The Trevor Rose Podcast

This episode we are joined by Mr. Travis Pace - CEO of Fortuna Operating - a private company that manages a non-op energy portfolio of ~30,000 boe/d on behalf of North Hudson Resource Partners - a private equity firm with ~$2 billion under management.

Travis Pace serves as CEO of Fortuna Operating, which manages all non-op funds on behalf of Fortuna and North Hudson. 

Prior to Fortuna, Mr. Pace founded Corbin Development Group, LLC, a privately held non-op company where he built and led the successful exit of a non-op oil and gas portfolio in the Delaware Basin. 

Prior to that, Pace founded a financial and commercial advisory firm for large-scale natural gas infrastructure projects around the world. 

Mr. Pace holds an MBA and BA in English from Texas Tech University, and an MA in International Relations from the Fletcher School of Law and Diplomacy at Tufts University.

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
Remote Power Corp
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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.Bobby Tudor - CEO of Artemis Energy Partners - and board member of Murphy Oil - a NYSE listed energy company with a market cap of ~$5.5 billion. 

Mr. Bobby Tudor is the founder and CEO of Artemis Energy Partners, an Investing and Advisory platform focused on companies involved in the Global Energy Markets.

Mr. Tudor is also a Retired Founder and CEO of Tudor, Pickering, Holt & Co.

Prior to forming TPH, Mr. Tudor was a Partner at Goldman Sachs and a leader of its worldwide Energy practice. Over his 30-plus year career in Investment Banking, he has worked on many of the defining transactions of the period, across most energy subsectors and geographies.

Mr. Tudor lives in Houston with his wife, Phoebe. They have three children, Caroline, Margaret, and Harry. The Tudors are passionate supporters of the Arts, Public Education, Social Services, and Public Parks.

Mr.Tudor chairs Greentown Labs and the Houston Energy Transition Initiative, and is past chair of the Greater Houston Partnership and Rice University's Board of Trustees.

Mr. Tudor holds a BA in English and Legal Studies from Rice University, and a JD from Tulane.
Enjoy.
Newsletter: Subscribe Here
Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
Remote Power Corp
Bunch Projects
-
*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

This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million. 

Mr. Reding previously served as the Vice President of Operations & Geoscience at NAL Resources Management until the acquisition by Whitecap Resources in Q1 2021. 
Mr. Reding has 35 years of energy technical and leadership experience that spans across the upstream and midstream segments at NAL and previously with Norcen Energy, Northrock Resources, Samson Exploration and Enterra Energy Trust. 
Mr. Reding graduated from the University of Calgary with a Bachelor of Science in Chemical Engineering and is a Professional Member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA).
Among other things we learned about Building North America's #1 Independent Gas Storage Company.

Enjoy.
Newsletter: Subscribe Here
Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
Remote Power Corp
Bunch Projects
-
*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

This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion. 

Mr. McKenna is the Chief Executive Officer at Rockpoint responsible for the management and performance of the corporation’s storage and retail distribution assets. He brings to Rockpoint Gas Storage over 30 years of experience in the energy industry with leadership roles across a wide spectrum of disciplines including gas storage and marketing, midstream operations, energy trading, business development and Acquisitions and Divestitures. 

From 2014 to 2020 he was cofounder of Tidewater Midstream Ltd. where he served in multiple roles including Director, President and CEO, Vice President of Business Development & Commercial and most recently as President, Midstream. 

From 2010 to 2014, he was Vice President, Natural Gas Trading for Castleton Commodities Canada and prior thereto was cofounder of its predecessor, Louis Dreyfus Energy Canada in 2003.

Mr. McKenna obtained his Bachelor of Business Administration from Saint Francis Xavier University, Nova Scotia (1994). 

Among other things we learned about Building North America's #1 Independent Gas Storage Company.

Enjoy.
Newsletter: Subscribe Here
Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
Remote Power Corp
-
*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

This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus. 
Mr. Murti has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. 
Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003. During his time at Goldman Sachs, Mr. Murti worked as a sell-side equity research analyst covering the energy sector. He was co-director of equity research for the Americas from 2011 to 2014. 
Previously, Mr. Murti held equity analyst positions at JP Morgan Investment Management from 1995 to 1999 and at Petrie Parkman from 1992 to 1995. 
Mr. Murti serves on the board of directors of ConocoPhillips & Liberty Energy Inc. 
He also serves on the advisory boards of ClearPath and Columbia Center on Global Energy Policy and as a board observer to Welligence Energy Analytics. 
Mr. Murti graduated with a business degree specializing in finance from the University of Denver. 
Since November 2021, Mr. Murti has published Super-Spiked, a Substack newsletter and podcast about the energy transition. 
Among other things we learned about $20 to $147 Oil: Super Spike vs. Super Vol. 
Enjoy.
Newsletter: Subscribe Here
Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
Bunch Projects
-
*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