

The Trevor Rose Podcast
Mr. Rose
Sharing insights on energy, investing & business related items.
Episodes
Mentioned books

Nov 7, 2024 • 47min
#199: Ian Dundas Part II (Enerplus/Chord) - Merging Enerplus for $3.8 Billion, The El Paso Days & New Opportunities Ahead
Greetings, and welcome back to the podcast.This episode we are joined by Mr. Ian Dundas - Board Member & advisor to the Chief Executive Officer of Chord Energy - a Houston based energy company listed on New York Stock Exchange, with a market cap of ~$8 billion. Mr. Dundas previously served as a Director and President & Chief Executive Officer of Enerplus Corporation until its combination with Chord Energy in May 2024.Mr. Dundas joined Enerplus in 2002 as Vice-President of Business Development, responsible for corporate acquisition and divestment strategies. In 2011, Mr. Dundas was appointed Executive Vice-President and Chief Operating Officer, where he oversaw the development and execution of Enerplus’ operational strategies, strategic planning, marketing and reserves, as well as acquisitions and divestments. 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 has been an active volunteer in numerous charitable endeavors and was Co-chair of the Calgary YMCA Power of Potential campaign. Mr. Dundas holds a Bachelor of Commerce (Distinction) from the University of Calgary and a Bachelor of Laws (Distinction) from the University of Alberta. He was called to the Alberta Bar in 1995.Mr. Dundas is also a board member of I.S. Energy.Among other things we discussed Merging Enerplus for $3.8 Billion, The El Paso Days & New Opportunities Ahead.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsCanadian Gas Association8am Solutions Support the show

Nov 1, 2024 • 39min
#198: Charlie Locke (Lake Louise) - Ski Resorts, Oil Wells & Mountaineering: 50 Years of Entrepreneurship & Adventure
Greetings & welcome back to the podcast. This episode we are joined by Mr. Charlie Locke - Owner of the Lake Louise Ski Resort, and the Locke Stock & Barrel Company Ltd. which includes (among other investments) ranching interests & oil and gas production in the Bearspaw Area, west central Alberta, and in Montana. Mr. Locke was also one of Canada’s leading climbers and ski mountaineers during the 1960s and 1970s, which included pioneering climbs on the North Face of Mount Temple, the Ten Peaks at Moraine lake, the Great Divide Ski Traverse from Jasper to Lake Louise in 1967, and over 40 first ascents of Alberta and British Columbia peaks. Mr. Locke also earned a commerce degree from the University of Calgary. Among other things we discussed Ski Resorts, Oil Wells & Mountaineering: 50 Years of Entrepreneurship & Adventure.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsSupport the show

Oct 24, 2024 • 1h 18min
#197: Scott Saxberg (Cache Island) - New Creative Projects, Growing Crescent Point to $18 Billion & What’s Next on the Horizon
Greetings & welcome back to the podcast. This episode we are joined by Mr. Scott Saxberg - President and Chief Executive Officer of Cache Island Corp., a private energy company based in Calgary, Alberta, Canada. Before founding Cache Island, Scott was a Co-Founder of Crescent Point Energy and was President and CEO of the company from 2003 to 2018. Under his direction, Crescent Point grew from 275 boe/day in 2001 to 180,000 boe/day by 2018. Through Scott’s tenure, the company distributed over $7.5 billion in dividends and reached a market capitalization of more than $18 billion.In addition, Scott runs his family office, Icebook Investments Corp., that focuses on direct investments in early stage startups. Icebook is currently invested in over 12 early stage companies across a variety of industries including energy tech, retail, real estate, communications, cannabis, e-gaming and fertility.Scott’s lifelong passion for hockey led him to become a co-owner of the NHL hockey team the Arizona Coyotes between 2013-17.Along the way, Scott has received notable recognition, including being named as one of the E&Y’s Top 40 Under 40, awarded the 2009 Producer of the Year in Oilweek magazine and named the 2011 Saskatchewan Oilman of the Year.Mr. Saxberg earned a Bachelor of Engineering in Mechanical Engineering from the University of Manitoba. Among other things we discussed The Growth of Crescent Point, $7.5 Billion in Dividends & What’s Next on the Horizon.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsPipelineonline.caSupport the show

