The Trevor Rose Podcast

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 - the company that would become Enbridge - where he rose through planning, systems, and business development roles over nearly three decades before being named CEO. 
Pat led Enbridge through the Line 6B pipeline incident near Kalamazoo, Michigan in 2010, personally relocating to Michigan for months to oversee the response, and championed the Northern Gateway pipeline project in pursuit of Canadian crude access to Asian markets. 
Since retiring from Enbridge in 2012, Pat has served as Chairman of Cenovus Energy and held board positions with CIBC and Capital Power. 
He is an avid hiker and fly fisherman, and divides his time between family, travel, and the outdoors. 
A chemical engineer by training, Pat holds a Bachelor of Science in Chemical Engineering from the University of Alberta and a Master of Applied Science in Chemical Engineering from the University of British Columbia. 
Among other things we learned about $7B to $30B: 11 Years Building Enbridge. 
Enjoy.
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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 organization producing in excess of 350,000 bopd. 
Mr. Streu was also the Asset Manager for Chevron Nigeria Limited, managing the entire offshore production of 250,000 bopd. He has been the President and CEO of Condor since September 2008. 
Mr. Streu is currently the Honorary Consul of the Republic of Kazakhstan for Alberta. He is also a Board Director for Tethys Petroleum Ltd, a TSX-V listed oil and gas company. 
Among other things we learned about 85 TCF: Building Central Asia's 1st LNG. 
Enjoy.
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Without their support this episode would not be possible:
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*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.
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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, Bloomberg and BNN. 
Among other things we discussed 8.3 Million Barrels: Canada's Pipeline Revival.
Enjoy.
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Without their support this episode would not be possible:
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Bunch Projects
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*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.
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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 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. 
He is a member of the CFA Institute. 
Among other things we learned about 25% ROE at 2x Book: Finding Value in Canadian Energy.
Enjoy.
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Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
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*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.
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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 Calgary (the largest in Alberta at the time), serving as the interim Canadian chair of global capital markets and investment sales. 
Prior thereto, Matt spent 12 years in Capital Markets, including Investment Banking (Calgary) and Mergers & Acquisitions (Toronto) roles with two of Canada's largest banks. Matt is a CFA® charterholder and graduated from the Haskayne School of Business at the University of Calgary with a Bachelors of Commerce in Finance. 
He is a member of the Board of Directors of Wilmington Capital Management Inc. (TSX: WCM.A; WCM.B) & Brown Bagging For Calgary Kids, a completely privately funded non-profit organization providing meals to ~8,000 students across Calgary in ~300 schools and ~30 communities with a volunteer force of over 1,000. 
Among other things we learned about 180 Million Sq Ft: Calgary's Industrial Real Estate Boom. 
Enjoy.
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Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
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*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.

Support the show