Mr. Rose
The Trevor Rose Podcast
Sharing insights on energy, finance & business related items
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Episodes
#165: W.Brett Wilson (Prairie Merchant Corp) - The Early Days: A Few Lessons from the Entrepreneurial Journey at FirstEnergy 14.03.2024 58:55
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...
#164: Steve Loukas (Obsidian/FrontFour Capital) - Hedge Funds, Restructuring Obsidian & Opportunities Going Forward 08.03.2024 58:16
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...
#163: Hal Kvisle (Arc Resources/Finning/Cenovus) - Structuring M&A Deals, $2 Trillion in Assets & Common Sense Energy Policy 01.03.2024 1:27:35
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 commis...
#162: Jamie Heard (Tourmaline) - $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential 22.02.2024 1:06:58
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 Castle...
#161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy 15.02.2024 40:16
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...
#160: Joe Raia (Abaxx Technologies) - Building a New Commodities Exchange, Futures Contracts & LNG: The Investment Case in Plain Sight 08.02.2024 44:18
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Joe Raia - Chief Commercial Officer of Abaxx Commodities Futures Exchange and Clearinghouse - a new Singapore based futures Exchange that is a wholly owned subsidiary of Canadian based Abaxx Technologies , a CBOE Canada listed technology company that aims to build tools for better commodity benchmarks for the energy tr...
#159: Brad Fedora (Trican Well Services) - Breaking into Investment Banking, 43% Share Reduction & Opportunities in Energy Services 01.02.2024 1:00:44
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 Servi...
#158: Derek Evans (MEG Energy) - $2 Decisions, the Renaissance Days & Why Low Costs are Important in the Energy Business 25.01.2024 51:47
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 a...
#157: Jason Landau (Waratah Capital) - Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas 18.01.2024 48:51
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 Wa...
#156: Steve Mesler (Classroom Champions) - Listening, Doing Difficult Things & a Few Lessons From the Ups & Downs in Life 10.01.2024 1:10:20
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 Ill...
#155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking 27.12.2023 1:01:31
Greetings, and welcome back to a special Holiday Edition of the podcast. This episode, we are joined by Rafi Tahmazian - Senior Portfolio Manager & Co-Managing Director, Energy Team at Canoe Financial - a Canadian independent investment management firm with approximately $13 Billion under management. Prior to Canoe, Rafi spent 13 years at First Energy Capital, a leading investment dealer that...
#154: Hilary Foulkes (Enerplus/Pine Cliff/TPH & Co.) - Earning a Seat at the Table, Going West & the Value of Patience in Business 22.12.2023 55:57
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. Foulk...
#153: Bob Chaisson (Karve Energy) - 8 Exits, Going from $0.25 to $30 & Why it Pays to be Unconventional 14.12.2023 1:04:22
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....
#152: Ian MacGregor (North West Capital) - Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business 11.12.2023 49:43
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 -...
#151: Andrew Judson (Fort Capital) - Adventures in Investment Banking, Watching $1.00 Grow to $18 & Why Energy M&A Will Continue 01.12.2023 42:21
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, focus...
#150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35% 24.11.2023 50:55
Greetings & welcome back to the podcast. This episode we are joined by Steve Larke - director at Topaz Royalty, Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with markets caps of ~$3 Billion, $2 Billion & $3 Billion respectively. Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc...
#149: Brendan McCracken (Ovintiv) - Building Inventory, Durable Returns & Why Intangible Culture Matters 17.11.2023 1:03:36
Greetings & welcome back to the podcast. This episode we are joined by Brendan McCracken - CEO of Ovintiv - an energy company listed on the TSX & NYSE with a market cap of ~$17 Billion & $13 Billion respectively. Mr. McCracken has served as President & CEO of Ovintiv since August 2021. With 25 years of industry experience, he has played a significant role in defining company strat...