Oct 17, 2024 • 52min
#196: Doomberg Part II - An Update on Doomberg, The Myth of Peak Oil & Why Nuclear Energy Has Reached an Inflection Point
Greetings & welcome back to the podcast. This episode we are joined by the co-founder of Doomberg – an anonymous news publication that provides in-depth analysis on energy, finance & geopolitics - highlighting information missing from mainstream media. Through a process of continuous improvement, Doomberg has grown to the #1 paid finance newsletter on Substack, with over 200,000 readers. Among other things we discussed An Update on Doomberg, the Myth of Peak Oil & Why Nuclear Energy Has Reached an Inflection Point.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnergy United Canadian Gas AssociationUpgrade LabsATB Capital MarketsSupport the show

Oct 10, 2024 • 56min
#195: David Smith (Advantage/Wajax) - The Gulf Canada Days, Ventures in Midstream & What Drives Value in Infrastructure
Greetings & welcome back to the podcast. This episode we are joined by Mr. David Smith - board member of Advantage Energy, Wajax Ltd., & former CEO of Keyera Corp. Mr. Smith has over 38 years of experience in the western Canadian oil and gas industry. Mr. Smith had an extensive career at Keyera Corp. and played a key role its formation, evolution and growth. From 2015 to 2020, Mr. Smith served as President and CEO of Keyera, and prior to that, as President and Chief Operating Officer. Mr. Smith also served as Keyera’s Executive Vice President – Liquids Business Unit, and before that, Executive Vice President, Chief Financial Officer and Corporate Secretary. Prior to joining Keyera, Mr. Smith held progressively senior finance roles at Gulf Canada Resources Limited and Imperial Oil Limited. In addition to Advantage Energy & Wajax Ltd. - Mr. Smith currently serves as a director at Arts Commons, United Way of Calgary and previously served as a director of Crew Energy Inc. Mr. Smith holds a Bachelor of Mathematics degree from the University of Waterloo and a Master of Business Administration from Harvard University. He also holds the ICD.D designation from the Institute of Corporate Directors.Among other things we discussed The Gulf Canada Days, Ventures in Midstream & What Drives Value in Infrastructure.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusEnergy United Canadian Gas AssociationUpgrade LabsATB Capital MarketsSupport the show

Oct 3, 2024 • 40min
#194: Kyla Lawson (Stack Technologies) - Software Tools in Energy, Tech in Calgary & Why User Interface is Essential for Business
Greetings & welcome back to the podcast. This episode we are joined by Kyla Lawson - co-founder of Stack Technologies - a technology company focused on the energy sector - based in Calgary, Alberta Canada.Stack Technologies products include Petro Ninja, the BOE Report, BOE Intel, and A.I. tool titled "Edith" - which (among other things) helps companies manage & interpret data (well & land files) through digitization, indexing and cataloging in one accessible platform.Kyla earned her Bachelor of Commerce degree from the University of Saskatchewan, is a co-founder of the Sports Equipment Bank, and a long time board member and supporter of KidSport Calgary.Among other things we discussed Software Tools in Energy, Tech in Calgary & Why User Interface is Essential for Business Application. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusEnergy UnitedUpgrade LabsATB Capital MarketsSupport the show

Sep 26, 2024 • 35min
#193: Jordan Zinberg (Bedford Park Capital) - Bottom Up Stock Picking, Entrepreneurship in Alberta & Why Canadian Small-Caps Present Opportunity
Greetings & welcome back to the podcast. This episode we are joined by Jordan Zinberg - President and CEO of Bedford Park Capital - an independent investment firm located in Toronto, Ontario, Canada.Mr. Zinberg has over 15 years of investment industry experience including portfolio management and trading, and has served as a director of both private and public companies. Before founding Bedford Park Capital, Mr. Zinberg was a Managing Director and Portfolio Manager at a prominent Toronto-based investment management firm. Prior to that role, Mr. Zinberg spent 7 years at one of Canada’s largest investment dealers. Mr. Zinberg holds an MBA from the Schulich School of Business as well as several industry licenses and certifications. He also holds the Chartered Investment Manager designation and is a fellow of the Canadian Securities Institute. Among other things we discussed Bottom Up Stock Picking, Entrepreneurship in Alberta & Why Canadian Small-Cap Stocks Present Opportunity. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingEnergy UnitedUpgrade LabsATB Capital MarketsSupport the show

