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Trevor Rose Podcast

Latest episodes

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Jan 30, 2025 • 1h 10min

#211: Rob Broen (Athabasca Oil) - Stock Buybacks, 80 Years of Reserves & Why Return of Free Cash Flow is Good for Investors

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Rob Broen - President & CEO of Athabasca Oil - a Calgary based energy company listed on the TSX, with a market cap of ~$3 billion. Mr. Broen Joined Athabasca in November 2012 as Senior Vice President Light Oil, and was Promoted to Chief Operating Officer in 2013, and CEO in 2015.Mr. Broen has over 25 years of exploration and production experience including 18 years with Talisman Energy in various technical and management capacities (President, Talisman Energy USA Inc. and Senior Vice President, North American Shale). At Talisman, Mr. Broen managed capital budgets over $1 billion and a 120,000 boe/d North American shale portfolio (Montney, Duvernay, Marcellus and Eagle Ford).Mr. Broen earned a Bachelor of Science in chemical engineering from the University of Alberta, and is a graduate of the Ivey Executive Program at the Richard Ivey School of Business.Among other things we disused Stock Buybacks, 80 Years of Reserves & Why Return of Free Cash Flow is Good for Investors.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsCanada ActionSupport the show
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Jan 23, 2025 • 57min

#210: Jeff Robson (Vada Capital) - Building a Family Office, Adventures in Rodeo & Private Equity Differentiation

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jeff Robson - President & CEO of Vada Capital - an independent, family-backed private equity firm based in Calgary, Alberta, Canada. Mr. Robson is a board member of the Haskayne Hunter Centre for Entrepreneurship and Innovation, the First Monday Foundation, the Alberta Hockey Foundation, is a also a Robson DNA Center Board Advisor, a General Manager of Canadian Professional Rodeo Association and Founding Partner of Creative Destruction Labs Rockies.Mr. Robson earned a Business Management degree from California Polytechnic State University-San Luis Obispo.Among other things we disused Growing a Family Office, Adventures in Rodeo & Private Equity Differentiation.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsCanadian Energy Executive AssociationSupport the show
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Jan 16, 2025 • 33min

#209: Jamie Mackie (Richardson Wealth) - The Wilson Mackie Days, 150 Years in Calgary & Opportunities in the Wealth Management Sector

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jamie Mackie who is retired now, but spent 40 years in the investment banking, energy & wealth management sectors. Mr. Mackie's 40 years of experience included roles at Richardson GMP, Macquarie Group, J F Mackie & Company & FirstEnergy Capital where he was an early member of the firm. Mr. Mackie earned a Bachelor’s of Science degree from the University of Calgary, and a Master of Science Degree from Yale University. Among other things we disused The Wilson Mackie Days, 150 Years in Calgary & Opportunities in the Wealth Management Sector.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsPipelineonline.caCanadian Energy Executive AssociationSupport the show
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Jan 9, 2025 • 57min

#208: Jeff Davison (Prostate Cancer Centre) - The 2025 Calgary Mayor Election: Unlocking Economic Development & Why it Matters

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jeff Davison - 2025 Calgary Mayor Candidate & Chief Executive Officer of the Prostate Cancer Centre - an Alberta-based health charity dedicated to providing clinical support, education and resources to help men navigate the complex world of prostate cancer.Mr. Davison has spent over twenty years with publicly traded companies in the energy, technology and creative services sectors and was elected to Calgary City Council from 2017 - 2021. Jeff Davison is currently on the University of Calgary Board of Governors and Senate, and has previously served on the Board of Directors for Calgary Municipal Land Corporation, Calgary Economic Development, and the Opportunity Calgary Investment Fund. Mr. Davison earned a bachelor’s degree in Communications Studies from the University of Calgary in 2003, and also attended Cornell University in 2017 for its Strategy Program in Marketing.Among other things we disused The 2025 Calgary Mayor Election: Unlocking Economic Development & Why it Matters.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsCanada ActionCanadian Energy Executive AssociationSupport the show
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Jan 2, 2025 • 1h 3min

