Artwork

Content provided by Mr. Rose. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mr. Rose or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#212: Jason Landau & Eugene Vath (Waratah Capital) - Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns

53:06
 
Share
 

Manage episode 465239080 series 3456619
Content provided by Mr. Rose. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mr. Rose or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Greetings, and welcome back to the podcast.
This episode we are joined by Mr. Jason Landau & Mr. Eugene Vath from Waratah Capital - a Toronto, Ontario based asset management firm that has grown from $25 million to ~$4 billion under management since 2010.

Mr. Landau is the Managing Director, Portfolio Manager and Head of Investment Team.

Mr. Landau received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.

Mr. Vath is an investment analyst, and holds a Bachelor of Commerce Degree from the University of Victoria, as well as the CFA designations.

Among other things, we discussed Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns.
Enjoy.

Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
Energy United
Upgrade Labs
360 Engineering & Environmental Consulting

Support the show

  continue reading

240 episodes

Artwork
iconShare
 
Manage episode 465239080 series 3456619
Content provided by Mr. Rose. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mr. Rose or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Greetings, and welcome back to the podcast.
This episode we are joined by Mr. Jason Landau & Mr. Eugene Vath from Waratah Capital - a Toronto, Ontario based asset management firm that has grown from $25 million to ~$4 billion under management since 2010.

Mr. Landau is the Managing Director, Portfolio Manager and Head of Investment Team.

Mr. Landau received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.

Mr. Vath is an investment analyst, and holds a Bachelor of Commerce Degree from the University of Victoria, as well as the CFA designations.

Among other things, we discussed Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns.
Enjoy.

Thank you to our sponsors.
Without their support this episode would not be possible:
Connate Water Solutions
ATB Capital Markets
Energy United
Upgrade Labs
360 Engineering & Environmental Consulting

Support the show

  continue reading

240 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play