The Trevor Rose Podcast

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jason Landau - Managing Director, Portfolio Manager and Head of Investment Team at Waratah Capital Advisors. - an alternative asset management firm, that has grown $35m to over $4 Billion under management since inception in 2010. Jason joined Waratah Capital Advisors in 2010, and is the Lead Portfolio Manager on the Waratah Alternative ESG fund and Co-Portfolio Manager on Waratah One and Waratah One X.  Prior to Waratah, Jason worked at TD Securities as an Associate in Investment Banking and Equity Capital Markets. During his time at TD, Jason was involved in domestic mergers and acquisitions, as well as the structuring and pricing of equity securities, convertible debentures, and preferred shares. Jason received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.Among other things, we discussed the how Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comIn partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is now offering FREE shipping on European factory performance ski gear.By passing brick and mortar savings to customers, Headracingcanada.com offers the lowest pricing available in Canada. Check out  Headracingcanada.com for more info & get your new ski gear for the season. Support the show

Greetings & welcome back to the podcast. This episode we are joined by Mr. Steve Mesler - Olympic gold medalist bobsledder & CEO  of Classroom Champions - a non profit education organization that empowers children to thrive academically, socially and emotionally through the mentorship of world-class athletes. Classroom Champions has been featured in publications such as: Forbes, Sports Illustrated, Sports Illustrated for Kids, ABC News, the Washington Post, The Sporting News, USA Today, and the Yahoo Sports.In addition to winning a gold medial at the 2010 Winter Olympics, Mr.Mesler has also served on the Board of Directors for the United States Olympic and Paralympic Committee from 2015-2022, and spoken an many forums including the Global Education and Skills Forum.Mr.Mesler graduated from the University of Florida with a bachelor's degree (Honors), in exercise and sports science in 2000.You can also learn more about Mr. Steve Mesler at www.stevemesler.org where he sends out an informative bi-weekly newsletter. Among other things, we discussed the value of listening, doing difficult things & a few lessons from the ups & downs in life.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

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.

Greetings & welcome back to the podcast. This episode we are joined by Ms. Hilary Foulkes - Chair of Enerplus Corporation, Senior Advisor of TPH&Co., independent director for Pine Cliff Energy & 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, earning a seat at the table, packing up & heading West as a young geologist & the value of patience in business.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the podcast. This episode we are joined by Mr. Bob Chaisson - CEO of Karve Energy - a private energy company with ~9000BOE/d of production headquartered in Calgary, Alberta, Canada. Mr. Chaisson is an energy entrepreneur who among his 8 exits include selling Beaumont Energy to Whitecap Resources for $587-million in 2015, Cutpick Energy to Crescent Point Energy Corp. for $425-million in 2012, Amber Energy to Alberta Energy Co. in late 1998 for $771-million.Mr. Chaisson graduated with an engineering degree from Nova Scotia Tech & is a member of the APEGA (Association of Professional Engineers and Geoscientists of Alberta).Among other things, we sat down and discussed 8 exits, going from $ 0.25 to $30 & why it pays to be unconventional.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the podcast. This episode we are joined by Ian MacGregor - President of North West Capital Partners - a family office that invests in undiscovered & under valued assets. Prior to North West Capital, Ian MacGregor was the founder, president, chief executive officer and chairman of North West Refining, a 50-percent partner in the North West Redwater Partnership - a $25-billion bitumen refining complex in Alberta’s Industrial Heartland. Mr. MacGregor was also the founder of  Enhance Energy Inc.  Ambyint and Shackleton Exploration & is currently developing a real estate development Carriag Ridge located  halfway between the City of Calgary and Banff. Ian is the founder of the Canadian Museum of Making, a 20,000-square-foot internationally recognized museum with a world-class collection of African metalwork and machinery dating back to the Industrial Revolution, as well as an extensive collection of early oil field equipment.  Ian received his B.Sc. in mechanical engineering from the University of Calgary in 1971.Among other things, we sat down and discussed Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business.Like the interviews & podcasts ? Consider subscribing hereThis podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the podcast. This episode we are joined by Andrew Judson - senior advisor at Fort Capital & Director at Pieridae Energy Limited, Condor Energies Inc., Drift Resource Technologies, Field Safe Solutions, the Fraser Institute, and WinSport.Prior to joining Fort Capital as a Senior Advisor, Andrew spent twenty four years in Capital Markets and Private Equity, focused on all aspects of the energy industry – upstream E&P, oilfield services and midstream processing. Mr. Judson was Managing Director of Camcor Partners Inc. (an energy focused private equity firm), Managing Director of Institutional Sales at FirstEnergy Capital Inc., and Managing Director of Institutional Sales at Tristone Capital Inc. Mr. Judson  graduated from the University of Calgary with a BA in History (Distinction)(1991) and an MBA in Finance (Distinction)(1995).Among other things, we sat down and discussed adventures in investment banking, watching $1.00 grow to $18 & why energy M&A will continue.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.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.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. Support the show

