TD Cowen Insights

Recorded on 03/20/23 In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton Business School, discuss the latest market turbulence and the impact on the markets in the near term. Given this view, Larry and David also discuss what their advice might be to CEOs and CFOs of TD Cowen clients. 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.

Recorded on 03/10/23 TD Cowen Washington Research Group’s Chris Krueger previews the week in Washington with a focus on President Biden’s trip to California & Nevada as well as President Biden’s release of the FY24 Budget & the House GOP budget delay. 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.

Recorded on 02/09/23 TD Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Peter Day, the Global Head of Strategic Communications at SHEIN. In this episode, we cover how the business aims to create more accessible styles for shoppers across the globe, as well as a direct conversation on how the company is taking steps to operate with a more sustainable lens. Can SHEIN balance sustainability and social impact with fashion and expression? SHEIN has been under scrutiny given its size, speed of growth, and opportunities for transparency and accountability. We speak to how the company's leadership is taking corrective actions to position the business for long-term growth. 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.

Recorded on 03/03/23 TD Cowen Washington Research Group’s Chris Krueger previews the week in Washington with a focus on two days of Congressional testimony on the economy from Fed Chair Jerome Powell as well as President Biden’s release of the FY24 Budget. 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.

Recorded on 02/24/23 The U.S. Federal government hit its statutory debt limit on January 19, prompting the implementation of extraordinary measures to prevent a default on U.S. government debt. Few policy issues in Washington have such destructive capacity and such far-reaching implications. Cowen Washington Research Group analyst Chris Krueger offers insight into what’s different vs. prior negotiations, how the battle could play out, and what he is watching to gauge progress towards an agreement. 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.

Recorded on 02/06/23 The landscape for clinical research is evolving, with many sponsors looking to leverage technology to address inefficiencies in the traditional site-based clinical trial process and counter the rising cost of developing new therapies. The FDA has been looked favorably on technology-enabled and decentralized clinical trial models even prior to COVID, but the pandemic led to broader adoption of these technologies and models, clearing the way for technology companies to continue disrupting the industry at greater scale. In our view, technology holds the potential to address some longstanding issues in research, including a lack of accessibility and diversity, and may pave the way to a convergence of clinical care and research. To explore this topic and more, we are joined by David Fishbach, Founder & Principal of Excel Executive Business Advisors, which provides corporate Strategy, operations, and leadership development for technology, life sciences, and healthcare. David’s career has included past leadership experience with many of the leading technology companies that serve the biopharma industry including Veeva Systems, Oracle Health Services and PhaseForward. 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.

Recorded on 01/26/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Suveen Sahib, Co-Founder and CEO of K-18 Hair, which has disrupted the haircare space with its unique patented peptide technology that repairs damage from bleach, color, chemical services & heat – restoring strength, softness, smoothness, and bounce to hair. K-18 hair represents cutting-edge innovation and stands behind self-expression and simplicity. The podcast features K-18’s growth strategies and core competitive advantages in the market and how K-18 starts with science. 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.

Recorded on 01/23/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Paul Baek, Founder and CEO of MATTER OF FACT, which is a disruptive emerging skincare brand. MATTER OF FACT streamlines formulas and provides simplified ingredients that translate to effective results, and the brand highlights the importance of delivering results and clean ingredients to consumers. The podcast also features current beauty trends and potential growth opportunities ahead for brand. 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.

Recorded on 01/27/23 Drug pricing is an ongoing source of anxiety for biopharma investors. A critical debate in the marketplace is whether the Inflation Reduction Act will cut drug prices. This episode features Steve Scala, Cowen senior research analyst covering the pharmaceutical industry, and his teammate, Mike Nedelcovych, who joined Cowen about four years ago from Johns Hopkins Drug Discovery after co-founding a biotech startup. We discuss the results of Cowen’s 28th annual drug pricing survey, its historical context, what the survey says about the pricing outlook, biosimilar competition, gross-to-net discounts, and survey insights related to obesity drugs. 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.

Recorded on 01/30/23 In this episode, Cowen & Company Co-President Larry Wieseneck once again joins David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group, for a follow-up to their Q3 podcast. Like that podcast, these three capital markets experts started with the question, “Where do you think we are now, and how are you advising companies to prepare for the near term?” 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.

