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, Mr. 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 Grafton, Jim Davidson, and N. Murray Edwards.
Mr. Brett Wilson was a season 3, 4 & 5 panelist on CBC Television's Dragons' Den.
He has written regularly on entrepreneurship for publications including Oilweek, Alberta Venture and the National Post, and in 2012, he published the book titled Redefining Success: Still Making Mistakes.
His sports interests include ownership in the Nashville Predators of the National Hockey League.
Mr. Brett Wilson has supported hundreds of charities including, The Southern Alberta Institute of Urology, the David Foster Foundation, Right to Play & the Wilson Centre for Domestic Abuse Studies at the Calgary Counseling Centre.
Mr. Brett Wilson obtained a Bachelor of Science in Civil Engineering from the University of Saskatchewan and a Masters of Business Administration degree from the University of Calgary.
In 2010, Mr. Brett Wilson received an Honorary Doctorate of Laws from Royal Roads University. In 2011, he was awarded the Order of Canada and subsequently received the Saskatchewan Order of Merit in 2012.
Among other things, we discussed the early days at FirstEnergy, and a few of the lessons learned from the entrepreneurial journey.
Enjoy.
This episode, we are joined by Mr. Steve Loukas - CEO of Obsidian Energy - a TSX listed energy company with a market cap of approximately $750 million, and partner at FrontFour Capital Group - a value-based investment management firm.
Stephen Loukas was appointed Interim President and Chief Executive Officer of Obsidian Energy Ltd. effective December 5, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting.
Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm.
Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst.
Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt.
Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans.
Mr. Loukas is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.
Among other things, we discussed hedge fund strategies, restructuring Obsidian & the opportunities going forward.
Enjoy.
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Hal Kvisle - Board Chair of Arc Resources, Finning International Inc., South Bow Energy and Director for Cenovus Energy.
Mr. Kvisle was Chief Executive Officer of Talisman Energy from 2012 – 2015. From 2001 – 2010, he served as Chief Executive Officer of TransCanada Corporation, now TC Energy, which included the commissioning and start-up of the Keystone Pipeline.
Prior to joining TransCanada in 1999, he founded and was President of Fletcher Challenge Energy Canada, a successful Canadian upstream business with ventures in Venezuela, Argentina and Mexico. Previously, he held engineering, finance and management positions with Dome Petroleum Limited. Mr. Kvisle was named Canada’s CEO of the Year in 2008 and selected to the Canadian Petroleum Hall of Fame in 2012.
In 2021, he received the Institute of Corporate Directors Fellowship Award. He is the founding Chair of the Business Council of Alberta and the former Chair of the Interstate Natural Gas Association of America, the Mount Royal College Board of Governors and the Nature Conservancy of Canada.
Mr. Kvisle holds a Bachelor of Science in Engineering degree from the University of Alberta, a Master of Business Administration and Honorary Doctor of Laws degrees from the University of Calgary, and an Honorary Doctor of Laws degree from Mount Royal University. He is a Fellow of the Canadian Academy of Engineering.
Enjoy.
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Jamie Heard - VP of Capital Markets at Tourmaline Oil Corp - a TSX listed energy company with a market cap of ~$20 Billion.
Mr. Heard has served as the Vice President, Capital Markets of Tourmaline Oil Corp. since December 2023.
Prior to joining Tourmaline in 2019, Mr. Heard served as an analyst and investor in Castleton Commodities International, Surveyor Capital, BMO Capital Markets, and Barclays.
Mr. Heard holds a Master of Science in Business Administration majoring in Finance from the William E. Simon Graduate School of Business Administration at the University of Rochester and a Bachelor of Commerce, majoring in Finance and Economics from Carleton University. He is CFA Charterholder.
Among other things, we discussed $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential.
Enjoy.
Greetings, and welcome back to the podcast.
This episode, we are joined by Ms.Barb Munroe - Chair of Crescent Point Energy - a NYSE & TSX listed company with a market cap of ~$5 Billion on both exchanges.
Prior to Crescent Point, Ms. Munroe was Executive Vice President, Corporate Services and General Counsel for WestJet Airlines from November 2016 until retiring in March 2019.
