Trevor Rose Podcast

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dean Popil- Managing Partner & CEO of Lex Capital - a Regina, Saskatchewan based private equity fund which has invested ~$600 million the past fifteen years. Mr. Popil holds a B. Admin (Distinction) from the University of Regina, the Chartered Business Valuator (CBV) designation and the Chartered Financial Analyst (CFA) designation and is a recipient of the Governor General's Medal of Canada. Mr. Popil has been actively involved in managing numerous private equity and venture capital funds over the last 22 years. Mr. Popil is responsible for managing all the due diligence and underwriting of investment opportunities as well as he is actively involved in sourcing new deals, negotiating and structuring terms and raising capital. Mr. Popil currently sits on the Boards of Artis Exploration Ltd., Woodland Development Corp., and PointBreak Resources Inc. and is a Member of Leaders Council at the Hill and Levene Schools of Business, University of Regina.Among other things, we discussed the importance of patient capital, ~20% returns & how volatility creates opportunity for investors.  Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea TechnologiesEVA SoftwareEnverus-Support the show

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Donovan Bailey - two time Olympic Gold Medalist, three time World Champion, and two time World Record holder in sprinting.Mr.Donovan Bailey once held the world record for the 100 meter sprint, with a recorded a time of 9.84 seconds, becoming the Olympic gold medalist at the 1996 summer Olympic games in Atlanta. Mr. Donovan Bailey is also the founder and CEO of Bailey Inc - a global brand-related company specializing in real estate investments, brand partnerships, speed and power consulting, business ventures and media broadcasting.Mr. Donovan Bailey is a commentator for major media outlets such as BBC, CBC and EuroSports on international sporting competitions. Mr. Donovan Bailey was also named a member of the Order of Ontario, an officer to the Order of Canada,  was honored with a star on Canada's Walk of Fame, and has recently authored a new book titled Undisputed: A Champion's Life. This episode was recorded at a recent Classroom Champions event organized by Steve Mesler which raised ~$250,000 to provide athlete mentors to classrooms across Western Canada. Among other things, we discussed running 9.61, growing in Calgary & reflections on a sprinting career. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationSupport the show

Greetings, & welcome back to the podcast. This episode we are joined by Dane Gregoris - Managing Director with Enverus Intelligence Research, a subsidiary of Enverus - an energy software provider with annual revenues of approximately $500 million. Mr. Gregoris joined Enverus in 2014. His previous work experience includes positions at GLJ Petroleum Consultants and Encana. Dane leads the Oil & Gas Research team, and oversees a group of technical and financial specialists using advanced analytics to provide actionable insights.In his role he advises both corporate and institutional clients on strategic investment decisions and is frequently quoted in major media outlets on North American energy topics. Dane graduated from Queen’s University with a degree in geological engineering and is a CFA charter holder.Among other things we discussed inventory scarcity, data quality & how A.I. is helping decisions in the energy sector.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea Technologiesheadracingcanada.comSupport the show

Greetings & welcome back to the podcast.  This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund.  The Ninepoint Energy Fund is Canada's largest energy fund with ~$2.0 billion under management, primarily invested in Canadian mid-cap energy companies.Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.Among other things we discussed windfall taxes, $50 Billion in revenue & why A.I. will require more Canadian energy.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationLearn more about each sponsor at the links above. Support the show

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Paul Colborne - President & CEO of Surge Energy - a TSX listed energy company with a market cap of ~$1 Billion.Mr. Colborne founded Startech Energy Ltd., which grew to a 15,000 boepd, publicly traded company. Eight years later in 2001, Startech was acquired by ARC Energy Trust for more than C$500 million. From September 2003 to January 2005, Mr. Colborne was the President and CEO of StarPoint Energy Trust, a 36,000 boepd publicly traded energy trust.From 1996 to May of 2013, was Mr. Colborne was the Founder and Chief Executive Officer of Crescent Point Energy Ltd Crescent Point Energy, a 140,000 boepd, publicly traded, dividend paying oil and gas company.He was also been Chairman and/or Director of TriStar Oil & Gas Ltd., Westfire Energy Ltd., Twin Butte Energy Ltd., Cequence Energy, Seaview Energy Ltd. Breaker Energy, Mission Oil and Gas Inc. Legacy Oil & Gas, New Star Energy, Red River Oil Inc, Rising Star Resources, Priviti Capital, Lex Capital, and JOG Capital.Mr. Colborne's education includes an undergraduate degree from the University of Calgary in 1986, and a Bachelor of Laws degree from the University of Calgary.Among other things, we discussed the founding and sale of Startech Energy, 0.7x debt to cash flow & why dividends are good for investors. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesLearn more about each sponsor at the links above. Support the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Grafton - Chairman of Westgate Energy - a startup micro cap energy company focused on the Mannville stack fairway located in East-Central Alberta and West Central Saskatchewan. Mr. Grafton has over 30 years of investing experience, and has completed over $22 billion of energy investment transactions.In 1993, Mr. Grafton, co-founded FirstEnergy Capital Corp. in Calgary, Alberta with W.Brett Wilson, Jim Davidson, and N. Murray Edwards. Mr. Grafton has been a founding shareholder and board member of many leading, high-growth energy companies including Northrock, Amber Energy, Athabasca, Pipestone, Tourmaline and Bellatrix.Mr.Grafton graduated from the University of British Columbia (1978), with a Bachelor of Commerce in Finance.Among other things, we discussed starting a new company (Westgate Energy), banking stories & why the next 10 years in energy will be profitable. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsGalatea Technologiesheadracingcanada.comLearn more about each sponsor at the links above. Support the show

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

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

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

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