Greetings & welcome back to the podcast.This episode we are joined by Steve Larke - director at Topaz Royalty,  Headwater Exploration Inc. & Vermilion Energy  - three TSX listed energy companies with markets caps of ~$3 Billion, $2 Billion & $3 Billion respectively. Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., an energy-focused private equity fund based in Calgary, Alberta. Prior to joining Azimuth Capital Management Inc., Mr. Larke was Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005. Both at Peters & Co. and TD Newcrest, Mr. Larke received leading rankings in the Brendan Wood International survey of institutional investors. Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations. In addition, Mr. Larke is a Fundamentals of Sustainability Accounting (FSA) Credential Holder. Mr. Larke has over 21 years of experience in energy capital markets, including research, sales, trading and equity finance. Among other things, we sat down and discussed the efficiency paradox, inflation & why global energy demand is up 35%.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the podcast.This episode we are joined by Brendan McCracken - CEO of Ovintiv - an energy company listed on the TSX & NYSE with a market cap of ~$17 Billion & $13 Billion respectively. Mr. McCracken has served as President & CEO of Ovintiv since August 2021.With 25 years of industry experience, he has played a significant role in defining company strategy, positioning Ovintiv for success. Mr. McCracken has held a range of senior leadership positions at Ovintiv, including the role of President, Executive Vice-President of Corporate Development and External Affairs, Vice-President and General Manager of Canadian Operations and Vice-President of Investor Relations.Mr. McCracken is a member of the Association of Professional Engineers and Geoscientists of Alberta. He is active in several organizations including the American Exploration and Production Council and the Canadian Association of Petroleum Producers.Mr. McCracken graduated from Queen’s University with a Bachelor of Science degree in mechanical engineering and from the University of Oxford with a Master of Business Administration.Among other things, we sat down and discussed building inventory, durable returns & why intangible culture matters.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Rene Amirault  - CEO of Secure - an energy company listed on the TSX with a market cap of ~$2.3 Billion.Rene Amirault was appointed as the President and Chief Executive Officer of SECURE in March 2007, serving as President until November 2, 2022. Mr. Amirault was elected a director and appointed as Chairman of the Board in June 2007.From 2006 to 2007, he was an independent businessman.From 2001 to 2006, he was the Vice President of Corporate Development of Tervita Corporation (formerly CCS Income Trust). Rene held various roles at Tervita Corporation from 1994 to 2006, including Vice President roles in Sales and Marketing, Business Development and Corporate Development. He was Vice President of Corporate Development of Tervita Corporation or its predecessor companies from 2001 to 2006, during which time his responsibilities included business development, acquisitions, strategic planning and investor relations. Rene has over 25 years of experience in the energy industry. He held various positions with Imperial Oil Ltd. from 1981 to 1994, including marketing, project management, finance and accounting capacities. Rene received a Certified General Accountant designation in 1984.Among other things, we sat down and discussed 80% recurring cash flow, empathizing the field & why customer service matters.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.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.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. Support the show