#207: Alex Epstein (Center for Industrial Progress) - New Year Edition: Thinking 101, Technology Growth & Why Canadian Energy Enables Human Flourishing

Hello, and welcome back to the podcast This episode we are joined by Alex Epstein - founder & President of the Center for Industrial Progress - a for-profit think-tank seeking to bring about a new industrial revolution by using technology to improve the planet across a multitude of industries including mining, manufacturing, agriculture, chemistry, and energy. Mr. Epstein is also the author of the new book titled Fossil Future, the New York Times bestseller The Moral Case for Fossil Fuels, and the creator of EnergyTalkingPoints.com - a source of talking points on energy, environmental, and climate issues.Mr. Epstein has made his moral case for fossil fuels at dozens of campuses, including Harvard, Yale, Stanford, and Duke (his alma mater), and has also spoken to employees and leaders at dozens of Fortune 500 companies, including ExxonMobil, Chevron, Phillips 66, Valero, Enbridge, and TransCanada.Mr.Epstein also holds an undergraduate degree from Duke University.Among other things we disused Technological Development, Thinking 101 & Why Canadian Energy is a Source of Human Flourishing.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsRARE Oilfield ServicesCanadian Energy Executive AssociationSupport the show
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Dec 26, 2024 • 48min

#206: Mark Mulroney (Scotiabank) - The Art of Listening, Family Lessons & Opportunities in Capital Markets

Merry Christmas, happy holidays & welcome back to the podcast.This episode we are joined by Mr. Mark Mulroney - Vice Chair, Global Banking and Markets at Scotiabank - a TSX & NYSE listed financial institution with a market cap of ~$100 billion & ~$70 billion respectively.Mark Mulroney joined Scotiabank in 2018 and has served as Head of Financial Institutions and Sponsors within Corporate and Investment Banking. Mark Mulroney was appointed to his current role as Vice Chair, Global Banking and Markets in October 2024 where he is focused on strategic relationships and advancing synergies within Global Banking and Markets as well as the broader Bank.Prior to joining Scotiabank, Mark served as Co-Head of Equity Trading and Head of Equity Capital Markets with National Bank Financial Markets. He began his career in 2001 at Goldman Sachs & Co. in New York City. In 2005, Mark moved to Toronto with RBC Capital Markets and was promoted to Head of Equity Trading in 2007, relocating to London (UK). In 2009, he returned to Canada as Co-Head of Equity Agency Trading in Toronto.An active community volunteer, Mark is involved in a variety of fundraising efforts and also serves on a number of not-for-profit boards including The BlackNorth Initiative, Co-Chairs the Boost (CYAC) Fundraising Advisory Board and is Chair of the Brian Mulroney Institute of Government Advisory Board, at St Francis Xavier (Antigonish, Nova Scotia).Mark holds an undergraduate degree from Duke University (2001).Among other things we disused The Art of Listening, Family Lessons & Opportunities in Capital Markets.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsRARE Oilfield ServicesCanadian Gas AssociationSupport the show
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Dec 19, 2024 • 54min

#205: Graeme Edge (Energy Distruptors) - From a $250k Loss to Richard Branson & the Journey Thus Far

Hello, and welcome back to the podcast.This episode we are joined by Mr. Graeme Edge - co-founder and CEO of Energy Disruptors - a conference created to address the opportunities and challenges presented in the energy industry by connecting leaders who share their perspectives on technology, new business models, emerging global trends, & policies.In addition to the Energy Disruptors conference, Mr. Edge is the founder & CEO of ScaleBlaze - an executive search firm specializing in clean energy/clean tech, energy transition, and e-mobility sectors. Mr. Edge also earned a bachelor's degree from King's College London.Among other things we discussed going From a $250k Loss to Booking Richard Branson & the Journey Thus Far.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsRARE Oilfield ServicesSupport the show
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Dec 12, 2024 • 55min

