The Trevor Rose Podcast

Greetings & welcome back to a special Halloween edition of the rose bros podcast.This episode we are joined by Mr. Trent Boehm, known as The White Walker on Twitter/X,  for a Zombie inspired discussion on the energy markets. Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus Canada which operates under the brands Stifel FirstEnergy and Stifel GMP in Canada. From 2016 to 2019, Mr. Boehm served as a Managing Director and Head of Energy Sales on the executive committee at Canadian public company, GMP Capital. From 2002 to 2016 Mr. Boehm was a Managing Director and Head of Capital Markets at FirstEnergy Capital, where he was an integral part of the leadership team that built this privately held firm into a widely respected authority on the energy sector.Mr. Boehm is also a director at Western Energy Services Corp. Mr. Boehm holds a Chartered Financial Analyst designation in addition to a Bachelor of Commerce degree from the University of Calgary.Among other things, we sat down and discussed recent energy market volatility, 2024 pricing & why M&A is good for Canadian energy markets Happy Halloween everyone & stay safe out there!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 Mick Dilger - Chairman of Secure Energy Services & previous CEO of Pembina Pipeline - two energy companies listed on the TSX with a market cap of ~$2 Billion & $23 Billion respectively. Mr. Dilger was President and Chief Executive Officer of Pembina Pipeline Corporation ("Pembina") from January 2014 to November 2021.Prior thereto he was Pembina’s President and Chief Operating Officer (February 2012 to December 2013), Chief Operating Officer (November 2008 to February 2012) and Vice President, Business Development (2005 to 2008).Before joining Pembina, Mr. Dilger worked as a senior executive in various financial and business development positions in both oil and gas as well as infrastructure companies.Mr. Dilger was a director of Trilogy Energy Trust for 14 years, where he served as Chairman of the Health, Safety & Environment Committee until 2017, when Trilogy was sold. Mr. Dilger was co-chair of the 2016 United Way of Calgary campaign. Mr. Dilger has been a Chartered Professional Accountant since 1989 and holds a Bachelor of Commerce degree from the University of Calgary. Among other things, we discussed growing a company to $40 Billion, the value of authenticity & why scarcity is important in business. 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 Headracingcanada.comIn partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the European factory performance ski gear from its online storefront, by passing brick and mortar savings on to customers. Check out  Headracingcanada.com for more info on the 2024 collection, and get your high performance ski gear for the upcoming season. Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Dr. Scott Tinker - founder of the nonprofit Switch Energy Alliance, and Director of the Bureau of Economic Geology at The University of Texas at Austin, the Texas State Geologist of Texas, and a professor holding the Allday Endowed Chair in the Jackson School of Geosciences at The University of Texas at Austin.Along with Director Harry Lynch, Dr. Tinker co-produced the award-winning documentary films Switch and Switch On, which have been screened in over 50 countries. Dr. Tinker is the host of PBS Energy Switch, an energy and climate talk show appearing on over 200 PBS stations nationwide, and Earth Date, featured weekly on over 450 public radio stations in all 50 United States. Dr. Tinker's writing has appeared from Forbes to Fortune to Scientific American. Dr. Tinker completed a Bachelor of Science in Geology and Business Administration, Magna Cum Laude and Phi Beta Kappa at the Trinity University in San Antonio, Texas. Dr. Tinker also received a Master of Science in Geological Sciences from the University of Michigan, Ann Arbor in 1985, and a Ph.D. in Geological Sciences from the University of Colorado, Boulder.Dr. Tinker is also a member and past President of the American Association of Petroleum Geologists (AAPG). Among other things we sat down and discussed 2 Billion without power, regressive taxes & why western energy policy is changing.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 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 Robert Colcleugh  -  Chief Executive Officer of Tidewater Midstream & Tidewater Renewables - two energy companies listed on the TSX with a market cap of ~$400 million & $260 million respectively. Mr. Colcleugh has been the Chairman of the Board of Beyond Energy Services & Technology Corp ("Beyond"), a managed pressure drilling service company since August 2017. Prior thereto, Mr. Colcleugh was the Chief Executive Officer of Beyond from January 2017 until August 2017. Mr. Colcleugh was the Chief Executive Officer and Director of Iron Bridge Resources Inc., a TSX listed oil and gas producer, from July 2017 until its sale in October 2018. From 2009 until January 2017, he was Managing Director of Investment Banking for Macquarie Capital Markets Canada Ltd. (a division of Macquarie Bank). Prior thereto, he was one of the founders of Tristone Capital Inc., a global energy investment banking boutique that was purchased by Macquarie in 2009.Mr. Colcleugh obtained his B.A. in Economics from the University of Western Ontario and graduated from the University of Western Ontario's Ivey Business School with an MBA in 1997.Among other things, we sat down and discussed investment banking entrepreneurship & Canada's 1st renewable diesel plant.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 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 Rob Lauzon - CIO at Middlefield Capital - a Toronto based asset management company with over $2 billion under management.Mr. Lauzon is Managing Director and has been employed by Middlefield Capital Corporation since 2002, and has been managing equity income portfolios since 2003 across Middlefield’s Funds. Mr. Lauzon also manages the Income Plus Class mutual fund which won Lipper Awards in 2012, 2013 and 2017. He holds an Honours Bachelor of Business Administration from Wilfrid Laurier University in Waterloo, Ontario, a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, and holds the designation of Chartered Financial Analyst. Mr. Lauzon is a frequent guest on BNN and is often interviewed for his market views for Canada’s national newspapers.Among other things we discussed 5% yields, healthy energy prices & what makes a good dividend. 