Dive into the complete episode list for Trevor Rose Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
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Pub. Date
Title
Duration
10 Feb 2022
#80: Eric Nuttall (Ninepoint Energy Fund) - 600% Returns, Going Against the Grain & Why Energy Stocks are Rising
This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Enery Fund.
The Ninepoint Energy Fund is Canada's largest energy fund with $1.4 billion dollars under management, and was the number one performing energy fund in the world in 2021.
Ninepoint focuses on a portfolio of mid-cap energy companies with a majority of its investment based in Canada.
Last year, the Ninepoint Energy fund returned 186% to its owners and has continued to see its fund outperform the market as the Canadian energy industry recovers.
We sat down for a smooth cup of rose bros coffee and discussed earning 600% returns, being the last man standing in energy investing, the value of good management, why energy stocks are rising and a lot more.
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?
The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.
This episode we are joined by Cory Dosdall, President of Ascend EcoTech, for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit.
Ascend EcoTech is a wastewater cleaning and purifying business that provides sustainable chemistry solutions to water used in pulp & paper, oil & gas, agriculture and mining industries.
The goal of Ascend is to allow companies to be able to reuse all water 100% instead of having to constantly use fresh water in their day to day operations.
Instead of using synthetic chemicals to purify water, Ascend has created a natural mixture that is environmentally friendly.
We sat down for a smooth cup of rose bros coffee and discussed the problem of contaminated water used in industry, how water purification technology is improving , the challenges of using fresh water in industry, giving back to the environment while making a profit and a lot more.
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?
The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.
This episode we are joined by Jamie Bakos, President of Titan Clean Energy Projects, for another edition of the Rundle Eco-Capitalism Podcast Series,where the idea is to explore companies giving back to the environment while also making a profit.
Titan collects & repurposes waste products such as wood waste and agricultural residue (think flax or hemp) and converts the material into pure carbon for future use in products like soil additives, animal feed and water and purification.
Instead of burning carbon trapped in waste products, Titan is able to prevent additional carbon from being released into the atmosphere.
In addition, Titan has recently developed a use for the activated carbon in new plastic products, and has been generating revenue from selling carbon credits as well.
We sat down for a smooth cup of rose bros coffee and discussed the carbon cycle and how new products can be made from waste products, the $200 billion carbon credit market, finding product market fit, the $5 billion carbon extraction industry and a lot more.
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?
The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.
#83: Rick Koshman (BluMaple Capital) - Making a Return on Low Carbon Investments, Emerging Technologies, Shareholder Alignment & Funding Gaps in the Marketplace
This episode we are joined by Rick Koshman, founder & managing director of BluMaple Capital, for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit.
BluMaple is an investment fund currently in the process of raising $350-$500 million to solve the funding gap that exists between small and large entities focused on low-carbon business models.
Examples of companies that BluMaple is currently targeting include plastic recycling, solar & geothermal energy, bio-fuels, lithium & hydrogen technologies.
BluMaple aims to leverage its investment capital and owner/operator experience to help companies grow to their next stage, while also providing shareholders of BluMaple a profitable rate of return in exchange.
We sat down for a smooth cup of rose bros coffee and discussed Making a Return in Low Carbon Investments, Emerging Technologies, Shareholder Alignment, Funding Gaps in the Marketplace and a lot more.
Enjoy!
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?
The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.
#84: Guy Spier (Aquamarine Capital) - The Power of Authenticity, Playing 100% in Center Court, Structuring Your Environment & Lessons From Warren Buffett
This episode we are joined by Guy Spier - managing director of Aquamarine Capital.
Aquamarine Capital is an investment fund whose philosophy was inspired by the original 1950’s Warren Buffett partnerships to provide shareholder returns.
Aquamarine began in 1997 with capital from fiends and family, and has grown to approximately 150 clients with $350 million under management.
Guy is also known for his winning bid of $650,0000 with Mohnish Pabrai to have lunch with Warren Buffett in 2008, and is also the best selling author of The Education of a Value Investor - a novel that tells the story of Guy's personal development as he emulates Warren Buffett in all aspects of life.
We sat down for a smooth cup of rose bros coffee and discussed the power of being authentic, playing 100% in center court, the value of structuring your environment, checking your flanks and, lessons from Warren Buffett.
Also, apologies in advance for the abrupt end to the conversation, we had some technical difficulties, but you can find the full conversation on YouTube under the rose bros podcast.
Enjoy.
Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?
The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.
This episode we are joined by Doug Hicks - President of Nature's Pond & Koender's Water Solutions for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit.
Nature's Pond & Koenders provides natural pond care solutions to keep freshwater resources healthy & clean as an alternative to chemical-based treatments.
In addition, Nature's Pond has developed a range of natural-based, concentrated cleaning and disinfecting products used across Canada in commercial buildings and homes.
All of Nature's Pond products are 100% bio-degradable and made from natural based ingredients, helping to reduce their environmental footprint.
We sat down for a smooth cup of rose bros coffee and discussed how natural products can be used in industrial applications, the challenges and opportunities of creating natural products , the history of Nature's Pong & Koenders, what goes in to tracking environmentally friendly alternatives and a lot more.
Enjoy!
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?
The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.
#86: Phil Hodge (Pine Cliff Energy) - Why Natural Gas Prices are Rising, 45% Free Cash Flow Yields, Increasing Dividends, Zero Debt & What it Means for Energy Shareholders
This episode we are joined by Phil Hodge, President & CEO of Pine Cliff Energy.
Pine Cliff Energy is a public company actively engaged in the exploration, development and production of natural gas, crude oil and natural gas liquids in Western Canada.
Pine Cliff currently produces ~21,000 boe per day, and trades on the Toronto Stock Exchange with a market cap of approximately $400 million.
As commodity prices continue to rise 2021/2022, Pine Cliff has enjoyed enormous gains including a 45% free cash flow yield, plans to eliminate all debt, and its first dividend scheduled to begin in May of 2022.
With a single digit decline rate on production (industry average is ~ 30%), Pine Cliff plans to continue its steady growth rate as the Canadian energy industry recovers.
We sat down for a smooth cup of rose bros coffee and discussed why natural gas prices are rising, capital allocation and how it affects shareholders, the realities of transitioning energy industry & how the invasion of Ukraine has affected global energy security.
Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
This episode we are joined by Jamie Murray, head research and portfolio manager at the Murray Wealth Group.
The Murray Wealth Group has grown from $70,000,000 under management to $250,000,000, and focuses on delivering high performance/low fee investment management to Canadian clients.
MWG offers two different investment products including the Income Growth Fund - a long only portfolio consists of ~35 income oriented securities, and the Global Equity Growth Fund – a portfolio consisting of ~40 stocks, the majority of which are best-in-class global companies.
You can also find Jamie regularly commenting on BNN Market Call, where he provides opinions on investing and the markets in general.
We sat down for a smooth cup of rose bros coffee and discussed the importance of building financial acumen, the psychology of investing, where interest rates are going, & why optimism is important in investing.
Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.
Also, this week's podcast was brought to you by A1 Media.
Looking to grow your business online?
A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
This episode we are joined by Audrey Mascarenhas – CEO of Questor Tech, for another edition of the Rundle Eco-Cap series - where the idea is to explore companies making a profit, while also giving back to the environment.
Questor is a clean technology company listed on the Toronto Stock Exchange with a market cap of around $40MM.
Questor provides technology to reduce pollution emissions, maximize data and increase energy efficiency.
In simple terms, Questor provides hardware to industrial applications in order to cleanly combust waste gas streams (Methane), that otherwise would be flared into the atmosphere.
This reduction in emissions helps reduce harm to the environment, and protects people from breathing in these harmful gasses that often contain carcinogenic properties.
Audrey also holds a Bachelor’s degree in Chemical Engineering from the University of Toronto and a Master’s Degree in Petroleum Engineering from the University of Calgary.
She is a fellow of the Canadian Academy of Engineers, served as a distinguished lecturer with the Society of Petroleum Engineers, is a member of the Schulich Industry Engineering Advisory Council, and currently chairs the Canadian federal government clean technology strategy table.
We sat down for a smooth cup of rose bros coffee and among many things, discussed creating social license and why its good for business, how methane reduction is important for the environment & pragmatic clean tech solutions.
Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.
Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint.
The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today!
Danielle Smith is a politician, journalist, business owner, podcast host & former leader of the Wild Rose Party from October 2009 to December 17, 2014.
As leader of the Wild Rose Party, Danielle was instrumental in the parties growth as one that lacked official party status, to one that formed the official opposition within three years.
Prior to being elected leader of the Wildrose Party, Danielle was the director of provincial affairs for Alberta with the Canadian Federation of Independent Business.
Danielle attended the University of Calgary and earned a Bachelor of Arts in English & Economics.
She married her husband, David Moretta in 2006 and together they own and operate The Whistle Stop Diner, a fully renovated 1940s rail dining car.
Danielle has also re-launched the The Danielle Smith Show on Western Standard Online, as she seeks the United Conservative Party (UCP) nomination in Livingstone-Macleod against incumbent MLA Roger Reid.
We sat down for a smooth cup of rose bros coffee and among many things, discussed making a comeback in politics, the future of Alberta’s economy including crypto & carbon capture, saying yes to business and attracting new investment, saving for a rainy day and a lot more.
Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.
Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint.
The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Shubham graduated from the University of Alberta, and has combined his petroleum engineering education with boots on the ground experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's.
White Tundra operates on a concentrated model with 30-60% of the portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams.
White Tundra is also Shubham’s next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors.
We sat down for a smooth cup of rose bros coffee and discussed starting an energy fund, surging energy demand, why energy valuations are historically cheap, & why it’s a commodity bull market.
Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.
Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint.
The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Coelacanth Energy (SEE-luh-kanth), is a pure-play Montney growth company with a land base of ~100,000 acres located in the Two Rivers area of northeastern British Columbia.
