The Trevor Rose Podcast

Greetings & welcome back to the rose bros podcast.This episode we are joined by Dave Spyker – President & CEO of Freehold Royalties - a TSX listed royalty company with and a market cap of ~$2.4 billion & ~7 million gross acres of land across North America.David Spyker was appointed President and Chief Executive Officer in January 2021. Since September 2020 Mr. Spyker has served as Interim President and Chief Executive Officer. Mr. Spyker joined Rife Resources Ltd. in November 2016 as Vice-President, Production and was appointed Chief Operating Officer in March 2019. Prior to, he held various roles at Anderson Exploration Ltd., Anderson Energy Ltd., and Anderson Energy Inc. Mr. Spyker has over 30 years of industry experience. He holds a Bachelor of Science degree in Mechanical Engineering from the University of Alberta and is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA). He currently serves on the Board of Governors of the Canadian Association of Petroleum Producers (CAPP).Among other things, we discussed growing through stressful times, going international, why royalties are a hedge against inflation, the outlook for Canadian Energy and what makes a good royaltyEnjoy!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 Martin Pelletier – Senior Portfolio manger at Wellington-Altus Private Counsel– a multi-billion dollar portfolio management firm.  Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional equity research and capital markets primarily at two top-ranked boutique investment banks.Martin is regularly featured in the media as a market strategist including his weekly column in the Financial Post’s Investment Pro section for the past decade.He is a member of Oilweek Magazine’s class of 2012 Rising Stars, Calgary CFA volunteer of the year (2014), Thomson Reuters Canada’s top 40 social influencers in finance, innovation and risk (2017), Wealth Professional Canada Leading Portfolio Managers (2019), a finalist for BlackRock Award for Canadian Portfolio/Discretionary Manager of the Year (2019) (2020), Avenue Living Award for Canadian Portfolio/Discretionary Manager of the Year (2021), and is a Wealth Professional 5-Star Advisor (2022).Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.Among other things, we discussed owning vs. renting opinions, 10 % yields, interest rates, dividends vs. share buybacks & why Calgary is growing. 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 Josh Young – Chief Investment Officer & Founder of Bison Interests – a Houston based investment firm that focuses on the energy industry. Since inception, Bison Interests has returned ~130% to its clients as it actively invests in publicly traded equities. Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. Josh became Chairman of the Board of RMP Energy in 2017. After refreshing the board and management team and rebranding the company (Iron Bridge Resources), it was bought out at a 78% premium in 2018. Josh is the author of numerous articles on oil & gas investments and the guest speaker at various energy industry conferences. He graduated with honors from the University of Chicago in economics. Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. Josh worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008.  We discussed starting an energy fund, outperforming benchmarks, dividends vs. buybacks, value traps, how to value an energy company, good prices vs. good assets, the dangers of diversification, the outlook for natural gas & the relevance of OPECEnjoy!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 Cody Battershill – real estate agent and founder of Canada Action- an independent, grassroots, non-partisan organization that advocates for the responsible development of Canadian resources.Cody has twice sat on the Boards of Governors for the Calgary Real Estate Board, and is a former instructor at the Alberta Real Estate Association,. Cody is also a recipient of the Queen Elizabeth II Platinum Jubilee Medal (Alberta) for contributions to Calgary and the energy sector.We sat down for a smooth cup of rose bros coffee  and discussed the case for Canadian energy the economic opportunity available to all Canadians.Also, stay tuned until the end of the episode, as Cody offers a special promo offer on all Canada Action merchandise.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 Bob Geddes – president of Ensign Energy Services, a multi-national energy services company with approximately 4000 employees, ~$3 billion in assets, and a market cap of ~$700 million.Mr. Geddes has been with Ensign since 1991 and is currently the President and Chief Operating Officer of the Corporation, a position he has held since 2007. He has acted as Vice President Canadian Drilling from 1999 to 2004 and President Canadian Operations from 2004 to 2006. He is a past Chairman of the Canadian Association of Oilwell Drilling Contractors (CAODC), current Chairmen of the International Association of Drilling Contractors (IADC) and is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA). He holds a B.Sc. in Mechanical Engineering from the University of Alberta.We sat down for a smooth cup of rose bros coffeeand discussed the origins of Ensign with billionaire founder Murray Edwards, the recipe for energy services success, market cycles, why we need all forms of energy and the importance of free markets.