The Trevor Rose Podcast

Mr. Rose
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Mar 1, 2024 • 1h 28min

#163: Hal Kvisle (Arc Resources/Finning/Cenovus) - Structuring M&A Deals, $2 Trillion in Assets & Common Sense Energy Policy

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 commissioning and start-up of the Keystone Pipeline. Prior to joining TransCanada in 1999, he founded and was President of Fletcher Challenge Energy Canada, a successful Canadian upstream business with ventures in Venezuela, Argentina and Mexico. Previously, he held engineering, finance and management positions with Dome Petroleum Limited. Mr. Kvisle was named Canada’s CEO of the Year in 2008 and selected to the Canadian Petroleum Hall of Fame in 2012.In 2021, he received the Institute of Corporate Directors Fellowship Award. He is the founding Chair of the Business Council of Alberta and the former Chair of the Interstate Natural Gas Association of America, the Mount Royal College Board of Governors and the Nature Conservancy of Canada.Mr. Kvisle holds a Bachelor of Science in Engineering degree from the University of Alberta, a Master of Business Administration and Honorary Doctor of Laws degrees from the University of Calgary, and an Honorary Doctor of Laws degree from Mount Royal University. He is a Fellow of the Canadian Academy of Engineering.Enjoy.This 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 sponsored by Canada Action - who's belief is that Canadian oil and natural gas is a force for good in the world, and history will look back upon us favourably. Canadian energy plays a critical role in our society by reinforcing global energy security, underpinning Canadian economic prosperity and setting the benchmark for environmental leadership.Get your free stickers at BuildCanadaUp.ca to show your support or follow @CanadaAction on social media.This episode is brought to you by the Canadian Gas Association. CGA represents Canada’s natural gas delivery industry, whose members include distribution companies, transmission companies, equipment manufacturers, and other service providers. CGA members deliver safe, reliable and affordable natural gas to meet 38 per cent of Canada’s energy needs. Visit cga.ca to learn more about Canada’s natural gas. And our last sponsor for This episode is brought to you by Garrison Strategy.  This episode is brought to you by Garrison Strategy.  Tim McMillan and the team of highly experienced partners at Garrison Strategy excel in guiding companies through the challenging landscape of the oil and natural gas industry. With extensive backgrounds in political, regulatory, and association leadership, they're your go-to experts for understanding and navigating Canada's shifting energy policy. Visit them at Garrisonstrategy.caSupport the show
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Feb 22, 2024 • 1h 7min

#162: Jamie Heard (Tourmaline) - $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential

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 Castleton Commodities International, Surveyor Capital, BMO Capital Markets, and Barclays.Mr. Heard holds a Master of Science in Business Administration majoring in Finance from the William E. Simon Graduate School of Business Administration at the University of Rochester and a Bachelor of Commerce, majoring in Finance and Economics from Carleton University. He is CFA Charterholder.Among other things, we discussed $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential.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 the Canadian Gas Association. CGA represents Canada’s natural gas delivery industry, whose members include distribution companies, transmission companies, equipment manufacturers, and other service providers. CGA members deliver safe, reliable and affordable natural gas to meet 38 per cent of Canada’s energy needs. Visit cga.ca to learn more about Canada’s natural gas. 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
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Feb 15, 2024 • 40min

#161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy

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 joined WestJet in November 2011 as Vice President & General Counsel and was promoted to Senior Vice President, Corporate Services & General Counsel in June 2015. She was the Assistant General Counsel, Upstream at Imperial Oil Ltd. from 2008 to 2011, and the Senior Vice President, Legal/IP & General Counsel, Corporate Secretary for SMART Technologies Inc. from 2000 to 2008.Ms. Munroe is an experienced corporate director, serving as a director with ENMAX Corporation and as a member of the Alberta Cancer Foundation's board of trustees. Ms. Munroe holds a Bachelor of Commerce, Finance degree and a Bachelor of Laws degree, both from the University of Calgary. Ms. Munroe was admitted to the Law Society of Alberta in 1991 and also holds the ICD.D designation from the Institute of Corporate Directors.Among other things we discussed A new corporate direction & reflections on governance from tech to energy.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
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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.
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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
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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
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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
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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
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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.
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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

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