The company plans to expand production from ~400 to 25,000boe/d over the next 4 years, and began trading on the TSXV on June 20, 2022.
Coelacanth is Rob’s 7th energy company after his last company, Leucrotta Exploration sold to Vermilion Energy for approximately $500,000,000.
Rob also graduated from the University of Alberta, and trained as an accountant before beginning his entrepreneurial career in the energy industry.
We sat down for a smooth cup of rose bros coffee and discussed avoiding dumb things in business, operating through all energy cycles, starting another energy company, energy security, & why there’s still opportunity in Western Canadian Energy.
Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint.
The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
This episode we are joined by John Brussa – partner & chair of the BD & P Law.
In addition to being known for co-creating the $100 Billion energy income trust market, Mr.Brussa has been a partner of Burnet, Duckworth & Palmer LLP since 1987.
Mr. Brussa obtained a Bachelor of Arts degree from the University of Windsor in 1978 and a Bachelor of Laws degree, with Gold Medalist distinction, from the University of Windsor in 1981.
He articled with Burnet, Duckworth & Palmer LLP and was admitted to the Law Society of Alberta in June, 1982.
He is also a board member of numerous companies including Cardinal Energy Ltd., Crew Energy Inc. (Chairman), Crown Capital Partners Inc., Coelacanth Energy & Titanium Corporation Inc.
John also contributions to many organizations including Haskayne School of Business, Calgarians Committed to Change Cabinet, RESOLVE Campaign & Calgary Homeless Foundation.
We sat down for a smooth cup of rose bros coffee and discussed the story of how the energy incomes trusts were created and then destroyed, becoming a consigliere to business leaders, the importance of creating value for shareholders and why to bet against the crowd.
Also, the full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel!
Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint.
The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
This episode, we are joined by Dr. George Athanassakos - Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School.
Dr. Athanassakos is the Founder & Managing Director of The Ben Graham Centre for Value Investing, and the Founder and Managing Director of the Center for the Advancement of Value Investing Education.
Dr. Athanassakos has a BA from The School of Industrial Studies of Thessalonica, Greece, and a MA, MBA & PhD in Finance from York University.
Dr. Athanassakos is also a Fellow of the Quality Shareholder Initiative at the Law School of George Washington University in Washington, DC.
Dr. Athanassakos has been ranked among the top 10 researchers in Canada by research published in Financial Management and among the top 10 Canadian professors by the Globe and Mail.
The book has received strong praise from fellow value investors including billionaire Prem Watsa, and is available for purchase at the Western University bookstore.
We sat down for a smooth cup of rose bros coffeeand discussed Dr. Athanassakos' new value investing book, principles for success in investing, the problems with EMT, choosing a profession that aligns with your character, lessons from meeting Warren Buffett & character traits of successful investors.
Also, the full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel.
Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint.
The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
This episode we are joined by Mike Rutherford - President of Rundle Eco Services for part III of our ongoing conversation.
We sat down for a smooth cup of rose bros coffeeand got an update on Rundle Eco Services & opportunities in the energy industry for green business models & learned about an exciting new product that Rundle has launched.
Also, the full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel!
Also, this week's podcast was brought to you by A1 eCommerce.
Looking to grow your business online?
A1 can help grow your business through a website or eCommerce storefront.
Let A1 help tell your entrepreneurial story and reach millions of new customers.
Check out a1dev.ca today for more details on how you can grow your business.
This episode, we are joined by Trent Boehm – retired capital markets executive.
Trent’s career in energy capital markets navigated three turbulent decades where both the energy industry and investment banking sectors endured significant transformations. As a leader in the sales and trading at the FirstEnergy, GMP, and Stifel practices, his career gave him exposure to entrepreneurs and wealth creators in hundreds of companies across dozens of sectors, though his long term focus was oil and gas.
Among his many roles, Trent was a member of the FirstEnergy Capital Executive Committee and participated in over 800 equity financings raising in excess of $30B, establishing a global energy platform with offices in Calgary and London, England.
In addition, he was also Vice Chairman; Head of Energy Sales and Trading at Stifel Financial Corp, and is currently a board member of Western Energy Services Corp.
Trent graduated from the University of Calgary with a Bachelor of Commerce, Finance and is a CFA holder.
We sat down for a smooth cup of rose bros coffee and discussed why it’s the golden era for energy profitability and creative deal making, diversifying an economy, creating value for shareholders & swimming with sharks.
The full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking for high performance ski gear this winter? In partnership with Olympian Manny-Osborne Paradis, Head Canada Racing 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 season.
This episode, we are joined by Andrew Ostro, co-founder & CEO of PolicyMe - a digital life insurance solution.
In simple terms, PolicyMe uses technology to provide life insurance for customers without the need of a middle man/insurance broker, allowing the company to charge less to customers.
With the support of major financial institutions, customers are ensured that their policies are safe and reliable.
PolicyMe’s latest finances round was for $18MM and the company has been able to navigate the recent downturn well as may other tech companies struggle.
Andrew graduated with Honors from the University of Western Ontario, with a Bachelor of Science in Actuarial Science
We sat down for a smooth cup of rose bros coffee and discussed how using technology to remove insurance brokers can save you money on your life insurance policy, navigating the recent economic downturn in tech & finding product market fit.
Enjoy!
The full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking for high performance ski gear this winter? In partnership with Olympian Manny-Osborne Paradis, Head Canada Racing 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 season.
This episode we are joined by Neil Roszell, P.Eng., CEO & Chairman of Headwater Exploration - a Canadian publicly traded energy company with a market cap of approximately $1.3 Billion.
Neil is an entrepreneur, and has been a founder/executive member of numerous energy companies including Raging River Exploration Inc., Wild Stream Exploration Inc., Wild River Resources Ltd., Eagle Rock Exploration Ltd., Prairie Schooner Petroleum & Great Northern Exploration Ltd.
Along with his team, Neil has created billions of dollars in shareholder value, and has been a mentor to many others working in the energy industry.
Neil graduated from the University of Regina with a Bachelor of Applied Science in Industrial Systems Engineering, and is also a Professional Engineer(P.Eng.) designation holder.
We sat down for a smooth cup of rose bros coffee, and discussed the art of selling a company, the process behind 5 successful exits, the value of avoiding debt, 50x returns & why low prices can be an opportunity.
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode, we are joined by Brett Colvin co-founder & CEO ofGoodlawyer - a Canadian legaltech startup that leverages technology to make it faster, easier, and more affordable for you to get legal help.
Brett started Goodlawyer after working at one of Canada's largest law firms as a corporate lawyer when he saw that most people can't afford the legal help they need.
Typical firm rates were simply out of reach, so Brett teamed up with a developer, left the firm, and started Goodlawyer.
So far, the company raised $1MM in their pre-seed fundraise and are looking to raise $3MM in their upcoming seed round as they expand their business.
We sat down for a smooth cup of rose bros coffeeand discussed the lifetime value of customers, word of mouth marketing, network effects, why its better than ever to raise venture capital funding and why Alberta is a great place for entrepreneurs.
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode, we are joined by Steve Larke – Corporate Director at Topaz Energy, Vermilion Energy Inc. & Headwater Exploration Inc.
Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005.
Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations.
It was a long form discussion as we sat down for a smooth cup of rose bros coffee and discussed why we need all forms of energy, capital discipline vs. wildcatting, de-stabilizing the energy grid, respecting the balance sheet & metaphorical balloons.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
Founded in 1907, The Canadian Gas Association (CGA) is the voice of Canada’s natural gas industry. Members include distribution companies, transmission companies, equipment manufacturers and other service providers.
Natural gas has a central place in Canada’s energy mix, supplying 38 percent of the country’s energy needs while two-thirds of Canadians rely on natural gas for heat and power.
Prior to his appointment Tim was the President of High Park Group (HPG), a public affairs consulting firm.
Mr. Egan serves as Canada’s representative at the International Gas Union, sitting on the Executive Committee and as the Regional Coordinator for North America.
Mr. Egan is a publisher of the Energy Regulation Quarterly, and editor of the magazine Energy.
He has an undergraduate degree in history from the University of Ottawa, and common and civil law degrees from McGill University. He was call to the Ontario bar in 1995.
It was a long form discussion as we sat down for a smooth cup of rose bros coffee and discussed how natural gas can help flight inflation, reduce C02 emissions, is ethically produced in Canada, and how Canadian Federal tax revenues are enjoyed by all Canadians.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode, we are joined by Rafi Tahmazian - senior portfolio manager & director at Canoe Financial - a Canadian independent investment management firm with approximately $14 Billion under management.
Prior to Canoe, Rafi spent 13 years at First Energy Capital, a leading investment dealer that focused on the energy industry.
He left the firm in 2008 as Vice Chairman and Managing Director, and has held numerous public and private, charity and government Board positions.
He is currently on the board of directors for Artis Exploration Ltd, Aureus Energy Services Inc., Well Ventures Corp, Chance Oil and Gas Ltd., and Alberta Teachers Retirement Fund.
Mr. Tahmazian holds a Bachelor of Arts degree in Economics from the University of Calgary.
We sat down for a smooth cup of rose bros coffeeand among other things discussed why energy is a catalyst for life and death, record breaking Federal & Provincial tax revenues, the problem with top town governments, separating good energy investments from the best, and why today’s energy industry is akin to a broken bank machine spitting out cash.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?
Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.
Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode, we are joined by the co-founder of Doomberg – an anonymous news publication that provides in-depth analysis of financial and economic trends, highlighting information missing from mainstream media.
For example, Doomberg was one of the first news publications to warn of the looming energy crisis that has since come true, as most of Europe & the rest of the world faces crippling energy prices.
Started in May of 2021, Doomberg launched as an anonymous publication arm to its content creation consulting business after a client suggested building their own content.
