TD Cowen Insights

Recorded on 01/09/25Join Larry Wieseneck, Head of Global Investment Banking at TD Securities, and David Erickson, Adjunct Professor at Columbia Business School, for an insightful discussion on the 2025 market outlook and potential key factors including the Fed, health care issuance activity, debt capacity, and private equity. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/19/24TD Cowen analyst Aaron Bilkoski speaks with Marty Staples, President and CEO of Topaz Energy, a unique hybrid royalty/infrastructure company. They discuss Marty's transition from landman to CEO, building a diversified portfolio, perceptions of royalty financing for potential vendors, M&A, and the differentiated benefit of royalties relative to other high-yielding vehicles that have existed in the sector over the decades. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/19/24TD Cowen analysts Yaron Werber and Ritu Baral speak with Praveen Tipirneni to discuss his non-traditional path to becoming a biotech CEO, the Morphic journey, couch surfing in Kendall Square, his biggest prank in college, and the most unexpected learning in his career. Tipirneni's advice to first-time biotech CEOs is to adopt a healthy dose of conservatism and build in an ample safety margin to cushion against unexpected technical and market challenges. He also emphasizes the importance of personal relationships in the biotech industry and notes that the key to courting pharma is to make them feel that your company is a better and more nimble version of themselves. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/19/24TD Cowen analyst Aaron Bilkoski talks with NuVista's, President and soon-to-be CEO, Mike Lawford. The pair discusses Mike's background, the underlying drivers of NuVista's growing production targets, the evolution of the company's shareholder return strategy, and the scarcity of public pure-plays in the oil/condensate window of the Alberta Montney. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/19/24TD Cowen analyst Aaron Bilkoski talks with Chris Carlsen, President and CEO of Birchcliff Energy. The pair discusses progress and direction of the company under Chris's first year as CEO. Key topics of conversation include a reflection on the more focused 2024 capital program, gas marketing strategies, and the dividend. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/19/24TD Cowen analyst Aaron Bilkoski speaks with JP Lachance, President and CEO of Peyto Exploration & Development Corp. The pair discusses the integration/performance of the recently acquired Repsol assets, the underappreciated benefits of the Deep Basin, hedging strategies, and production management. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/12/24TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot 16 to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through year-end 2024 and into 2025. Expect concentrated policy risk in the EV sector, opportunities in grids, manufacturing, and power generation. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/15/24In this episode, Roman Schweizer, TD Cowen's WRG geopolitics & defense analyst, and a fully staffed reporter roundtable discuss the outlook through the end of the year and the transition from the Biden to Trump Administration. We also discuss look-ahead themes in aerospace, defense, and government services with TD Cowen equity research analysts Cai von Rumohr and Gautam Khanna. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/12/24TD Cowen analyst Vince Valentini speaks with Hugues Simard, the CFO of Quebecor. He discusses the current growth prospects and competitive environment in the Canadian wireless industry, and how that has evolved since the acquisition of Freedom Mobile in April, 2023. Striking the right balance between pricing and volume is a key topic covered. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 11/08/24TD Cowen analyst Steve Scala speaks with former Pfizer R&D Chief John LaMattina to discuss views of the status and outlook for R&D in biopharma industry. New technologies and deeper understanding of biology provide opportunities, but price pressures and some M&A can stifle creativity. We discussed optimal R&D portfolio construction and concluded with observations on where Pfizer R&D stands today. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/11/24In this episode, we feature Jean Madar, CEO and co-founder of IPAR, a global producer and distributor of prestige fragrance products in operation since 1982. We discuss the momentum of the fragrance category, the changing preferences of fragrance consumers, and the biggest regional opportunities ahead. We also explore the history and success of IPAR's prestige-focused portfolio, including big names like Donna Karan, Ferragamo, Montblanc, and Moncler, as well as the upcoming launches that could propel growth into FY25. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/25/24TD Cowen analyst Yaron Werber speaks with Jean Hynes to discuss her outlook for the biopharma industry, her career in health care investing, her advice to women investors, and her journey to becoming the first woman CEO of Wellington Management. She describes her career trajectory as an evolution through three stages: 1) learning and growing under a great mentor, 2) becoming a risk taker, and 3) becoming a leader. Rising to leadership positions as a woman is not always easy, and Jean's advice to young women is to do something they love in a company they respect, and to actively seek feedback to help them grow. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/29/24In this episode, TD Cowen Washington Research Group’s Chris Krueger flags the key 33 counties across 13 states to watch for election results & implications on November 5. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/11/24What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as well as competitive differences between marketplaces at Amazon and Walmart. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/21/24In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/11/24Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/14/24In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/10/24Whereas software had traditionally been used by patients to track and manage their disease, clinical evidence has demonstrated software can also be used to as a therapeutic to impact clinical outcomes. Prescription digital therapeutics (PDTs) are uniquely positioned to address some of the key shortcomings of traditional pharmaceutical-based treatments, including stigma, poor access to care, provider shortages, and the complexities of the healthcare system. Importantly, PDTs can also be utilized as a treatment in conjunction with traditional pharmaceuticals, without risking additional drug-related side effects or drug-drug interactions. Click Therapeutics has been a standout in applying the same rigorous standards typically applied to pharmaceutical interventions to Click's trials for PDTs, which will be key to driving adoption over time. Recent FDA guidance on Prescription Drug Use-Related Software (PDURS) opens the door to a new treatment category combining digital and pharmacological interventions, and Click is focused on partnering with traditional pharma companies to unlock the value in combination treatments. To discuss this topic, I’m joined by Randall Stanicky, Click Therapeutics' CFO. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/12/24In this episode, we feature Alisa Lask, CEO of Rion Aesthetics, a regenerative aesthetics company pioneering human derived ingredients in skincare, to discuss the convergence of wellness and beauty and the use of platelet-derived exosome technology. Backed by over 15 years of visionary science, Rion aims to transform the regenerative aesthetics market. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/24/24The post-COVID travel surge continues despite the occasional air pocket. This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Kevin Kopelman, TD Cowen's senior hotels and online travel analyst, discussing major dynamics across airlines, hotels, and online travel, summer 2024, and key industry debates as we head into 2025. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/04/24On this episode of the NatSec Need To Know, we have an extended cut of our Reporters' Roundtable to discuss the Washington outlook through the Lame Duck session and to discuss high-profile Air Force and Army trade shows. We also go deep on the Navy’s struggles with buying and building submarines. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/07/24In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) Race for the Senate; 2) Race for the House; 3) $4.5T+ Tax & Fiscal Cliffs for New Congress. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/10/24Evernorth has played a leading role in the development of value-based contracting programs to assist plan sponsors in managing rising pharmaceutical costs. As plan sponsors are faced with the cost impacts of the rising mix of specialty drugs, they are increasingly turning to solutions such as Evernorth's SafeGuardRx, which combines financial arrangements for plans with clinical value-based features for members. Since the launch of SafeGuardRx in 2015, nearly all of Evernorth's plan sponsors have adopted at least one SafeGuardRx program. Evernorth has continued to innovate on solutions that help plan sponsors manage the high costs of innovative pharmaceutical treatments, such as offering the EncircleRx program to help plan sponsors control GLP-1 costs and offering private label biosimilars to provide options to plan sponsors for lower cost specialty drugs. To discuss this topic, we're joined by Harold Carter, Senior Vice President of Pharma Trade Relations at Express Scripts (an Evernorth company). https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/30/24In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) VP Debate Preview; 2) All-Important Campaign Ground Game; 3) Nikki Haley Primary Voters. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When we think of the biopharmaceutical industry, we naturally think of innovation in terms of discovery of novel medicines treating any number of diseases and conditions. The innovation occurring in the pharma industry isn't limited to drug discovery, and has also extended into the application of technology in pursuit of developing new therapies. In this episode, we dive into how the pharma industry thinks through the development and deployment of novel technology. Technologies such as clinical operations software, AI, and machine learning have increased the efficiency of every stage of the drug development process. This embrace has helped drive the discovery of new therapeutic classes and the development of drugs for targets and diseases that were previously thought untreatable. To discuss this topic, we're joined by Shobie Ramakrishnan, GSK's Chief Digital and Technology Officer. Since joining GSK in 2018, she has transformed the company’s capabilities in digital, data, and analytics, and has played a pivotal role in establishing a more agile commercial operating model. Before joining GSK, Shobie held senior technology leadership roles in organizations including AstraZeneca, Salesforce, Genentech, and Roche. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/12/24In this episode, we host Katie Storer from Blackstone Growth, Blackstone’s dedicated growth equity investing platform, to hear about her investment strategies and beauty brands that are disruptive in the market. We also discuss the overall consumer landscape, key attributes that drive longevity, and the importance of connecting with the next generation for beauty brands. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses three big wild cards to watch in the 2024 noise: 1) Omaha & Impact of an Electoral College Tie; 2) Pivot Counties to Watch; and 3) Three States to Watch on Election Night as Wave Indicators https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/10/24Walgreens launched its Clinical Trials business in 2022 to make clinical trials more accessible, convenient, and equitable for the nearly 80% of Americans who live near a Walgreens store. Since then, the company has seen solid growth in this business, now working with more than 25 biopharmaceutical companies, academic institutions, nonprofits, and government entities. CROs and manufacturers are highly interested in working with a partner like Walgreens that can address patient convenience, study recruitment efficiency, and trial participant diversity. Walgreens is also able to scale this business in a capital light approach, leveraging its existing retail pharmacy network. To discuss this topic, we're joined by Ramita Tandon, Walgreen's Chief Clinical Trials Officer. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the top four big-picture signals to watch in the 2024 noise: 1) Presidential election; 2) $5T+ Tax/Fiscal Cliffs on Horizon; 3) Congressional Undercard; and 4) Harris/Trump Macro Policies. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/12/24Welcome to a special edition of the TD Cowen FutureHealth Podcast, where Charles Rhyee and Ryan Langston recap key takeaways from TD Cowen's 9th Annual FutureHealth Conference held September 10, 2024, in New York. The conference featured a number of panel sessions covering transforming care delivery models and sites of care, the evolution of Digital Health 2.0, artificial intelligence, and cybersecurity. We also highlight fireside chats with Cigna, where we discussed the increasing adoption of value-based contracting programs, and Walgreens, where we discussed the role retail pharmacies are playing in the clinical trial space to improve patient access, enrollment efficiency, and recruitment diversity. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we look at the PBM industry, which has been in the spotlight in recent months, and not necessarily in a good way. PBMs have been painted as the unnecessary "middle man" that is driving up the cost of drugs. But is this really the case? The PBM industry traces its roots back over 50 years, with an initial narrow focus on efficient benefits administration, creating systems that told pharmacies in real-time what each patient's specific insurance plan meant that customer was supposed to pay for a specific prescription. Over time, PBMs leveraged their intermediary role in the pharmaceutical supply chain to take on additional responsibilities, including pharmaceutical cost & clinical control, pharmaceutical dispensing, and disease management. Among the various stakeholders in the pharma supply chain, PBMs have the least interface with consumers and the general public, which often leads to confusion about the role PBMs play. In this discussion we hope to provide clarity on the various roles of PBMs and how PBMs interact with other stakeholders in the US healthcare system.To discuss this topic, we are joined by Ronald Fox, who is currently a health care consultant, specializing in the PBM and health plan sectors. Previously, Ron spent over 21 years in the PBM industry, most recently serving as President of the Health Plan Division at Express Scripts, now part of Cigna's Evernorth division. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Supply Chain 101: Faster & Less Expensive Can Win the Retail Race. Portless founder Izzy Rosenzweig helps us contextualize the rise of the ultra-fast fashion model, catalyzed by leaders Temu & Shein, while highlighting opportunities for brands to optimize their supply chains. We discuss the impact of direct logistics on cash flow & margins and the importance of agility and strategic planning. In this episode, we feature Izzy Rosenzweig, Founder and CEO of Portless, a next-generation fulfillment platform for e-commerce brands. With Portless, Mr. Rosenzweig is revolutionizing the retail industry by helping brands ship directly from China to optimize their margins and working capital needs. We delve into evolution of the e-commerce logistics and the disruptive impact of the direct shipping strategy deployed by Temu and Shein. In our view, the retail industry needs to: (1) deploy a test-read-react model across planning, production, and design, (2) balance novelty and core merchandise, and (3) invest in a tech-enabled supply chain integrated across all key distribution channels. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 07/24/24 TD Cowen analyst Yaron Werber speaks with Jeff Solomon, President of TD Cowen and Vice Chair of TD Securities about his career in Wall Street and his philosophy on how to be a present and inspirational leader. More broadly, Jeff also discusses how TD's acquisition of Cowen helps expand our product offering to corporates and institutional investors, and opines on the state of the larger market and Biotech in particular, which he believes is resilient enough to rise to meet the current challenges facing the sector. