#212: Jason Landau & Eugene Vath (Waratah Capital) - Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns

Greetings, and welcome back to the podcast.

This episode we are joined by Mr. Jason Landau & Mr. Eugene Vath from Waratah Capital - a Toronto, Ontario based asset management firm that has grown from $25 million to ~$4 billion under management since 2010. 

Mr. Landau is the Managing Director, Portfolio Manager and Head of Investment Team. 

Mr. Landau received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.

Mr. Vath is an investment analyst, and holds a Bachelor of Commerce Degree from the University of Victoria, as well as the CFA designations.

Among other things, we discussed Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns.

Enjoy.

Thank you to our sponsors.

Without their support this episode would not be possible:

Connate Water Solutions
ATB Capital Markets
Energy United
Upgrade Labs
360 Engineering & Environmental Consulting