Ms. Munroe joined WestJet in November 2011 as Vice President & General Counsel and was promoted to Senior Vice President, Corporate Services & General Counsel in June 2015.
She was the Assistant General Counsel, Upstream at Imperial Oil Ltd. from 2008 to 2011, and the Senior Vice President, Legal/IP & General Counsel, Corporate Secretary for SMART Technologies Inc. from 2000 to 2008.
Ms. Munroe is an experienced corporate director, serving as a director with ENMAX Corporation and as a member of the Alberta Cancer Foundation's board of trustees.
Ms. Munroe holds a Bachelor of Commerce, Finance degree and a Bachelor of Laws degree, both from the University of Calgary.
Ms. Munroe was admitted to the Law Society of Alberta in 1991 and also holds the ICD.D designation from the Institute of Corporate Directors.
Among other things we discussed A new corporate direction & reflections on governance from tech to energy.
Enjoy.
Greetings, and welcome back to the podcast.
This episode, we are joined by Mr. Joe Raia - Chief Commercial Officer of Abaxx Commodities Futures Exchange and Clearinghouse - a new Singapore based futures Exchange that is a wholly owned subsidiary of Canadian based Abaxx Technologies, a CBOE Canada listed technology company that aims to build tools for better commodity benchmarks for the energy transition.
Joe is a Former Managing Director, Head of Global Commodity Futures at Goldman Sachs and Global Head of Energy and Metals Futures and Options and CME/NYMEX.
Prior to his tenure at the exchange, he was the Managing Director and Global Head of Energy Markets, RJ O’Brien & Associates.
He holds a Bachelor of Science from SUNY Maritime Academy, and was a licensed US Merchant Marine Captain.
Among other things we discussed building a new commodities exchange, futures contracts & the investment case for LNG.
Enjoy.
This episode, we are joined by Mr. Brad Fedora - President & CEO of Trican Well Services - a TSX listed energy company with a market cap of ~ $900 million.
Mr. Fedora has been a director of Trican since June 2017 and, most recently, was Chairman of the Board until August 2020 when he become CEO.
Prior to that, he was President and CEO of Canyon Services Group Inc. (“Canyon”) from 2007 until 2017 when it was acquired by Trican.
Before joining Canyon, Mr. Fedora spent the previous decade with Peters and Co. Limited, a Calgary-based investment bank focused on the energy sector, where he specialized in financings and merger and acquisition transactions for the oil and natural gas service and supply sector.
He is a former director of Horizon North Logistics, Canyon, IROC Energy Services Corp., Petroleum Services Association of Canada, and Marsa Energy Inc.
Mr. Fedora holds a Bachelor of Science from the University of Saskatchewan and an MBA in finance from the University of British Columbia.
He is a 2009 recipient of Canada’s Top 40 Under 40 Award.
Among other things we discussed breaking into investment banking, 43% share reduction & opportunities in energy services.
Enjoy.
This episode, we are joined by Derek Evans - CEO of MEG Energy - a TSX listed energy company with a market cap of ~ $7 billion.
Mr. Derek Evans was appointed as the President and Chief Executive Officer, and a Director in August 2018. He is a veteran oil and gas industry executive with over 40 years of experience.
From May 2009 to March 2018, he served as the President, CEO and Director of Pengrowth Energy, where he led the Company through a major transformation, streamlining its asset base from 35 properties to two growth assets, with over $9 billion of development opportunities.
Prior to joining Pengrowth, Derek was the President, CEO and Director of Focus Energy Trust, a dividend paying royalty trust company.
During his tenure at Focus, Derek was successful in increasing the market valuation approximately five times, while distributing more than $400 million to unitholders.
Mr. Evans holds a Bachelor of Science in Mining Engineering from Queen’s University and is a registered professional engineer in Alberta.
Among other things we discussed $2 decisions, a look back at the Renaissance Energy days & why low costs are important in the energy business.
Enjoy.
Greetings & welcome back to the podcast.
This episode we are joined by Mr. Jason Landau - Managing Director, Portfolio Manager and Head of Investment Team at Waratah Capital Advisors. - an alternative asset management firm, that has grown $35m to over $4 Billion under management since inception in 2010.