Through a process of continuous improvement, Doomberg has grown to the #1 paid finance newsletter on Substack with ~85,000 email subscribers & ~200,000 Twitter followers.
We sat down for a smooth cup of rose bros coffee, and among other things discussed the ratio of things you have to do vs. what you get to do during the work day, the definition of a content creator & how you can make a living doing it, education vs. entertainment, thinking for a living, combining doing what you love & doing what you’re good at, platitude dwellers & a lot more.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
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.com as well as his personal website publicenergynumberone.com
We sat down for a smooth cup of rose bros coffee and discussed why high energy prices are bittersweet, the general public’s complacency towards reliable energy, misguided energy policies & a lot more.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Craig Fuller - CEO and Founder of FreightWaves - the largest provider of proprietary high frequency data & market intelligence to the global supply chain industry (think Bloomberg for finance).
Data on the movement of goods across the world (air, ocean, rail, truck) allows customers to understand the state of physical goods in the economy and manage their business operations more effectively.
FreightWavesprovides supply chain data on about 85% of the physical goods in the global economy from Iowa to China - which in turn represents ~40% of the total world economy and trillions of dollars in value.
As a result, this data is able to provider a good bellwether on the state of the global economy.
Prior to founding FreightWaves, Fuller was the founder and CEO of TransCard, a fleet payment processor that was sold to US Bank. He also is a trucking industry veteran, having founded and managed the Xpress Direct division of US Xpress Enterprises, the largest provider of on-demand trucking services in North America.
We sat down for a smooth cup of rose bros coffee and discussed how Freight waves helps supply chain business, the current oversupply of goods on the market and the resulting bullwhip effect, why North American supply chains are vulnerable, how supply chain is a good bellwether for the economy and why its pointing to dark clouds now.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Steve Buytels – CFO of Tamarack Valley Energy - a TSX listed energy company with daily production of ~40,000 boe/d and a market cap of approximately $3 Billion.
Steve’s experience includes 13 years of energy capital markets, finance and advisory services as the Managing Director & Co-Head of Institutional Energy Equities at Stifel FirstEnergy as well as a Principal at independent investment bank - Peters & Co in the Institutional Equities group.
Mr. Buytels holds a Chartered Financial Analyst Designation and a Bachelors of Management from the University of Lethbridge.
We sat down for a smooth cup of rose bros coffeeand discussed why its important to protect the balance sheet from downside risk, capital disciple, choosing the correct discount rate, having rose colored glasses in the energy industry and thinking for the long term.
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Ryan Bushell - President and Portfolio Manager at Newhaven Asset Management.
Mr. Bushell is a regular contributor to The Globe and Mail, Reuters and Bloomberg’s Canadian divisions. Mr. Bushell has been a regular guest on several BNN programs, including Market Call, since 2011, and is a repeat guest on Bloomberg TV Canada.
Mr. Bushell has a Bachelor of Management and Organization Studies specializing in Finance from the University of Western Ontario, and is a member of the CFA Society Toronto.
We sat down for a smooth cup of rose bros coffee and discussed How to Build a Portfolio, Inflation, Backwards Energy Policy, Consistent Returns & Detecting Skin in the Game, investing in crypto currencies and more.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Brandon Swertz - President and CEO of Archer Exploration Corp.
Over the past two decades, Mr.Swertz leveraged his original $100,000 saved up working on drilling rigs into six exits, with executive roles at both exploration & production companies and service side businesses.
Mr. Swertz most recent sale of Anegada Oil Corp. to Tamarack Valley Energy in June 2021, was for approximately $500 million.
We sat down for a smooth cup of rose bros coffee and discussed leveraging $100k into six exits, fixing up energy properties, learning hard lessons from others, evolving business practices, realities of energy supply.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Bryden Teich - Bryden Teich, Partner and Portfolio Manager at Avenue Investment Management - a independent private wealth management firm with approximately $400 million under management.
Bryden joined Avenue in 2013 and earned his CFA designation in 2015.
Prior to joining Avenue, Bryden spent time working in Debt Capital Markets at TD Securities.
He graduated from the University of Toronto in 2012 with an honours degree in Economics.
We sat down for a smooth cup of rose bros coffee and discussed investing your own money alongside clients, avoiding zero, taming volatility, why markets aren’t efficient, the value in recognizing patterns, avoiding fragile assumptions, thinking independently, admitting you’re wrong, what makes a good investment & generating creative investment ideas.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
#109: Mike Tims (MATCO Investments; Peters & Co. Limited) - Lessons From 40 Years in Energy Investments
01:16:08
Greetings, Happy Holidays, and welcome back to the rose bros podcast.
This episode we are joined by Michael J. Tims, C.M., LL.D.(Hon.), CBV - Vice Chairman of MATCO Investments Ltd., a private investment holding company.
Michael J. Tims joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Michael served as the longtime Chairman of Peters & Co., and before that as President & CEO.
Mike holds a Bachelor of Commerce degree (with Distinction; Gold Medalist) from the University of Calgary. He holds an MBA degree from Harvard Business School; and he received an honorary Doctor of Laws degree from the University of Calgary.
Recognitions of Michael’s business achievement and community service include, among others: a Member of the Order of Canada (2018); the Founders’ Award from the Fraser Institute (2018); the Woodrow Wilson Award (Canada Institute) for Corporate Citizenship (2016); a Lifetime Achievement Award from the Oil & Gas Council (2015); and induction into the Canadian Investment Industry Hall of Fame (2014).
Mike is the immediate past Chairman of the National Gallery of Canada. He previously served as Chairman of: the Canadian Investor Protection Fund; the Investment Dealers Association of Canada; the United Way of Calgary and Area; and West Island College (Alberta). He has also served as a director or governor of a number of other organizations.
We sat down for a smooth cup of rose bros coffee and discussed lessons learned from forty years in energy investing.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by John Hooks – Chairman & CEO of Phoenix Energy Services Corp, a publicly listed energy services company (TSX: PHX) with revenues of approximately $600 million.
John has been the CEO of Phoenix Technology Income Fund since 1995 and Chairman of the Board of Phoenix since 2000.
He was President of Phoenix Energy Services from 1995 until 2015.
Previous to joining Phoenix, Mr. Hooks founded Thread Tech Energy Systems Ltd., a private connection manufacturing and Fiberspar composite line pipe distribution company in 1985.
Thread Tech became Fiberspar Canada and provided services to the oil and gas industry until its assets were sold in June 2003.
We sat down for a smooth cup of rose bros coffee and discussed lessons from 40 years in the energy services sector, why there are fewer rigs running today than ever, higher energy production and record profits.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Chris Slubicki, most recently President, CEO & Director of Modern Resources Inc., a Calgary-based private oil and gas company which was sold to Tourmaline Oil for ~$150MM.
From 2009 to 2011, Chris was Chief Executive Officer of OPTI Canada, which was sold to CNOOC for $2.1 billion in late 2011.
Chris is the former Vice-Chairman of Scotia Waterous and was one of the four original founders of Waterous and Co., a private global oil and gas mergers and acquisitions firm, starting the firm in Calgary in 1989.
Prior to selling the firm to Bank of Nova Scotia in 2005, the firm expanded to offices in five countries with a staff of 88 and completed hundreds of oil and gas transactions over its 17-year tenure. Chris has held operations management and engineering positions within the oil and gas industry at Placer CEGO Petroleum Ltd. and Chevron Canada Resources Ltd.
Chris graduated with a B.Sc. in Mechanical Engineering from Queen’s University and an MBA from the University of Calgary. He is a Professional Engineer in Alberta, and a member of APEGA.
Chris served on the board of Alpine Canada Alpine for seven years, the last two as Chair. Chris coached young ski racers with the Fernie Alpine Ski Team for 14 years and served as President of the club for three years.
We sat down for a smooth cup of rose bros coffeeand discussed entrepreneurial success, the easiest way to reduce emissions, opaque green energy policies, Jevons Paradox, why the energy industry benefits all Canadians & why the world needs more of it.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Simon Belanger, co-host of the Canadian Investor Podcast – a podcast for Canadian Investors that features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
The show has grown to be a Canadian favorite as it racks up millions of downloads per episode, and is a top ranked podcast across all platforms.
We sat down for a smooth cup of rose bros coffee and discussed building & monetizing a podcast, why cash can be a good asset during inflation, REITS & how rising interest rates are impacting Canadians.
Enjoy!
This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Bob Geddes – president of Ensign Energy Services, a multi-national energy services company with approximately 4000 employees, ~$3 billion in assets, and a market cap of ~$700 million.
Mr. Geddes has been with Ensign since 1991 and is currently the President and Chief Operating Officer of the Corporation, a position he has held since 2007.
He has acted as Vice President Canadian Drilling from 1999 to 2004 and President Canadian Operations from 2004 to 2006.
He is a past Chairman of the Canadian Association of Oilwell Drilling Contractors (CAODC), current Chairmen of the International Association of Drilling Contractors (IADC) and is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA).
He holds a B.Sc. in Mechanical Engineering from the University of Alberta.
We sat down for a smooth cup of rose bros coffeeand discussed the origins of Ensign with billionaire founder Murray Edwards, the recipe for energy services success, market cycles, why we need all forms of energy and the importance of free markets.
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.
Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Cody Battershill – real estate agent and founder of Canada Action- an independent, grassroots, non-partisan organization that advocates for the responsible development of Canadian resources.
Cody has twice sat on the Boards of Governors for the Calgary Real Estate Board, and is a former instructor at the Alberta Real Estate Association,.
Cody is also a recipient of the Queen Elizabeth II Platinum Jubilee Medal (Alberta) for contributions to Calgary and the energy sector.
We sat down for a smooth cup of rose bros coffee and discussed the case for Canadian energy the economic opportunity available to all Canadians.
