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The Trevor Rose Podcast
Sharing insights on energy, finance & business related items
Episodes
296 episodes
Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona
This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan has m...
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Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge
This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel served as President &...
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Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG
This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37 years experience i...
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Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival
This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with mo...
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Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoeni...
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Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom
This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management.Matt co-founded XXIII Cap...
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Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market
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.&...
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Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy
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 Par...
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Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next
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,...
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Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%
This episode we are joined by Mr. Steve Larke - director at Topaz Energy, Headwater Exploration Inc. &
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Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin
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 ex...
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Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz
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...
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Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth
This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy & Viper Energy - two NASDAQ listed...
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Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity
This episode we are joined by Mr. Cody Church - CEO of Clear North Capital, co-founder of TriWest Capital
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Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy
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 exp...
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John Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure
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 al...
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Bevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector
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 th...
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Doomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines
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, g...
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Neil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit
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 bee...
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Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis
Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners, a...
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Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure
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 m...
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Chris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline
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 ...
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Doug Bartole (InPlay Oil) - Unlocking the Cardium in 2026
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 ca...
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George Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate
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 Office...
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