Best Troy Asset Management Podcasts (2025)

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Excellence in project management: HardRock's relocation project under the Corpus Christi ship channel 20:06

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10d ago20:06

20:06

In this episode, Underground Infrastructure speaks with Corey Baker, Chief Operations Officer, HardRock Infrastructure Services, and Chris Jones, Chief Commercial Officer, HardRock Infrastructure Services. The discussion focuses on the company's recent project that relocated a 6,180-ft. waterline pipe to deeper depths due to a deepening of the ship…

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Alastair Unwin (Polar Capital) - Investing in an AI-first World 50:40

2M ago50:40

50:40

Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair disc…

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Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve 42:19

4M ago42:19

42:19

Sebastian Lyon and Charlotte Yonge co-manage Personal Assets Trust and Troy’s Multi-Asset strategy. We discuss the strategy’s evolution over the last 25 years, Troy’s equity-centric approach to multi-asset investing, and why creating a resilient portfolio is as relevant as ever in today’s world. Show notes: [01:34] Founding philosophy [04:21] Avoid…

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Successful project execution: Tunneling under a mountain to lay a wastewater line, a discussion with HardRock Infrastructure 15:38

7M ago15:38

15:38

Underground Infrastructure sat down with Cory Baker, Chief Operating Officer, HardRock Infrastructure, for an in-depth discussion on the company's 1,740-ft tunneling project for El Paso Water, which involved running a wastewater line underneath a mountain. The discussion includes challenges and the solutions that were used to successful complete th…

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Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment 40:12

8M ago40:12

40:12

Seth Brennan is co-founder of Lincoln Peak Capital, which owns minority stakes in several asset management companies, including Troy. We discuss Lincoln Peak's long-term partnership model and the importance of autonomy and a strong alignment of interests as foundations for success. Show notes: [01:15] Seth discusses how he got into the industry [02…

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Live at UIC: Advanced coatings for enhanced safety and reliability, a discussion with OBIC 4:27

8M ago4:27

4:27

Underground Infrastructure speaks with Mike Hoffmaster, Vice President of Business Development, OBIC, regarding his organization's advanced coating technologies for holding systems, treatment facilities, manholes, vaults and other structures susceptible to damage from infiltration or corrosive chemicals.…

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Live at UIC: The evolution of microtunneling, a discussion with Troy Stokes of Akkerman 18:09

8M ago18:09

18:09

On this episode, Troy Stokes, Sales Manager, Akkerman, discusses his time in the underground infrastructure industry, focusing on the evolution of operations and technologies in microtunneling activities.

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Real Estate Fraud: How to Protect Yourself with Special Guest Mark Habib LL.B 1:21:29

8M ago1:21:29

1:21:29

We really have a must-hear episode for all our good listeners. It's Fraud Prevention Month, so lets' switch our attention to a topic, which for all the wrong reasons, is constantly in the news: Real Estate Fraud. Find out how to best protect yourself, and your assets. Fred and Bernie throw light on some of the outrageous promoters and pretenders, a…

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Live at UIC: Growing a technology/service portfolio, a discussion with PURIS' CCO Rylan Ardoin 4:05

8M ago4:05

4:05

Underground Infrastructure takes a deep dive with Rylan Ardoin, Chief Commercial Officer, PURIS, on his company's growth over the past several years, including the innovations and technologies under the PURIS umbrella of companies, including end-to-end water infrastructure renewal solutions and specializing in environmentally sustainable trenchless…

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Live at UIC: Utilizing software to mitigate risks in underground operations 4:06

8M ago4:06

4:06

On this showcase episode, Underground Infrastructure speaks with Karen Gunderson and Lydia Passolt of KorTerra to learn how their organization helps mitigate risk and ensure the safety of field personnel by providing secure software cloud and mobile platforms for processing 811 locate tickets, tracking and reporting asset damages, meeting regulator…

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Live at UIC: The evolution of confined space training operations 5:34

9M ago5:34

5:34

Underground Infrastructure speaks with Dennis Pivin, Director Health, Safety and Environmental, NASSCO, on the showroom floor at the Underground Infrastructure Conference. Dennis speaks about new confined space training techniques available for underground infrastructure professionals.

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Hydro excavation: Uses, challenges and value in the underground infrastructure market 20:21

9M ago20:21

20:21

Underground Infrastructure sat down with Dustin Rhodes, Product Manager, TRUVAC, to discuss the latest advancements in hydro excavation, including how it is used and what value it brings to the underground infrastructure market.