Recorded on 01/03/23 Cowen’s Retail Analyst Max Rakhlenko speaks with Therabody’s Co-Founder & Executive Chairman, Benjamin Nazarian. The podcast focuses on Therabody’s growing wellness ecosystem and innovative product launches shaped by customer insights and wellness goals. We discuss the evolution from the category-defining Theragun and muscle recovery, and into hardware, proprietary software, digital content, and biometrics which shape many of Therabody’s new category creating products. 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.

Recorded on 01/10/23 John Gorman, President and CEO of the Canadian Nuclear Association, joins Marc Bianchi to discuss Canada’s outlook for nuclear power including significant life extension programs for existing reactors and efforts to support the deployment of Small Modular Reactor (SMR) designs. 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.

Recorded on 12/16/22 In this podcast, Cowen's Director of Sustainability Banking Lauren Puffer speaks with Daniela Osio, CEO and Founder of Kloopify, which enables organizations with CSR initiatives to achieve their ESG goals. The global supply chain is at an inflection point and we discuss how CPOs and other C-suite leaders should take the opportunity to get ahead on their organization’s ESG goals. 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.

Recorded on 11/28/22 David Johnson, Chief Executive Officer of Westport Fuel Systems, joins Cowen's Sustainability & Mobility Technology analyst Jeff Osborne to discuss Westport’s offerings in fuel injection systems leveraging lower carbon fuels ranging from natural gas, biomethane, and the evolving hydrogen market. 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.

Recorded on 12/20/22 After experiencing the biggest decline in history, global air traffic is still well below pre-pandemic levels. While U.S. traffic is back, non-U.S. traffic has a long way to go to return to pre-pandemic levels. Add to that tight capacity, changed post-pandemic behaviors, and aircraft replacement demand factors, we see a strong case for better-than-appreciated airline revenue growth and a longer-than-typical commercial aerospace recovery. This episode features Helane Becker, Cowen senior research analyst for airlines, air freight, and aircraft leasing, and Cai Von Rumohr, Cowen senior analyst for aerospace, defense electronics & government services. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, Cowen's Head of Thematic Content. 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.

Recorded on 12/16/22 Cowen analyst Yaron Werber speaks with Abbie Celniker, partner at Third Rock Ventures, and Nina Kjellson, partner at Canaan, about their outlook for company formation and financing in FY23, how companies are adjusting to the new market realities, and their experiences as women leaders in biotech venture capital. While there has been great progress towards gender equality in the industry, a lot of work remains to be done. 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.

Recorded on 12/05/22 Cowen’s Retail Analyst Jonna Kim speaks with Andrew Dudum, CEO & Founder of Hims & Hers Health, Inc. The podcast focuses on Hims & Hers’ core competencies, evolving Hims & Hers as a lifestyle brand, and driving innovation across various categories. Further, the podcast features future growth opportunities for the company and how Hims & Hers is at the forefront of the consumerization of health and wellness. 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.

Recorded on 11/29/22 We hosted a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. In the podcast, we discuss approaches to thematic investing, specific investable structural megatrends, how strategy is adapting to the current macro context, risk management, and how ESG factors are incorporated into the investment process. The panel is moderated by Bill Bird, Cowen Head of Thematic Content. 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.

Recorded on 11/16/22 In this episode, we discuss the role health data and how empowering patients with their own health information can enable better decisions, in this case selecting the best Medicare Advantage plans to improve their health outcomes. In 2022, more than 28M people enrolled in a Medicare Advantage plan, and that number has been growing 8% every year since 2010. But how effective is the industry at placing patients into the plan that best suits their personal needs? To help explore this and more, we’re joined by Munjal Shah, CEO and Co-Founder of Health IQ, which aims to help seniors live more years in good health. And this starts by using a senior’s detailed health records to find the precise MA plan, from over 3,000 plans, that is most personalized to their needs and will best support their health in the coming years, in what the company calls Precision Medicare. 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.

Recorded on 11/15/22 Jon Ball, Executive Vice President of Market Development for GE-Hitachi, joins Marc Bianchi to discuss GE-Hitachi’s offerings in nuclear power including their BWRX-300 Small Modular Reactor (SMR) technology and its timeline to commercialization and customer prospects. 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.

