Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. Murray Mullen - CEO of Mullen Group - a TSX listed logistics company with a market cap of ~$1.2 billion.

Mr. Mullen joined the Company in 1977 after graduating from the University of Calgary with a Bachelor of Arts (Economics) degree and has served in various capacities with Mullen Group.

Mr. Mullen has been instrumental in the growth of Mullen Group and has directed all of the acquisitions undertaken by Mullen Group.

Among other things we learned about 75 Years of Logistics, NAFTA & Why Canada Needs Pipelines.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Lucy Hargreaves - CEO of Build Canada - a non-profit organization & civic movement seeking to drive economic growth and prosperity in Canada.

Build Canada has expanded from policy memos to nationwide events, open-source tools (e.g., an AI "MP" for bill analysis and a trade barriers tracker), and campus chapters at over 15 universities, fostering a "builder movement" to make Canada the world's most prosperous nation.

Lucy previously served as Vice President of Partnerships and Corporate Affairs at Patch, a San Francisco-based climate impact software startup, where she focused on corporate sustainability initiatives remotely from Canada.

Lucy was Chief Government Relations Officer at Dairy Farmers of Canada, advocating for agricultural policy; an advisor at Invest Ottawa, supporting tech ecosystem growth; and a five-year parliamentary staffer for the Liberal Party, including two years as Chief of Staff to former Cabinet Minister Mona Fortier.

Lucy earned a B.A. from the University of Toronto (Hons), and an MPA from Columbia University where she was an Fulbright Scholar.

Among other things we learned about Cutting Spending, Lowering Regulations & Canadian Optimism.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. Bob Dhillon - President & CEO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion.

Bob Dhillon is Founder, President & CEO of Mainstreet Equity Corp., a publicly traded real estate corporation on the Toronto Stock Exchange (TSX:MEQ). Based in Calgary, Alberta, Canada, as at Q3 2025, assets are valued at CDN$3B+ with 18,771 rental apartment units across western Canada (BC, AB, SK and Winnipeg). For over 25 years, Bob and Mainstreet have provided consistent, year over year, double digit returns to investors through MEQ’s continued organic growth.

Bob is also the owner of National Payments, a Visa and MasterCard approved merchant-processing business in the financial services sector.

In 2018, Bob gifted CDN$10M to the University of Lethbridge towards the creation of the Dhillon School of Business (DSB).

Mr. Dhillon has been awarded numerous awards including: Appointed as Officer of the Order of Canada, the Queen Elizabeth II Platinum Jubilee Medal 2022 and Diamond Jubilee Medal, Appointed Honorary Consul General of Belize for Canada, Entrepreneur of the Year Prairies Real Estate and Construction (Ernst & Young 2015), Top 25 Canadian Immigrant Awards (Royal Bank of Canada, 2015), & Alberta’s 50 Most Influential People (Alberta Venture Magazine, 2011).

Mr. Dhillon sits on numerous boards including Strathcona Resources, Alberta Investment Management Corporation (AIMCo), Advisory Council for the Canada-India Business Council & Invest Alberta Corporation.

Mr. Dhillon received a Master of Business Administration - Richard Ivey School of Business at the University of Western Ontario. Among other things we learned about The Berkley Days, Montney 1st Innings & Canadian LNG Growth.

Among other things we learned about 25 Years of Growth, Mid-Market Value & Early Real Estate Deals.

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Greetings, and welcome back to the podcast.

This episode we are joined by Mr. Mike Rose - CEO of Tourmaline Oil Corp - a TSX listed energy company with a market cap of ~$24 billion.

Mr. Rose has been the Chairman, President and Chief Executive Officer of Tourmaline since he founded the Company in August 2008. Prior thereto, he was Chairman, President and Chief Executive Officer of Duvernay Oil Corp. (“Duvernay“), a publicly traded oil and gas company (2004-2008).

