TD Cowen Insights

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.

Recorded on 06/22/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features John Kernan, Cowen Senior Research Analyst for Retail and Consumer Brands, discussing the state of the consumer along with trends in the supply chain, commodities costs, inventory, and investable themes. 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 06/10/22 Sam Arnold, Co-founder and COO of CarbonPath Group joins Cowen’s Marc Bianchi and David Deckelbaum to discuss CarbonPath’s carbon offset credit business which incentivizes the industry to safely plug and abandon mature oil and gas wells. The discussion covers CarbonPath’s offering, including how they use blockchain technology to ensure credit authenticity. Sam also discusses how his background as an engineer with Exxon and later investment analyst and portfolio manager provided a foundation to launch CarbonPath. 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’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Geoffroy van Raemdonck, CEO of Neiman Marcus Group. Discussion is focused around the transformation of the Neiman Marcus business to integrate digital touch points throughout the shopping experience and engage with the younger luxury consumer. We also release this episode in conjunction with Pride month to help bring increased awareness on diversity and inclusion strategies among CEOs. 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 05/18/22 Our podcast series features thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. We caught up with Chipotle’s Chief Corporate Affairs and Food Safety Officer Laurie Schalow on the company’s 2021 Sustainability Report Update and ESG priorities that are central to Chipotle’s culture. 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 05/16/22 We recently talked with Lauren Riley, United Airlines Chief of Sustainability to talk about the steps United is taking to get to net zero carbon emissions by 2050. United Airlines is taking the lead in the area of sustainability and is working with a number of companies developing sustainable aviation fuels, using electric vehicles, especially at airports. United Airlines is the third largest US airline as measured by airline traffic. 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 05/10/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Jeff Gennette, Macy’s CEO, and Larry Wieseneck, Co-President of Cowen and Executive Sponsor of Cowen’s OUTperformers, Cowen’s LGBTQ+ Employee Resource Group. This episode is released in conjunction with June Pride month as an effort to bring increased awareness and discussion around allyship, diversity and inclusion, and the current professional environment. This podcast is aimed at helping answer the question “What can I do to make my workplace more inclusive?”. 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 05/20/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features Jeffrey Osborne, Cowen senior research analyst for Sustainability and Mobility Tech, in a discussion on sustainable energy. Renewable energy is fast becoming the most cost-effective source of power generation. And as events play out in eastern Europe, decarbonization is proving to be not only beneficial to the environment, but crucial for economic stability and national security. 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 05/18/22 In this episode, we discuss the connection between the gut and the brain. We know that one's mental state can affect the body, and this is particularly true for those suffering from IBS. While there are many treatments on the market for IBS, they are not always effective and come with potential side effects. But now it is possible to treat IBS digitally. We explore the topic with Steven Basta, CEO of Mahana Therapeutics. Mahana IBS is the first FDA approved prescription digital therapeutic for the treatment of IBS. It uses cognitive behavioral therapy, or CBT, to help people build a healthier brain-gut relationship, decrease symptom severity, and increase overall well-being. 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 05/04/22 Core Lab Chairman and CEO Larry Bruno, along with VP, Reservoir Description, Alastair Crombie, and VP, Sustainability & Energy Transition, Andrew Benson, join Marc Bianchi to discuss how Core’s fossil fuel reservoir analysis capabilities are being used to evaluate CO2 storage sites. 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 04/06/22 Max Rakhlenko, Cowen's Retail & Fitness Analyst speaks with Ariel Kaye, Founder & CEO of Parachute on the growth of the home decor and furniture industry, opportunities to maintain the momentum, and the company's sustainability goals and targets. Other discussion topics include plans to expand into new categories, having a consumer first mindset, benefits of opening stores, strategies around maximizing marketing efficiencies, and other topics. 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 05/06/22 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 features David Kroger, Vice President and Digital Data Scientist at Cowen Digital, in a discussion on Digital Assets. Numerous surveys and our own experience at Cowen point to increased institutional participation in Digital Assets. At the same time, the government is preparing for action on several fronts. These factors support the view that digital assets are more than a passing fad. 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 04/06/22 CEO Chris Kendall and SVP of Business Development & Tech, Matt Dahan join David Deckelbaum to discuss Denbury’s industry-leading CO2 infrastructure and the evolution of Gulf Coast/Rockies Enhanced Oil Recovery to fully integrated domestic carbon capture utilization (CCUS)solutions. 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 04/20/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Brook Armstrong, CEO and Co-Founder of Blockskye. This episode gives listeners a deep dive into an introduction to NFTs, crypto, intellectual property risk, and the Metaverse. The discussion covers ideas and tips for starting your Web3 journey as well as how retailers can incorporate NFTs. 