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Trevor Rose Podcast

Latest episodes

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Apr 4, 2024 • 50min

#168: William Lundin (International Petroleum Corp) - Climbing Everest, Family Lessons & What's Next for IPC

Greetings, and welcome back to the podcast. This episode we are joined by Mr. William Lundin - President & CEO of International Petroleum Corp - a TSX & Stockholm Stock Exchange listed energy company with a market cap of ~$2 billion (CAD) & ~$16 billion (Swedish Krona) respectively. Mr. Lundin has been with IPC since 2018, and previously with BlackPearl Resources Inc. He has gained diverse experience in conventional and unconventional oil and gas resources working in operations, facilities and production engineering. Prior to being appointed as Chief Operating Officer of IPC, he served in a project management position with IPC Canada.Mr. Lundin was the Chief Operating Officer of IPC from December 2020 to end 2023. He was appointed as President and Chief Executive Officer of IPC in January 2024.Mr. Lundin is currently a Director of ShaMaran Petroleum Corp., Filo Corp. and Orrön Energy AB and serves on the Board of the Lundin Foundation. He is a registered professional engineer in Canada.William Lundin  holds a degree in Mineral Resource Engineering from Dalhousie University. Among other things, we discussed climbing Mt. Everest, family lessons & what's next for IPC.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea TechnologiesEnergy Unitedheadracingcanada.comLearn more about each sponsor at the links above. Support the show
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Mar 29, 2024 • 51min

#167: Bob Dhillon (Mainstreet Equity) - 19% Interest Rates, Building a Real Estate Business & Why Canadian Home Prices Are Rising

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Bob Dhillon - President & CEO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion.Mainstreet Equity is based in Calgary, Alberta, Canada, as at Q4 2023, assets are valued at CDN$3B+ with 17,000+ rental apartment units across western Canada (BC, AB, SK and Winnipeg). For over 22 years, Bob and Mainstreet have provided consistent, year over year, double digit returns to investors through MEQ’s continued organic growth.In the 2019 Scotiabank Equity Research Daily Edge poll, MEQ led the Total Return Performance for the Canadian Listed Real Estate Sector, outperforming the TSX Real Estate Index at 89.9%. In a 20-year (2000 - 2020) stock performance comparison of the TSX, MEQ outperformed Amazon, Berkshire Hathaway and Royal Bank of Canada.Along with its healthy balance sheet success, Mainstreet is a strong and proud champion of affordable housing in western Canada.Bob is also the owner of National Payments, a Visa and MasterCard approved merchant-processing business in the financial services sector.In 2018, Bob gifted CDN$10M to the University of Lethbridge towards the creation of the Dhillon School of Business (DSB).Mr. Dhillon has been awarded numerous awards including: Appointed as Officer of the Order of Canada, the Queen Elizabeth II Platinum Jubilee Medal 2022 and Diamond Jubilee Medal, Appointed Honorary Consul General of Belize for Canada, Entrepreneur of the Year Prairies Real Estate and Construction (Ernst & Young 2015), Top 25 Canadian Immigrant Awards (Royal Bank of Canada, 2015), & Alberta’s 50 Most Influential People (Alberta Venture Magazine, 2011).Mr. Dhillon sits on numerous boards including the Canada Mortgage and Housing Corporation (CMHC), Alberta Investment Management Corporation (AIMCo), Advisory Council for the Canada-India Business Council & Invest Alberta Corporation.Mr. Dhillon received a Master of Business Administration - Richard Ivey School of Business at the University of Western Ontario. Among other things, we sat down and discussed 19% interest rates, building a real estate business & why Canadian home prices are rising.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea TechnologiesEnergy Unitedheadracingcanada.comLearn more about each sponsor at the links above. Support the show
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Mar 21, 2024 • 1h

#166: Scott Burrows (Pembina) - New Pipelines, LNG Opportunities & What Makes a Good Midstream Business