Also, stay tuned until the end of the episode, as Cody offers a special promo offer on all Canada Action merchandise.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Josh Young – Chief Investment Officer & Founder of Bison Interests – a Houston based investment firm that focuses on the energy industry.
Since inception, Bison Interests has returned ~130% to its clients as it actively invests in publicly traded equities.
Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities.
Josh became Chairman of the Board of RMP Energy in 2017. After refreshing the board and management team and rebranding the company (Iron Bridge Resources), it was bought out at a 78% premium in 2018. Josh is the author of numerous articles on oil & gas investments and the guest speaker at various energy industry conferences.
He graduated with honors from the University of Chicago in economics.
Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. Josh worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008.
We discussed starting an energy fund, outperforming benchmarks, dividends vs. buybacks, value traps, how to value an energy company, good prices vs. good assets, the dangers of diversification, the outlook for natural gas & the relevance of OPEC
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Martin Pelletier – Senior Portfolio manger at Wellington-Altus Private Counsel– a multi-billion dollar portfolio management firm.
Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.
Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional equity research and capital markets primarily at two top-ranked boutique investment banks.
Martin is regularly featured in the media as a market strategist including his weekly column in the Financial Post’s Investment Pro section for the past decade.
He is a member of Oilweek Magazine’s class of 2012 Rising Stars, Calgary CFA volunteer of the year (2014), Thomson Reuters Canada’s top 40 social influencers in finance, innovation and risk (2017), Wealth Professional Canada Leading Portfolio Managers (2019), a finalist for BlackRock Award for Canadian Portfolio/Discretionary Manager of the Year (2019) (2020), Avenue Living Award for Canadian Portfolio/Discretionary Manager of the Year (2021), and is a Wealth Professional 5-Star Advisor (2022).
Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.
Among other things, we discussed owning vs. renting opinions, 10 % yields, interest rates, dividends vs. share buybacks & why Calgary is growing.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Dave Spyker – President & CEO of Freehold Royalties - a TSX listed royalty company with and a market cap of ~$2.4 billion & ~7 million gross acres of land across North America.
David Spyker was appointed President and Chief Executive Officer in January 2021. Since September 2020 Mr. Spyker has served as Interim President and Chief Executive Officer.
Mr. Spyker joined Rife Resources Ltd. in November 2016 as Vice-President, Production and was appointed Chief Operating Officer in March 2019. Prior to, he held various roles at Anderson Exploration Ltd., Anderson Energy Ltd., and Anderson Energy Inc. Mr. Spyker has over 30 years of industry experience.
He holds a Bachelor of Science degree in Mechanical Engineering from the University of Alberta and is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA). He currently serves on the Board of Governors of the Canadian Association of Petroleum Producers (CAPP).
Among other things, we discussed growing through stressful times, going international, why royalties are a hedge against inflation, the outlook for Canadian Energy and what makes a good royalty
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Brad Docherty - Founder, Chairman, President & C.E.O of Source Rock Royalties - Canada’s only junior publicly listed energy royalty company with ~75,000 gross acres of royalty lands and a market cap of ~$30 million.
Since 2014, Source Rock has grown consistently through acquisitions, paying approximately $13MM in dividends with the use of no debt.
Brad graduated from Mount Royal University with a Bachelor of Applied Justice Studies in Criminology, and the University of Victoria with a Bachelor of Laws degree.
Among other things, we discussed being Canada’s only junior energy royalty company, the sweet spot for acquisitions, win-win deals, why royalties can be a tool in the capital structure & how technology is unlocking new opportunities in energy.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
Shubham graduated from the University of Alberta with a BSc in Engineering, and has combined his hands on experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's.
White Tundra is also Shubham’s next step in sharing his knowledge and simplifying energy investing in order to attract more interest in the sector.
We sat down and among other things, discussed fund performance, the difference between financial and physical oil markets, recent M&A activity, echo chambers and how credit risk is impacting energy markets.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Jeremy McCrea- Director - Energy Research at Raymond James Ltd.
Jeremy McCrea joined Raymond James in 2015 as an energy analyst with more than 18 years of experience exclusively covering the energy sector.
He has previously held similar positions at AltaCorp Capital and National Bank Financial.
McCrea holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.
Since 2004, Mr. McCrea’s views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.
We sat down, and among other things discussed falling oil prices, retail vs. institutional investors, out of favor sectors & echo chambers, but overall, how to be a better investor as it relates to the energy sector.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund.
The Ninepoint Energy Fund is Canada's largest energy fund with ~$1.9 billion under management, primarily invested in Canadian mid-cap energy companies.
Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.
Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.
Among other things we discussed $100 oil, dividends vs. share buybacks, the importance of trust when investing & why Efficient Market Theory is wrong.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Max Gagliardi - co-founder of the Ancova group of companies (ancova.com | ancova.io).
Prior to forming Ancova in 2014, Mr. Gagliardi held commercial and financial roles at multiple corporations. He has participated in a variety of roles on deal teams for over $16 billion in M&A transactions across the Energy Industry.
Max hosts Always Be Building Podcastfocused on business, entrepreneurship, the markets, and Max's personal interests.
Max has a BS and MBA from Oklahoma State University, he is a lifelong resident of Oklahoma and currently lives in Edmond with his wife and three sons.
Among other things we discussed lessons from late energy billionaire Aubrey McClendon, why US isn’t growing, the future of energy & why it never pays to bet against America.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Tom MacInnis – CEO of Spark Capital Corp. & Southern Pacific Resources.
Board member of Rok Resources, Chair of Tennis Alberta, and sits on the advisory committees for the private equity funds managed by Lex Energy Partners in Regina.
Previously, Founder & Managing Director of Investment Banking, Tristone Capital, followed by Head of Energy Financial Markets and Energy Investment Banking for National Bank of Canada, working on over 1200 M&A & capital raising transactions representing over $125 Billion in transaction value.
Among other things we discussed the craft of investment banking, return on capital vs. return of capital & the value of good management.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
Prior to launching MWG in 2015, Bruce spent 25 years at McLean Budden as an Executive Vice President and Managing Director.
He was one of the key Portfolio Managers of the Canadian Equity Growth Fund, one of the largest equity portfolios in Canada at the time, the American Equity Fund, the International Equity Fund and the Global Equity Growth Fund.
As a Portfolio Manager on the American Equity, he enjoyed one of the best track records in the industry, growing the portfolio to over $5 billion.
In total, Bruce helped to grow McLean Budden’s equity portfolios to around $30 billion in assets under management from 1990 until its sale to MFS Investment Management in 2011. Bruce also ran portfolios for high net worth individuals, in which MWG will specialize.
Prior to McLean Budden, Bruce was Vice President and Equity Analyst at Nesbitt Thomson from 1985 to 1990 where he achieved top rank as a Special Situations Analyst in the Brendan Wood International Survey of institutional investors.
Bruce started his investment career in 1976 at Crown life Insurance Company in Toronto as an International Economist and Financial Services Analyst and was Manager Canadian Equities when he left in 1985 to join Nesbitt Thomson.
Among other things, we sat down and discussed 40 years on Bay Street, and a few of the lessons learned along the way.
Also, apologies in advance : the conversation picked up a rouge radio wave while recording a few times, but you should be able to hear the conversation just fine.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Dr. Chris Keefer - ER Physician & nuclear advocate.
Dr. Keefer is a ER Physician at a hospital in Toronto & the President of Canadians for Nuclear Energy Association.
In addition, he is the host of the The Decouple Podcast which focuses on energy technology and its ecological impacts.
Dr. Keefer holds a bachelors degree from Guelph University & Medical Doctorate from McMaster University where he completed his residency program.
Dr. Keefer completed his Emergency Residency Program at the University of Toronto in 2013.
Among other things, we sat down and discussed the advantages of nuclear energy & how it impacts traditional energy.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
Eco-Flex manufactures products made from 100% recycled rubber for commercial, industrial, residential and agricultural applications.
Eco-Flecx employs ~30 people, out of a 35,000 square-foot plant in Alberta where it recycles ~6 million tires a year and in its 30 year lifespan - has recycled approximately 100,000,000 tires.
Eco-Flex recently hit ~$10,000,000 in revenues & opened a new plant in Texas, USA.
Among other things, we sat down and discussed running a profitable green business, recycling 100M tires, sourcing assets from NASA & how recycling tires is good for the Alberta & the Canadian economy.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Trevor Tombe- Professor of Economics & Research/ Fellow at The School of Public Policy at the University of Calgary.
Trevor’s academic research explores international trade, macroeconomics, and fiscal federalism.
Trevor is also co-director of Finances of the Nation - which aims to assemble Canadian public finance data, analysis, and commentary and make it available to researchers, journalists, students, and the general public.
Trevor holds a PhD in Economics - University of Toronto (2011), MA in Economics - University of Toronto (2006), BBA in Finance and Economics - Simon Fraser University (2005).
Among other things, we sat down and discussed inflation & the Central Bank 2% target rate, healthy interest rates & why the Alberta economy is growing.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode, we are joined by Anthony Marino - President & Chief Executive Officer of Tenaz Energy.
Tenaz Energy is a publicly listed energy company on the TSX with a market cap of ~$65,000,000.
Tenaz has domestic operations in Canada, along with offshore gas assets in the Netherlands.
Anthony Marino is former President and CEO of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience with AEC, Santa Fe Snyder, Plains and Atlantic Richfield.
Mr. Marino holds a BS Petroleum Engineering (U. of Kansas), MBA (California State U.), Chartered Financial Analyst (CFA).
In addition, Mr.Marino is a Non-Independent Director, Board, Tenaz Energy.
Among other things we sat down and discussed growing the Tenaz recapped share price by 30%, reducing cost of capital & how to spot mispriced assets.
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.
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.
Baskin Wealth Management, is a customized wealth management solutions and services to families and foundations with $1 million or more to invest.
Barry joined Baskin Wealth Management in 2000 and became a partner in 2005.
