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The Trevor Rose Podcast

Mr. Rose
The Trevor Rose Podcast
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288 episodes

  • The Trevor Rose Podcast

    Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next

    2026-06-25 | 47 mins.
    This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas, Burke Construction, Silver Birch Energy, Silver Willow Energy, G3 Canada, and CustomerWorks. 
    Mrs. DuPont executive career includes 13 years with Enbridge (formerly Interprovincial Pipelines) from 1997 to 2010, where she led talent and leadership development across the organization and oversaw the integration of the company's Mid Coast Energy acquisition in Houston, Texas. 
    Prior to Enbridge, Mrs. DuPont held senior roles in the agriculture sector with the Alberta Wheat Pool and the Saskatchewan Wheat Pool, and began her career in energy with the Saskatchewan Power Corporation following a position with the Saskatchewan Department of Labour. 
    Mrs. DuPont has also served on the University of Calgary's Board of Governors, the Haskayne School of Business Management Advisory Council, and currently sits on the strategic advisory board for the O'Brien Institute for Public Health at the Cumming School of Medicine. 
    Mrs. DuPont was the first female President of the Calgary Petroleum Club. 
    Mrs. DuPont Ms. earned her undergraduate degree from the University of Regina and went on to complete a Master's degree at the University of Calgary. 
    Among other things we learned about 50 Years in Canadian Energy: Pipelines, Boards & What's Next.
    Enjoy.
    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
  • The Trevor Rose Podcast

    Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%

    2026-06-18 | 46 mins.
    This episode we are joined by Mr. Steve Larke - director at Topaz Energy, Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with market caps of ~$5 Billion, $3 Billion & $2.5 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 28 years of experience in energy capital markets, including research, sales, trading and equity finance, stakeholder engagement and communication, corporate finance, risk management and corporate strategy.
    Among other things we learned about Why Canadian Energy Is Up 70%. 
    Enjoy.
    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
  • The Trevor Rose Podcast

    Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin

    2026-06-11 | 1h 9 mins.
    This episode we are joined by Mr. Danny Brown - CEO of Chord Energy - a NASDAQ listed energy company with a market cap of ~$8 billion. 
    Mr. Brown has more than 25 years of experience in the oil and natural gas industry, having spent his career with Anadarko Petroleum Corporation (or one of its predecessors), until Anadarko was acquired by Occidental Petroleum in 2019. Mr. Brown began his career with Anadarko in 2006 upon the acquisition of Kerr-McGee Corporation. He held positions of increasing responsibility with Anadarko and Kerr-McGee throughout his career in U.S. onshore and Gulf of Mexico segments, as well as internationally. 
    He served as Vice President of Corporate Planning, Vice President of Operations (Southern and Appalachia), Senior Vice President and then Executive Vice President of International and Deepwater Operations, and Executive Vice President for U.S. Onshore Operations. 
    Mr. Brown was director of Western Gas Equity Partners, LP (NYSE: WGP) and Western Gas Partners, LP (NYSE: WES) from 2017 to 2019. After the 2019 simplification of those two MLPs, he served on the board of Western Midstream Partners, LP (NYSE: WES) until August 2019, when the Anadarko-Occidental transaction was completed. 
    Since 2020, Mr. Brown has served on the board of the private equity-backed exploration and production company, Beacon Offshore Energy LLC, which is focused on the deepwater Gulf of Mexico. Mr. Brown also served as Board Chair of the general partner of Oasis Midstream Partners LP from 2021 to 2022. 
    Mr. Brown is a registered Professional Engineer in the state of Texas and serves on the board of Junior Achievement of Southeast Texas. 
    He holds a Bachelor of Science in Mechanical Engineering from Texas A&M University and an MBA from Rice University, where he was a Jones Scholar Award recipient. 
    Among other things we learned about 4-Mile Laterals: How Chord Energy Is Unlocking the Williston Basin. 
    Enjoy.
    Thank you to our sponsors.
    Without their support this episode would not be possible:
    Connate Water Solutions
    ATB Capital Markets
    Warren Valve
    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
  • The Trevor Rose Podcast

    Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz

    2026-06-09 | 40 mins.
    This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors.
    Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. 
    Prior to PEP, Mr. Pickering served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. Mr. Pickering has spent 30 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 and as the founding partner of Tudor, Pickering, Holt & Co.
    Mr. Pickering 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. 
    Mr. Pickering 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 learned about U.S. Shale, $90 Oil & The Strait of Hormuz.
    Enjoy. 
    Thank you to our sponsors.
    Without their support this episode would not be possible:
    Connate Water Solutions
    ATB Capital Markets
    -
    *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
  • The Trevor Rose Podcast

    Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth

    2026-06-04 | 57 mins.
    This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy  & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. 
    Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. 
    Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Financial Officer and Executive Vice President of Business Development from February 2019 to February 2022, as Senior Vice President of Strategy and Corporate Development from January 2017 to February 2019 and as our Vice President of Strategy and Corporate Development since joining us in July 2016. 
    Mr. Van’t Hof has served as Chief Executive Officer of Viper since February 2025, and as a director of Viper since November 2023. Before joining Diamondback and Viper, Mr. Van't Hof served as Chief Executive Officer for Bison Drilling and Field Services from September 2012 to June 2016. 
    From August 2011 to August 2012, Mr. Van't Hof was an analyst for Wexford Capital, LP responsible for developing operating models and business plans, including for our initial public offering, and before that worked for the Investment Banking - Financial Institutions Group of Citigroup Global Markets, Inc. from February 2010 to July 2011. 
    Mr. Van't Hof was a professional tennis player from May 2008 to January 2010. Mr. Van't Hof received a Bachelor of Science in Accounting and Business Administration from the University of Southern California. 
    Among other things we learned about Shale 2.0: Disciplined Permian Growth. 
    Enjoy. 
    Thank you to our sponsors.
    Without their support this episode would not be possible:
    Connate Water Solutions
    ATB Capital Markets
    Warren Valve
    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
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About The Trevor Rose Podcast
Sharing insights on energy, finance & business related items
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