#204: Ward Polzin (Camino/Chord Energy) - 40 Years of American Energy: A Few Lessons from E&P & Banking

Hello, and welcome back to the podcast.This episode we are joined by Mr. Ward Polzin - board member of Chord Energy, Founder and Executive Chairman of Camino Natural Resources & Venture Partner of NGP Energy (“NGP”), a private equity investment firm based in Dallas, TX.Previously, Mr. Polzin served as CEO of Centennial Resource Development, LLC (“Centennial”), an NGP portfolio company focused on the Permian basin of West Texas, from 2013 to 2016. Prior to forming Camino and Centennial, Mr.Polzin served as a Managing Director and a founding partner in Investment Banking at Tudor, Pickering, Holt & Co., where he spearheaded the firm’s E&P asset acquisition and divestiture practice. Mr. Polzin earned a B.S. in Petroleum Engineering from the Colorado School of Mines in 1984 and an M.B.A. from Rice University in 1986. He is also a CFA charter holder.Among other things we disused 40 Years of American Energy: A Few Lessons from E&P & Banking.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsRARE Oilfield ServicesSupport the show
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Dec 5, 2024 • 1h 5min

#203: Josée Tremblay (Strategic Decisions Group) - $100M Wells, Female Capital & Why Canadian Offshore Energy is Growing

Hello, and welcome back to the podcast.This episode we are joined by Ms. Josée Tremblay - Principal at Strategic Decisions Group, a global firm specializing in helping companies discover innovative opportunities and make the best possible strategic investments.Previously, Ms. Tremblay worked both onshore and offshore in the energy industry at Can Hunter Exploration, Burlington Resources, ConocoPhillips, INPEX Corporation and most recently on the production, development and exploration of Canada’s East Coast as the Vice President for the region with Suncor Energy. Ms. Tremblay served over three years as the Chair of the Canadian Association of Petroleum Producers (CAPP)-Offshore Policy Group, is currently the Vice-Chair of the Board of Directors at C-Core, and is a member of the Institute of Corporate Directors.Ms. Tremblay is the Chair of the Schulich Industry Advisory Councila at the Schulich School of Engineering, board member of Triple Point Resources & Genoa Design International.Ms. Tremblay holds a Bachelor of Science in Mechanical Engineering from the University of Calgary, a Strategic Decision and Risk Management certificate from Stanford School of Engineering and an Executive Education Certificate in Finance and Accounting from Rice University. Ms. Tremblay also recently attended the Harvard In-Residence Leadership program at the business school.Among other things we disused $100M Wells, the Opportunity of Female Capital in Industry & Why Canadian Offshore Energy is Growing.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade Labs8am Solutions RARE Oilfield ServicesSupport the show
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Nov 28, 2024 • 1h 11min

#202: Steve Larke & Dave Szybunka (Topaz/Canoe Financial) - Global Energy Demand, 50% Consumption Growth & How Investors Can Benefit

Greetings, and welcome back to the podcast.This episode, we are joined by Mr. Steve Larke & Mr. Dave Szybunka - for a special live edition of the podcast at the 2024 CALEP Conference.Mr. Larke is a corporate director at Topaz Energy, Headwater Exploration & Vermilion Energy - and previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., 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.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.Mr. Dave Szybunka is Senior Portfolio Manager & Managing Director, Energy Team at Canoe financial,  has 17 years’ experience in portfolio management and energy equities analysis. Previously, he worked at Rayne Capital as the Head Energy Portfolio Manager.Prior to that, David was Associate Portfolio Manager on the Canoe Energy team. His career in the energy industry started as a Financial Analyst with Peters & Co, a Calgary-based energy investment dealer.David has a Bachelor of Commerce (finance) from the University of Alberta and is a CFA Charterholder.Among other things we disused Global Energy Demand, 50% Consumption Growth & How Investors Can Benefit.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsPipelineonline.ca8am Solutions Support the show

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