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.

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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.

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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.

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This episode we are joined by Mr. Cody Church - CEO of Clear North Capital, co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed energy company with a market cap of ~$10 billion.

With a career spanning more than 25 years, Cody began his profession in 1993 as an Analyst for the Leveraged Finance Group of CS First Boston where he worked with financial buyers in areas of acquisition and divestiture, high-yield bonds, IPOs and re-financings.

In 1995 Cody joined, New York-based private equity firm, EXOR America as an Associate. He was responsible for evaluating and analyzing market trends, currency forecasts and private equity investment opportunities. Having established a solid reputation for excellence in financing, structuring, and deal execution, Cody returned home to Calgary, Alberta and co-founded TriWest Capital Partners in 1997.

As Senior Managing Director, he provided critical leadership for the overall development of the firm, served on over 20 portfolio company Boards and was instrumental in establishing the largest general buyout fund in Western Canada with five funds and over $1.25 billion in equity capital raised.

Having assisted in growing TriWest into one of Canada’s leading private equity groups, Cody retired from the firm in 2018 to form Clear North Capital where he could directly focus his efforts on creating value through operational excellence for lower mid-market private Canadian companies.

In addition, Cody has served on the following public Boards; Chairman of Edgefront REIT (now called Nexus REIT), Chairman of Source Energy Services, Bellatrix Resources (July 2019 – current) and Westleaf Inc. (July 2019 to current) as well as is the current Chairman of POI Business Solutions based in Markham, Ontario.

Cody graduated cum laude with a Bachelor of Economics from Harvard University. He also received the distinct honor of being recognized as one of Canada’s Top 40 Under 40 in 2010.

Committed to giving back by sharing his extensive experience and industry insight, Cody has volunteered and served on additional boards that includes Board of Governors of the University of Calgary, Board member of Parks Calgary and The Ranchmen's Club along with Co-Chair of the Alberta Children’s Wish Board.

Previously Cody served on the Boards of the Calgary Stampede Foundation, AGC Calgary Board, CVCA Annual Meeting Organization Committee and is a repeated Guest Lecturer for the Corporate Finance faculty at the University of Calgary.

Among other things we learned about From Harvard to Calgary: 30 Years in Private Equity.

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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. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada.

Mike Backus has over 25 years of experience in a variety of engineering, operational, finance and executive roles.

Prior to founding Outwest, Mike was a member of the executive teams at Kiwetinohk Energy Corp and Painted Pony Energy where he was the Chief Operating Officer, responsible for the Development and Operations prior to the corporate sale of both companies.

Most of his career was spent with Nexen Inc. (now CNOOC International) where he was most recently the VP of Operations for Canada and the UK North Sea businesses. Mike has held various positions during his career, including working both conventional and unconventional Canadian gas and power assets, oilsands, offshore North Sea, Middle East and West Africa.

Mike holds both a Bachelor of Commerce degree in Accounting and a Bachelor of Science degree in Mechanical Engineering, both from the University of Saskatchewan.

He is a registered Professional Engineer in Alberta (P.Eng) and holds his Corporate Director designation (ICD.D).

Among other things we learned about Starting From 0 Bbl/d: Building Outwest Energy.

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This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1 billion.

Mr. Forgeron is also Chairman of Northbase Finance - a specialty finance company in the energy business.

Also, Mr. John Forgeron would like to dedicate this episode to Phil Ness. In January of 2026 Compass lost a founding partner. Phil’s impact lives on through Compass' people and facilities, and they are grateful for all he has done for the Compass team.

Mr. Forgeron joined the company in 2005 and founded several privately funded oilfield rental companies, which united under the banner of Compass Compression three years later. The company’s success continued over the next ten years and evolved beyond gas compression to become Compass Energy Systems.

In 2020, Mr. Forgeron and his partners further strengthened the company’s position in North America by acquiring Exterran Corporation’s US compression assets. This strategic move brought with it a remarkable legacy of talent, facilities, and compression history, solidifying Compass as a global leader in compression, gas processing, and power systems.

In 2020, Mr. Forgeron was behind the start of an affiliate of Compass – Northbase Finance – which offers clients flexible capital solutions for essential operating assets.

Mr. Forgeron is a member of the Association of Professional Engineers and Geoscientists of Alberta and holds a mechanical engineering degree from Memorial University of Newfoundland. He started his career in gas compression in 1991 and is a recognized industry expert. Before joining Compass, Mr. Forgeron held positions at Enerflex Systems and Toromont Industries.

Mr. Forgeron and his partners shared helped Compass win Canada’s EY Entrepreneur of the Year Award in 2011.

Among other things we learned about 400MW — Building North America's Power Infrastructure.

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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. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion.

Mr. Wirzba was an integral part of the TC Energy Executive Leadership Team. He oversaw the strategy and corporate development teams and led TC Energy’s Canadian Natural Gas and Liquids transportation businesses.

During his time at TC Energy, Bevin was responsible for the successful mechanical completion of the Coastal GasLink pipeline project, in addition to his many contributions to the company’s strategy and corporate development efforts.

Before joining TC Energy, Mr.Wirzba served as Senior Vice-President, Business Development and Capital Markets of ARC Resources Ltd., was Managing Director of RBC Dominion Securities, and served in multi-disciplinary roles across North America and internationally with Chevron Corp.

Mr. Wirzba holds a Bachelor of Science in Civil Engineering from the University of Alberta and a Master of Business Administration from the Edinburgh School of Business.

Mr. Wirzba is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA) and sits on the Board of Directors for STARS.

Among other things we learned about Reviving Keystone: ~1M BBL Prairie Connector.

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Without their support this episode would not be possible:

Connate Water Solutions
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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 the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy, finance, geopolitics, and the broader economy.

Doomberg has grown to one of the top paid finance newsletters on Substack, with ~375,000 subscribers.

Among other things we learned about The Strait of Hormuz is Closed — What It Means for Canadian Pipelines.

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Without their support this episode would not be possible:

Connate Water Solutions
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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