Recorded on 11/10/22 Cowen’s Sustainable Food & Healthy Living Analyst Brian Holland speaks with Biote CEO Terry Weber about how hormone replacement therapy (HRT) in general has progressed over the past several years, key considerations for practitioners and consumers, and the future of the consumerization of wellness. 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.

Recorded on 11/08/22 Lithium-ion batteries are a cornerstone technology, supporting several mega-themes likely to play out over the next decade, and catalyzed by electric vehicle adoption, policy support, and increased auto OEM activity. This episode features Gabe Daoud, Cowen senior research analyst for battery technology and electric vehicle charging, in a discussion on the lithium-ion battery market, opportunities & risks, key players, and policy initiatives. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen's Head of Thematic Content Bill Bird. 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.

Recorded on 10/24/22 Helane Becker, Cowen's Airline Analyst, speaks with Cherie Wilson and Amelia DeLuca of Delta Air Lines. This podcast focuses on Delta's efforts to lower its carbon footprint as it works toward net zero carbon emissions by 2050. The company hopes to be a positive change agent and works with government affairs and legal to stay ahead of the curve in a constantly changing regulatory and policy environment. 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.

Recorded on 11/10/22 In this podcast, Lauren Puffer, Director of Sustainability Banking, and David Erickson, Senior Fellow at Wharton Business School discuss current topics in the ESG Market that companies and investors should be informed of as they set their strategies for 2023 and beyond. 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.

Recorded on 09/15/22 Cowen Restaurants Analyst Andrew Charles caught up with Miso Robotics’ Chief Strategy Officer Jake Brewer on Miso’s mission and journey, as the company’s kitchen robotic technology has potential to transform frying operations. Our podcast series features thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. 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.

Recorded on 10/24/22 In this episode, we’ll be discussing how the delivery of care is changing, moving out of the hospital and doctor’s offices and into our homes and on our smart devices. Innovation is occurring at a rapid pace, like telehealth, which emerged during the pandemic, and has spawned new entrants, like Amazon, looking to disrupt the status quo. But perhaps central to this is the role of technology in this transformation. To help explore this and more, Cowen’s Health Care Technology Analyst Charles Rhyee speaks with Ken Ehlert. With over three decades of experience in health care, Ken has focused on using data, analytics, and a longitudinal understanding of disease to build products and businesses that improve the health care system. His career consists of numerous leadership positions and entrepreneurial endeavors, including serving until recently as UnitedHealth Group’s Chief Scientific Officer. 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.

Recorded on 10/17/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Francois Chaubard, Founder and CEO of Focal Systems. In this episode, we cover artificial intelligence applications in retail: how artificial intelligence can optimize reordering, locate product in stores, and reduce waste. Artificial intelligence adoption meaningfully accelerated after Alex Krizhevsky published the AlexNet paper in collaboration with Ilya Sutskever and Geoffrey Hinton. The ample cross-sector artificial intelligence applications followed insights from this paper, and now Francois is on a path to reinventing how retailers approach inventory planning. 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.

Recorded on 10/24/22 Cowen analyst Yaron Werber speaks with Anne Daub, Biotechnology Analyst at T. Rowe Price, and Isai Peimer, Biotech Analyst at Surveyor Capital (Citadel) about dos and don’ts in investor relations. Anne and Isai offer insights into how companies can communicate effectively with the buy side and sell side, attract investor attention without overcrowding events/calls, and properly manage expectations. They also discuss when earnings calls and R&D days may be counterproductive, and how the ability to facilitate an insightful dialogue between investors and management can differentiate a good IR person from a great one. 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.

Recorded on 10/13/22 Chris Colbert, Chief Financial Officer of NuScale Power (SMR), joins Marc Bianchi to discuss NuScale’s small modular reactor technology, outlook for cash flow generation, customer prospects, and potential impact of the Inflation Reduction Act. 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.

Recorded on 09/29/22 John Kernan, Cowen’s Retail and Consumer Brands analyst, is joined by three of the supply chain industry’s top thought leaders for a discussion on the state of the consumer with a special focus on the supply chain. The panel includes John McCown, a transportation entrepreneur & CEO with 20 yrs. of C-level experience; Eddie Hertzman, Founder and President of the Sourcing Journal; and Jason Seidl, Cowen’s Airfreight & Surface Transportation analyst. The panel is moderated by Bill Bird, Cowen Head of Thematic Content. Topics include the outlook for container shipping, freight costs into 2023, inventory levels across retail, geopolitical risks, and ESG policy within the global supply chain. 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.

