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The Trevor Rose Podcast

Mr. Roserosebros.ca

Sharing insights on energy, finance & business related items

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Episodes

Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth

This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy - a NASDAQ listed energy company with a market cap of ~$60 billion. 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 Feb...

Jun 04, 202657 minSeason 1Ep. 284

Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity

This episode we are joined by Mr. Cody Church - CEO of Clear North Capital , co-founder of TriWest Capital & 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, N...

Jun 02, 20261 hr 23 minSeason 1Ep. 283

Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy

This episode we are joined by Mr. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada. Mike Backus has over 25 years of 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 com...

May 28, 202654 minSeason 1Ep. 282

John Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure

This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1 billion. Mr. Forgeron is 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 don...

May 26, 202651 minSeason 1Ep. 281

Bevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector

This episode we are joined by Mr. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion. Mr. Wirzba was an integral part of 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 ...

May 21, 20261 hr 11 minSeason 1Ep. 280

Doomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines

This episode we are joined by the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy , finance , 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: ...

May 19, 202636 minSeason 1Ep. 279

Neil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit

This episode we are joined by Mr. Neil Roszell - Executive Chairman of Headwater Exploration - a TSX listed energy company with a market cap of ~$3 billion. Mr. Roszell has 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 E...

May 14, 20261 hrSeason 1Ep. 278

Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis

Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners , 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 Carleto...

May 07, 202652 minSeason 1Ep. 277

Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure

Greetings & welcome back to the podcast. This episode we are joined by Mr. Ryan Bushell - CEO of Newhaven Asset Management - an investment firm with ~$500 million under 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 (CI...

Apr 30, 202656 minSeason 1Ep. 276

Chris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline

Greetings & welcome back to the podcast. This episode we are joined by Mr. Chris Carlsen - CEO of Birchcliff Energy - a TSX listed energy company with a market cap 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 ex...

Apr 23, 20261 hr 19 minSeason 1Ep. 275

Doug Bartole (InPlay Oil) - Unlocking the Cardium in 2026

Greetings & welcome back to the podcast. This episode we are joined by Mr. Doug Bartole - CEO of InPlay Oil - a TSX listed energy company with a market cap of ~$500 million. Mr. Bartole has been the President and Chief Executive Officer of the Corporation since November 2012; prior thereto, Mr. Bartole was the founder, President and Chief Executive Officer of Vero Energy Inc., a public oil and gas company, from September 2005 to November 2012. Mr. Bartole was also previously Vice President, ...

Apr 16, 202657 minSeason 1Ep. 274

George Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate

Greetings & welcome back to the podcast. This episode we are joined by Mr. George Armoyan - Executive Chairman of G2S2 Capital Inc., President of Armco Capital Inc., and Executive Chairman, President & Chief Executive Officer of Clarke Inc. Mr. Armoyan is an entrepreneur with extensive experience in real estate and various industries. Since 1982, Mr. Armoyan has successfully founded and grown numerous businesses, created shareholder value at several public companies through restructuring...

Apr 09, 20261 hr 7 minSeason 1Ep. 273

Terry Etam (Energy Columnist) - $100 Oil & Canada's Strategic Petroleum Reserve

Greetings & welcome back to the podcast. 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 Among other things we learned about $100 Oi...

Apr 02, 202642 minSeason 1Ep. 272

Dr. Elizabeth Cannon (CNRL/Mancal) - 40 Years of Leadership in Engineering, Energy & Education

Greetings & welcome back to the podcast. This episode we are joined by Dr. Elizabeth Cannon - president emerita of the University of Calgary, former dean of the Schulich School of Engineering & board member of Canadian Natural Resources/Mancal Corporation. Dr. Elizabeth Cannon is president emerita of the University of Calgary after serving as president and vice chancellor from July, 2010 until December, 2018. Prior to her term as president, Dr. Cannon was dean of the Schulich School of E...

Mar 26, 202659 minSeason 1Ep. 271

Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dane Gregoris - Managing Director & Head of Oil and Gas Research at Enverus - an energy software provider with annual revenues of approximately $1 billion. Mr. Gregoris joined Enverus in 2014. His previous work experience includes positions at GLJ Petroleum Consultants and Encana. Mr. Gregoris leads the Oil & Gas Research team, and oversees a group of technical and financial specialists using advanced analyti...

Mar 19, 202644 minSeason 1Ep. 270

Pat Oliver (Bonterra) - The Evolution of Bonterra Energy

Greetings & welcome back to the podcast. This episode we are joined by Mr. Pat Oliver - CEO of Bonterra - a TSX listed energy company with a market cap of ~$200 million. President, Chief Executive Officer and Director of Bonterra since September of 2022. Mr. Oliver has over 35 years of E&P experience in various executive roles in both the public and private sector, the majority of his roles over the past 20 years having been as CEO. He has a proven track record in the leadership of sever...

Mar 12, 202644 minSeason 1Ep. 269

Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Trent Boehm - CEO of Redstone Oil Corp - a exploration-focused oil & gas startup company. Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus Canada which operated 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 ...

Mar 05, 202651 minSeason 1Ep. 268

Bob Dhillon & Trina Cui (Mainstreet) - Q1 2026 Results Summary

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob Dhillon & Trina Cui - CEO & CFO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion. 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 Con...

