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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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Michael Culbert - board member of ARC Resources & TC Energy. 

Mr. Culbert has 35 years of experience in the North American energy industry with expertise in operations, development, finance, marketing, regulatory and business development. 

Previously, he co-founded Progress Energy where he held the positions of President and Chief Executive Officer, and ultimately Vice Chairman of PETRONAS Energy Canada Ltd. until 2020. 

Mr. Culbert was also an integral member of the PETRONAS LNG team while serving as the President of the Pacific NorthWest LNG from 2013 to 2016. He has also previously served on a number of other private and public energy company boards. Mr. Culbert is a past member of the Canadian Association of Petroleum Producers Board of Governors. 

In 2019, Mr. Culbert was awarded the Distinguished Business Leader – Recognizing Ethical Leadership from the University of Calgary Haskayne School of Business and the Calgary Chamber of Commerce. 

Mr. Culbert holds a Bachelor of Science Business Administration Degree from Emmanuel College in Boston, Massachusetts. 

Among other things we learned about The Home Oil Days & Building Canadian LNG in 2025.

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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Chris Doornbos - CEO of E3 Lithium - a CVE listed Lithium company with a market cap of ~$100 million.

Chris is an entrepreneur, aviator, and founder of emerging ideas and technology, with a passion for collaboration and innovation. Chris is the founder of E3 Lithium, a world-leading lithium resource and technology development company. Chris emphasizes risk management, developing and managing an exceptional technical team, and well-strategized project generation, with a clear focus on developing and capturing value for shareholders. 

Chris has a broad range of experience in capital raising, project execution, and M&A. Chris is a founding member of the Battery Metals Association of Canada and former Chair of the Canada ISO mirror committee for TC333 (lithium standards).

Chris received his Bachelor of Science from the University of Alberta.

Among other things we learned about Critical Minerals, Alberta Made Lithium & Investor Returns.

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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Mark O'Byrne - President of Obyco Consulting, former President of Schlumberger Canada, and former President of Palliser Production Management Ltd., a ~60,000 boe/d joint venture agreement. 

Initially educated in Canada, Mark has extended his education at IMD Switzerland and Harvard. 

Mark has recently founded Obyco Consulting Ltd. in Calgary, providing energy related consulting and advisory largely in the energy services space.   

Among other things we learned about Mark's experiences From Kuala Lumpur to Texas after 40 Years of Energy Services. 

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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management.

Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. 

Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute.

Among other things we learned about Energy Consolidation, Investor Returns & Economic Optimism.

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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. 

Mr. Bertram was the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led the company in significant growth and major acquisitions while enabling consistent delivery of value to customers and shareholders. 

Previously, Mr. Bertram was Vice President of Marketing for Gulf Canada Ltd. and Vice President of Marketing for Amerada Hess Canada Ltd. 

Mr. Bertram is a director of Methanex Corporation, the world’s largest producer and supplier of methanol to major international markets. 

Mr. Bertram joined the Emera Board as a Director in 2018. He is a member of the Management Resources Compensation Committee and the Nominating and Corporate Governance Committee. 

Mr. Bertram received his Bachelor of Commerce from the University of Calgary.

Among other things we learned about Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream.

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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Myron Stadnyk - Chairman of Vermilion Energy & board member of Whitecap Resources & Mancal Corporation.

Mr. Stadnyk has over 40 years of oil and gas experience and is the former President & CEO and Director of ARC Resources Ltd., retiring in 2020. During his tenure as CEO, and prior to that as COO, Mr. Stadnyk played a pivotal role in ARC's transformation from a Royalty trust to a leading Canadian producer. His extensive career also includes working for a major oil and gas company in both domestic and international operations.

Mr. Stadnyk holds a Bachelor of Science in Mechanical Engineering from the University of Saskatchewan and is a graduate of the Harvard Business School Advanced Management Program. He holds an ICD.D designation from the Institute of Corporate Directors and is a member of the Association of Professional Engineers and Geoscientists of Alberta. Mr. Stadnyk formerly held a position on the Board of Directors of Veren Inc. and PrairieSky Royalty Ltd. and served as a Governor for CAPP for over a decade. Currently, Mr. Stadnyk is the Chairman of Vermilion Energy Inc.

Among other things, we learned about Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward.

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Greetings, and welcome back to the podcast. 

This episode we are joined by Mr. Rick Rule - CEO of Rule Investment Media, co-founder of Battle Bank & former President & CEO of Sprott US Holdings. 

Mr. Rule began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. Mr. Rule is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Mr. Rule founded the business now known as Sprott US Holdings, merging it into Sprott Inc. (SII) in 2011. 

Mr. Rule retired from Sprott Inc. in 2021 and resigned from the board of directors in 2023. Mr. Rule is celebrating his retirement by co-founding a new bank, Battle Bank. 

Mr. Rule is also actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions

Among other things, we learned about 50 Years of Resource Investing: Adventures in Gold & Other Related Stories.

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