., a private energy and investment company founded in 1993. Mr. Kanovsky is also a Founding Partner and Associate/Mentor of Creative Destruction Lab (Rockies) as well as serving on advisory boards of several private companies.Mr. Kanovsky started his career in investment banking and subsequently has had significant involvement in the oil, gas, renewable & power industries as well as private operating businesses in real estate, marinas and in Seniors Independent & Assisted Healthcare. He previously served as a founding director/shareholder of Northstar Energy Corporation, ARC Resources Ltd., North American Oilsands Ltd., Bonavista Petroleum Ltd (Lead Director) and Seven Generations Energy Ltd. Michael was a past director of Devon Energy Corporation, Pure Technologies Ltd. (Lead Director), TransAlta Corporation, Cequence Energy (Chair) and Precision Drilling Inc. (Vice Chair).Mr. Kanovsky is Director Emeritus of the Advisory Board of the Ivey School of Business, former Vice Chair of the Alberta Children’s Hospital Board and former Alberta Chair of the Young Presidents Organization. Mr. Kanovsky is Founder and Director of the Kanovsky Family Foundation which was founded in 2004.Mr. Kanovsky holds a Bachelor of Applied Science (Honours) degree in Mechanical Engineering from Queen’s University and a Masters of Business Administration from the Ivey School of Business and is a Professional Engineer.Among other things we discussed The Northstar Energy Days, Bonavista Origins & Ingredients for Long Term Investing.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show

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

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