Feb 26, 202637 minSeason 1Ep. 267

Bryan Gould (Aspenleaf) - 29 Years at Shell & Growing to 25,000 BOE/D

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bryan Gould - founder & executive chairman of Aspenleaf Energy - a private energy company producing ~25,000 BOE/D. Aspenleaf operates assets in the Swan Hills, Leduc and Twining regions of Alberta, having acquired Arcan Resources Ltd in 2015, NEP Canada Ltd. In 2018 and Huron Resources Corp in 2020. Mr. Gould was born and raised in Toronto. He attended the University of Toronto and graduated in 1982 with a Master o...

Feb 19, 20261 hr 10 minSeason 1Ep. 266

Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Toby Rice - CEO of EQT - a NYSE listed energy company with a market cap of ~$35 billion. Toby Rice was named President and Chief Executive Officer in July 2019, when he was also elected to EQT’s Board of Directors. Since May 2018, Toby has served as a Partner at Rice Investment Group, a multi-strategy fund investing in all verticals of the oil and gas sector. From October 2013 until its acquisition by EQT in November 2...

Feb 12, 20261 hr 2 minSeason 1Ep. 265

W. Brett Wilson (Prairie Merchant) - FirstEnergy ~1992 & Dragons' Den Lessons

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, W.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 Gr...

Feb 05, 202640 minSeason 1Ep. 264

#263: Doomberg Part III: Venezuelan Oil & Why Energy Is Abundant

Greetings & welcome back to the podcast. 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 over 350,000 subscribers. Among other things we learned about Venezuelan Oil & Why Energy Is Abundant. Enjoy. Thank you to our sponsors. Without their support this episode ...

Jan 29, 202646 minSeason 1Ep. 263

#262: Dr. Chris Keefer (Canadians for Nuclear Energy) ~600 TWh: Why Power Demand Is Growing

Greetings, and welcome back to the podcast. This episode we are joined by Dr. Chris Keefer - President of Canadians for Nuclear Energy Association , ER Physician & host of 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 201...

Jan 22, 202649 minSeason 1Ep. 262

#261: Don Simmons (Hemisphere Energy) - Heavy Oil & Polymer Floods: Scaling to 3800 boe/d

Greetings, and welcome back to the podcast. This episode we are joined by Mr.Don Simmons - CEO of Hemisphere Energy - a TSX listed energy company with a market cap of ~$200 million. Mr. Simmons has extensive experience in petroleum geology and a proven track record of discovering oil and gas in Western Canada and internationally. He became President and Chief Executive Officer in February 2008. Prior to joining Hemisphere, Mr. Simmons was a Geologist at Sebring Energy, private oil and gas compan...

Jan 15, 20261 hr 5 minSeason 1Ep. 261

#260: Hon. Stockwell Day - Lowering Taxes, Cutting Debt & 50 Years of Politics

Greetings, and welcome back to the podcast. Stockwell Day was successfully elected nine times over 25 years at two levels of government and in two separate provinces. From 1986 to 2000, he served in the Alberta Legislature as Government House Leader, Minister of Labour, Minister of Social Services and Minister of Finance. In 2000 Stockwell Day won the leadership of the Canadian Alliance and became Leader of Canada’s Official Opposition. In the general election that followed soon after, the Canad...

Jan 08, 20261 hr 27 minSeason 1Ep. 260

#259:Heather Exner-Pirot (Macdonald-Laurier) - Canadian Energy: MOU's, Pipelines & LNG

Greetings, and welcome back to the podcast. This episode we are joined by Heather Exner-Pirot - Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute , Special Advisor to the Business Council of Canada , Research Advisor to the Indigenous Resource Network , and Global Fellow at the Wilson Centre in Washington D.C. She has twenty years of experience in Indigenous, Arctic and resource development and governance. She has published on Indigenous e...

Jan 02, 20261 hr 4 minSeason 1Ep. 259

#258: Dan Halyk (Total Energy) - Cash Flows, Energy Services & New Markets

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Halyk - CEO of Total Energy Services - a TSX listed energy services company with a market cap of ~$550 million. Mr. Halyk is the founder of Total Energy and has served as a director since its inception in November 1996 and Chief Executive Officer since 2002. Mr. Halyk co-founded Trident Capital Partners in 1997, a private limited partnership that invested primarily in the energy and real estate industries until 202...

Dec 26, 20251 hr 30 minSeason 1Ep. 258

#257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Vern Yu - CEO of AltaGas - a TSX listed midstream & utilities company with a market cap of ~$13 billion. As President and Chief Executive Officer, Vern Yu leads the development and execution of AltaGas’ strategy, oversees operations and manages the business and affairs of AltaGas. Vern is an experienced executive with a proven track record of success across the energy infrastructure value chain including within Nor...

Dec 18, 202559 minSeason 1Ep. 257

#256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Manuj Nikhanj - CEO of Enverus - a private energy-focused software and data analytics company with revenues of ~$1 billion. Before joining Enverus, Manuj was co-President and co-CEO of RS Energy Group. Over the last 17 years he has completed several hundred evaluations of public and private producers, plays and assets. Manuj has served as a trusted advisor for multiple company boards and executive teams around strateg...

Dec 11, 20251 hr 3 minSeason 1Ep. 256

#255: Steve Letwin (Mancal) - Cash Flow, African Gold Adventures & Capital Allocation in 2025

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Steve Letwin - CEO of Mancal Corporation - a privately owned holding company of the Mannix family - with interests in natural resources, energy, real estate, and venture capital. Steve has served on Mancal Corporation’s Board of Directors since the company’s inception in 1999, Steve was appointed President and Chief Executive Officer in 2020. He brings a strong background in natural resources, having served as Preside...

Dec 04, 20251 hr 2 minSeason 1Ep. 255
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