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Evolution of the trenchless market: A discussion with Brian Kenkel of Hammerhead Trenchless 16:54

9M ago16:54

16:54

On this episode, Underground Infrastructure speaks with Brian Kenkel, Director of Market Development, Hammerhead Trenchless, on his company's recent acquisition of ProKASRO Services, lining technologies, the current and future state of the trenchless marketplace and much more.

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How long will the money flow? 15:04

10M ago15:04

15:04

In this episode, Underground Infrastructure provides its forecast and market analysis of the U.S. municipal sewer/water infrastructure sector. This survey polls U.S. municipalities about their top concerns and issues, 2025 infrastructure spending plans and much more.

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Post election: A look at the future of the underground infrastructure market-A discussion with Eben Wyman 26:03

11M ago26:03

26:03

In this episode, Eben Wyman, Principal, Wyman and Associates, discusses the impact the U.S. presidential and congressional elections will have on the domestic underground infrastructure market.

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Matthew McLennan (First Eagle) - Investing for Resilience 46:20

11M ago46:20

46:20

Matthew McLennan is co-head of First Eagle’s Global Value team and one of the portfolio managers of Global Value, a strategy that has delivered strong long-term compound returns. We discuss the importance of humility and patience, why resilience is emphasised throughout the portfolio, and how Global Value has survived and thrived across a broad ran…

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HDD Hall of Fame: Class of 2025 23:58

12M ago23:58

23:58

In this episode, Josh Allen, Director of Marketing Solutions, Underground Infrastructure, and Robert Carpenter, Editor-in-Chief, Underground Infrastructure, announced the HDD Hall of Fame class of 2025. Josh and Robert detail each recepient, and their contribution to the underground infrastructure sector.…

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The Good, The Bad, & The Ugly: Ontario's Landlord Tenant Board 1:19:55

1y ago1:19:55

1:19:55

You've heard the stories: Landlord's going months without a hearing from Ontario's Landlord & Tenant Board; Tenant's going months without paying rent... who are you going to call? Try our Special Guest today on the Property Wizard, Ian Fortugno. Ian talks about all things Landlord & Tenant related and what you can do to ease the process. A little m…

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Enhancing safety on the job site: A discussion with Harry Miller of SAK Construction 22:54

1y ago22:54

22:54

Underground Infrastructure and Harry Miller, Vice President, Director of Safety, SAK Construction, take a deep dive into various aspects of safety on the job site. This includes incorporating safety in the early stages of project development, training, communication between operations and safety personnel, and much more.…

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Gabrielle Boyle & George Viney (Troy) - Patient Improvement 36:14

1y ago36:14

36:14

Gabrielle Boyle and George Viney co-manage Troy’s Global Equity strategy. We discuss why the market persistently underestimates the compounding power of rare and exceptional companies, the importance of recognising one’s biases and striving to learn and improve as investors, and why Gabrielle and George work so well together as a team. Show notes: …

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The U.S. election and its effect on the future UI market 31:41

1y ago31:41

31:41

On this episode, Underground Infrastructure sat down with Eben Wyman, Principal, Wyman and Associates, to discuss the upcoming U.S. elections, and how the outcomes of various races could affect the U.S. underground infrastructure market.

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Boosting efficiency and safety with advanced excavation techniques 22:20

1y ago22:20

22:20

Explore the impact of vacuum excavation in this episode. Mike Reis from Super Products shares his expertise on how this technology is transforming the way contractors approach digging, emphasizing the importance of precision, safety, and reduced risk in today's fast-paced construction environment.By Underground Infrastructure

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Navigating new markets: HardRock's journey of strategic growth 20:57

1+ y ago20:57

20:57

In this episode of Subsurface Stories, hosts Josh Allen and Robert Carpenter sit down with Chris Jones, chief commercial officer at HardRock Infrastructure Services. Chris shares the journey of HardRock's strategic shift from a focus on oil and gas to a more diversified portfolio that includes renewables and municipal projects. He shares the challe…

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Innovations and standards in pressure pipe rehabilitation with David Kozman 21:15

1+ y ago21:15

21:15

In this episode, hosts Josh Allen and Robert Carpenter are joined by David Kozman, senior product engineer at HammerHead Trenchless. With over 20 years of industry experience, David shares his journey into the world of underground infrastructure and discusses the latest advancements in pressure pipe technologies. From the evolution of cured-in-plac…

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Electrifying your fleet with Vanair's EPEQ® system and ELiMENT® battery 24:44

1+ y ago24:44

24:44

Join hosts Josh Allen and Robert Carpenter on Subsurface Stories as they chat with Chip Jones, Vanair's strategic manager of electrified products, about the game-changing benefits of fleet electrification. Learn about the environmental and financial perks of electrifying your fleet, the importance of idle management, and the quick return on investm…