Jason joined Waratah Capital Advisors in 2010, and is the Lead Portfolio Manager on the Waratah Alternative ESG fund and Co-Portfolio Manager on Waratah One and Waratah One X.
Prior to Waratah, Jason worked at TD Securities as an Associate in Investment Banking and Equity Capital Markets.
During his time at TD, Jason was involved in domestic mergers and acquisitions, as well as the structuring and pricing of equity securities, convertible debentures, and preferred shares.
Jason received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.
Among other things, we discussed the how Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas.
Enjoy.
Greetings & welcome back to the podcast.
This episode we are joined by Mr. Steve Mesler - Olympic gold medalist bobsledder & CEO of Classroom Champions - a non profit education organization that empowers children to thrive academically, socially and emotionally through the mentorship of world-class athletes.
Classroom Champions has been featured in publications such as: Forbes, Sports Illustrated, Sports Illustrated for Kids, ABC News, the Washington Post, The Sporting News, USA Today, and the Yahoo Sports.
In addition to winning a gold medial at the 2010 Winter Olympics, Mr.Mesler has also served on the Board of Directors for the United States Olympic and Paralympic Committee from 2015-2022 and spoken an many forums including the Global Education and Skills Forum.
Mr.Mesler graduated from the University of Florida with a bachelor's degree (Honors), in exercise and sports science in 2000.
You can also learn more about Mr. Steve Mesler at www.stevemesler.org where he sends out an informative bi-weekly newsletter.
Among other things, we discussed the value of listening, doing difficult things & a few lessons from the ups & downs in life.
Enjoy.
This podcast episode is sponsored by Connate Water Soluti
Greetings, and welcome back to a special Holiday Edition of the podcast.
This episode, we are joined by Rafi Tahmazian - Senior Portfolio Manager & Co-Managing Director, Energy Team at Canoe Financial - a Canadian independent investment management firm with approximately $13 Billion under management.
Prior to Canoe, Rafi spent 13 years at First Energy Capital, a leading investment dealer that focused on the energy industry.
He left the firm in 2008 as Vice Chairman and Managing Director, and has held numerous public and private, charity and government Board positions.
He is currently on the Board of Directors for Artis Exploration Ltd., Aureus Energy Services Inc., Well Ventures Corp. & Chance Oil and Gas Ltd.
Mr. Tahmazian holds a Bachelor of Arts degree in Economics from the University of Calgary.
Among other things we discussed Rafi's updated energy investment thesis & the golden era of energy banking.
Merry Christmas & Happy Holidays!
Greetings & welcome back to the podcast.
This episode we are joined by Ms. Hilary Foulkes - Chair of Enerplus Corporation, Senior Advisor of TPH&Co., independent director for Pine Cliff Energy & 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 Geologist.
Among other things we discussed, earning a seat at the table, packing up & heading West as a young geologist & the value of patience in business.
Enjoy.
Greetings & welcome back to the podcast.
This episode we are joined by Mr. Bob Chaisson - CEO of Karve Energy - a private energy company with ~9000BOE/d of production headquartered in Calgary, Alberta, Canada.
Mr. Chaisson is an energy entrepreneur who among his 8 exits include selling Beaumont Energy to Whitecap Resources for $587M in 2015, Cutpick Energy to Crescent Point Energy Corp. for $425-million in 2012, Amber Energy to Alberta Energy Co. in late 1998 for $771-million.
Mr. Chaisson graduated with an engineering degree from Nova Scotia Tech & is a member of the APEGA (Association of Professional Engineers and Geoscientists of Alberta).
Among other things, we sat down and discussed 8 exits, going from $ 0.25 to $30 & why it pays to be unconventional.
Enjoy.
Greetings & welcome back to the podcast.
This episode we are joined by Ian MacGregor - President of North West Capital Partners - a family office that invests in undiscovered & under valued assets.
Prior to North West Capital, Ian MacGregor was the founder, president, chief executive officer and chairman of North West Refining, a 50-percent partner in the North West Redwater Partnership - a $25-billion bitumen refining complex in Alberta’s Industrial Heartland.
Mr. MacGregor was also the founder of Enhance Energy Inc. Ambyint and Shackleton Exploration & is currently developing a real estate development Carriag Ridge located halfway between the City of Calgary and Banff.