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Scott Burrows - President & CEO of Pembina Pipeline - a TSX & NYSE  listed energy transportation and midstream company with a market cap of ~$26 billion on both exchanges. Previously, Mr.Burrows was Chief Financial Officer of Pembina for approximately seven years, overseeing the Company’s financial operations, investor relations, treasury, tax, risk management, corporate planning, corporate development, and capital market financings. Prior to his role as CFO, Scott served as Vice President, Capital Markets, and as Vice President, Corporate Development and Investor Relations. In these roles, Scott was responsible for guiding Pembina through its corporate-level financial analysis of business opportunities in addition to strategic development and planning, acquisitions, and divestitures. He also supported the Company’s participation in the capital markets by evaluating various financing alternatives and oversaw Pembina’s investor relations and related marketing initiatives. Before joining Pembina in 2010, Scott spent seven years in energy-focused investment banking where he provided advice and counsel related to mergers and acquisitions, dispositions, joint ventures and equity and debt financings. He has considerable experience in the energy industry, including petroleum, natural gas and other product pipelines and related infrastructure facilities. Scott has a Bachelor of Commerce from the University of British Columbia and is also a CFA® Charterholder. Among other things, we discussed new pipelines, LNG opportunities & what makes a good midstream business. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationEnergy UnitedLearn more about each sponsor at the links above. Support the show
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Mar 14, 2024 • 59min

#165: W.Brett Wilson (Prairie Merchant Corp) - The Early Days: A Few Lessons from the Entrepreneurial Journey at FirstEnergy

Greetings, and welcome back to the podcast. This episode, we are joined by W.Brett Wilson - CEO & Chairman of Prairie Merchant Corp - a private merchant bank which finances key personal investments in five major areas - energy, agriculture, real estate, entertainment and sport.Prior to founding Prairie Merchant Corp, Mr. Brett Wilson co-founded investment banking advisory firm, Wilson Mackie & Co., in 1991, and in 1993, co-founded FirstEnergy Capital Corp. in Calgary, Alberta with Rick Grafton, Jim Davidson, and N. Murray Edwards. Mr. Brett Wilson was a season 3, 4 & 5 panelist on CBC Television's Dragons' Den. He has written regularly on entrepreneurship for publications including Oilweek, Alberta Venture and the National Post, and in 2012, he published the book titled Redefining Success: Still Making Mistakes.His sports interests include ownership in the Nashville Predators of the National Hockey League. Mr. Brett Wilson has supported hundreds of charities including, The Southern Alberta Institute of Urology, the David Foster Foundation, Right to Play & the Wilson Centre for Domestic Abuse Studies at the Calgary Counseling Centre.Mr. Brett Wilson obtained a Bachelor of Science in Civil Engineering from the University of Saskatchewan and a Masters of Business Administration degree from the University of Calgary.In 2010, Mr. Brett Wilson received an Honorary Doctorate of Laws from Royal Roads University. In 2011, he was awarded the Order of Canada and subsequently received the Saskatchewan Order of Merit in 2012.Among other things, we discussed the early days at FirstEnergy, and a few of the lessons learned from the entrepreneurial journey. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationEnergy UnitedLearn more about each sponsor at the links above. Support the show
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Mar 8, 2024 • 58min

#164: Steve Loukas (Obsidian/FrontFour Capital) - Hedge Funds, Restructuring Obsidian & Opportunities Going Forward