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The annual HDD Survey: Trends, Technologies, and Market Insights for 2024 Part 2 26:38

1+ y ago26:38

26:38

In this episode of 'Subsurface Stories,' hosts Robert Carpenter and Josh Allen continue discussing the HCD survey published in the June issue of Underground Infrastructure. They explore the concept of hardening power lines by moving them underground to withstand harsh weather conditions. The conversation also delves into the diversification within …

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The annual HDD Survey: Trends, Technologies, and Market Insights for 2024 Part 1 20:23

1+ y ago20:23

20:23

In this episode of Subsurface Stories, host Josh Allen and co-host Robert Carpenter discuss the annual HDD survey published in the June issue of Underground Infrastructure. Robert, who has been conducting this survey for 26 years, explores significant trends and technological advancements in horizontal directional drilling (HDD). They delve into th…

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Business Evaluations with Caroline Troy 57:20

1+ y ago57:20

57:20

Ever wonder what your business might be worth? What happens when your business partner decides to move on? In this episode Fred and Bernie discuss the A B C's of business evaluations with evaluation expert Caroline Troy. Join in and be prepared to learn something new! A little more about our Guest: Caroline Troy founded Troy Valuations in January 2…

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Ralph Kokot on Vanair's utility innovations and FailSafe® systems 18:59

1+ y ago18:59

18:59

Join hosts Robert Carpenter and Josh Allen as they chat with Ralph Kokot, CEO of Vanair Manufacturing. Discover how Vanair's innovative underdeck air compressors and FailSafe® technologies are transforming the underground utilities market. Ralph highlights the benefits of their thermal guard systems and the rise of electrification with the EPEQ® pr…

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How to Add an Auxiliary Dwelling Unit (ADU) with Nick Karrandjas from Ottawa General Contractors 1:22:40

1+ y ago1:22:40

1:22:40

If you've ever contemplated adding an Auxiliary Dwelling Unit to your portfolio you are going to love this episode. Packed with invaluable information, it's worth every minute of your time! A little more about our Guest: Nicholas Karrandjas is a dedicated Project Consultant and Partner at the Design and Build firm Ottawa General Contractors. At age…

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OBIC's journey from local innovator to global leader 16:40

1+ y ago16:40

16:40

In this episode, we talk with Mike Hoffmaster, VP of Business Development at OBIC, live from the Underground Infrastructure Conference in Oklahoma City. Mike shares insights from OBIC's largest OBICcon event yet, emphasizing the power of collaboration and education within their certified installer network. Discover how OBIC's commitment to quality …

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

1+ y ago47:12

47:12

Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…

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Creative problem solving for a complex drilling project in Waukesha, WI 22:42

1+ y ago22:42

22:42

In this episode of Subsurface Stories, hosts Robert Carpenter and Josh Allen sit down with Rob Hotz, General Manager of ECI Contracting. They review the intricacies of a horizontal directional drilling (HDD) project in Waukesha, Wisconsin. Despite challenges like ruptured pipelines, contaminated soil, and stringent environmental regulations, the te…

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Innovating HDD: HardRock's Role in a Texas International Pipeline Systems Project 17:58

1+ y ago17:58

17:58

In this episode of Subsurface Stories, we spotlight HardRock Infrastructure's execution of HDD operations for the Texas International Pipeline Systems (TIPS) project across Galveston Bay. Learn how HardRock's team navigated the complex maritime and geological challenges to lay 44,000 feet of pipeline, connecting crucial energy infrastructure under …

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Interviews from the Underground Infrastructure Conference 2024 - Part 1 24:03

1+ y ago24:03

24:03

Welcome to Part 1 of our series featuring interviews from the 2024 Underground Infrastructure Conference. In this episode, Josh Allen interviews leading industry experts who share their latest advancements and solutions for managing underground infrastructure challenges. From innovative software solutions that enhance fleet management to strategic …

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Covering Your ASSet's with Terrill Leclair from Alliance Security 53:40

1+ y ago53:40

53:40

A little more about our guest: Terrill Leclair is a licensed electrician by trade and owner of one of the largest individually owned and operated security installation and monitoring companies in the Eastern Ontario area, and more importantly, he is father to two accomplished young people. Alliance Security is a bonifide multi-generational family b…

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Celebrating a Career of HDD Excellence with Inrock's Jim Agnew 33:44

1+ y ago33:44

33:44

Join us for a special episode of Subsurface Stories at UIC, featuring HDD Hall of Fame inductee Jim Agnew. Host Josh Allen delves into Jim's extensive career with Inrock, highlighting his groundbreaking contributions to directional drilling and his role in advancing the HDD industry. Jim shares personal anecdotes and insights on the evolution of dr…