Recorded on 10/10/22 In this episode, Cowen & Company Co-President Larry Wieseneck once again speaks with David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. Back in their Q2 podcast, these three capital markets experts started with the question, “Where do you think we are now and how are you advising companies to prepare for the near term?” In this episode, started with the same question. There has been a significant change in the Macro environment over the last few months which has had an impact across both the public and private markets. 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.

Recorded on 10/07/22 Maria Korsnick, President and CEO of the Nuclear Energy Institute (NEI) joins Marc Bianchi to discuss the changing perception around nuclear, hurdles and opportunities for growth, both domestically and abroad, and the evolving policy landscape in Washington DC. 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.

Recorded on 05/09/22 Cowen analyst Yaron Werber, M.D., speaks with Natalie Holles, CEO of Third Harmonic Bio, and Effie Toshav, Partner, Fenwick & West, about the respective roles of the board and C-suite when it comes to setting strategy and creating value, as well as the importance of diversity, transparency, and flexibility in management teams. Natalie and Effie share their experiences as women in biotech, discuss the value of cultivating an enduring peer network, and provide an inside take on what enables successful M&A. 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.

Recorded on 09/13/22 Chris Levesque, CEO of TerraPower joins Marc Bianchi to discuss the company’s nuclear development including their first Natrium reactor which is targeting commercial operation before the end of 2028. The Natrium reactor uses a molten salt energy storage system enabling a high degree of load following. 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.

Recorded on 09/09/22 Amy Roma, Partner and Global Energy Practice Leader at Hogan Lovells, joins Marc Bianchi to discuss the prospects for new nuclear power investments in the US and abroad, government support including the Inflation Reduction Act, and the NRC’s licensing process, today and in the future. 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.

Recorded on 08/22/22 John MacQuarrie, President of BWXT’s Commercial Operations and Joseph Miller President of BWXT Advanced Technologies join Marc Bianchi to discuss BWXT’s participation in nuclear power. The discussion covers everything from nuclear fuel, to SMR and advanced reactor supply chains, and BWXT’s participation in Department of Defense microreactor project Pele. 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.

Recorded on 09/02/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Geopolitics & Economic Statecraft is the topic of this month’s podcast featuring Roman Schweizer, Geopolitical Security & Defense Policy Analyst for Cowen Washington Research Group. We discuss what market observers may underappreciate about the current geopolitical setup, what it may take to end the Russia/Ukraine war, plausible scenarios for how China/Taiwan/U.S. tensions may develop, and the implications of heated geopolitical tensions for defense spending. Finally, we discuss the CHIPS Act, other potential forms of economic statecraft, and the policy initiatives we are watching closely. 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.

Recorded on 08/23/22 Clay Sell, CEO of X-Energy joins Marc Bianchi to discuss X-Energy’s high temperature gas cooled nuclear reactor and TRISO-X fuel designs. The discussion covers X-Energy’s history, technology, path to demonstration and commerciality, government support, and the HALEU supply chain. 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.

Recorded on 08/09/22 Cowen analyst Yaron Werber speaks to Deborah Dunsire, President & CEO of Lundbeck, about the similarities and differences between leading smaller, US-based biotechs and larger pharmaceutical companies with a global footprint. We discuss the importance of having a long-term outlook focused on sustainability, social responsibility, and diversity, as well as the key elements underlying successful collaborations. Finally, Deborah shares her personal journey and offers her take on what it takes to build a successful career. 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.

Recorded on 08/19/22 Jigar Shah, Director of the DOE’s Loan Programs Office (LPO) joins Marc Bianchi to discuss LPOs vetting process, expanded authorization, and what it will take to get small modular and advanced nuclear reactors to commerciality. Join the DOE at the Global Clean Energy Action Forum in Pittsburgh over September 21-23. Learn more at www.gceaf.org. 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.

