Greetings, and welcome back to the podcast.

This episode we are joined by Mr. Vern Yu - CEO of AltaGas - a TSX listed midstream & utilities company with a market cap of ~$13 billion.

As President and Chief Executive Officer, Vern Yu leads the development and execution of AltaGas’ strategy, oversees operations and manages the business and affairs of AltaGas.

Vern is an experienced executive with a proven track record of success across the energy infrastructure value chain including within North American Midstream and Utilities markets being AltaGas’ core focus areas. Vern joins AltaGas after a successful three-decade career at Enbridge Inc., most recently serving as Executive Vice President, Corporate Development, Chief Financial Officer and President, New Energy Technologies.

Prior to that, Vern held various commercial, operational, and financial roles including serving as Executive Vice President, President Liquids Pipelines and as Executive Vice President and Chief Development Officer, where he played a leading role in securing more than $30 billion in new growth projects, completion of major pipe replacement projects, leading entry into new markets, and various acquisitions.

Vern holds a Master of Business Administration degree in Finance from the University of Toronto, as well as a Bachelor of Science degree in Applied Science from Queen’s University.

He previously served as the Vice Chair of the Alberta Cancer Foundation’s Board of Trustees and served on the Boards of DCP Midstream, Énergir Inc. and Calgary Economic Development.

Among other things we learned about Gas Utilities, LPG Markets & Asian Export Opportunities.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. Manuj Nikhanj - CEO of Enverus - a private energy-focused software and data analytics company with revenues of ~$1 billion.

Before joining Enverus, Manuj was co-President and co-CEO of RS Energy Group. Over the last 17 years he has completed several hundred evaluations of public and private producers, plays and assets.

Manuj has served as a trusted advisor for multiple company boards and executive teams around strategy and execution on new and existing assets. Prior to RS Energy Group, Manuj was Co-Head of Energy Research at ITG, which in 2011 acquired the Ross Smith Energy Group where Manuj was a partner.

He obtained his Bachelor of Commerce degree (with distinction) from the University of Calgary and is a CFA and FRM charterholder.

Among other things we learned about Enverus Origins, A.I. Growth & Why Power Demand is Rising.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. Steve Letwin - CEO of Mancal Corporation - a privately owned holding company of the Mannix family - with interests in natural resources, energy, real estate, and venture capital.

Steve has served on Mancal Corporation’s Board of Directors since the company’s inception in 1999, Steve was appointed President and Chief Executive Officer in 2020.

He brings a strong background in natural resources, having served as President and Chief Executive Officer of IAMGOLD Corporation for over nine years, in addition to holding a seat on its Board of Directors. Earlier in his career, he was Executive Vice President, Gas Transportation & International at Enbridge, Inc., where he was based in Houston, Texas, and held overall responsibility for Enbridge Energy Partners, L.P. and its U.S. operations.

Throughout his career, Steve has demonstrated a strong commitment to voluntary leadership. His recent community affiliations include serving as a Director on the Corporate Campaign Committee for Texas Children’s Hospital, Patron of UNICEF Alberta, and Director, YMCA Calgary. In recognition of his volunteer service, he was awarded the Alberta Centennial Medal in 2006.

Among other things we learned about Cash Flow, Gold Adventures in Africa & Capital Allocation in 2025.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. Grant Fagerheim - CEO of Whitecap Resources - a TSX listed energy company with a market cap of ~$14 billion.

Mr. Fagerheim is President and Chief Executive Officer of Whitecap Resources Inc., a position he has held since 2009, and also founder of Whitecap Resources Inc., Kereco Energy Ltd. (Cadence), Ketch Resources Ltd, and Ketch Energy Ltd.

He was appointed to the board of The Fraser Institute in January 2020. He has worked in both the Canadian upstream and downstream segments of the energy industry. His past directorships include both public and private energy producing and service companies.

Mr. Fagerheim is an active member in the community in both volunteer and charity roles and has a passion for combining academics with athletics. He is a director of the Hockey Canada Foundation, serving since January 2008, has served as Chairman of the Foundation and was also a member of the Order of Hockey Canada executive committee. He also has served as Chairman of the Edge School for Athletes in Calgary.

In recognition for his contributions to Canada to date Mr. Fagerheim was awarded the Queen’s Diamond Jubilee Medal created in 2012 to honour the 60th anniversary of Her Majesty Queen Elizabeth II. He was inducted into the Saskatchewan Oil & Gas Hall of Fame in 2017 and was named Saskatchewan Oil Person of the Year in 2021.

Among other things we learned about Dividends, Shareholder Returns & Why Canadian Energy Is Growing.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. Steve Loukas - CEO of Obsidian Energy - a TSX listed energy company with a market cap of approximately $600 million, and partner at FrontFour Capital Group - a value-based investment management firm.

Stephen Loukas was appointed Interim President and Chief Executive Officer of Obsidian Energy Ltd. effective December 5, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting.

Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm.

Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst.

Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt.

Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans.

Mr. Loukas is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.

Among other things we learned about Waterfloods, 14% Oil Recovery & Return of Capital in 2026.

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Greetings, and welcome back to the podcast.

This episode, we are joined by Mr. John Dielwart - Chairman of TransAlta a TSX listed ectricity generation and wholesale marketing company with a market cap of ~$7 billion.

Mr. Dielwart was formerly Chief Executive Officer of ARC Resources Ltd., which owns and operates oil and gas properties in Western Canada. He oversaw the growth of ARC Resources from start-up in 1996 to a company with a total capitalization of approximately $10 billion at the time of his retirement.

After his retirement from ARC Resources on January 1, 2013, Mr. Dielwart re-joined ARC Financial Corp. as Vice-Chairman and Partner. ARC Financial is Canada’s leading energy-focused private equity manager.

In 2020, Mr. Dielwart resigned from the board but remained as Partner and member of ARC Financial’s Investment and Governance committees, and currently represents ARC Financial on the board of Aspenleaf Energy Limited.

Mr. Dielwart has a Bachelor of Science with distinction (civil engineering) from the University of Calgary. He is a member of the Association of Professional Engineers and Geoscientists of Alberta and is a past-Chairman of the Board of Governors of the Canadian Association of Petroleum Producers.

In 2015, Mr. Dielwart was inducted into the Calgary Business Hall of Fame and in 2018 he received the Oil and Gas Council’s Canadian Lifetime Achievement Award.

Among other things we learned about Building ARC Resources, 1st Montney Wells & Canadian Power Markets.

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Greetings & welcome back to the podcast.

This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com

Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field.

You can find Terry's writing on the boereport.com as well as his personal website publicenergynumberone.com

Among other things we learned about Grid Stability, Canadian Pipelines & Why Public Opinion is Shifting.

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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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Without their support this episode would not be possible:

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