The Trevor Rose Podcast

Hosted by Mr. Rose

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Episodes

295

Latest episode

Aug 2026

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EN-US

About the show

Sharing insights on energy, finance & business related items

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60 recent

August 13, 2026Episode 2961 hr 8 min

Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona

This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan has more than 40 years of experience in the Canadian energy industry, building and monetizing exploration and production companies. He co-founded Strath Resources in January 2017, which later merged into Strathcona Resources, initially acquiring the Kakwa Montney for $280 million and with production growing from approximately 5,000 boe/d to over 40,000 boe/d. Those assets were subsequently divested to ARC Resources in 2025 for just under $1.7 billion. Previously, Mr. Fagan served as President and Chief Executive Officer of Mosaic Energy Ltd., a Natural Gas Partners-backed producer where he led the company's transition from conventional development into the liquids-rich Montney and assembled the Kakwa land position. Mr. Fagan joined Addison Energy Inc. in 1999 as part of the leadership team, becoming President and Chief Executive Officer in 2003, as the company grew to more than 11,000 boe/d through development and more than 50 acquisitions prior to its sale to NAL Oil & Gas Trust in 2005. He founded his first company, Sequoia Exploration, in 1996, after spending the early years of his career at Imperial Oil and Consumers' Gas. Mr. Fagan holds a Bachelor of Commerce from Memorial University of Newfoundland and an MBA from the Ivey Business School at Western University. He holds the ICD.D designation from the Institute of Corporate Directors. Outside of energy, Mr. Fagan is a documentary photographer (Steve Fagan Photography) and founder of the Fagan Foundation, which supports education initiatives in Nepal's Tsum Valley. Among other things we learned about Building 4 Companies in 40 Years: Sequoia to Strathcona. 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

August 6, 2026Episode 2951 hr 7 min

Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge

This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel served as President & CEO of Enbridge Inc. from 2001 to 2012, leading the company through a transformative decade in which its market value grew roughly fourfold - from approximately $7 billion to $30 billion - while delivering an average annual shareholder return near 16%. His career began at Occidental Petrochemicals before he returned to Alberta to join Hudson's Bay Oil and Gas, followed by Home Oil and Interprovincial Pipeline - the company that would become Enbridge - where he rose through planning, systems, and business development roles over nearly three decades before being named CEO. Pat led Enbridge through the Line 6B pipeline incident near Kalamazoo, Michigan in 2010, personally relocating to Michigan for months to oversee the response, and championed the Northern Gateway pipeline project in pursuit of Canadian crude access to Asian markets. Since retiring from Enbridge in 2012, Pat has served as Chairman of Cenovus Energy and held board positions with CIBC and Capital Power. He is an avid hiker and fly fisherman, and divides his time between family, travel, and the outdoors. A chemical engineer by training, Pat holds a Bachelor of Science in Chemical Engineering from the University of Alberta and a Master of Applied Science in Chemical Engineering from the University of British Columbia. Among other things we learned about $7B to $30B: 11 Years Building Enbridge. 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

July 30, 2026Episode 29450 min

Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG

This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37 years experience 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

July 23, 2026Episode 29352 min

Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival

This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with 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

July 16, 2026Episode 2921 hr 3 min

Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in 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

July 14, 2026Episode 29157 min

Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom

This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management. Matt co-founded XXIII 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

July 9, 2026Episode 29055 min

Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market

This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management. 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

July 2, 2026Episode 2891 hr 6 min

Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy

This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management. Ben Dell is a Managing 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

June 25, 2026Episode 28847 min

Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next

This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas, Burke Construction, Silver Birch Energy, Silver Willow Energy, G3 Canada, 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

June 18, 2026Episode 28746 min

Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%

This episode we are joined by Mr. Steve Larke - director at Topaz Energy , Headwater Exploration Inc. & 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

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