Published by Mr. Rose
Sharing insights on energy, finance & business related items
Listen on Apple PodcastsThis episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37 years experience in the oil and gas industry including 22 years with Chevron working in Angola, Indonesia, Nigeria, Canada and the United States. Mr. Streu was the asset manager of Angola’s first deepwater production: a 100,000 bopd operation that went from discovery to first oil in only 30 months. As Chevron Indonesia’s Planning Manager, Mr. Streu was responsible for developing strategic and tactical plans for an organization producing in excess of 350,000 bopd. Mr. Streu was also the Asset Manager for Chevron Nigeria Limited, managing the entire offshore production of 250,000 bopd. He has been the President and CEO of Condor since September 2008. Mr. Streu is currently the Honorary Consul of the Republic of Kazakhstan for Alberta. He is also a Board Director for Tethys Petroleum Ltd, a TSX-V listed oil and gas company. Among other things we learned about 85 TCF: Building Central Asia's 1st LNG. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector. Mr. McCrea also 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. Among other things we discussed 8.3 Million Barrels: Canada's Pipeline Revival. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management. Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute. Among other things we learned about 25% ROE at 2x Book: Finding Value in Canadian Energy. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management. Matt co-founded XXIII Capital Inc. in January 2023 and has nearly two decades of diversified commercial real estate, private equity and capital markets experience. He has played a key role on the execution of over $40 billion in completed transactions throughout his career. Matt's background includes holding various senior positions with one of the world's largest commercial real estate services firms, including managing a commercial brokerage team of over 80 in Calgary (the largest in Alberta at the time), serving as the interim Canadian chair of global capital markets and investment sales. Prior thereto, Matt spent 12 years in Capital Markets, including Investment Banking (Calgary) and Mergers & Acquisitions (Toronto) roles with two of Canada's largest banks. Matt is a CFA® charterholder and graduated from the Haskayne School of Business at the University of Calgary with a Bachelors of Commerce in Finance. He is a member of the Board of Directors of Wilmington Capital Management Inc. (TSX: WCM.A; WCM.B) & Brown Bagging For Calgary Kids, a completely privately funded non-profit organization providing meals to ~8,000 students across Calgary in ~300 schools and ~30 communities with a volunteer force of over 1,000. Among other things we learned about 180 Million Sq Ft: Calgary's Industrial Real Estate Boom. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management. Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural resource investment firm based in New York. With 17 years of investment management experience in the natural resource sector, Mr. Rozencwajg is recognized as a leading authority on commodities, renowned for his contrarian, deep-value investment philosophy and original research spanning decades of long-term market cycles. His prescient investment themes and industry renowned and widely followed quarterly commentaries have cemented his status as one of the foremost experts in natural resources worldwide. Mr. Rozencwajg’s expertise spans the entire commodity spectrum, including oil, natural gas, uranium, precious metals, base metals, and agriculture. His ability to uncover long-term commodity trends and identify undervalued opportunities poised for reversal has delivered exceptional results for investors. An innovator in applying technology to investment research, Mr. Rozencwajg has also successfully integrated proprietary neural network artificial intelligence models into G&R’s research process. These enhanced models offer unparalleled predictive capabilities, providing deep insights into recoverable reserves for oil and natural gas deposits and further enhancing the firm's strategic edge. A sought-after speaker, Mr. Rozencwajg frequently presents at prestigious industry conferences globally and is regularly featured in leading financial publications, including The Wall Street Journal, Barron’s, and The Financial Times. His thought leadership continues to shape the natural resource investment landscape, influencing both institutional investors and industry operators. Before co-founding G&R, Mr. Rozencwajg served as Vice President at Chilton Investment Company, where he partnered with Leigh Goehring to manage the Chilton Global Natural Resource Fund from 2007 to 2015. Under their leadership, the fund reached peak assets exceeding $5 billion, driven by their disciplined, research-intensive, and deep-value approach to investing. Earlier in his career, Mr. Rozencwajg gained valuable experience in financial markets as part of the Investment Banking division at Lehman Brothers from 2006 to 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a dual major in Economics and Philosophy from Columbia University and is a CFA Charterholder. Among other things we learned about $70 Oil: Setting Up the Next Bull Market Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management. Ben Dell is a Managing Partner of Kimmeridge and oversees investment activity across the firm. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies. Prior to founding Kimmeridge, Mr. Dell was a Senior Equity Research Analyst for Oil and Gas Exploration and Production (E&P) at Sanford C. Bernstein, where he was ranked first three times in the Institutional Investor Research Survey for coverage of E&Ps. Mr. Dell was also ranked for Natural Gas and for Oil Services and Equipment coverage. Mr. Dell joined Sanford C. Bernstein in 2003. Prior to joining Bernstein, Mr. Dell was employed at British Petroleum (BP) in its M&A and finance group. Before moving into the finance field, Mr. Dell also held positions as an exploration geologist and geophysicist across several of BP’s regional business units. Mr. Dell is currently CEO of Chestnut Carbon, a nature-based carbon removal developer and is on the Board of Caturus HoldCo, LLC., a large private natural gas producer in South Texas. He previously held positions as Chairman of the Board and interim CEO of Civitas Resources, Inc. (“Civitas”), a company that formed from the merger of Extraction Oil & Gas, Inc. and Bonanza Creek Energy, Inc. Mr. Dell earned an undergraduate degree and a master’s degree in Earth Sciences from St. Peter’s College, Oxford. Among other things we learned about $40M to $6 Billion: Building a Private Equity Firm in Energy. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas, Burke Construction, Silver Birch Energy, Silver Willow Energy, G3 Canada, and CustomerWorks. Mrs. DuPont executive career includes 13 years with Enbridge (formerly Interprovincial Pipelines) from 1997 to 2010, where she led talent and leadership development across the organization and oversaw the integration of the company's Mid Coast Energy acquisition in Houston, Texas. Prior to Enbridge, Mrs. DuPont held senior roles in the agriculture sector with the Alberta Wheat Pool and the Saskatchewan Wheat Pool, and began her career in energy with the Saskatchewan Power Corporation following a position with the Saskatchewan Department of Labour. Mrs. DuPont has also served on the University of Calgary's Board of Governors, the Haskayne School of Business Management Advisory Council, and currently sits on the strategic advisory board for the O'Brien Institute for Public Health at the Cumming School of Medicine. Mrs. DuPont was the first female President of the Calgary Petroleum Club. Mrs. DuPont Ms. earned her undergraduate degree from the University of Regina and went on to complete a Master's degree at the University of Calgary. Among other things we learned about 50 Years in Canadian Energy: Pipelines, Boards & What's Next. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Steve Larke - director at Topaz Energy , Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with market caps of ~$5 Billion, $3 Billion & $2.5 Billion respectively. Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., an energy-focused private equity fund 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 28 years of experience in energy capital markets, including research, sales, trading and equity finance, stakeholder engagement and communication, corporate finance, risk management and corporate strategy. Among other things we learned about Why Canadian Energy Is Up 70%. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Danny Brown - CEO of Chord Energy - a NASDAQ listed energy company with a market cap of ~$8 billion. Mr. Brown has more than 25 years of experience in the oil and natural gas industry, having spent his career with Anadarko Petroleum Corporation (or one of its predecessors), until Anadarko was acquired by Occidental Petroleum in 2019. Mr. Brown began his career with Anadarko in 2006 upon the acquisition of Kerr-McGee Corporation. He held positions of increasing responsibility with Anadarko and Kerr-McGee throughout his career in U.S. onshore and Gulf of Mexico segments, as well as internationally. He served as Vice President of Corporate Planning, Vice President of Operations (Southern and Appalachia), Senior Vice President and then Executive Vice President of International and Deepwater Operations, and Executive Vice President for U.S. Onshore Operations. Mr. Brown was director of Western Gas Equity Partners, LP (NYSE: WGP) and Western Gas Partners, LP (NYSE: WES) from 2017 to 2019. After the 2019 simplification of those two MLPs, he served on the board of Western Midstream Partners, LP (NYSE: WES) until August 2019, when the Anadarko-Occidental transaction was completed. Since 2020, Mr. Brown has served on the board of the private equity-backed exploration and production company, Beacon Offshore Energy LLC, which is focused on the deepwater Gulf of Mexico. Mr. Brown also served as Board Chair of the general partner of Oasis Midstream Partners LP from 2021 to 2022. Mr. Brown is a registered Professional Engineer in the state of Texas and serves on the board of Junior Achievement of Southeast Texas. He holds a Bachelor of Science in Mechanical Engineering from Texas A&M University and an MBA from Rice University, where he was a Jones Scholar Award recipient. Among other things we learned about 4-Mile Laterals: How Chord Energy Is Unlocking the Williston Basin. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Warren Valve Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors. Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, Mr. Pickering served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. Mr. Pickering has spent 30 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 and as the founding partner of Tudor, Pickering, Holt & Co. Mr. Pickering 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. Mr. Pickering 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 learned about U.S. Shale, $90 Oil & The Strait of Hormuz. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Financial Officer and Executive Vice President of Business Development from February 2019 to February 2022, as Senior Vice President of Strategy and Corporate Development from January 2017 to February 2019 and as our Vice President of Strategy and Corporate Development since joining us in July 2016. Mr. Van’t Hof has served as Chief Executive Officer of Viper since February 2025, and as a director of Viper since November 2023. Before joining Diamondback and Viper, Mr. Van't Hof served as Chief Executive Officer for Bison Drilling and Field Services from September 2012 to June 2016. From August 2011 to August 2012, Mr. Van't Hof was an analyst for Wexford Capital, LP responsible for developing operating models and business plans, including for our initial public offering, and before that worked for the Investment Banking - Financial Institutions Group of Citigroup Global Markets, Inc. from February 2010 to July 2011. Mr. Van't Hof was a professional tennis player from May 2008 to January 2010. Mr. Van't Hof received a Bachelor of Science in Accounting and Business Administration from the University of Southern California. Among other things we learned about Shale 2.0: Disciplined Permian Growth. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Warren Valve Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Cody Church - CEO of Clear North Capital , co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed energy company with a market cap of ~$10 billion. With a career spanning more than 25 years, Cody began his profession in 1993 as an Analyst for the Leveraged Finance Group of CS First Boston where he worked with financial buyers in areas of acquisition and divestiture, high-yield bonds, IPOs and re-financings. In 1995 Cody joined, New York-based private equity firm, EXOR America as an Associate. He was responsible for evaluating and analyzing market trends, currency forecasts and private equity investment opportunities. Having established a solid reputation for excellence in financing, structuring, and deal execution, Cody returned home to Calgary, Alberta and co-founded TriWest Capital Partners in 1997. As Senior Managing Director, he provided critical leadership for the overall development of the firm, served on over 20 portfolio company Boards and was instrumental in establishing the largest general buyout fund in Western Canada with five funds and over $1.25 billion in equity capital raised. Having assisted in growing TriWest into one of Canada’s leading private equity groups, Cody retired from the firm in 2018 to form Clear North Capital where he could directly focus his efforts on creating value through operational excellence for lower mid-market private Canadian companies. In addition, Cody has served on the following public Boards; Chairman of Edgefront REIT (now called Nexus REIT), Chairman of Source Energy Services, Bellatrix Resources (July 2019 – current) and Westleaf Inc. (July 2019 to current) as well as is the current Chairman of POI Business Solutions based in Markham, Ontario. Cody graduated cum laude with a Bachelor of Economics from Harvard University. He also received the distinct honor of being recognized as one of Canada’s Top 40 Under 40 in 2010. Committed to giving back by sharing his extensive experience and industry insight, Cody has volunteered and served on additional boards that includes Board of Governors of the University of Calgary, Board member of Parks Calgary and The Ranchmen's Club along with Co-Chair of the Alberta Children’s Wish Board. Previously Cody served on the Boards of the Calgary Stampede Foundation, AGC Calgary Board, CVCA Annual Meeting Organization Committee and is a repeated Guest Lecturer for the Corporate Finance faculty at the University of Calgary. Among other things we learned about From Harvard to Calgary: 30 Years in Private Equity. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Warren Valve Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada. Mike Backus has over 25 years of experience in a variety of engineering, operational, finance and executive roles. Prior to founding Outwest, Mike was a member of the executive teams at Kiwetinohk Energy Corp and Painted Pony Energy where he was the Chief Operating Officer, responsible for the Development and Operations prior to the corporate sale of both companies. Most of his career was spent with Nexen Inc. (now CNOOC International) where he was most recently the VP of Operations for Canada and the UK North Sea businesses. Mike has held various positions during his career, including working both conventional and unconventional Canadian gas and power assets, oilsands, offshore North Sea, Middle East and West Africa. Mike holds both a Bachelor of Commerce degree in Accounting and a Bachelor of Science degree in Mechanical Engineering, both from the University of Saskatchewan. He is a registered Professional Engineer in Alberta (P.Eng) and holds his Corporate Director designation (ICD.D). Among other things we learned about Starting From 0 Bbl/d: Building Outwest Energy. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve Astro Oilfield Rentals - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1 billion. Mr. Forgeron is also Chairman of Northbase Finance - a specialty finance company in the energy business. Also, Mr. John Forgeron would like to dedicate this episode to Phil Ness. In January of 2026 Compass lost a founding partner. Phil’s impact lives on through Compass' people and facilities, and they are grateful for all he has done for the Compass team. Mr. Forgeron joined the company in 2005 and founded several privately funded oilfield rental companies, which united under the banner of Compass Compression three years later. The company’s success continued over the next ten years and evolved beyond gas compression to become Compass Energy Systems. In 2020, Mr. Forgeron and his partners further strengthened the company’s position in North America by acquiring Exterran Corporation’s US compression assets. This strategic move brought with it a remarkable legacy of talent, facilities, and compression history, solidifying Compass as a global leader in compression, gas processing, and power systems. In 2020, Mr. Forgeron was behind the start of an affiliate of Compass – Northbase Finance – which offers clients flexible capital solutions for essential operating assets. Mr. Forgeron is a member of the Association of Professional Engineers and Geoscientists of Alberta and holds a mechanical engineering degree from Memorial University of Newfoundland. He started his career in gas compression in 1991 and is a recognized industry expert. Before joining Compass, Mr. Forgeron held positions at Enerflex Systems and Toromont Industries. Mr. Forgeron and his partners shared helped Compass win Canada’s EY Entrepreneur of the Year Award in 2011. Among other things we learned about 400MW — Building North America's Power Infrastructure. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Warren Valve - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion. Mr. Wirzba was an integral part of the TC Energy Executive Leadership Team. He oversaw the strategy and corporate development teams and led TC Energy’s Canadian Natural Gas and Liquids transportation businesses. During his time at TC Energy, Bevin was responsible for the successful mechanical completion of the Coastal GasLink pipeline project, in addition to his many contributions to the company’s strategy and corporate development efforts. Before joining TC Energy, Mr.Wirzba served as Senior Vice-President, Business Development and Capital Markets of ARC Resources Ltd., was Managing Director of RBC Dominion Securities, and served in multi-disciplinary roles across North America and internationally with Chevron Corp. Mr. Wirzba holds a Bachelor of Science in Civil Engineering from the University of Alberta and a Master of Business Administration from the Edinburgh School of Business. Mr. Wirzba is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA) and sits on the Board of Directors for STARS. Among other things we learned about Reviving Keystone: ~1M BBL Prairie Connector. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve Astro Oilfield Rentals - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy , finance , geopolitics , and the broader economy. Doomberg has grown to one of the top paid finance newsletters on Substack, with ~375,000 subscribers. Among other things we learned about The Strait of Hormuz is Closed — What It Means for Canadian Pipelines. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
This episode we are joined by Mr. Neil Roszell - Executive Chairman of Headwater Exploration - a TSX listed energy company with a market cap of ~$3 billion. Mr. Roszell has been a founder/executive member of Raging River Exploration Inc., Wild Stream Exploration Inc., Wild River Resources Ltd., Eagle Rock Exploration Ltd., Prairie Schooner Petroleum & Great Northern Exploration Ltd. Mr. Roszell 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. Among other things we learned about 8x Reserve Growth: Building Value Through the Drill Bit. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve Kinsted Wealth Astro Oilfield Rentals - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners , and the Ninepoint Energy Fund - Canada's largest energy fund with ~$2 billion under management. Mr. Nuttall's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations. Mr. Nuttall also earned a Bachelor of International Business degree (High Honours) from Carleton University. Among other things we learned about $200 Oil – A Looming Energy Crisis. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve Kinsted Wealth Astro Oilfield Rentals - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show
Greetings & welcome back to the podcast. This episode we are joined by Mr. Ryan Bushell - CEO of Newhaven Asset Management - an investment firm with ~$500 million under management. Ryan Bushell joined Newhaven in 2018 from one of Canada’s longest tenured Investment Managers, where he was co-head of the investment team responsible for meeting investment objectives for private and institutional clients. Mr. Bushell holds the Chartered Financial Analyst (CFA) and Canadian Investment Manager (CIM) designations. Mr. Bushell has a Bachelor of Management and Organizational Studies specializing in Finance from the University of Western Ontario, and is a member of the CFA Society Toronto. Among other things we learned about Capital Preservation – Dividend Investing & Energy Infrastructure. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve Kinsted Wealth Support the show
Greetings & welcome back to the podcast. This episode we are joined by Mr. Chris Carlsen - CEO of Birchcliff Energy - a TSX listed energy company with a market cap of ~$2 billion. Mr. Carlsen is the President and Chief Executive Officer of Birchcliff and is responsible for the overall strategic direction and financial and operational performance of the Corporation. He is a Professional Engineer with over 20 years of experience in the oil and natural gas industry, including in the areas of executive leadership, engineering, operations, finance, acquisitions and divestitures, business development, marketing and sustainability. Mr. Carlsen is also a director of the Corporation. Mr. Carlsen joined Birchcliff in 2008 and has been a member of the Corporation’s Executive Team since 2013, serving as the President and Chief Operating Officer from January 2022 to December 2023 and as the Vice President, Engineering from July 2013 to December 2021. Prior to joining Birchcliff, Mr. Carlsen was the Senior Engineer at Greenfield Resources Ltd. and held various engineering positions at both Encana Corporation and PanCanadian Petroleum Ltd. Mr. Carlsen holds a Bachelor of Science degree in Chemical Engineering from the University of Saskatchewan and is a member of the Association of Professional Engineers and Geoscientists of Alberta. He is also a member of the board of directors of the Canadian Association of Petroleum Producers and the board of governors of the Explorers and Producers Association of Canada and a member of the Business Council of Alberta. Among other things we learned about 20 Years in the Montney – Infrastructure, Growth & Discipline. Enjoy. Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects Warren Valve Kinsted Wealth Support the show