Sep 19, 2024 • 53min
#192: Tim McMillan (Garrison Strategy) - Political Tea Leaves, Social License vs. Public Acceptance & Why Advocacy is Important in a Democratic Society
Greetings & welcome back to the podcast. This episode we are joined by Hon. Tim McMillan- partner at Garrison Strategy - a government and public relations firm that offers advice to the resource sector on government policies/regulations, along with economic/political campaign analysis.Mr.McMillan has decades of experience at senior political levels including serving as the Minister of Energy for Saskatchewan under Premier Brad Wall. In addition, Mr. McMillan served as the President of the Canadian Association of Petroleum Producers (CAPP) from 2014 - 2022. Mr. McMillan earned a bachelors degree in economics from the University of Victoria. Among other things we discussed Reading Political Tea Leaves, Social License vs. Public Acceptance & Why Advocacy is Important in a Democratic Society. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingCanadian Gas AssociationUpgrade LabsATB Capital MarketsSupport the show

Sep 12, 2024 • 1h 2min
#191: Hon. Jason Kenney (18th Premier of Alberta) - A Few Reflections on 30 Years of Federal & Provincial Politics
Greetings & welcome back to the podcast. This episode we are joined by Mr.Jason Kenney - 18th Premier of Alberta, and former Canadian Federal Cabinet Minister. A brief history of Mr.Kenney's accomplishments & experience include:-18th Premier of Alberta from 2019 until 2022, and the leader of the United Conservative Party (UCP) from 2017 until 2022-Parliamentary secretary to Prime Minister Harper (2006-2007)-Secretary of State for Multiculturalism and Canadian Identity (2007–2008)-Minister of Citizenship, Immigration and Multiculturalism (2008–2013)-Minister of Employment and Social Development (2013–2015)-Minister of Defence (2015)Mr. Jason Kenney received the Queen Elizabeth II Golden Jubilee Medal in 2002, the Queen Elizabeth II Diamond Jubilee Medal in 2012,and the Albertan version of the Queen Elizabeth II Platinum Jubilee Medal in 2022.Mr. Kenney is currently a senior advisor for the law firm Bennett Jones, and is a Board Member of ATCO, Fairfax India Holdings Corp, Alliance for Responsible Citizenship, SE Health, Teneo, Peoples Group, Lighthouse Voyage, Coril Holdings Ltd., & Senior Fellow at the C.D. Howe Institute.Among other things we discussed A Few Reflections on 30 Years of Federal & Provincial Politics.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingCanadian Gas AssociationUpgrade LabsATB Capital MarketsSupport the show

Sep 5, 2024 • 50min
#190: Tristan Goodman (EPAC) - Provincial vs. Federal Jurisdiction, Attracting Investment Capital & What Makes Good Energy Policy
Greetings & welcome back to the podcast. This episode we are joined by Tristan Goodman - President of The Explorers and Producers Association of Canada (EPAC), a national lobby group representing Canada’s top oil and gas entrepreneurs. EPAC represents over 140 member companies, who spend billions of dollars annually across Canada - directly employing more than 50,000 people in every province and territory.Mr. Goodman is a leading advocate for the Canadian energy industry with governments, regulators, the news media and general public. Mr.Goodman was Senior Vice President with one of Canada's largest energy regulators and has worked for a several multinational energy companies. Mr. Goodman holds a Ph.D.(University of Calgary), LL.M.(University of London) & LL.B.(Osgoode Law School). Among other things we discussed Provincial vs. Federal Jurisdiction, Attracting Investment Capital & What Makes Good Energy PolicyEnjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverusContango MarketingCanadian Gas AssociationUpgrade LabsSupport the show