The Trevor Rose Podcast

This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management.  Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural resource investment firm based in New York. With 17 years of investment management experienc...

This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management.  Ben Dell is a Managing Partner of Kimmeridge and oversees investment activity across the firm. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies.  Prior to foundin...

This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas, Burke Construction, Silver Birch Energy, Silver Willow Energy, G3 Canada, and CustomerWorks.  Mrs. DuPont executive career includes 13 years with Enbridge (formerly Interprovincial Pipelines) from 1997 to 2010, where she led tale...

This episode we are joined by Mr. Steve Larke - director at Topaz Energy , Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with market caps of ~$5 Billion, $3 Billion & $2.5 Billion respectively.  Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., an energy-focused private equity fund b...

This episode we are joined by Mr. Danny Brown - CEO of Chord Energy - a NASDAQ listed energy company with a market cap of ~$8 billion.  Mr. Brown has more than 25 years of experience in the oil and natural gas industry, having spent his career with Anadarko Petroleum Corporation (or one of its predecessors), until Anadarko was acquired by Occidental Petroleum in 2019. Mr. Brown began his career wi...

This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors. Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both tra...

This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy   & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively.  Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025.  Prior to his current position, he served as our President from February 2025 to May 202...

This episode we are joined by Mr. Cody Church - CEO of Clear North Capital , co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed energy company with a market cap of ~$10 billion.  With a career spanning more than 25 years, Cody began his profession in 1993 as an Analyst for the Leveraged Finance Group of CS First Boston where he worked with financial buyers in a...

This episode we are joined by Mr. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada.  Mike Backus has over 25 years of experience in a variety of engineering, operational, finance and executive roles.  Prior to founding Outwest, Mike was a member of the executive teams at Kiwetinohk Energy Corp and Painted Pony Energy where he was the Chief Ope...

This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1 billion. Mr. Forgeron is also Chairman of Northbase Finance - a specialty finance company in the energy business.  Also, Mr. John Forgeron would like to dedicate this episode to Phil Ness. In January of 2026 Compass lost a founding partner. Ph...

This episode we are joined by Mr. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion.  Mr. Wirzba was an integral part of the TC Energy Executive Leadership Team. He oversaw the strategy and corporate development teams and led TC Energy’s Canadian Natural Gas and Liquids transportation businesses.  During his time at TC Energy, Bevin was respons...

This episode we are joined by the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy , finance , geopolitics , and the broader economy. Doomberg has grown to one of the top paid finance newsletters on Substack, with ~375,000 subscribers.  Among other things we learned about The Strait of Hormuz is Closed — What It Means for Canadian Pi...

This episode we are joined by Mr. Neil Roszell - Executive Chairman of Headwater Exploration - a TSX listed energy company with a market cap of ~$3 billion.  Mr. Roszell has been a founder/executive member of Raging River Exploration Inc., Wild Stream Exploration Inc., Wild River Resources Ltd., Eagle Rock Exploration Ltd., Prairie Schooner Petroleum & Great Northern Exploration Ltd.  Mr. Rosz...

Greetings & welcome back to the podcast.   This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners , and the Ninepoint Energy Fund - Canada's largest energy fund with ~$2 billion under management. Mr. Nuttall's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other medi...

Greetings & welcome back to the podcast.  This episode we are joined by Mr. Ryan Bushell - CEO of Newhaven Asset Management - an investment firm with ~$500 million under management.  Ryan Bushell joined Newhaven in 2018 from one of Canada’s longest tenured Investment Managers, where he was co-head of the investment team responsible for meeting investment objectives for private and institutiona...

Greetings & welcome back to the podcast.  This episode we are joined by Mr. Chris Carlsen - CEO of Birchcliff Energy - a TSX listed energy company with a market cap of ~$2 billion. Mr. Carlsen is the President and Chief Executive Officer of Birchcliff and is responsible for the overall strategic direction and financial and operational performance of the Corporation.  He is a Professional Engin...

Greetings & welcome back to the podcast.  This episode we are joined by Mr. Doug Bartole - CEO of InPlay Oil - a TSX listed energy company with a market cap of ~$500 million.  Mr. Bartole has been the President and Chief Executive Officer of the Corporation since November 2012; prior thereto, Mr. Bartole was the founder, President and Chief Executive Officer of Vero Energy Inc., a public oil a...

Greetings & welcome back to the podcast.  This episode we are joined by Mr. George Armoyan - Executive Chairman of G2S2 Capital Inc., President of Armco Capital Inc., and Executive Chairman, President & Chief Executive Officer of Clarke Inc.  Mr. Armoyan is an entrepreneur with extensive experience in real estate and various industries.  Since 1982, Mr. Armoyan has successfully founded and...

Greetings & welcome back to the podcast.  This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field. You can find Terry's writing on the boereport...

Greetings & welcome back to the podcast.  This episode we are joined by Dr. Elizabeth Cannon - president emerita of the University of Calgary, former dean of the Schulich School of Engineering & board member of Canadian Natural Resources/Mancal Corporation.  Dr. Elizabeth Cannon is president emerita of the University of Calgary after serving as president and vice chancellor from July, 2010...

Greetings, & welcome back to the podcast.  This episode we are joined by Mr. Dane Gregoris - Managing Director & Head of Oil and Gas Research at Enverus - an energy software provider with annual revenues of approximately $1 billion.  Mr. Gregoris joined Enverus in 2014. His previous work experience includes positions at GLJ Petroleum Consultants and Encana.  Mr. Gregoris leads the Oil &amp...

Greetings & welcome back to the podcast.  This episode we are joined by Mr. Pat Oliver - CEO of Bonterra - a TSX listed energy company with a market cap of ~$200 million.  President, Chief Executive Officer and Director of Bonterra since September of 2022. Mr. Oliver has over 35 years of E&P experience in various executive roles in both the public and private sector, the majority of his ro...

Greetings, and welcome back to the podcast.  This episode we are joined by Mr. Trent Boehm - CEO of Redstone Oil Corp - a exploration-focused oil & gas startup company. Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus Canada which operated under the brands Stifel FirstEnergy and Stifel GMP in Canada.  From 2016 to...

Greetings, and welcome back to the podcast.  This episode we are joined by Mr. Bob Dhillon & Trina Cui - CEO & CFO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion. 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, Appointe...

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bryan Gould - founder & executive chairman of Aspenleaf Energy - a private energy company producing ~25,000 BOE/D.  Aspenleaf operates assets in the Swan Hills, Leduc and Twining regions of Alberta, having acquired Arcan Resources Ltd in 2015, NEP Canada Ltd. In 2018 and Huron Resources Corp in 2020. Mr. Gould was bo...