Ian is the founder of the Canadian Museum of Making, a 20,000-square-foot internationally recognized museum with a world-class collection of African metalwork and machinery dating back to the Industrial Revolution, as well as an extensive collection of early oil field equipment.
Ian received his B.Sc. in mechanical engineering from the University of Calgary in 1971.
Among other things, we sat down and discussed Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business.
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Greetings & welcome back to the podcast.
This episode we are joined by Andrew Judson - senior advisor at Fort Capital & Director at Pieridae Energy Limited, Condor Energies Inc., Drift Resource Technologies, Field Safe Solutions, the Fraser Institute, and WinSport.
Prior to joining Fort Capital as a Senior Advisor, Andrew spent twenty four years in Capital Markets and Private Equity, focused on all aspects of the energy industry – upstream E&P, oilfield services and midstream processing.
Mr. Judson was Managing Director of Camcor Partners Inc. (an energy focused private equity firm), Managing Director of Institutional Sales at FirstEnergy Capital Inc., and Managing Director of Institutional Sales at Tristone Capital Inc.
Mr. Judson graduated from the University of Calgary with a BA in History (Distinction)(1991) and an MBA in Finance (Distinction)(1995).
Among other things, we sat down and discussed adventures in investment banking, watching $1.00 grow to $18 & why energy M&A will continue.
Enjoy.
Greetings & welcome back to the podcast.
This episode we are joined by Steve Larke - director at Topaz Royalty, Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with markets caps of ~$3 Billion, $2 Billion & $3 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 21 years of experience in energy capital markets, including research, sales, trading and equity finance.
Among other things, we sat down and discussed the efficiency paradox, inflation & why global energy demand is up 35%.
Enjoy.
Greetings & welcome back to the podcast.
This episode we are joined by Brendan McCracken - CEO of Ovintiv - an energy company listed on the TSX & NYSE with a market cap of ~$17 Billion & $13 Billion respectively.
Mr. McCracken has served as President & CEO of Ovintiv since August 2021.
With 25 years of industry experience, he has played a significant role in defining company strategy, positioning Ovintiv for success.
Mr. McCracken has held a range of senior leadership positions at Ovintiv, including the role of President, Executive Vice-President of Corporate Development and External Affairs, Vice-President and General Manager of Canadian Operations and Vice-President of Investor Relations.
Mr. McCracken is a member of the Association of Professional Engineers and Geoscientists of Alberta. He is active in several organizations including the American Exploration and Production Council and the Canadian Association of Petroleum Producers.
Mr. McCracken graduated from Queen’s University with a Bachelor of Science degree in mechanical engineering and from the University of Oxford with a Master of Business Administration.
Among other things, we sat down and discussed building inventory, durable returns & why intangible culture matters.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Rene Amirault - CEO of Secure - an energy company listed on the TSX with a market cap of ~$2.3 Billion.
Rene Amirault was appointed as the President and Chief Executive Officer of SECURE in March 2007, serving as President until November 2, 2022. Mr. Amirault was elected a director and appointed as Chairman of the Board in June 2007.
From 2006 to 2007, he was an independent businessman.
From 2001 to 2006, he was the Vice President of Corporate Development of Tervita Corporation (formerly CCS Income Trust).
Rene held various roles at Tervita Corporation from 1994 to 2006, including Vice President roles in Sales and Marketing, Business Development and Corporate Development.
He was Vice President of Corporate Development of Tervita Corporation or its predecessor companies from 2001 to 2006, during which time his responsibilities included business development, acquisitions, strategic planning and investor relations.
Rene has over 25 years of experience in the energy industry.
He held various positions with Imperial Oil Ltd. from 1981 to 1994, including marketing, project management, finance and accounting capacities.
Rene received a Certified General Accountant designation in 1984.
Among other things, we sat down and discussed 80% recurring cash flow, empathizing the field & why customer service matters.
Enjoy.
Greetings & welcome back to a special Halloween edition of the rose bros podcast.
This episode we are joined by Mr. Trent Boehm, known as The White Walker on Twitter/X for a Zombie inspired discussion on the energy markets.
Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus Canada which operates 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 Canadian public company, GMP Capital.
From 2002 to 2016 Mr. Boehm was a Managing Director and Head of Capital Markets at FirstEnergy Capital, where he was an integral part of the leadership team that built this privately held firm into a widely respected authority on the energy sector.
Mr. Boehm is also a director at Western Energy Services Corp.
Mr. Boehm holds a Chartered Financial Analyst designation in addition to a Bachelor of Commerce degree from the University of Calgary.
Among other things, we sat down and discussed recent energy market volatility, 2024 pricing & why M&A is good for Canadian energy markets
Happy Halloween everyone & stay safe out there!
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Mick Dilger - Chairman of Secure Energy Services & previous CEO of Pembina Pipeline - two energy companies listed on the TSX with a market cap of ~$2 Billion & $23 Billion respectively.
Mr. Dilger was President and Chief Executive Officer of Pembina Pipeline Corporation ("Pembina") from January 2014 to November 2021.
Prior thereto he was Pembina’s President and Chief Operating Officer (February 2012 to December 2013), Chief Operating Officer (November 2008 to February 2012) and Vice President, Business Development (2005 to 2008).
Before joining Pembina, Mr. Dilger worked as a senior executive in various financial and business development positions in both oil and gas as well as infrastructure companies.
Mr. Dilger was a director of Trilogy Energy Trust for 14 years, where he served as Chairman of the Health, Safety & Environment Committee until 2017, when Trilogy was sold. Mr. Dilger was co-chair of the 2016 United Way of Calgary campaign.
Mr. Dilger has been a Chartered Professional Accountant since 1989 and holds a Bachelor of Commerce degree from the University of Calgary.
Among other things, we discussed growing a company to $40 Billion, the value of authenticity & why scarcity is important in business.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Dr. Scott Tinker - founder of the nonprofit Switch Energy Alliance, and Director of the Bureau of Economic Geology at The University of Texas at Austin, the Texas State Geologist of Texas, and a professor holding the Allday Endowed Chair in the Jackson School of Geosciences at The University of Texas at Austin.
Along with Director Harry Lynch, Dr. Tinker co-produced the award-winning documentary films Switch and Switch On, which have been screened in over 50 countries.
Dr. Tinker is the host of PBS Energy Switch, an energy and climate talk show appearing on over 200 PBS stations nationwide, and Earth Date, featured weekly on over 450 public radio stations in all 50 United States.
Dr. Tinker's writing has appeared from Forbes to Fortune to Scientific American.
Dr. Tinker completed a Bachelor of Science in Geology and Business Administration, Magna Cum Laude and Phi Beta Kappa at the Trinity University in San Antonio, Texas.
Dr. Tinker also received a Master of Science in Geological Sciences from the University of Michigan, Ann Arbor in 1985, and a Ph.D. in Geological Sciences from the University of Colorado, Boulder.
Dr. Tinker is also a member and past President of the American Association of Petroleum Geologists (AAPG).
Among other things we sat down and discussed 2 Billion without power, regressive taxes & why western energy policy is changing.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Robert Colcleugh - Chief Executive Officer of Tidewater Midstream & Tidewater Renewables - two energy companies listed on the TSX with a market cap of ~$400 million & $260 million respectively.
Mr. Colcleugh has been the Chairman of the Board of Beyond Energy Services & Technology Corp ("Beyond"), a managed pressure drilling service company since August 2017. Prior thereto, Mr. Colcleugh was the Chief Executive Officer of Beyond from January 2017 until August 2017.
Mr. Colcleugh was the Chief Executive Officer and Director of Iron Bridge Resources Inc., a TSX listed oil and gas producer, from July 2017 until its sale in October 2018. From 2009 until January 2017, he was Managing Director of Investment Banking for Macquarie Capital Markets Canada Ltd. (a division of Macquarie Bank).
Prior thereto, he was one of the founders of Tristone Capital Inc., a global energy investment banking boutique that was purchased by Macquarie in 2009.
Mr. Colcleugh obtained his B.A. in Economics from the University of Western Ontario and graduated from the University of Western Ontario's Ivey Business School with an MBA in 1997.
