The Trevor Rose Podcast
Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival
8.3 Million Barrels: Canada's Pipeline Revival
Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy
25% ROE at 2x Book: Finding Value in Canadian Energy
Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom
180 Million Sq Ft: Calgary's Industrial Real Estate Boom
Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market
$70 Oil: Setting Up the Next Bull Market
Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy
$40M to $6 Billion: Building a Private Equity Firm in Energy
Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next
50 Years in Canadian Energy: Pipelines, Boards & What's Next
Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin
4-Mile Laterals: Unlocking the Williston Basin
Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz
U.S. Shale, $90 Oil & The Strait of Hormuz
Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth
Shale 2.0: Disciplined Permian Growth
Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity
From Harvard to Calgary: 30 Years in Private Equity
Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy
Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy