The Trevor Rose Podcast

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus. Mr. Murti has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003. During his time at Goldman Sachs, Mr. Murti worked as a sell-side equity research analyst covering the energy sector. He was co-director of equity research for the Americas from 2011 to 2014. Previously, Mr. Murti held equity analyst positions at JP Morgan Investment Management from 1995 to 1999 and at Petrie Parkman from 1992 to 1995. Mr. Murti serves on the board of directors of ConocoPhillips & Liberty Energy Inc. He also serves on the advisory boards of ClearPath and Columbia Center on Global Energy Policy and as a board observer to Welligence Energy Analytics. Mr. Murti graduated with a business degree specializing in finance from the University of Denver.Since November 2021, Mr. Murti has published Super-Spiked, a Substack newsletter and podcast about the energy transition.Among other things, we discussed The End of the Energy Transition Era & What it Means for Investors.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United 360 Engineering & Environmental ConsultingEVA SoftwareBroadbill EnergySupport the show

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jamie Murray - portfolio manager at the Murray Wealth Group - a Toronto based investment firm with ~$360M under management. Mr. Jamie Murray has approximately 20 years of experience in the investment sector with previous roles at Investors Group, Desjardins Capital Markets & Dundee Capital Markets.Mr. Murray graduated from The Richard Ivey School of Business, and has also received his Chartered Financial Analyst designation in 2011.Among other things, we discussed Out of Favor Stocks, Protecting Capital, Energy Tariffs & Market Opportunities in 2025.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United 360 Engineering & Environmental ConsultingEVA SoftwareSupport the show

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jim Gray, O.C. - co-founder of Canadian Hunter Exploration - one of Canada's largest natural gas producers before its sale in 2001 for ~$3.4 billion.Among his many awards, Mr. Gray has been inducted into the Alberta Order of Excellence, the Order of Canada, the Calgary Business Hall of Fame, and the Canadian Business Hall of Fame.Mr. Gray was awarded an Honourary Doctor of Laws degree in 1991 by the University of Calgary, and the Energy Person of the Year Award from the Energy Council of Canada.Mr. Gray is also a founder and former Chairman of Calgary Academy, Honourary Chair of the Canada West Foundation and Honorary Life Director of the Calgary YMCA. Mr. Gray is Chairman of the Energy Group of Brookfield Asset Management Inc.Mr. Gray’s previous directorships include Brookfield Asset Management Inc., Cequence Energy Inc., Phoenix Technology Services, Emera Inc., Hudson’s Bay Company, and Canadian National Railway, of which he is Director Emeritus. Among other things, we discussed The Can Hunter Days, Pioneering the Deep Basin & 90 Years of Staying Active.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade Labs360 Engineering & Environmental ConsultingCanadian Gas AssociationSupport the show

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Arun Chandrasekaran - Head of Energy Investment Banking at National Bank- a TSX listed financial institution with a market cap of ~$43 billion. Arun Chandrasekaran has 17+ years of experience in industry. Mr. Chandrasekaran re-joined National Bank as Head of Energy, Investment Banking in August 2016. Prior to re-joining National Bank, Mr. Chandrasekaran worked as a Principal with Stream Asset Financial Management. Mr. Chandrasekaran graduated with Distinction from the University of Alberta with a Bachelor of Commerce Co-operative Education degree.Among other things, we discussed Capital Markets, Avoiding Consensus & Why the Lifecycle of Canadian Energy Will Continue.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade Labs360 Engineering & Environmental ConsultingSupport the show

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Charles Guedo - CEO of 8am Solutions - a Calgary based tech company. 8am Solutions provides software that allows companies to better adhere to workplace safety legislation with the use of machine learning and A.I. Among other uses, 8am Solutions users pay an annual fee, and in exchange - get quick summaries on whether their oil & gas health and safety procedures & documents meet government requirements. Mr. Charles Guedo spent over 10 years in the vendor management & compliance software industry before founding 8am Solutions. Among other things, we discussed A.I. Trends vs. Problem Solving, Tech in Calgary & Finding Market Opportunities in Software.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade Labs360 Engineering & Environmental ConsultingSupport the show

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jason Landau & Mr. Eugene Vath from Waratah Capital - a Toronto, Ontario based asset management firm that has grown from $25 million to ~$4 billion under management since 2010. Mr. Landau is the Managing Director, Portfolio Manager and Head of Investment Team. Mr. Landau received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.Mr. Vath is an investment analyst, and holds a Bachelor of Commerce Degree from the University of Victoria, as well as the CFA designations.Among other things, we discussed Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade Labs360 Engineering & Environmental ConsultingSupport the show

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

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

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

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