The Trevor Rose Podcast

This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million. 

Mr. Reding previously served as the Vice President of Operations & Geoscience at NAL Resources Management until the acquisition by Whitecap Resources in Q1 2021. 

Mr. Reding has 35 years of energy technical and leadership experience that spans across the upstream and midstream segments at NAL and previously with Norcen Energy, Northrock Resources, Samson Exploration and Enterra Energy Trust. 

Mr. Reding graduated from the University of Calgary with a B...

This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion. 

Mr. McKenna is the Chief Executive Officer at Rockpoint responsible for the management and performance of the corporation’s storage and retail distribution assets. He brings to Rockpoint Gas Storage over 30 years of experience in the energy industry with leadership roles across a wide spectrum of disciplines including gas storage and marketing, midstream operations, energy trading, business development and Acquisitions and Divestitures. 

From 2014 to 2020 he w...

This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus. 

Mr. Murti has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. 

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 en...

This episode we are joined by Mr. Steve Glanville - CEO of STEP Energy Services - a private energy services company with revenues of ~$1 billion. 

Mr. Glanville has served as STEP’s president and CEO since October 2022. A co-founder of STEP, he previously held the role of COO from the company’s inception in March 2011 before being appointed president in July 2021. 

In 2026, Mr. Glanville led the successful amalgamation of STEP and Sanjel, creating a stronger, integrated organization that includes the Wayfinder Corporation and delivers a comprehensive suite of coiled tubing, hydraulic fracturing, nitrogen, pumpin...

(Recorded August 6, 2026).

This episode we are joined by Mr. Tony Marino - CEO of Tenaz Energy - a TSX listed energy company with a market cap of ~$2 billion. 

Mr. Marino is the former President and Chief Executive Officer of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience at AEC, Santa Fe Snyder, Plains Resources and Atlantic Richfield. 

He holds a Bachelor of Science in Petroleum Engineering from the University of Kansas and an MBA from California State University, and holds the Chartered Financial Analyst (CFA) de...

(Recorded August 13, 2026).

This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment firm with ~$485 billion under management. 

Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and non-executive director of 1947 Oil & Gas, a director of Borr Drilling, and Chair of the Advisory Group at the Energy Policy Institute at the University of Chicago. 

Mr. Currie is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. 

D...

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.

P...

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 - th...

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...

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, Bloomb...

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 20...

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 C...

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 re...

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 In...

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 Sask...

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 N...

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 o...

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. Pic...

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 Strat...

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, EX...

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...

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. For...

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 effort...

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.

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