Barry is also a frequent commentator on the markets on national television, radio and in the press. His Twitter is full of wisdom about the market, and he regularly publishes insightful editorials on the Baskin Wealth Management blog.
Barry is currently involved in many community charitable organizations, and serves on the investment committee of Robbins Hebrew Academy.
Barry holds an MBA degree, and is also a CFA designation holder.
Among other things, we sat down and discusses turning $100k into an investment career, buying quality stocks for the long term & investing as a craft.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Brian Boulanger - CEO of Arc Financial.
ARC invests in early stage, growth focused oil and gas companies and in established, growth focused energy transition companies with high quality management teams.
Since the launch of the first ARC Energy Fund in 1997, ARC has invested over $5 billion of capital in more than 180 companies.
Brian joined ARC in 1997, and has overall responsibility for managing ARC Financial Corp., including the strategy and performance of the ARC Energy Funds and both investor and portfolio company relations.
He is the Chair of ARC’s Executive Committee and is a member of ARC’s Investment Committee.
Brian holds a Bachelor of Commerce in Business Administration from the Ivey Business School at Western University, is a CFA Charterholder and an Institute of Corporate Directors Certified Director.
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.
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.
This episode we are joined by Mr. Arjun Murti - board member at ConocoPhillips, Partner at Veriten LLC, and a Senior Advisor at Warburg Pincus.
Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003.
During his time at Goldman Sachs, Mr. Murti worked as a sell-side equity research analyst covering the energy sector. He was co-director of equity research for the Americas from 2011 to 2014.
Previously, Mr. Murti held equity analyst positions at JP Morgan Investment Management from 1995 to 1999 and at Petrie Parkman from 1992 to 1995.
Mr. Murti serves on the advisory board of ClearPath, Columbia Center on Global Energy Policy and as a trustee of Kent Place School.
Mr. Murti also publishes “Super-Spiked” on Substack, a newsletter that takes aim at a messy energy transition era and the clash of energy commodity & equity markets with energy & climate policy, ESG initiatives, and geopolitics.
Mr. Murti also holds B.S., B.A. – Finance from the University of Denver.
Among other things, we sat down and discussed Lessons from 15 years at Goldman Sachs, top quartile returns & why there is opportunity in Canadian energy.
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.
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.
This episode we are joined by the Honorable Rick Orman - CEO of Surmont Energy & Former Alberta MLA/Cabinet Minister.
Mr. Orman has more than 50 years of business experience serving as Chairman, CEO and Corporate and Lead Director of a number of publicly traded companies listed on the TSE, TSX, NASDAQ and HKEX, including NovAtel Inc., Daylight Energy Ltd and Sinopec Daylight Ltd.
He is a director of Persta Resources Inc., WesCan Energy Corp., CannaPharmaRx, and Spoke Resources Ltd., and, since 2020, Surmont Energy Ltd.
From 1986-1993 he was twice elected to the Alberta Legislature and served in three portfolios – Minister of Employment, Minister of Labour, Minister of Energy.
Mr. Orman graduated from Eastern Washington University (Honors) in 1971.
Among other things we sat down and discussed energy entrepreneurship, working alongside numerous Alberta Premiers, recruiting Ralph Klein & the Alberta Advantage.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Patrick De Haan - head of petroleum analysis at Gasbuddy.com - a technology company that offers mobile applications and websites for tracking crowd-sourced locations and prices of gas stations and convenience stores in the United States, Canada and Australia.
Patrick has analyzed and tracked oil markets and fuel prices since 2005, when Patrick and a professor at Grand Valley State University launched a blog that shared oil market insights and predicted gas price movements.
Patrick then went to work with GasBuddy in 2009, where he does petroleum analysis, and regularly provides commentary to U.S. news and international media outlets.
Patrick is also a graduate of DePaul University with a degree in Business Economics.
Among other things, we sat down and discussed $0.50/L gas prices during Covid-19, North American storage levels, summer demand, & the best places to find cheap gas.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Bob McNally - Founder & President of Rapidan Energy Group - a provider of energy research and analysis for investors, global companies & policy makers.
Robert McNally has over 30 years of government and market experience as an international energy consultant, senior White House policy official, and hedge fund strategist.
He is the author of the award-winning and acclaimed book Crude Volatility: The History and the Future of Boom-Bust Oil Prices (Columbia University Press, 2017).
Robert has testified before Congress on energy markets and national security, published on energy in Foreign Affairs (co-authored with Michael Levi), and has been interviewed by CNN, The Economist, NPR, Financial Times, Washington Post, New York Times, PBS’ Great Decisions in Foreign Policy series, Bloomberg News, and other leading journals and programs.
He is a non-resident fellow at the Columbia University Center on Global Energy Policy.
From 2001 to 2003, he served as the top international and domestic energy advisor for George W. Bush, holding the posts of Special Assistant to the President on the National Economic Council and, in 2003, Senior Director for International Energy on the National Security Council.
Robert earned his B.A./B.S. in Political Science and International Relations from American University and his M.A. in International Economics and Foreign Policy from Johns Hopkins School of Advanced International Studies (SAIS).
Among other things, we sat down and discusses advising US Presidents on energy policy, price volatility, the looming debt crisis & why energy is more important than every.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Peter Vinall - Co-founder/CEO of Sustane Technologies Inc. - a Canadian-based cleantech innovator, focused on municipal waste transformation.
Sustane’s newly developed technologies allows diversion of the waste that would otherwise have ended up in a landfill.
At Sustane's first commercial plant, at Chester, Nova Scotia, the company is able to upcycle, recycle and transform almost 90% of that material to create a wide spectrum of commercial products, from highly-pure biomass pellets for energy production to synthetic diesel derived from plastics.
Peter is the former CEO of Cellulose Partners Inc., Fortress Specialty Cellulose, Sateri International, Aditya Birla/Tembec Canada & Board of Directors of the Nova Scotia Innovation Hub.
Peter also has a B.S.c, Eng from Monash University & an MBA from Tulane University.
Among other things, we sat down and discussed how Sustane recycles 200 tonnes of garbage a day, carbon pricing & how the company generates a profit.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $5 billion under management.
Smead Capital Management, advises investors that fear stock market failure through a low-turnover, differentiated value discipline - seeking wonderful companies to build wealth in mutual funds, separate accounts and other investment vehicles.
Cole has been with Smead Capital since its founding in 2007, and prior to that - was a Financial Advisor with Wachovia Securities in Scottsdale, AZ.
Cole holds a CFA designation and also graduated with a B.A. Economics & History from Whitman College.
Among other things, we sat down and discussed investing as a negative art, good investing books, generating a 30% return on equity & why energy stocks are currently undervalued.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Dan Pickering - CIO & Founder of Pickering Energy Partners - a energy focused financial services firm headquartered in Houston, USA with~$16 billion invested in all energy sub-sectors.
Broadly speaking, Pickering Energy Partners consists of four divisions including capital investments, investment research, energy consulting & investment banking/advisory.
Prior to Pickering Energy Partners, Dan served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. He has spent 29 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company.
He currently serves as the Portfolio Manager of PEP’s energy equities strategy, is on the Investment Committee of PEP’s energy co-investment and private equity strategies and serves in various business development and oversight roles across the firm.
Dan is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation.
He holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.
Among other things, we sat down and discussed compounding investments at 20%, the value of trust in business & what makes a good energy investment.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Clay Seigle - Director, Global Oil Service at Rapidan Energy Group - a provider of energy research and analysis for investors, global companies & policy makers.
Clay has 23 years of experience in the energy industry with specific focus on oil market intelligence and trading strategy, with recent senior management roles at Vortexa and Genscape.
Previously, he was Energy Segment Lead at Maxar and served in several roles at IHS, including Director of its Global Oil advisory service. Prior to IHS, Clay was Senior Oil Market Analyst at Enron and an Analyst at the US Department of Energy.
Clay has lectured on energy security and geopolitical risk at events hosted by The Atlantic Council, KAPSARC, The Baker Institute, S&P Platts, Thomson Reuters, and Argus.
His published works include “Mispricing the Russia Risk Factor” (Petroleum Economist, February 2022).
Clay has been a guest on CNBC’s “Fast Money” and “Worldwide Exchange,” and on CNN’s “Newsroom,” and has been interviewed in The New York Times, The Wall Street Journal, The Houston Chronicle, Bloomberg, and Reuters.
Clay earned his B.A. in Government from the University of Texas at Austin, and his M.A. in International Economics and Foreign Policy from The Johns Hopkins University’s School of Advanced International Studies (SAIS).
Among other things we discussed oil prices at $90, energy security, market intelligence & the importance of a Chinese recovery on oil demand.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by Ian Dundas - President & CEO of Enerplus Corporation - a Calgary based energy company that trades on both the Toronto Stock Exchange and the New York Stock Exchange, with a market cap of ~$5 billion & $3.7 billion respectively.
Enerplus currently produces ~100,000 BOE/d from its USA properties in North Dakota & Pennsylvania.
Mr. Dundas became President & Chief Executive Officer of Enerplus on July 1, 2013.
Mr. Dundas joined Enerplus' predecessor in 2002 as Vice President of Business Development, and in 2010 his role expanded to Executive Vice President.
In 2011, Mr. Dundas was appointed as the Executive Vice President & Chief Operating Officer. Prior to joining Enerplus, Mr. Dundas held several executive positions in the merchant banking business, where he helped oil and gas companies grow by accessing the funding and expertise they required.
Mr. Dundas is a member of the Business Council of Canada and of the Board of Governors of the Canadian Association of Petroleum Producers.
Mr. Dundas has been an active volunteer in numerous charitable endeavors, and is currently a committee member of the YMCA Fund Development Committee, and previously the Co-Chair of the YMCA Power of Potential Campaign Committee.