Recorded on 08/02/22 In this episode, Cowen's Retail and Luxury Analyst, Oliver Chen, hosts Natasha Franck, Founder & CEO of EON. Together they explore the inevitable merger of the digital and physical worlds in the future of retail. EON is on a mission to change the way consumers buy, sell, own, and connect with products by bringing physical goods to the cloud with digital ID's. 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.

Recorded on 07/26/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Rod Morris, Co-Founder & President of Lovevery. The podcast focuses on Lovevery's revolution of child development through innovative playtime essentials rooted in neuroscience. We highlight evidence of customer centricity in Lovevery's subscription model, which carries an impressive net promoter score of 85. Further, the podcast features Rod’s strategies for future growth, integration of secondhand marketplace, and customer retention. 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.

Recorded on 07/21/22 Cowen's airline analyst Helane Becker goes behind the scenes with Alaska Air Group’s Senior Vice President of Public Affairs and Sustainability, Diana Birkett Rakow, to get the scoop on Alaska Air’s plans to reduce their carbon footprint--including their plan to purchase 185 MM gallons of SAF from Gevo over five years beginning in 2026. They also discuss the company’s commitment to diversity and inclusion, which is especially important as the company is a major factor in the State of Alaska. There are a number of cities, especially north of Fairbanks, where air service is critical to survival, and ALK is a major provider of cargo lift in the region. 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.

Recorded on 07/28/22 Cowen analyst Yaron Werber speaks with Paul Biondi, Executive Partner at Flagship Pioneering and President of Pioneering Medicines about how internal alignment in a company’s innovation strategy is an under-appreciated driver of successful transactions. They discuss the need for appropriate risk-taking and disciplined spending for early- and late-stage deals, respectively, as well as the R&D challenges of navigating an ever-increasing number of validated modalities. Finally, Paul offers insights into how biotech collaborations will evolve in the coming years and discusses a new disease partnership model that is being used at Flagship’s Pioneering Medicines. 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.

Recorded on 07/25/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today’s episode is about the U.S. midterm elections and features Chris Krueger, Cowen Washington Research Group analyst for Macro, Trade, Fiscal & Tax Policy. The policy implications of the U.S. midterm elections are massive, including how we address the debt ceiling, tax policy, and clean energy. 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.

Recorded on 07/22/22 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Del Smith, co-founder and CEO of Acclinate, on clinical research trials for pharmaceuticals. Acclinate's mission is to educate and engage diverse individuals to be able to make informed decisions about genomic research and clinical trial participationIn particular, we focus on the lack of diversity in those trials. According to the CDC, only about 5% of Americans participate in clinical research trials, despite nearly one-half of Americans suffering from a chronic condition and about 10% of adults who have been diagnosed with cancer. Further, of that 5%, 76% are white, only 7% are black, 11% Asian, and only 13% identify as Hispanic. In other words, not only do very few people get to participate in clinical trials today, but minorities are woefully underrepresented. But that is beginning to change, and new companies are emerging to help drug makers improve access and diversity to clinical research that is potentially lifesaving. 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.

Recorded on 07/12/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Amy Errett, CEO & Founder of Madison Reed. The podcast focuses on Madison Reed’s core competencies, business structure and growth prospects, and trends in the haircare industry. Further, the podcast features Amy’s perspective on bringing transparency and convenience to customers across different channels. 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.

Recorded on 06/17/22 On this episode, we host Adam Siegel, Co-Founder & CEO of Recurate. Recurate sets itself apart by offering a tech-enabled peer-to-peer resale service to help brands launch their own resale channel. Topics explored: differences in branded resale vs. peer-to-peer marketplaces, resale's financial and lifetime value benefits, and Recurate's key priorities ahead. 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.

Recorded on 06/13/22 Cowen's Restaurant Analyst Andrew Charles brings on thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. In this episode he speaks with Nuro’s Head of Partnerships Cosimo Leipold on Nuro’s mission and journey as the company’s robotic technology disrupts restaurant delivery. 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.

Recorded on 06/29/22 In this episode, Cowen & Company Co-President Larry Wieseneck once again speaks with David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. Back in their February podcast, these three capital markets experts started with the question, “Where do you think we are now and how are you advising companies to prepare for the near term?” In this episode, we asked with the same question now in late June 2022. While the public markets have been choppy, there is innovation in the private markets for companies that need to do financing. More interesting activity is going on, especially at Cowen, than most people might expect. 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.