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.Also, 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 Simon Belanger, co-host of the Canadian Investor Podcast – a podcast for Canadian Investors that features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.The show has grown to be a Canadian favorite as it racks up millions of downloads per episode, and is a top ranked podcast across all platforms.We sat down for a smooth cup of rose bros coffee and discussed building & monetizing a podcast, why cash can be a good asset during inflation, REITS & how rising interest rates are impacting Canadians.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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 Chris Slubicki, most recently President, CEO & Director of Modern Resources Inc., a Calgary-based private oil and gas company which was sold to Tourmaline Oil for ~$150MM.  From 2009 to 2011, Chris was Chief Executive Officer of OPTI Canada, which was sold to CNOOC for $2.1 billion in late 2011.Chris is the former Vice-Chairman of Scotia Waterous and was one of the four original founders of Waterous and Co., a private global oil and gas mergers and acquisitions firm, starting the firm in Calgary in 1989. Prior to selling the firm to Bank of Nova Scotia in 2005, the firm expanded to offices in five countries with a staff of 88 and completed hundreds of oil and gas transactions over its 17-year tenure. Chris has held operations management and engineering positions within the oil and gas industry at Placer CEGO Petroleum Ltd. and Chevron Canada Resources Ltd.  Chris graduated with a B.Sc. in Mechanical Engineering from Queen’s University and an MBA from the University of Calgary. He is a Professional Engineer in Alberta, and a member of APEGA. Chris served on the board of Alpine Canada Alpine for seven years, the last two as Chair. Chris coached young ski racers with the Fernie Alpine Ski Team for 14 years and served as President of the club for three years.We sat down for a smooth cup of rose bros coffeeand discussed entrepreneurial success, the easiest way to reduce emissions, opaque green energy policies, Jevons Paradox, why the energy industry benefits all Canadians & why the world needs more of it.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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 Hooks – Chairman & CEO of Phoenix Energy Services Corp, a publicly listed energy services company (TSX: PHX) with revenues of approximately $600 million.John has been the CEO of Phoenix Technology Income Fund since 1995 and Chairman of the Board of Phoenix since 2000. He was President of Phoenix Energy Services from 1995 until 2015. Previous to joining Phoenix, Mr. Hooks founded Thread Tech Energy Systems Ltd., a private connection manufacturing and Fiberspar composite line pipe distribution company in 1985. Thread Tech became Fiberspar Canada and provided services to the oil and gas industry until its assets were sold in June 2003. We sat down for a smooth cup of rose bros coffee and discussed lessons from 40 years in the energy services sector, why there are fewer rigs running today than ever, higher energy production and record profits.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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, Happy Holidays, and welcome back to the rose bros podcast.This episode we are joined by Michael J. Tims, C.M., LL.D.(Hon.), CBV - Vice Chairman of MATCO Investments Ltd., a private investment holding company. Michael J. Tims joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Michael served as the longtime Chairman of Peters & Co., and before that as President & CEO.Mike holds a Bachelor of Commerce degree (with Distinction; Gold Medalist) from the University of Calgary. He holds an MBA degree from Harvard Business School; and he received an honorary Doctor of Laws degree from the University of Calgary.Recognitions of Michael’s business achievement and community service include, among others: a Member of the Order of Canada (2018); the Founders’ Award from the Fraser Institute (2018); the Woodrow Wilson Award (Canada Institute) for Corporate Citizenship (2016); a Lifetime Achievement Award from the Oil & Gas Council (2015); and induction into the Canadian Investment Industry Hall of Fame (2014).Mike is the immediate past Chairman of the National Gallery of Canada. He previously served as Chairman of: the Canadian Investor Protection Fund; the Investment Dealers Association of Canada; the United Way of Calgary and Area; and West Island College (Alberta). He has also served as a director or governor of a number of other organizations.We sat down for a smooth cup of rose bros coffee and discussed lessons learned from forty years in energy investing.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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, and welcome back to the rose bros podcast.This episode we are joined by Bryden Teich - Bryden Teich, Partner and Portfolio Manager at Avenue Investment Management - a independent private wealth management firm with approximately $400 million under management.Bryden joined Avenue in 2013 and earned his CFA designation in 2015.Prior to joining Avenue, Bryden spent time working in Debt Capital Markets at TD Securities.He graduated from the University of Toronto in 2012 with an honours degree in Economics. We sat down for a smooth cup of rose bros coffee and discussed investing your own money alongside clients, avoiding zero, taming volatility, why markets aren’t efficient, the value in recognizing patterns, avoiding fragile assumptions, thinking independently, admitting you’re wrong, what makes a good investment & generating creative investment ideas.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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