The Trevor Rose Podcast

Mr. Rose
undefined
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.
undefined
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
undefined
Jan 25, 2024 • 52min

#158: Derek Evans (MEG Energy) - $2 Decisions, the Renaissance Days & Why Low Costs are Important in the Energy Business

Greetings, and welcome back to the podcast. This episode, we are joined by Derek Evans - CEO of MEG Energy - a TSX listed energy company with a market cap of ~ $7 billion. Mr. Derek Evans was appointed as the President and Chief Executive Officer, and a Director in August 2018. He is a veteran oil and gas industry executive with over 40 years of experience. From May 2009 to March 2018, he served as the President, CEO and Director of Pengrowth Energy, where he led the Company through a major transformation, streamlining its asset base from 35 properties to two growth assets, with over $9 billion of development opportunities. Prior to joining Pengrowth, Derek was the President, CEO and Director of Focus Energy Trust, a dividend paying royalty trust company. During his tenure at Focus, Derek was successful in increasing the market valuation approximately five times, while distributing more than $400 million to unitholders. Mr. Evans holds a Bachelor of Science in Mining Engineering from Queen’s University and is a registered professional engineer in Alberta.Among other things we discussed $2 decisions, a look back at the Renaissance Energy days & why low costs are important in the energy business.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
undefined
Jan 18, 2024 • 49min

#157: Jason Landau (Waratah Capital) - Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jason Landau - Managing Director, Portfolio Manager and Head of Investment Team at Waratah Capital Advisors. - an alternative asset management firm, that has grown $35m to over $4 Billion under management since inception in 2010. Jason joined Waratah Capital Advisors in 2010, and is the Lead Portfolio Manager on the Waratah Alternative ESG fund and Co-Portfolio Manager on Waratah One and Waratah One X.  Prior to Waratah, Jason worked at TD Securities as an Associate in Investment Banking and Equity Capital Markets. During his time at TD, Jason was involved in domestic mergers and acquisitions, as well as the structuring and pricing of equity securities, convertible debentures, and preferred shares. Jason received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.Among other things, we discussed the how Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas.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.comIn partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is now offering FREE shipping on European factory performance ski gear.By passing brick and mortar savings to customers, Headracingcanada.com offers the lowest pricing available in Canada. Check out  Headracingcanada.com for more info & get your new ski gear for the season. Support the show
undefined
Jan 10, 2024 • 1h 10min

#156: Steve Mesler (Classroom Champions) - Listening, Doing Difficult Things & a Few Lessons From the Ups & Downs in Life

Greetings & welcome back to the podcast. This episode we are joined by Mr. Steve Mesler - Olympic gold medalist bobsledder & CEO  of Classroom Champions - a non profit education organization that empowers children to thrive academically, socially and emotionally through the mentorship of world-class athletes. Classroom Champions has been featured in publications such as: Forbes, Sports Illustrated, Sports Illustrated for Kids, ABC News, the Washington Post, The Sporting News, USA Today, and the Yahoo Sports.In addition to winning a gold medial at the 2010 Winter Olympics, Mr.Mesler has also served on the Board of Directors for the United States Olympic and Paralympic Committee from 2015-2022, and spoken an many forums including the Global Education and Skills Forum.Mr.Mesler graduated from the University of Florida with a bachelor's degree (Honors), in exercise and sports science in 2000.You can also learn more about Mr. Steve Mesler at www.stevemesler.org where he sends out an informative bi-weekly newsletter. Among other things, we discussed the value of listening, doing difficult things & a few lessons from the ups & downs in life.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
undefined
Dec 27, 2023 • 1h 2min

#155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking

Rafi Tahmazian, Senior Portfolio Manager at Canoe Financial, discusses his updated investment thesis and the golden era of energy investment banking. They explore the positive changes in the industry, potential risks and opportunities in energy investing, and advise investors to be pragmatic when reading biased journalism. They also touch on Warren Buffett's investments, the psychology of investing, and successful market trend recognition. Additionally, they discuss successful investment opportunities in the energy sector and highlight the importance of introducing young innovators into the fishing industry.
undefined
Dec 22, 2023 • 56min

