#150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

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.