Greetings, and welcome back to the podcast. This episode, we are joined by  Mr. Steve Loukas -  CEO of Obsidian Energy - a TSX listed energy company with a market cap of approximately $750 million, and partner at FrontFour Capital Group - a value-based investment management firm. Stephen Loukas was appointed Interim President and Chief Executive Officer of Obsidian Energy Ltd. effective December 5, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting. Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm. Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst. Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt. Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans. Mr. Loukas  is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.Among other things, we discussed hedge fund strategies, restructuring Obsidian & the opportunities going forward. 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 Galatea Technologies. Galatea is a software company based in Calgary that is focused on helping producers better manage their fluid logistics. Galatea enables field operators and truck drivers with the ability to make the optimal decision on every waste, water or clean oil load resulting in 20% savings on trucking & disposal costs. The Galatea platform makes it easy to create digital truck tickets, manifests and shipping documents that automatically flow through into field data capture and finance. Galatea's platform is used by over 50% of Canadian producers, 600 trucking companies and hundreds of disposal locations. Visit Galateatech.com to learn about how to optimize that last line on your lease op.This podcast is sponsored by  Energy United.Energy United is an organization with a mission to promote practical energy policy across Canada. At Energy United, we're building a community of Canadians passionate about Canada's natural gas and oil industry who are willing to take action. Energy United is driving change on issues that matter - all the way from the carbon tax to the emissions cap. Join Energy United to make a difference at  www.energyunited.ca Support the show
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Mar 1, 2024 • 1h 28min

#163: Hal Kvisle (Arc Resources/Finning/Cenovus) - Structuring M&A Deals, $2 Trillion in Assets & Common Sense Energy Policy

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Hal Kvisle - Board Chair of Arc Resources, Finning International Inc., South Bow Energy and Director for Cenovus Energy.Mr. Kvisle was Chief Executive Officer of Talisman Energy from 2012 – 2015. From 2001 – 2010, he served as Chief Executive Officer of TransCanada Corporation, now TC Energy, which included the commissioning and start-up of the Keystone Pipeline. Prior to joining TransCanada in 1999, he founded and was President of Fletcher Challenge Energy Canada, a successful Canadian upstream business with ventures in Venezuela, Argentina and Mexico. Previously, he held engineering, finance and management positions with Dome Petroleum Limited. Mr. Kvisle was named Canada’s CEO of the Year in 2008 and selected to the Canadian Petroleum Hall of Fame in 2012.In 2021, he received the Institute of Corporate Directors Fellowship Award. He is the founding Chair of the Business Council of Alberta and the former Chair of the Interstate Natural Gas Association of America, the Mount Royal College Board of Governors and the Nature Conservancy of Canada.Mr. Kvisle holds a Bachelor of Science in Engineering degree from the University of Alberta, a Master of Business Administration and Honorary Doctor of Laws degrees from the University of Calgary, and an Honorary Doctor of Laws degree from Mount Royal University. He is a Fellow of the Canadian Academy of Engineering.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 sponsored by Canada Action - who's belief is that Canadian oil and natural gas is a force for good in the world, and history will look back upon us favourably. Canadian energy plays a critical role in our society by reinforcing global energy security, underpinning Canadian economic prosperity and setting the benchmark for environmental leadership.Get your free stickers at BuildCanadaUp.ca to show your support or follow @CanadaAction on social media.This episode is brought to you by the Canadian Gas Association. CGA represents Canada’s natural gas delivery industry, whose members include distribution companies, transmission companies, equipment manufacturers, and other service providers. CGA members deliver safe, reliable and affordable natural gas to meet 38 per cent of Canada’s energy needs. Visit cga.ca to learn more about Canada’s natural gas. And our last sponsor for This episode is brought to you by Garrison Strategy.  This episode is brought to you by Garrison Strategy.  Tim McMillan and the team of highly experienced partners at Garrison Strategy excel in guiding companies through the challenging landscape of the oil and natural gas industry. With extensive backgrounds in political, regulatory, and association leadership, they're your go-to experts for understanding and navigating Canada's shifting energy policy. Visit them at Garrisonstrategy.caSupport the show
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Feb 22, 2024 • 1h 7min

#162: Jamie Heard (Tourmaline) - $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential

Greetings, and welcome back to the podcast. This episode, we are joined by  Mr. Jamie Heard - VP of Capital Markets at Tourmaline Oil Corp - a TSX listed energy company with a market cap of ~$20 Billion.Mr. Heard has served as the Vice President, Capital Markets of Tourmaline Oil Corp. since December 2023. Prior to joining Tourmaline in 2019, Mr. Heard served as an analyst and investor in Castleton Commodities International, Surveyor Capital, BMO Capital Markets, and Barclays.Mr. Heard holds a Master of Science in Business Administration majoring in Finance from the William E. Simon Graduate School of Business Administration at the University of Rochester and a Bachelor of Commerce, majoring in Finance and Economics from Carleton University. He is CFA Charterholder.Among other things, we discussed $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis 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 the Canadian Gas Association. CGA represents Canada’s natural gas delivery industry, whose members include distribution companies, transmission companies, equipment manufacturers, and other service providers. CGA members deliver safe, reliable and affordable natural gas to meet 38 per cent of Canada’s energy needs. Visit cga.ca to learn more about Canada’s natural gas. 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
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Feb 15, 2024 • 40min

#161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy

Greetings, and welcome back to the podcast. This episode, we are joined by  Ms.Barb Munroe - Chair of Crescent Point Energy - a NYSE & TSX listed company with a market cap of ~$5 Billion on both exchanges.  Prior to Crescent Point, Ms. Munroe was Executive Vice President, Corporate Services and General Counsel for WestJet Airlines from November 2016 until retiring in March 2019. Ms. Munroe joined WestJet in November 2011 as Vice President & General Counsel and was promoted to Senior Vice President, Corporate Services & General Counsel in June 2015. She was the Assistant General Counsel, Upstream at Imperial Oil Ltd. from 2008 to 2011, and the Senior Vice President, Legal/IP & General Counsel, Corporate Secretary for SMART Technologies Inc. from 2000 to 2008.Ms. Munroe is an experienced corporate director, serving as a director with ENMAX Corporation and as a member of the Alberta Cancer Foundation's board of trustees. Ms. Munroe holds a Bachelor of Commerce, Finance degree and a Bachelor of Laws degree, both from the University of Calgary. Ms. Munroe was admitted to the Law Society of Alberta in 1991 and also holds the ICD.D designation from the Institute of Corporate Directors.Among other things we discussed A new corporate direction & reflections on governance from tech to energy.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis 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
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Feb 8, 2024 • 44min

#160: Joe Raia (Abaxx Technologies) - Building a New Commodities Exchange, Futures Contracts & LNG: The Investment Case in Plain Sight

Joe Raia, Chief Commercial Officer of Abaxx Commodities Futures Exchange and Clearinghouse, discusses building a new commodities exchange, futures contracts, and the investment case for LNG. They explore the importance of overseeing speculators in commodity markets and the need for a physically deliverable contract in the LNG market. Additionally, they discuss the value chain in the commodities market and the potential of using technology to improve collateral utilization.
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Feb 1, 2024 • 1h 1min

#159: Brad Fedora (Trican Well Services) - Breaking into Investment Banking, 43% Share Reduction & Opportunities in Energy Services

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Brad Fedora - President & CEO of Trican Well Services - a TSX listed energy company with a market cap of ~ $900 million.Mr. Fedora has been a director of Trican since June 2017 and, most recently, was Chairman of the Board until August 2020 when he become CEO.Prior to that, he was President and CEO of Canyon Services Group Inc. (“Canyon”) from 2007 until 2017 when it was acquired by Trican. Before joining Canyon, Mr. Fedora spent the previous decade with Peters and Co. Limited, a Calgary-based investment bank focused on the energy sector, where he specialized in financings and merger and acquisition transactions for the oil and natural gas service and supply sector. He is a former director of Horizon North Logistics, Canyon, IROC Energy Services Corp., Petroleum Services Association of Canada, and Marsa Energy Inc. Mr. Fedora holds a Bachelor of Science from the University of Saskatchewan and an MBA in finance from the University of British Columbia. He is a 2009 recipient of Canada’s Top 40 Under 40 Award.Among other things we discussed breaking into investment banking, 43% share reduction & opportunities in energy services.Enjoy.Like the interviews & podcasts ? Consider subscribing hereThis 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

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