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 Craig Bryska - President & Chief Executive Officer of Crescent Point Energy - a NYSE & TSX listed company with a market cap of ~$6 Billion on both exchanges. Prior to his current position, Mr. Bryksa was Vice President, Engineering West and has held a number of senior management roles with Crescent Point since joining the company in 2006, directly overseeing the development and operations of each of Crescent Point’s core assets.Mr. Bryksa's experience as a professional engineer in the oil and gas industry also includes working with companies such as Enerplus Resources Fund and McDaniel and Associates Consultants. Mr. Bryksa is a member of the Association of Professional Engineers and Geoscientists of Alberta and the Association of Professional Engineers and Geoscientists of Saskatchewn. Mr. Bryska holds a Bachelor of Applied Science degree in Petroleum Engineering from the University of Regina.Among other things, we sat down and discussed top well results, 60% return of capital & rebuilding a better company.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 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 Alan Norris - Executive Chairman  of Brookfield Properties’ Development Group & Brookfield Residential Properties. Mr. Norris  joined Carma Developers in 1983 and became CEO in 1994. In 2011, Carma merged with Brookfield Homes to create Brookfield Residential, the flagship North American residential property company of Brookfield Asset Management. Under Alan's leadership, the company’s asset base grew to over $4.8 billion, 1,400 employees and operations in 16 major North American markets.Mr. Norris is also involved in his community, having recently chaired the Resolve Fundraising campaign to raise $120 million for affordable housing in Calgary and is past Chairman of the Calgary Homeless Foundation. In 2018, The Calgary Chamber and SAIT conferred on him an Honorary Bachelor Degree for his community work and he was inducted into the BILD Alberta Hall of Fame for his contributions to the industry. In 2019, Alan was honored as a Fellow of the CPA as part of the CPA Alberta’s annual Achievement Awards.He holds a B.A. degree in accounting and economics and two Chartered Accountant Designations, Scotland and Canada.Among other things, we sat down and discussed a few lessons from 40 years of real estate investing & why housing prices are rising. 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 John Brussa - Partner & Chairman of BD & P Law  Firm - a full-service boutique law firm headquartered in Calgary, Canada.In addition to being known for co-creating the $100 Billion energy income trust market, Mr.Brussa has been a partner of Burnet, Duckworth & Palmer LLP since 1987. Mr. Brussa is also a board member of numerous companies including Cardinal Energy Ltd., Crew Energy Inc. (Chairman), Crown Capital Partners Inc., Coelacanth Energy & CVW CleanTech.Mr. Brussa obtained a Bachelor of Arts degree from the University of Windsor in 1978 and a Bachelor of Laws degree, with Gold Medalist distinction, from the University of Windsor in 1981. He articled with Burnet, Duckworth & Palmer LLP and was admitted to the Law Society of Alberta in June, 1982.Mr. Brussa also contributions to many organizations including Haskayne School of Business, Calgarians Committed to Change Cabinet, RESOLVE Campaign & Calgary Homeless Foundation.Among other things, we sat down and discussed buying $1.00 for $0.50, inflection points & why creativity is important in business. 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 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 Ian Dundas - President & CEO of Enerplus Corporation - a Calgary based energy company that trades on both the Toronto Stock Exchange and the New York Stock Exchange, with a market cap of ~$5 billion & $3.7 billion respectively. Enerplus currently produces ~100,000 BOE/d from its USA properties in North Dakota & Pennsylvania. Mr. Dundas became President & Chief Executive Officer of Enerplus on July 1, 2013.Mr. Dundas joined Enerplus' predecessor in 2002 as Vice President of Business Development, and in 2010 his role expanded to Executive Vice President.  In 2011, Mr. Dundas was appointed as the Executive Vice President & Chief Operating Officer.  Prior to joining Enerplus, Mr. Dundas held several executive positions in the merchant banking business, where he helped oil and gas companies grow by accessing the funding and expertise they required.  Mr. Dundas is a member of the Business Council of Canada and of the Board of Governors of the Canadian Association of Petroleum Producers.Mr. Dundas has been an active volunteer in numerous charitable endeavors, and is currently a committee member of the YMCA Fund Development Committee, and previously the Co-Chair of the YMCA Power of Potential Campaign Committee.  Mr. Dundas holds a Bachelor of Commerce (Distinction) from the University of Calgary and a Bachelor of Laws (Distinction) from the University of Alberta. Mr. Dundas was called to the Alberta Bar in 1995.Among other things we discussed the importance of full cycle returns, turning $1.00 into $1.30, the future of Enerplus and why to avoid debt.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 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 Clay Seigle - Director, Global Oil Service at Rapidan Energy Group - a provider of energy research and analysis for investors,  global companies & policy makers. Clay has 23 years of experience in the energy industry with specific focus on oil market intelligence and trading strategy, with recent senior management roles at Vortexa and Genscape. Previously, he was Energy Segment Lead at Maxar and served in several roles at IHS, including Director of its Global Oil advisory service. Prior to IHS, Clay was Senior Oil Market Analyst at Enron and an Analyst at the US Department of Energy. Clay has lectured on energy security and geopolitical risk at events hosted by The Atlantic Council, KAPSARC, The Baker Institute, S&P Platts, Thomson Reuters, and Argus. His published works include “Mispricing the Russia Risk Factor” (Petroleum Economist, February 2022). Clay has been a guest on CNBC’s “Fast Money” and “Worldwide Exchange,” and on CNN’s “Newsroom,” and has been interviewed in The New York Times, The Wall Street Journal, The Houston Chronicle, Bloomberg, and Reuters. Clay earned his B.A. in Government from the University of Texas at Austin, and his M.A. in International Economics and Foreign Policy from The Johns Hopkins University’s School of Advanced International Studies (SAIS). Among other things we discussed oil prices at $90, energy security, market intelligence & the importance of a Chinese recovery on oil demand. 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