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Balancing Government Directives with Urban Sensitivities with Special Guest Fred Eisenberger 1:21:49

1+ y ago1:21:49

1:21:49

You really don't want to be any type of Municipal Politician these days, not with the constant pressure of Legislation from upstream government agencies on one side and the demands and expectations of your constituents on the other! How do you balance the two? Or can you? Fortunate for us Dear Listeners, His Worship, Fred Eisenberger, former three-…

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Unearthing Innovation with Peter Melsheimer and Equappment 32:11

1+ y ago32:11

32:11

In this episode of Subsurface Stories, Peter Melsheimer introduces us to Equappment, an application designed to revolutionize the world of horizontal directional drilling (HDD) and underground construction project management. Through our discussion, we uncover how Equappment is looking to enhance efficiency on job sites by streamlining equipment tr…

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

1+ y ago41:46

41:46

In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…

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Five critical components for safe confined space entry 22:56

1+ y ago22:56

22:56

In this episode of 'Subsurface Stories,' we look into the critical aspects of safety in confined spaces within the sewer and underground infrastructure sector. Joined by Dennis Pivin, Director of Health, Safety, and Environmental at NASSCO, we explore the five essential components required for safe confined space entry: continuous air monitoring, c…

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Public Private Partnerships = A Win Win Win with Special Guest Darin McCorriston 53:49

2y ago53:49

53:49

Ever hear of or considered investing in a Public Private Partnership or "3P" Initiative? Join Fred and Bernie when they discuss the pros and cons, and there really aren't too many "cons", with an undisputed guru in the field, TMSI President and Founder Darin McCorriston. A little more about our guest: Darin McCorriston is President of TMSI Sports M…

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Mastering Bore Planning: A Dive into Underground Safety 20:06

2y ago20:06

20:06

Dive into the complexities of bore planning in this episode of Subsurface Stories, featuring Brent Bardwell from Vermeer Corporation. Uncover the innovations shaping the HDD industry, from advanced technologies to strategies for preventing utility strikes. Brent brings a wealth of knowledge on enhancing underground utility placement, discussing the…

1
You Don't Know What You Don't Know! An Introduction to Gentry Learning 37:26

2y ago37:26

37:26

Join Fred and Bernie as they discuss the latest courses offered by Gentry Learning. An informative introduction into how to start successfully investing in both your own and your families future! For further insights into the world of real estate investing, visit Gentry Learning. Need more direct information? Reach out to Frederick (Fred) Crouch FR…

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Mastering Confined Space Safety 20:55

2y ago20:55

20:55

Join us for a discussion with Dennis Pivin, NASSCO's Director of Health, Safety, and Environmental, on the pivotal topic of confined space safety. With over three decades of experience, Dennis delves into the common hazards, essential training strategies, and the significance of OSHA's updated standards. This episode of Subsurface Stories highlight…

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Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

2y ago41:39

41:39

In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…

1
Tenant selling their business? What you can do to help! 37:48

2y ago37:48

37:48

A big Thank You to our Sponsors! The Property Wizard would like to thank the invaluable support of Gentry Learning and Kreativ Insight - Thank you both for making this podcast possible! Why would you want to help a tenant sell their business? Find out why its a great strategic move when Fred and Bernie discuss with Guylaine Ure from Sunbelt Busines…

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Advancing Wastewater Management: Innovations in AI and Cloud Computing with SewerAI 30:18

2y ago30:18

30:18

In this episode of 'Subsurface Stories,' we welcome Eric Sullivan, Director of Business Development at SewerAI, for an in-depth discussion on transforming the wastewater industry through AI and cloud computing. Eric shares his journey in the field, highlighting SewerAI's innovative solutions and the impact of technologies like photogrammetry and AI…

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Subsurface Stories: Unearthing Insights in Underground Infrastructure 19:01

2y ago19:01

19:01

Welcome to the inaugural episode of 'Subsurface Stories', the definitive podcast for underground infrastructure insights. Join hosts Josh Allen and Robert Carpenter as they dive deep with industry expert Don Rigby. This episode explores the challenges of infiltration and inflow (I&I) in sewer systems, emphasizing proactive solutions over reactive m…

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Property Site Assessments: Looking for Fish in a Drainage Ditch! 38:49

2y ago38:49

38:49

A big Thank You to our Sponsors! The Property Wizard would like to thank the invaluable support of Gentry Learning and Kreativ Insight - Thank you both for making this podcast possible! In this Episode of the Property Wizard, Bernie and Fred speak to returning guests Christine Wilson and Kurt Frommann from Cambium. If you're planning on developing …