Mr. Dundas holds a Bachelor of Commerce (Distinction) from the University of Calgary and a Bachelor of Laws (Distinction) from the University of Alberta. Mr. Dundas was called to the Alberta Bar in 1995.
Among other things we discussed the importance of full cycle returns, turning $1.00 into $1.30, the future of Enerplus and why to avoid debt.
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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
This episode we are joined by John Brussa - Partner & Chairman of BD & P Law Firm - a full-service boutique law firm headquartered in Calgary, Canada.
In addition to being known for co-creating the $100 Billion energy income trust market, Mr.Brussa has been a partner of Burnet, Duckworth & Palmer LLP since 1987.
Mr. Brussa is also a board member of numerous companies including Cardinal Energy Ltd., Crew Energy Inc. (Chairman), Crown Capital Partners Inc., Coelacanth Energy & CVW CleanTech.
Mr. Brussa obtained a Bachelor of Arts degree from the University of Windsor in 1978 and a Bachelor of Laws degree, with Gold Medalist distinction, from the University of Windsor in 1981.
He articled with Burnet, Duckworth & Palmer LLP and was admitted to the Law Society of Alberta in June, 1982.
Mr. Brussa also contributions to many organizations including Haskayne School of Business, Calgarians Committed to Change Cabinet, RESOLVE Campaign & Calgary Homeless Foundation.
Among other things, we sat down and discussed buying $1.00 for $0.50, inflection points & why creativity is important in business.
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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
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 company of Brookfield Asset Management.
Under Alan's leadership, the company’s asset base grew to over $4.8 billion, 1,400 employees and operations in 16 major North American markets.
Mr. Norris is also involved in his community, having recently chaired the Resolve Fundraising campaign to raise $120 million for affordable housing in Calgary and is past Chairman of the Calgary Homeless Foundation. In 2018, The Calgary Chamber and SAIT conferred on him an Honorary Bachelor Degree for his community work and he was inducted into the BILD Alberta Hall of Fame for his contributions to the industry. In 2019, Alan was honored as a Fellow of the CPA as part of the CPA Alberta’s annual Achievement Awards.
He holds a B.A. degree in accounting and economics and two Chartered Accountant Designations, Scotland and Canada.
Among other things, we sat down and discussed a few lessons from 40 years of real estate investing & why housing prices are rising.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
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 since joining the company in 2006, directly overseeing the development and operations of each of Crescent Point’s core assets.
Mr. Bryksa's experience as a professional engineer in the oil and gas industry also includes working with companies such as Enerplus Resources Fund and McDaniel and Associates Consultants.
Mr. Bryksa is a member of the Association of Professional Engineers and Geoscientists of Alberta and the Association of Professional Engineers and Geoscientists of Saskatchewn.
Mr. Bryska holds a Bachelor of Applied Science degree in Petroleum Engineering from the University of Regina.
Among other things, we sat down and discussed top well results, 60% return of capital & rebuilding a better company.
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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
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. Lauzon also manages the Income Plus Class mutual fund which won Lipper Awards in 2012, 2013 and 2017.
He holds an Honours Bachelor of Business Administration from Wilfrid Laurier University in Waterloo, Ontario, a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, and holds the designation of Chartered Financial Analyst.
Mr. Lauzon is a frequent guest on BNN and is often interviewed for his market views for Canada’s national newspapers.
Among other things we discussed 5% yields, healthy energy prices & what makes a good dividend.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
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 ("Beyond"), a managed pressure drilling service company since August 2017. Prior thereto, Mr. Colcleugh was the Chief Executive Officer of Beyond from January 2017 until August 2017.
Mr. Colcleugh was the Chief Executive Officer and Director of Iron Bridge Resources Inc., a TSX listed oil and gas producer, from July 2017 until its sale in October 2018. From 2009 until January 2017, he was Managing Director of Investment Banking for Macquarie Capital Markets Canada Ltd. (a division of Macquarie Bank).
Prior thereto, he was one of the founders of Tristone Capital Inc., a global energy investment banking boutique that was purchased by Macquarie in 2009.
Mr. Colcleugh obtained his B.A. in Economics from the University of Western Ontario and graduated from the University of Western Ontario's Ivey Business School with an MBA in 1997.
Among other things, we sat down and discussed investment banking entrepreneurship & Canada's 1st renewable diesel plant.
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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
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.
Along with Director Harry Lynch, Dr. Tinker co-produced the award-winning documentary films Switch and Switch On, which have been screened in over 50 countries.
Dr. Tinker is the host of PBS Energy Switch, an energy and climate talk show appearing on over 200 PBS stations nationwide, and Earth Date, featured weekly on over 450 public radio stations in all 50 United States.
Dr. Tinker's writing has appeared from Forbes to Fortune to Scientific American.
Dr. Tinker completed a Bachelor of Science in Geology and Business Administration, Magna Cum Laude and Phi Beta Kappa at the Trinity University in San Antonio, Texas.
Dr. Tinker also received a Master of Science in Geological Sciences from the University of Michigan, Ann Arbor in 1985, and a Ph.D. in Geological Sciences from the University of Colorado, Boulder.
Dr. Tinker is also a member and past President of the American Association of Petroleum Geologists (AAPG).
Among other things we sat down and discussed 2 Billion without power, regressive taxes & why western energy policy is changing.
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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#147: Trent Boehm (Old White Walker) - Return of the Zombie - Halloween Edition: Volatility, 2024 Pricing & Why M&A is Good for Canadian Energy Markets
00:51:01
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 Stifel FirstEnergy and Stifel GMP in Canada.
From 2016 to 2019, Mr. Boehm served as a Managing Director and Head of Energy Sales on the executive committee at Canadian public company, GMP Capital.
From 2002 to 2016 Mr. Boehm was a Managing Director and Head of Capital Markets at FirstEnergy Capital, where he was an integral part of the leadership team that built this privately held firm into a widely respected authority on the energy sector.
Mr. Boehm is also a director at Western Energy Services Corp.
Mr. Boehm holds a Chartered Financial Analyst designation in addition to a Bachelor of Commerce degree from the University of Calgary.
Among other things, we sat down and discussed recent energy market volatility, 2024 pricing & why M&A is good for Canadian energy markets
Happy Halloween everyone & stay safe out there!
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
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 2014 to November 2021.
Prior thereto he was Pembina’s President and Chief Operating Officer (February 2012 to December 2013), Chief Operating Officer (November 2008 to February 2012) and Vice President, Business Development (2005 to 2008).
Before joining Pembina, Mr. Dilger worked as a senior executive in various financial and business development positions in both oil and gas as well as infrastructure companies.
Mr. Dilger was a director of Trilogy Energy Trust for 14 years, where he served as Chairman of the Health, Safety & Environment Committee until 2017, when Trilogy was sold. Mr. Dilger was co-chair of the 2016 United Way of Calgary campaign.
Mr. Dilger has been a Chartered Professional Accountant since 1989 and holds a Bachelor of Commerce degree from the University of Calgary.
Among other things, we discussed growing a company to $40 Billion, the value of authenticity & why scarcity is important in business.
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.
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.
In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the European factory performance ski gear from its online storefront, by passing brick and mortar savings on to customers.
Check out Headracingcanada.comfor more info on the 2024 collection, and get your high performance ski gear for the upcoming season.
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 the Board in June 2007.
From 2006 to 2007, he was an independent businessman.
From 2001 to 2006, he was the Vice President of Corporate Development of Tervita Corporation (formerly CCS Income Trust).
Rene held various roles at Tervita Corporation from 1994 to 2006, including Vice President roles in Sales and Marketing, Business Development and Corporate Development.
He was Vice President of Corporate Development of Tervita Corporation or its predecessor companies from 2001 to 2006, during which time his responsibilities included business development, acquisitions, strategic planning and investor relations.
Rene has over 25 years of experience in the energy industry.
He held various positions with Imperial Oil Ltd. from 1981 to 1994, including marketing, project management, finance and accounting capacities.
Rene received a Certified General Accountant designation in 1984.
Among other things, we sat down and discussed 80% recurring cash flow, empathizing the field & why customer service matters.
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.
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.
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.
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 strategy, positioning Ovintiv for success.
Mr. McCracken has held a range of senior leadership positions at Ovintiv, including the role of President, Executive Vice-President of Corporate Development and External Affairs, Vice-President and General Manager of Canadian Operations and Vice-President of Investor Relations.
Mr. McCracken is a member of the Association of Professional Engineers and Geoscientists of Alberta. He is active in several organizations including the American Exploration and Production Council and the Canadian Association of Petroleum Producers.
Mr. McCracken graduated from Queen’s University with a Bachelor of Science degree in mechanical engineering and from the University of Oxford with a Master of Business Administration.
Among other things, we sat down and discussed building inventory, durable returns & why intangible culture matters.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%
00:50:55
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., an energy-focused private equity fund based in Calgary, Alberta.
Prior to joining Azimuth Capital Management Inc., Mr. Larke was Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005.
Both at Peters & Co. and TD Newcrest, Mr. Larke received leading rankings in the Brendan Wood International survey of institutional investors.
Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations.
In addition, Mr. Larke is a Fundamentals of Sustainability Accounting (FSA) Credential Holder. Mr. Larke has over 21 years of experience in energy capital markets, including research, sales, trading and equity finance.
Among other things, we sat down and discussed the efficiency paradox, inflation & why global energy demand is up 35%.
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#151: Andrew Judson (Fort Capital) - Adventures in Investment Banking, Watching $1.00 Grow to $18 & Why Energy M&A Will Continue
00:42:21
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, 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.
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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.
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.
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.
#152: Ian MacGregor (North West Capital) - Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business
00:49:43
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 - 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 here
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#153: Bob Chaisson (Karve Energy) - 8 Exits, Going from $0.25 to $30 & Why it Pays to be Unconventional
01:04:22
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. 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.