Mr. Rose has more than 38 years of experience in the oil and gas industry and held various exploration and production positions including managing exploration and petroleum engineering research for a large E&P company before founding Berkley Petroleum Corp. (“Berkley“) in 1993. After the sale of Berkley in 2001, Mr. Rose founded Duvernay, which was sold in August 2008 for $5.9 billion.

Mr. Rose was educated at Queen’s University, graduating with an honours degree in Geology. He is a member of the Association of Professional Engineers and Geoscientists of Alberta and the Canadian Society of Petroleum Geologists. Among other awards, Mr. Rose is the recipient of the Stanley Slipper Gold Medal from the Canadian Society of Petroleum Geologists (2009).

Among other things we learned about The Berkley Days, Montney 1st Innings & Canadian LNG Growth.

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Greetings, and welcome back to the podcast.

This episode we are joined by Mr. Brian Schmidt - CEO of Tamarack Valley Energy - a TSX listed energy company with a market cap of ~$3 billion.

Mr. Schmidt is Chief Executive Officer and a founder of Tamarack Valley Energy. He is Chair of Tamarack Clearwater GP Inc. which provides oversight to the Clearwater Infrastructure Limited Partnership operations.

Mr. Schmidt is an Honorary Chief of the Blood Tribe and is currently a Board of Governors member of the Canadian Association of Petroleum Producers (“CAPP”) where he is the Indigenous Affairs Task Group Chair, and previously held the position of Chair of CAPP.

Mr. Schmidt is an industry advisor to the Indian Oil & Gas Co-Management Board, assisting First Nations with policy development, and is a Board of Governors member of the Explorers and Producers Association of Canada.

Mr. Schmidt held various leadership positions at Apache Canada from 1999 to 2007,during which time the company grew from 14,700 to 110,000 BOE/D. Mr. Schmidt held the position of President of Apache Canada from 2003 to 2007.

Among other things we learned about Waterfloods, Dividends & Expanding the Clearwater.

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Greetings, and welcome back to the podcast.

This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy - a NASDAQ listed energy company with a market cap of ~$45 billion.

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 Diamondback Origins, $60 Oil & Growth in the Permian.

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Greetings, and welcome back to the podcast.

This episode we are joined by Mr. Ian Anderson - former CEO of Trans Mountain Corp. & Kinder Morgan Canada Inc.

Mr. Anderson retired in 2022 after 17 years as the CEO and President of Trans Mountain Corp, and predecessor companies, including Kinder Morgan Canada Inc.

Mr. Anderson had a 44 year career in the utility and midstream pipeline industry with such companies as Inter City Gas, Westcoast Energy, BC Gas, Kinder Morgan, and most recently with the federally owned Trans Mountain.

Mr. Anderson is now an Executive Advisor to Stonepeak Capital, he sits on the Board of Backwoods Energy Services, an Alexis Nation owned company, and he is also on the Board of Resourceworks. Ian is active in the charitable community of Calgary and has sat on numerous Boards and campaigns.

Among other things we learned about 40 Years of Building Canadian Infrastructure.

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Greetings, and welcome back to the podcast.

This episode we are joined by Mr. JP Lachance - CEO of Peyto Exploration - a TSX listed energy company with a market cap of ~$4 billion.

Jean-Paul (JP) Lachance joined Peyto in 2011 as VP Exploitation before being promoted to COO on Feb. 1 2018 and subsequently assumed the role of President and CEO on Jan. 1, 2023.

Mr. Lachance has over 30 years of industry experience and held prior positions with ProspEx Resources Ltd., Marathon, and Chevron in various engineering and management roles.

Mr. Lachance also serves as a member of the Board of Governors for The Explorers and Producers Association of Canada (EPAC).

Mr Lachance is licensed professional engineer with the Association of Professional Engineers and Geoscientists of Alberta (APEGA) and received a B.Sc. (Civil Engineering) in 1991 from the University of Waterloo.

Among other things we learned about Low Costs, Profitable Growth & 27 Years in the Deep Basin.

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