Among other things, we sat down and discussed investment banking entrepreneurship & Canada's 1st renewable diesel plant.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Rob Lauzon - CIO at Middlefield Capital - a Toronto based asset management company with over $2 billion under management.
Mr. Lauzon is Managing Director and has been employed by Middlefield Capital Corporation since 2002, and has been managing equity income portfolios since 2003 across Middlefield’s Funds. Mr. Lauzon also manages the Income Plus Class mutual fund which won Lipper Awards in 2012, 2013 and 2017.
He holds an Honours Bachelor of Business Administration from Wilfrid Laurier University in Waterloo, Ontario, a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, and holds the designation of Chartered Financial Analyst.
Mr. Lauzon is a frequent guest on BNN and is often interviewed for his market views for Canada’s national newspapers.
Among other things we discussed 5% yields, healthy energy prices & what makes a good dividend.
Enjoy.
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Greetings & welcome back to the rose bros podcast.
This episode we are joined by Craig Bryska - President & Chief Executive Officer of Crescent Point Energy - a NYSE & TSX listed company with a market cap of ~$6 Billion on both exchanges.
Prior to his current position, Mr. Bryksa was Vice President, Engineering West and has held a number of senior management roles with Crescent Point since joining the company in 2006, directly overseeing the development and operations of each of Crescent Point’s core assets.
Mr. Bryksa's experience as a professional engineer in the oil and gas industry also includes working with companies such as Enerplus Resources Fund and McDaniel and Associates Consultants.
Mr. Bryksa is a member of the Association of Professional Engineers and Geoscientists of Alberta and the Association of Professional Engineers and Geoscientists of Saskatchewn.
Mr. Bryska holds a Bachelor of Applied Science degree in Petroleum Engineering from the University of Regina.
Among other things, we sat down and discussed top well results, 60% return of capital & rebuilding a better company.
Enjoy.
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Greetings & welcome back to the rose bros podcast.
This episode we are joined by Alan Norris - Executive Chairman of Brookfield Properties’ Development Group & Brookfield Residential Properties.
Mr. Norris joined Carma Developers in 1983 and became CEO in 1994. In 2011, Carma merged with Brookfield Homes to create Brookfield Residential, the flagship North American residential property company of Brookfield Asset Management.
Under Alan's leadership, the company’s asset base grew to over $4.8 billion, 1,400 employees and operations in 16 major North American markets.
Mr. Norris is also involved in his community, having recently chaired the Resolve Fundraising campaign to raise $120 million for affordable housing in Calgary and is past Chairman of the Calgary Homeless Foundation. In 2018, The Calgary Chamber and SAIT conferred on him an Honorary Bachelor Degree for his community work and he was inducted into the BILD Alberta Hall of Fame for his contributions to the industry. In 2019, Alan was honored as a Fellow of the CPA as part of the CPA Alberta’s annual Achievement Awards.
He holds a B.A. degree in accounting and economics and two Chartered Accountant Designations, Scotland and Canada.
Among other things, we sat down and discussed a few lessons from 40 years of real estate investing & why housing prices are rising.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by John Brussa - Partner & Chairman of BD & P Law Firm - a full-service boutique law firm headquartered in Calgary, Canada.
In addition to being known for co-creating the $100 Billion energy income trust market, Mr.Brussa has been a partner of Burnet, Duckworth & Palmer LLP since 1987.
Mr. Brussa is also a board member of numerous companies including Cardinal Energy Ltd., Crew Energy Inc. (Chairman), Crown Capital Partners Inc., Coelacanth Energy & CVW CleanTech.
Mr. Brussa obtained a Bachelor of Arts degree from the University of Windsor in 1978 and a Bachelor of Laws degree, with Gold Medalist distinction, from the University of Windsor in 1981.
He articled with Burnet, Duckworth & Palmer LLP and was admitted to the Law Society of Alberta in June, 1982.
Mr. Brussa also contributions to many organizations including Haskayne School of Business, Calgarians Committed to Change Cabinet, RESOLVE Campaign & Calgary Homeless Foundation.
Among other things, we sat down and discussed buying $1.00 for $0.50, inflection points & why creativity is important in business.
Enjoy.
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Greetings & welcome back to the rose bros podcast.