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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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#154: Hilary Foulkes (Enerplus/Pine Cliff/TPH & Co.) - Earning a Seat at the Table, Going West & the Value of Patience in Business
00:55:57
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. 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 here
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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking
01:01:31
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 focused on the energy industry.
He left the firm in 2008 as Vice Chairman and Managing Director, and has held numerous public and private, charity and government Board positions.
He is currently on the Board of Directors for Artis Exploration Ltd., Well Ventures Corp., Aureus Energy Services Inc., & Chance Oil and Gas Ltd.
Mr. Tahmazian holds a Bachelor of Arts degree in Economics from the University of Calgary.
Among other things we discussed Rafi's updated energy investment thesis & the golden era of energy banking.
Merry Christmas & Happy Holidays!
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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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#156: Steve Mesler (Classroom Champions) - Listening, Doing Difficult Things & a Few Lessons From the Ups & Downs in Life
01:10:20
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 Illustrated, Sports Illustrated for Kids, ABC News, the Washington Post, The Sporting News, USA Today, and the Yahoo Sports.
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.
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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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#157: Jason Landau (Waratah Capital) - Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas
00:48:51
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 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.
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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.
#158: Derek Evans (MEG Energy) - $2 Decisions, the Renaissance Days & Why Low Costs are Important in the Energy Business
00:51:47
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 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.
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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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#159: Brad Fedora (Trican Well Services) - Breaking into Investment Banking, 43% Share Reduction & Opportunities in Energy Services
01:00:44
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Brad Fedora - President & CEOof 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.
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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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#160: Joe Raia (Abaxx Technologies) - Building a New Commodities Exchange, Futures Contracts & LNG: The Investment Case in Plain Sight
00:44:18
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 transition.
Joe is a Former Managing Director, Head of Global Commodity Futures at Goldman Sachs and Global Head of Energy and Metals Futures and Options and CME/NYMEX.
Prior to his tenure at the exchange, he was the Managing Director and Global Head of Energy Markets, RJ O’Brien & Associates.
He holds a Bachelor of Science from SUNY Maritime Academy, and was a licensed US Merchant Marine Captain.
Among other things we discussed building a new commodities exchange, futures contracts & the investment case for LNG.
Enjoy.
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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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy
00:40:16
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 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.
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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.
This podcast is sponsored by Headracingcanada.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#162: Jamie Heard (Tourmaline) - $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential
01:06:58
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 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.
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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.
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.com Looking 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.comfor more info on high performance gear for the upcoming ski season.
#163: Hal Kvisle (Arc Resources/Finning/Cenovus) - Structuring M&A Deals, $2 Trillion in Assets & Common Sense Energy Policy
01:27:35
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 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.
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, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting.
Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm.
Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst.
Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt.
Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans.
Mr. Loukas is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.
Among other things, we discussed hedge fund strategies, restructuring Obsidian & the opportunities going forward.
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.
Galatea is a software company based in Calgary that is focused on helping producers better manage their fluid logistics. Galatea enables field operators and truck drivers with the ability to make the optimal decision on every waste, water or clean oil load resulting in 20% savings on trucking & disposal costs.
The Galatea platform makes it easy to create digital truck tickets, manifests and shipping documents that automatically flow through into field data capture and finance.
Galatea's platform is used by over 50% of Canadian producers, 600 trucking companies and hundreds of disposal locations.
Visit Galateatech.com to learn about how to optimize that last line on your lease op.
Energy United is an organization with a mission to promote practical energy policy across Canada. At Energy United, we're building a community of Canadians passionate about Canada's natural gas and oil industry who are willing to take action.
Energy United is driving change on issues that matter - all the way from the carbon tax to the emissions cap. Join Energy United to make a difference at www.energyunited.ca
#165: W.Brett Wilson (Prairie Merchant Corp) - The Early Days: A Few Lessons from the Entrepreneurial Journey at FirstEnergy
00:58:55
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 & Co., in 1991, and in 1993, co-founded FirstEnergy Capital Corp. in Calgary, Alberta with Rick Grafton, Jim Davidson, and N. Murray Edwards.
Mr. Brett Wilson was a season 3, 4 & 5 panelist on CBC Television's Dragons' Den.
He has written regularly on entrepreneurship for publications including Oilweek, Alberta Venture and the National Post, and in 2012, he published the book titled Redefining Success: Still Making Mistakes.
His sports interests include ownership in the Nashville Predators of the National Hockey League.
Mr. Brett Wilson has supported hundreds of charities including, The Southern Alberta Institute of Urology, the David Foster Foundation, Right to Play & the Wilson Centre for Domestic Abuse Studies at the Calgary Counseling Centre.
Mr. Brett Wilson obtained a Bachelor of Science in Civil Engineering from the University of Saskatchewan and a Masters of Business Administration degree from the University of Calgary.
In 2010, Mr. Brett Wilson received an Honorary Doctorate of Laws from Royal Roads University. In 2011, he was awarded the Order of Canada and subsequently received the Saskatchewan Order of Merit in 2012.
Among other things, we discussed the early days at FirstEnergy, and a few of the lessons learned from the entrepreneurial journey.
Enjoy.
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#166: Scott Burrows (Pembina) - New Pipelines, LNG Opportunities & What Makes a Good Midstream Business
01:00:15
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Scott Burrows - President & CEO of Pembina Pipeline - a TSX & NYSE listed energy transportation and midstream company with a market cap of ~$26 billion on both exchanges.
Previously, Mr.Burrows was Chief Financial Officer of Pembina for approximately seven years, overseeing the Company’s financial operations, investor relations, treasury, tax, risk management, corporate planning, corporate development, and capital market financings.
Prior to his role as CFO, Scott served as Vice President, Capital Markets, and as Vice President, Corporate Development and Investor Relations. In these roles, Scott was responsible for guiding Pembina through its corporate-level financial analysis of business opportunities in addition to strategic development and planning, acquisitions, and divestitures.
He also supported the Company’s participation in the capital markets by evaluating various financing alternatives and oversaw Pembina’s investor relations and related marketing initiatives.
Before joining Pembina in 2010, Scott spent seven years in energy-focused investment banking where he provided advice and counsel related to mergers and acquisitions, dispositions, joint ventures and equity and debt financings. He has considerable experience in the energy industry, including petroleum, natural gas and other product pipelines and related infrastructure facilities.
Scott has a Bachelor of Commerce from the University of British Columbia and is also a CFA® Charterholder.
Among other things, we discussed new pipelines, LNG opportunities & what makes a good midstream business.
Enjoy.
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#167: Bob Dhillon (Mainstreet Equity) - 19% Interest Rates, Building a Real Estate Business & Why Canadian Home Prices Are Rising
00:51:25
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Bob Dhillon - President & CEO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion.
Mainstreet Equity is based in Calgary, Alberta, Canada, as at Q4 2023, assets are valued at CDN$3B+ with 17,000+ rental apartment units across western Canada (BC, AB, SK and Winnipeg). For over 22 years, Bob and Mainstreet have provided consistent, year over year, double digit returns to investors through MEQ’s continued organic growth.
In the 2019 Scotiabank Equity Research Daily Edge poll, MEQ led the Total Return Performance for the Canadian Listed Real Estate Sector, outperforming the TSX Real Estate Index at 89.9%. In a 20-year (2000 - 2020) stock performance comparison of the TSX, MEQ outperformed Amazon, Berkshire Hathaway and Royal Bank of Canada.
Along with its healthy balance sheet success, Mainstreet is a strong and proud champion of affordable housing in western Canada.
Bob is also the owner of National Payments, a Visa and MasterCard approved merchant-processing business in the financial services sector.
In 2018, Bob gifted CDN$10M to the University of Lethbridge towards the creation of the Dhillon School of Business (DSB).
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, Appointed Honorary Consul General of Belize for Canada, Entrepreneur of the Year Prairies Real Estate and Construction (Ernst & Young 2015), Top 25 Canadian Immigrant Awards (Royal Bank of Canada, 2015), & Alberta’s 50 Most Influential People (Alberta Venture Magazine, 2011).
Mr. Dhillon sits on numerous boards including the Canada Mortgage and Housing Corporation (CMHC), Alberta Investment Management Corporation (AIMCo), Advisory Council for the Canada-India Business Council & Invest Alberta Corporation.
Mr. Dhillon received a Master of Business Administration - Richard Ivey School of Business at the University of Western Ontario.
Among other things, we sat down and discussed 19% interest rates, building a real estate business & why Canadian home prices are rising.
Enjoy.
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#168: William Lundin (International Petroleum Corp) - Climbing Everest, Family Lessons & What's Next for IPC
00:49:34
Greetings, and welcome back to the podcast.
This episode we are joined by Mr. William Lundin - President & CEO of International Petroleum Corp - a TSX & Stockholm Stock Exchange listed energy company with a market cap of ~$2 billion (CAD) & ~$16 billion (Swedish Krona) respectively.
Mr. Lundin has been with IPC since 2018, and previously with BlackPearl Resources Inc. He has gained diverse experience in conventional and unconventional oil and gas resources working in operations, facilities and production engineering. Prior to being appointed as Chief Operating Officer of IPC, he served in a project management position with IPC Canada.
Mr. Lundin was the Chief Operating Officer of IPC from December 2020 to end 2023. He was appointed as President and Chief Executive Officer of IPC in January 2024.
Mr. Lundin is currently a Director of ShaMaran Petroleum Corp., Filo Corp. and Orrön Energy AB and serves on the Board of the Lundin Foundation. He is a registered professional engineer in Canada.
William Lundin holds a degree in Mineral Resource Engineering from Dalhousie University.
Among other things, we discussed climbing Mt. Everest, family lessons & what's next for IPC.
Enjoy.
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#169: Rick Grafton (Westgate Energy) - New Companies, Banking Stories & Why the Next 10 Years Will Be Profitable in Energy
00:41:58
Greetings, and welcome back to the podcast.
