Claim OwnershipThe Trevor Rose Podcast
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© 2025 The Trevor Rose Podcast
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Sharing insights on energy, investing & business related items.
246 Episodes
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Greetings, and welcome back to the podcast. This episode we are joined by Mr. Brian Schmidt - CEO of Tamarack Valley Energy - a TSX listed energy company with a market cap of ~$3 billion. Mr. Schmidt is Chief Executive Officer and a founder of Tamarack Valley Energy. He is Chair of Tamarack Clearwater GP Inc. which provides oversight to the Clearwater Infrastructure Limited Partnership operations. Mr. Schmidt is an Honorary Chief of the Blood Tribe and is currently a Board o...
Greetings, and welcome back to the podcast. 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 ~$45 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 an...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Ian Anderson - former CEO of Trans Mountain Corp. & Kinder Morgan Canada Inc. Mr. Anderson retired in 2022 after 17 years as the CEO and President of Trans Mountain Corp, and predecessor companies, including Kinder Morgan Canada Inc. Mr. Anderson had a 44 year career in the utility and midstream pipeline industry with such companies as Inter City Gas, Westcoast Energy, BC Gas, Kinder Morg...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. JP Lachance - CEO of Peyto Exploration - a TSX listed energy company with a market cap of ~$4 billion. Jean-Paul (JP) Lachance joined Peyto in 2011 as VP Exploitation before being promoted to COO on Feb. 1 2018 and subsequently assumed the role of President and CEO on Jan. 1, 2023. Mr. Lachance has over 30 years of industry experience and held prior positions with ProspEx Resources Ltd., Marathon, ...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Culbert - board member of ARC Resources & TC Energy. Mr. Culbert has 35 years of experience in the North American energy industry with expertise in operations, development, finance, marketing, regulatory and business development. Previously, he co-founded Progress Energy where he held the positions of President and Chief Executive Officer, and ultimately Vice Chairman of PETRONAS Energy...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Chris Doornbos - CEO of E3 Lithium - a CVE listed Lithium company with a market cap of ~$100 million. Chris is an entrepreneur, aviator, and founder of emerging ideas and technology, with a passion for collaboration and innovation. Chris is the founder of E3 Lithium, a world-leading lithium resource and technology development company. Chris emphasizes risk management, developing and managing an exceptional tec...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Mark O'Byrne - President of Obyco Consulting, former President of Schlumberger Canada, and former President of Palliser Production Management Ltd., a ~60,000 boe/d joint venture agreement. Initially educated in Canada, Mark has extended his education at IMD Switzerland and Harvard. Mark has recently founded Obyco Consulting Ltd. in Calgary, providing energy related consulting and advisory largely i...
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...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. Mr. Bertram was the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led the company in significant growth and major acquisitions while enabling consistent delivery of value to customers and shareholders. ...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Myron Stadnyk - Chairman of Vermilion Energy & board member of Whitecap Resources & Mancal Corporation. Mr. Stadnyk has over 40 years of oil and gas experience and is the former President & CEO and Director of ARC Resources Ltd., retiring in 2020. During his tenure as CEO, and prior to that as COO, Mr. Stadnyk played a pivotal role in ARC's transformation from a Royalty trust to a leading Canadian ...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Rule - CEO of Rule Investment Media, co-founder of Battle Bank & former President & CEO of Sprott US Holdings. Mr. Rule began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. Mr. Rule is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Mr. Rule foun...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob McNally - founder and president of Rapidan Energy Group - an independent energy market, policy, and geopolitical analysis firm based in the Washington, DC area. Bob's 34-year career includes service as a White House energy advisor to President George W. Bush, an oil market analyst, and a hedge fund strategist at Tudor Investment Corporation. His acclaimed book Crude Volatility: The History and the Future o...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jodi Anhorn - CEO of GLJ - a global energy & petroleum evaluations firm based in Calgary, Alberta, Canada. As an industry expert with 30 years of experience at GLJ, Jodi has witnessed the company evolve from a small reserves evaluations provider to the strategic client partner that it is today. Under Jodi’s guidance as CEO, GLJ’s collective knowledge of subsurface expertise and economics ensures its ...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Debow - board member of Build Canada and Loblaws International. Mr. Debow is also former VP of Partnerships and Corporate Development at Shopify, and 3x co-founder of Workbrain, Rypple, and Helpful. Mr. Debow was an adjunct professor at the University of Toronto - Faculty of Law where he taught a course on exponential technologies, law & policy. Mr. Debow earned a BA from Western University...
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Kanovsky - founder and CEO of Sky Energy Corp., a private energy and investment company founded in 1993. Mr. Kanovsky is also a Founding Partner and Associate/Mentor of Creative Destruction Lab (Rockies) as well as serving on advisory boards of several private companies. Mr. Kanovsky started his career in investment banking and subsequently has had significant involvement in the oil, gas, renewab...
Greetings, and welcome back to the podcast. 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.&nbs...
Greetings & welcome back to the podcast. 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 ...
Greetings & welcome back to the podcast. This episode we are joined by Mr. Mike Belenkie - CEO of Advantage Energy - a TSX listed energy company with a market cap of ~$2 Billion. Mr. Belenkie joined Advantage in October 2018 as Chief Operating Officer, and was promoted to President and Chief Operating Officer in October 2019 and then to President and Chief Executive Officer in January 2022. Between 2012 and 2018, Mr. Belenkie founded and helped lead Modern Resources to b...
Greetings & welcome back to the podcast. This episode we are joined by Ms. Hilary Foulkes - Independent Director of Chord Energy, Pine Cliff Energy, Senior Advisor at TPH Canada & Vice-Chair 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 Geo...
Greetings & welcome back to the podcast. This episode we are joined by Mr. Robyn Regehr. Mr. Regehr played ~1089 NHL games over fifteen years including twelve with the Calgary Flames, and three with the LA Kings - where he won the Stanley Cup in 2014. Mr. Regehr also competed for Canada in World Juniors, World Championships, World Cup and Olympics. Mr. Regehr was a member of the NHLPA executive board for 4 years also participated in Audit and Executive Director search c...
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