This episode we are joined by Ian Dundas - President & CEO of Enerplus Corporation - a Calgary based energy company that trades on both the Toronto Stock Exchange and the New York Stock Exchange, with a market cap of ~$5 billion & $3.7 billion respectively.
Enerplus currently produces ~100,000 BOE/d from its USA properties in North Dakota & Pennsylvania.
Mr. Dundas became President & Chief Executive Officer of Enerplus on July 1, 2013.
Mr. Dundas joined Enerplus' predecessor in 2002 as Vice President of Business Development, and in 2010 his role expanded to Executive Vice President.
In 2011, Mr. Dundas was appointed as the Executive Vice President & Chief Operating Officer. Prior to joining Enerplus, Mr. Dundas held several executive positions in the merchant banking business, where he helped oil and gas companies grow by accessing the funding and expertise they required.
Mr. Dundas is a member of the Business Council of Canada and of the Board of Governors of the Canadian Association of Petroleum Producers.
Mr. Dundas has been an active volunteer in numerous charitable endeavors, and is currently a committee member of the YMCA Fund Development Committee, and previously the Co-Chair of the YMCA Power of Potential Campaign Committee.
Mr. Dundas holds a Bachelor of Commerce (Distinction) from the University of Calgary and a Bachelor of Laws (Distinction) from the University of Alberta. Mr. Dundas was called to the Alberta Bar in 1995.
Among other things we discussed the importance of full cycle returns, turning $1.00 into $1.30, the future of Enerplus and why to avoid debt
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Clay Seigle - Director, Global Oil Service at Rapidan Energy Group - a provider of energy research and analysis for investors, global companies & policy makers.
Clay has 23 years of experience in the energy industry with specific focus on oil market intelligence and trading strategy, with recent senior management roles at Vortexa and Genscape.
Previously, he was Energy Segment Lead at Maxar and served in several roles at IHS, including Director of its Global Oil advisory service. Prior to IHS, Clay was Senior Oil Market Analyst at Enron and an Analyst at the US Department of Energy.
Clay has lectured on energy security and geopolitical risk at events hosted by The Atlantic Council, KAPSARC, The Baker Institute, S&P Platts, Thomson Reuters, and Argus.
His published works include “Mispricing the Russia Risk Factor” (Petroleum Economist, February 2022).
Clay has been a guest on CNBC’s “Fast Money” and “Worldwide Exchange,” and on CNN’s “Newsroom,” and has been interviewed in The New York Times, The Wall Street Journal, The Houston Chronicle, Bloomberg, and Reuters.
Clay earned his B.A. in Government from the University of Texas at Austin, and his M.A. in International Economics and Foreign Policy from The Johns Hopkins University’s School of Advanced International Studies (SAIS).
Among other things we discussed oil prices at $90, energy security, market intelligence & the importance of a Chinese recovery on oil demand.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Dan Pickering - CIO & Founder of Pickering Energy Partners - a energy focused financial services firm headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors.
Broadly speaking, Pickering Energy Partners consists of four divisions including capital investments, investment research, energy consulting & investment banking/advisory.
Prior to Pickering Energy Partners, Dan served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. He has spent 29 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company.
He currently serves as the Portfolio Manager of PEP’s energy equities strategy, is on the Investment Committee of PEP’s energy co-investment and private equity strategies and serves in various business development and oversight roles across the firm.
Dan is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation.
He holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.
Among other things, we sat down and discussed compounding investments at 20%, the value of trust in business & what makes a good energy investment.
Enjoy.
Greetings & welcome back to the rose bros podcast.
This episode we are joined by 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 $5 billion under management.
Smead Capital Management, advises investors that fear stock market failure through a low-turnover, differentiated value discipline - seeking wonderful companies to build wealth in mutual funds, separate accounts and other investment vehicles.
Cole has been with Smead Capital since its founding in 2007, and prior to that - was a Financial Advisor with Wachovia Securities in Scottsdale, AZ.
Cole holds a CFA designation and also graduated with a B.A. Economics & History from Whitman College.
Among other things, we sat down and discussed investing as a negative art, good investing books, generating a 30% return on equity & why energy stocks are currently undervalued.
Enjoy.