#148: Rene Amirault (Secure) - 80% Recurring Cash Flow, Emphasizing the Field & Why Customer Service Matters 09.11.2023 53:58
Greetings & welcome back to the rose bros podcast . This episode we are joined by Rene Amirault - CEO of Secure - an energy company listed on the TSX with a market cap of ~$2.3 Billion. Rene Amirault was appointed as the President and Chief Executive Officer of SECURE in March 2007, serving as President until November 2, 2022. Mr. Amirault was elected a director and appointed as Chairman of t...
#147: Trent Boehm (Old White Walker) - Return of the Zombie - Halloween Edition: Volatility, 2024 Pricing & Why M&A is Good for Canadian Energy Markets 31.10.2023 51:01
Greetings & welcome back to a special Halloween edition of the rose bros podcast . This episode we are joined by Mr. Trent Boehm, known as The White Walker on Twitter/X, for a Zombie inspired discussion on the energy markets. Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus Canada which operates under the brands...
#146: Mick Dilger (Secure/Fmr. Pembina) - Growing to $40 Billion, Authenticity & Why Scarcity is Important 26.10.2023 1:02:15
Greetings & welcome back to the rose bros podcast . This episode we are joined by Mick Dilger - Chairman of Secure Energy Services & previous CEO of Pembina Pipeline - two energy companies listed on the TSX with a market cap of ~$2 Billion & $23 Billion respectively. Mr. Dilger was President and Chief Executive Officer of Pembina Pipeline Corporation ("Pembina") from January...
#145: Dr. Scott Tinker (Switch Energy Alliance) - 2 Billion Without Power, Regressive Taxes & Why Western Energy Policy is Changing 17.10.2023 1:03:48
Greetings & welcome back to the rose bros podcast . This episode we are joined by Dr. Scott Tinker - founder of the nonprofit Switch Energy Alliance, and Director of the Bureau of Economic Geology at The University of Texas at Austin, the Texas State Geologist of Texas, and a professor holding the Allday Endowed Chair in the Jackson School of Geosciences at The University of Texas at Austin. A...
#144: Robert Colcleugh (Tidewater) - Investment Banking Entrepreneurship & Canada's 1st Renewable Diesel Plant 10.10.2023 52:03
Greetings & welcome back to the rose bros podcast . This episode we are joined by Robert Colcleugh - Chief Executive Officer of Tidewater Midstream & Tidewater Renewables - two energy companies listed on the TSX with a market cap of ~$400 million & $260 million respectively. Mr. Colcleugh has been the Chairman of the Board of Beyond Energy Services & Technology Corp ("Beyon...
#143: Rob Lauzon (Middlefield Capital) - 5% Yields, Healthy Energy Prices & What Makes a Good Dividend 04.10.2023 50:01
Greetings & welcome back to the rose bros podcast . This episode we are joined by Rob Lauzon - CIO at Middlefield Capital - a Toronto based asset management company with over $2 billion under management. Mr. Lauzon is Managing Director and has been employed by Middlefield Capital Corporation since 2002, and has been managing equity income portfolios since 2003 across Middlefield’s Funds. Mr. L...
#142: Craig Bryksa (Crescent Point Energy) - Drilling Top Wells, 60% Return of Capital & Rebuilding a Better Company 28.09.2023 59:33
Greetings & welcome back to the rose bros podcast . This episode we are joined by Craig Bryska - President & Chief Executive Officer of Crescent Point Energy - a NYSE & TSX listed company with a market cap of ~$6 Billion on both exchanges. Prior to his current position, Mr. Bryksa was Vice President, Engineering West and has held a number of senior management roles with Crescent Point...
#141: Alan Norris (Brookfield Properties) - Lessons from 40 Years of Real Estate Investing & Why House Prices are Rising 22.09.2023 41:13
Greetings & welcome back to the rose bros podcast . This episode we are joined by Alan Norris - Executive Chairman of Brookfield Properties’ Development Group & Brookfield Residential Properties. Mr. Norris joined Carma Developers in 1983 and became CEO in 1994. In 2011, Carma merged with Brookfield Homes to create Brookfield Residential, the flagship North American residential property...
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