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 07/29/24In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the latest Washington policy topics, Farnborough takeaways and the future of major aircraft programs with a reporter roundtable and special guest Richard Aboulafia from AeroDynamic Advisory. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 06/03/24Live at our TD Cowen Consumer Conference, we discuss the evolution of home fragrance and what is ahead for the fragrance category with Harry Slatkin, who is an entrepreneur and philanthropist. The New York Times called him the "king" of home fragrance, and celebrities like Oprah Winfrey and Elton John use his home fragrances. As the founder and creative force behind Slatkin & Co, a home fragrance brand, Harry is regarded as one of the country's fragrance experts. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 06/04/24Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization trends that have driven rather consistent and attractive growth over recent decades, competitive forces within the Canadian industry, the company's defenses against expanding eCommerce giants, and Pet Valu's own expansion plans. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode Recorded On 06/26/24In this episode we take a deep dive into cybersecurity in the healthcare system. According to HHS, over the last ten years, the number of reported healthcare data breaches have consistently trended upward. The 734 reported breaches in 2023 is nearly double what was seen in 2018, and collectively these breaches are impacting a higher proportion of the US population each year. Ransomware attacks on U.S. healthcare organizations have cost the economy around $77.5 billion in downtime since 2016, according to an analysis by technology review and cybersecurity research firm Comparitech. Two recent cyberattacks, Change Healthcare and Ascension, are just the latest high-profile large-scale attacks that have impacted financial results for a number of companies, but also has had an impact on patient care. These events have left many wondering whether the healthcare space remains vulnerable and what steps companies and regulators can take to limit further risk. To discuss this topic, we're joined by Richard Staynings. Mr. Stayinings is a thought leader, author, and public speaker about cybersecurity in healthcare, with over 25 years of experience. He is currently Chief Security Strategist for cybersecurity company Cylera, and teaches postgraduate courses in cybersecurity and health informatics at the University of Denver. He's previously held various cybersecurity leadership roles at Cisco, General Dynamics, and PwC. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 06/04/24What is timelessness? Live at TD Cowen's Consumer Conference, we hosted Ari Hoffman, retail executive and CEO of North America at Ted Baker, to chat about the future of department stores, building timeless brands, and delivering on the best customer experience. Mr. Hoffman brings a wealth of experience across the luxury and retail space, including serving as President of Yves Saint Laurent and Lacoste. The conversation covers a range of topics and ideas including: connecting with customers across age groups, how to compete in the age of ultra fast fashion players such as SHEIN, and how to approach artificial intelligence to improve a business. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses how managements and boards are adapting to the new reality wherein capital is expensive and scarce, and describes what the buyside gets right and wrong about biotech investing. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Retail Visionaries, we host Spin Master's CEO Max Rangel, and CFO Mark Segal, to discuss the company's cross-collaborative growth strategy. Spin Master is a leading global children's entertainment company, that creates, designs, manufactures and markets a diverse portfolio across its three creative centres – Toys, Entertainment, and Digital Games. Its focus on leveraging its owned IP across its creative centres is fostering innovation and growth, that is positioned to accelerate in 2025 following several exciting product introductions in 2024. Recorded at the 8th annual TD Cowen Future of the Consumer Conference, in New York, Brian, Max and Mark discuss a range of topics including the state of the consumer, its acquisition of Melissa & Doug, early success for Unicorn Academy, and its mix shift to higher-margin verticals. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Cowen Analysts John Kernan and Max Rakhlenko sit down at TD Cowen's 8th Annual Consumer Conference to discuss their key takeaways from the conference. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A little over a year after TD completed its acquisition of Cowen, Larry Wieseneck, Head of Corporate and Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School are joined by Damian Engen, Head of Global Debt Capital Markets at TD Securities to reflect on lessons learned while bringing two organizations together. They also share their mid-year outlooks for 2024: from trends in the investment-grade debt market to what it may take to further re-open the IPO market. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the top four, big-picture signals to watch in the 2024 noise: 1) The Known Knowns (upcoming debt, tax, fiscal & trade cliffs); 2) Five policy themes continuing regardless of election outcome; 3) The six key variables to determine 2024 election, and; 4) policy implication of Trump v Biden. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we interview Frederic Fekkai, an iconic leader in the industry that stands for effortless elegance. Fekkai's professional products offer personalized care for every hair type, hair texture, and hair color. The brand's salon-level products feature sustainable packaging and clean, natural formulas designed to solve every hair’s most vital needs: such as protecting color, boosting shine, volumizing, repairing and restoring. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Retail Visionaries, we host Yaysay's Co-Founder & CEO, Lindsay Ferstandig, to chat about her latest venture into digital shopping. Yaysay marries the excitement off off-price treasure hunting with gamifying retail and luxury shopping. The platform leverages artificial intelligence to drive a personalized daily offering across categories to the mobile app users who can decide to add the item to their cart and purchase or keep shopping. Further, the items range from premium to luxury brands and are offered at a discount, underscoring a value proposition to the shopper. Oliver and Lindsay discuss a range of topics including enhancing customer lifetime value, optimizing advertising dollars, and managing inventory for speed. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 04/19/24In this episode we’ll be talking about what’s next for digital health, which started emerging in the mid-2010s as a way to provide new ways to access care using a digital first approach, disrupting the traditional care model that was episodic in nature to move toward a care model that was more continuous. A lot has changed over the years, and digital health has become a key part of healthcare delivery and for many a standard part of their health benefits. But the digital health industry finds itself at a crossroads post-pandemic, particularly among investors, with many once high-flying companies struggling.So what’s next for digital health? To explore this, we’re joined by Sean Duffy, Co-Founder and CEO of Omada Health. Sean was our first guest when we formally started this podcast back in 2020. Sean is one of the early pioneers of digital health and a thought leader, not only in managing chronic conditions, but also in how digital tools can be used to engage and guide patients in their care journey. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 03/28/24Specialty drugs, which are typically composed of large molecules that need to be injected or infused, as a category, represent roughly 50% of pharma spending today and continues to increase. And unlike more traditional medications that people pick up at their local pharmacy, specialty pharmacies emerged along the way to dispense these medications, which often come with special handling requirements, as well as clinical support. With the majority of biopharma R&D being focused in specialty categories, the importance of specialty pharmacies is expected to increase. In this episode we explore the specialty pharmacy industry and the role it fills in the healthcare system today and in the future. To help discuss this topic, we’re joined by Dr. Surya Singh, CEO of InformedDNA. Dr. Singh brings over 20 years of experience within the health care supply chain. Before joining InformedDNA as CEO, Dr. Singh was the Chief Medical Officer for CVS Specialty and an attending physician at Brigham and Women’s hospital. Dr. Singh is also President of Singh Health Advisors and a Senior Advisor at ICER. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 03/21/24In this episode, we host Glossier's CEO, Kyle Leahy, to discuss the brand's core strengths in the competitive beauty market. We believe Glossier is changing the world of beauty through iconic products and embracing community and inclusivity. Glossier started as Into The Gloss, a beauty website and community devoted to sharing real information with real people, about really amazing products. Glossier stands for thoughtful design and cultivating conversations, and, at Glossier, beauty is about celebrating freedom of expression, individuality, and having fun. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 03/13/24Designing stores with embodied circularity in mind. In this episode of Retail Visionaries, we host RESET's Founder & CEO, Raefer Wallis, to discuss the future of retail stores and creating a more sustainable future. RESET is an independent, third-party company that aims to bring a standardization system to measure the environmental impact of physical retail. The company pioneered the ability to set targets and proactively measure results of creating and operating stores, which shifted the industry to move away from rhetoric to science-based statistics. RESET plays a critical in advancing how retailers think about real estate, particularly among large luxury companies as they elevate and invest in experiential retail. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 03/15/24 TD Cowen Analyst Yaron Werber speaks with award-winning biotech journalist Luke Timmerman about Luke’s love of mountaineering, and how he has been able to leverage his passion and expertise for a great cause with his Timmerman Traverse treks. These expeditions bring together diverse and intrepid groups of biotech professionals to undertake climbs such as Mount Kilimanjaro, the Presidential Traverse, or Mount Everest Base Camp as fundraising campaigns to battle cancer, poverty, and soon sickle cell disease, with $9M raised to date. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.