This episode we are joined by Mr. Rick Grafton - Chairman of Westgate Energy - a startup micro cap energy company focused on the Mannville stack fairway located in East-Central Alberta and West Central Saskatchewan.
Mr. Grafton has over 30 years of investing experience, and has completed over $22 billion of energy investment transactions.
In 1993, Mr. Grafton, co-founded FirstEnergy Capital Corp. in Calgary, Alberta with W.Brett Wilson, Jim Davidson, and N. Murray Edwards.
Mr. Grafton has been a founding shareholder and board member of many leading, high-growth energy companies including Northrock, Amber Energy, Athabasca, Pipestone, Tourmaline and Bellatrix.
Mr.Grafton graduated from the University of British Columbia (1978), with a Bachelor of Commerce in Finance.
Among other things, we discussed starting a new company (Westgate Energy), banking stories & why the next 10 years in energy will be profitable.
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#170: Paul Colborne (Surge Energy) - The Startech Days, 0.7x Debt & Why Dividends are Good for Investors
01:18:50
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Paul Colborne - President & CEO of Surge Energy - a TSX listed energy company with a market cap of ~$1 Billion.
Mr. Colborne founded Startech Energy Ltd., which grew to a 15,000 boepd, publicly traded company. Eight years later in 2001, Startech was acquired by ARC Energy Trust for more than C$500 million.
From September 2003 to January 2005, Mr. Colborne was the President and CEO of StarPoint Energy Trust, a 36,000 boepd publicly traded energy trust.
From 1996 to May of 2013, was Mr. Colborne was the Founder and Chief Executive Officer of Crescent Point Energy Ltd Crescent Point Energy, a 140,000 boepd, publicly traded, dividend paying oil and gas company.
He was also been Chairman and/or Director of TriStar Oil & Gas Ltd., Westfire Energy Ltd., Twin Butte Energy Ltd., Cequence Energy, Seaview Energy Ltd. Breaker Energy, Mission Oil and Gas Inc. Legacy Oil & Gas, New Star Energy, Red River Oil Inc, Rising Star Resources, Priviti Capital, Lex Capital, and JOG Capital.
Mr. Colborne's education includes an undergraduate degree from the University of Calgary in 1986, and a Bachelor of Laws degree from the University of Calgary.
Among other things, we discussed the founding and sale of Startech Energy, 0.7x debt to cash flow & why dividends are good for investors.
Enjoy.
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#171: Eric Nuttall (Ninepoint) - Windfall Taxes, $50 Billion in Revenues & Why A.I. Will Require More Canadian Energy
00:48:49
Greetings & welcome back to the podcast.
This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund.
The Ninepoint Energy Fund is Canada's largest energy fund with ~$2.0 billion under management, primarily invested in Canadian mid-cap energy companies.
Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.
Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.
Among other things we discussed windfall taxes, $50 Billion in revenue & why A.I. will require more Canadian energy.
Enjoy.
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#172: Dane Gregoris (Enverus) - Inventory Scarcity, Data Quality & How A.I. is Helping Decisions in the Energy Sector
00:35:08
Greetings, & welcome back to the podcast.
This episode we are joined by Dane Gregoris - Managing Director with EnverusIntelligence Research, a subsidiary of Enverus - an energy software provider with annual revenues of approximately $500 million.
Mr. Gregoris joined Enverus in 2014. His previous work experience includes positions at GLJ Petroleum Consultants and Encana.
Dane leads the Oil & Gas Research team, and oversees a group of technical and financial specialists using advanced analytics to provide actionable insights.
In his role he advises both corporate and institutional clients on strategic investment decisions and is frequently quoted in major media outlets on North American energy topics.
Dane graduated from Queen’s University with a degree in geological engineering and is a CFA charter holder.
Among other things we discussed inventory scarcity, data quality & how A.I. is helping decisions in the energy sector.
Enjoy.
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#173: Donovan Bailey (2x Olympic Gold Medalist) - Running 9.61, Growing in Calgary & Reflections on a Sprinting Career
00:25:34
Greetings, & welcome back to the podcast.
This episode we are joined by Mr. Donovan Bailey - two time Olympic Gold Medalist, three time World Champion, and two time World Record holder in sprinting.
Mr.Donovan Bailey once held the world record for the 100 meter sprint, with a recorded a time of 9.84 seconds, becoming the Olympic gold medalist at the 1996 summer Olympic games in Atlanta.
Mr. Donovan Bailey is also the founder and CEO of Bailey Inc - a global brand-related company specializing in real estate investments, brand partnerships, speed and power consulting, business ventures and media broadcasting.
Mr. Donovan Bailey is a commentator for major media outlets such as BBC, CBC and EuroSports on international sporting competitions.
Mr. Donovan Bailey was also named a member of the Order of Ontario, an officer to the Order of Canada, was honored with a star on Canada's Walk of Fame, and has recently authored a new book titled Undisputed: A Champion's Life.
This episode was recorded at a recent Classroom Champions event organized by Steve Mesler which raised ~$250,000 to provide athlete mentors to classrooms across Western Canada.
Among other things, we discussed running 9.61, growing in Calgary & reflections on a sprinting career.
Enjoy.
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#174: Dean Popil (Lex Capital) - Private Equity Returns, Patient Capital & How Volatility Creates Opportunity for Investors
00:45:43
Greetings, & welcome back to the podcast.
This episode we are joined by Mr. Dean Popil- Managing Partner & CEO of Lex Capital - a Regina, Saskatchewan based private equity fund which has invested ~$600 million the past fifteen years.
Mr. Popil holds a B. Admin (Distinction) from the University of Regina, the Chartered Business Valuator (CBV) designation and the Chartered Financial Analyst (CFA) designation and is a recipient of the Governor General's Medal of Canada.
Mr. Popil has been actively involved in managing numerous private equity and venture capital funds over the last 22 years.
Mr. Popil is responsible for managing all the due diligence and underwriting of investment opportunities as well as he is actively involved in sourcing new deals, negotiating and structuring terms and raising capital.
Mr. Popil currently sits on the Boards of Artis Exploration Ltd., Woodland Development Corp., and PointBreak Resources Inc. and is a Member of Leaders Council at the Hill and Levene Schools of Business, University of Regina.
Among other things, we discussed the importance of patient capital, ~20% returns & how volatility creates opportunity for investors.
Enjoy.
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#175: Greg Robb (Helium Evolution) - The Investment Case for Helium: $600/mcf & Why Demand is Rising
00:38:58
Greetings, & welcome back to the podcast.
This episode we are joined by Mr. Greg Robb - CEO of Helium Evolution - a TSX-V listed company with a market cap of ~$17 million.
Mr. Robb has worked as a geologist in Western Canada since 1984.
Mr. Robb has broad experience in all facets of the oil and gas industry including exploration and development, acquisitions and dispositions, and reserve valuations. He has held executive level positions in several exploration and production companies and in 2006 founded Salvo Energy Corp.
Mr. Robb has been involved in heavy oil, shallow gas, coal bed methane, deep basin tight gas and conventional oil and gas plays, evaluating over $500 million of acquired assets across his career.
Mr. Robb has a B.A. in economics from the University of Alberta, a B.Sc. in geology from the University of Calgary, and a M.Sc. in geology from the University of Alberta.
Among other things, we discussed the The Investment Case for Helium: $600/mcf & Why Demand is Rising
Enjoy.
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#176: Brian Hamm (McDaniel) - North America's Largest Oil Resource, 20% Discount Rates & What Makes a Quality Reserve Analysis
00:57:11
Greetings, & welcome back to the podcast.
This episode we are joined by Mr. Brian Hamm - CEO of McDaniel - an industry leading petroleum evaluation company that also provides consulting and research products for acquisitions and divestitures, carbon capture technology (CCUS), and machine learning.
Mr. Brian Hamm earned a Bachelor of Science (B.Sc.), Mechanical Engineering (University of Calgary ), and holds a P.Eng (APEGA).
Mr. Brian Hamm sits on the board of directors for the Calgary Petroleum Club & is the Chair of the Canadian Energy Executive Association.
Among other things, we discussed North America's largest oil resource, 20% discount rates & what makes a quality reserve analysis.
Enjoy.
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#178: Hon. Brad Wall (14th Premier of Saskatchewan) - Western Taxation, Encounters with Mr.Lougheed & Common Sense Economic Policy
00:30:31
Greetings, & welcome back to the podcast.
This episode we are joined by Mr. Brad Wall - 14th Premier of Saskatchewan, Principal at Flying W Consulting & Partner at CW Cattle Co.
Mr. Brad Wall is also a board member at Helium Evolution, Whitecap Resources, NexGen Energy, Maxim Power Corp, Canadian American Business Council & Special Advisor at Osler, Hoskin & Harcourt LLP & E3 Lithium.
Mr.Brad Wall is a graduate of the University of Saskatchewan with an honors degree in Public Administration and an advanced certificate in Political Studies.
Among other things we discussed Western taxation, encounters with Mr.Lougheed & common sense economic policy.
Enjoy.
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#179: Jay Gohill (Arcurve) - Tech in Energy: How Software is Increasing Profits & Operational Efficiencies
00:41:31
Greetings, & welcome back to the podcast.
This episode we are joined by Jay Gohill - President & CEO of Arcurve - a private software development and services company based in Calgary, Alberta Canada.
Arcurve helps clients with their technology and software needs in a wide variety of projects such as field invoicing & data capture, pipeline flow efficiency & drill speed optimization.
Mr. Gohill co-founded Arcurve in 2006, as a self taught programmer with experience at Pandell Technologies , Schlumberger & Merak.
Mr. Gohill is also the Board Chair of the Calgary Food Bank & is a member of the Council of Canadian Innovators.
Among other things we discussed Tech in Energy: How Software is Increasing Profits & Operational Efficiencies.
Enjoy.
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