#154: Hilary Foulkes (Enerplus/Pine Cliff/TPH & Co.) - Earning a Seat at the Table, Going West & the Value of Patience in Business

Greetings & welcome back to the podcast. This episode we are joined by Ms. Hilary Foulkes - Chair of Enerplus Corporation, Senior Advisor of TPH&Co., independent director for Pine Cliff Energy & Let’s Talk Science.Previously, Ms. Foulkes was an independent director for Modern Resources, Vice President and COO at PennWest Exploration, and Managing Director at Scotia Waterous.Ms. Foulkes earned a BSc with Honours in Earth Science from the University of Waterloo and is a Professional Geologist.Among other things we discussed, earning a seat at the table, packing up & heading West as a young geologist & the value of patience in business.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
undefined
Dec 14, 2023 • 1h 4min

#153: Bob Chaisson (Karve Energy) - 8 Exits, Going from $0.25 to $30 & Why it Pays to be Unconventional

Greetings & welcome back to the podcast. This episode we are joined by Mr. Bob Chaisson - CEO of Karve Energy - a private energy company with ~9000BOE/d of production headquartered in Calgary, Alberta, Canada. Mr. Chaisson is an energy entrepreneur who among his 8 exits include selling Beaumont Energy to Whitecap Resources for $587-million in 2015, Cutpick Energy to Crescent Point Energy Corp. for $425-million in 2012, Amber Energy to Alberta Energy Co. in late 1998 for $771-million.Mr. Chaisson graduated with an engineering degree from Nova Scotia Tech & is a member of the APEGA (Association of Professional Engineers and Geoscientists of Alberta).Among other things, we sat down and discussed 8 exits, going from $ 0.25 to $30 & why it pays to be unconventional.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
undefined
Dec 11, 2023 • 50min

#152: Ian MacGregor (North West Capital) - Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business

Greetings & welcome back to the podcast. This episode we are joined by Ian MacGregor - President of North West Capital Partners - a family office that invests in undiscovered & under valued assets. Prior to North West Capital, Ian MacGregor was the founder, president, chief executive officer and chairman of North West Refining, a 50-percent partner in the North West Redwater Partnership - a $25-billion bitumen refining complex in Alberta’s Industrial Heartland. Mr. MacGregor was also the founder of  Enhance Energy Inc.  Ambyint and Shackleton Exploration & is currently developing a real estate development Carriag Ridge located  halfway between the City of Calgary and Banff. Ian is the founder of the Canadian Museum of Making, a 20,000-square-foot internationally recognized museum with a world-class collection of African metalwork and machinery dating back to the Industrial Revolution, as well as an extensive collection of early oil field equipment.  Ian received his B.Sc. in mechanical engineering from the University of Calgary in 1971.Among other things, we sat down and discussed Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business.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
undefined
Dec 1, 2023 • 42min

#151: Andrew Judson (Fort Capital) - Adventures in Investment Banking, Watching $1.00 Grow to $18 & Why Energy M&A Will Continue

Greetings & welcome back to the podcast. This episode we are joined by Andrew Judson - senior advisor at Fort Capital & Director at Pieridae Energy Limited, Condor Energies Inc., Drift Resource Technologies, Field Safe Solutions, the Fraser Institute, and WinSport.Prior to joining Fort Capital as a Senior Advisor, Andrew spent twenty four years in Capital Markets and Private Equity, focused on all aspects of the energy industry – upstream E&P, oilfield services and midstream processing. Mr. Judson was Managing Director of Camcor Partners Inc. (an energy focused private equity firm), Managing Director of Institutional Sales at FirstEnergy Capital Inc., and Managing Director of Institutional Sales at Tristone Capital Inc. Mr. Judson  graduated from the University of Calgary with a BA in History (Distinction)(1991) and an MBA in Finance (Distinction)(1995).Among other things, we sat down and discussed adventures in investment banking, watching $1.00 grow to $18 & why energy M&A will continue.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 Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. Support the show

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app