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 04/05/22 In this episode, we look at how the U.S. health care system struggles to deliver better outcomes, while watching spending continue to spiral upwards. Could leveraging technology and connecting directly to providers to deliver high-quality but lower-cost care be a better way? Joining Charles Rhyee to discuss the topic is Glen Tullman, Chairman and CEO of Transcarent, who is building a new, different, and better health and care experience company for employees of self-insured employers and their families. Transcarent looks to empower consumers with the kind of information, guidance and access that leads to better care, better outcomes, and more cost-effective decisions. 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 03/28/22 Following our conversations with various industry leaders at SXSW, we offer our summary perspectives coming out of the conference, with a focus on the regulatory and operating landscapes as we look ahead to the remainder of 2022. 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 03/15/22 We recently hosted a conversation with Mary Bailey, Managing Director of the Last Prisoner Project. At Cowen, we are proud sponsors of LPP and the advocacy work that the organization does. Listen in to hear more about LPP’s mission, success stories and unique ways the non-profit partners with a variety of industry stakeholders. 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 03/15/22 This podcast episode features Recover, a leading materials science company and global producer of low-impact, high-quality recycled cotton fiber, and fiber blends. This episode touches on areas of growth opportunities, manufacturing and verticalization, product innovation, sustainability and circularity, and customer sentiment toward recycled cotton. 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 04/04/22 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 features Gary Taylor, Cowen senior analyst for Healthcare Facilities, Managed Care, and emerging payor/providers in a discussion on Value-Based Care (“VBC”). Much of U.S. healthcare spending is uncoordinated, wasteful, and influenced by financial incentives. VBC aims to change this. Over the coming decade, trillions of dollars of health care spending will be rethought and redefined by new business models such as VBC. 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 03/15/22 We recently hosted John Kagia, New Frontier Data’s Chief Knowledge Officer for a cannabis-focused discussion at SXSW. New Frontier Data is a leading data and analytics company serving the global cannabis industry. Listen in to hear John’s perspectives on the evolution of consumer behavior in the cannabis space, and insights from their newly published multi-year TAM for the U.S. 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 03/07/22 In this episode, we hosted Jeff Raider, Co-Founder and Co-CEO of Harry’s, a brand focused on high-quality men’s shaving and grooming products. Key topics discussed include areas of growth opportunities for the brand, customer acquisition strategy, verticalization, product innovation cycle, new brands and platforms, and channel and distribution strategy. 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 03/14/22 We recently hosted a conversation with Darren Weiss, Chief Operating Officer at Verano Holdings. As a vertically integrated multi-state operator, join us to hear Darren’s thoughts on the current pricing environment, the competitive landscape, perspectives on innovation and state and federal opportunities and challenges to come. 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 03/14/22 We recently hosted a conversation with David Culver, VP, Global Government Relations at Canopy Growth. With a deep involvement in the U.S. Cannabis Council, join us to hear David’s perspectives on the lack of regulatory progress at the federal level, the opportunities he sees at the state level, and what to watch for the remainder of 2022. 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 03/14/2022 Tim Wiwchar, Shell Canada CCS lead, joins Jason Gabelman to discuss two CCS projects, the operating Quest Facility and planned Polaris project, as well as the considerations for CCS in Canada. 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 03/14/2022 Lee Stockwell, General Manager of Shell, joins Jason Gabelman and Marc Bianchi to discuss business model approach, policy considerations, and technical aspects of an emerging focus area for Shell and its peers. 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 03/04/2022 Chart Industries CEO, Jill Evanko along with Earthly Labs and SES Founder/CEOs Amy George and Andy Baxter join Marc Bianchi to discuss how Chart’s suite of cryogenic equipment and services complement a growing portfolio of clean offerings with a focus on carbon capture, utilization and storage. 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 03/10/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Cuyana's CEO and Co-Founder, Karla Gallardo, on building a brand with a mission of sustainability and elegant design in mind. The podcast covers topics such as responsible material sourcing, educating the consumer, and managing growth while maintaining product quality and the shopping experience. 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 02/28/22 CEO Tim Duncan and EVP of Low Carbon Strategy and Chief Sustainability Officer Robin Fielder join David Deckelbaum and Marc Bianchi to discuss Talos’ carbon capture initiatives along the Gulf Coast and their outlook for this emerging growth segment as part of an upstream oil and gas production company. 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 02/22/22 In this episode, we discuss the future of chronic care management and the ability to leverage technology to aid in reversing disease, particularly type 2 diabetes (T2D). To discuss the topic, Charles Rhyee is joined by Sami Inkinen, Co-Founder and CEO of Virta Health, an innovative digital health company that helps members safely and sustainably reverses T2D by addressing root causes of the disease. We discuss the diabetes crisis in America and how the current ways we treat T2D isn’t working, evidenced by the ever-increasing number of Americans diagnosed with diabetes and the associated costs to treat them. We explore how the conversation around T2D has started to shift away from slowing disease progression to trying to reverse the disease. And finally, the implications reversing T2D could have on how we look at chronic condition management going forward. 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 02/16/22 David Phillips, head of U.K. and Investor Relations at Aker Carbon Capture joins Marc Bianchi to discuss the company’s carbon capture offerings, including a competitive advantage in capture technology, various plant designs, and strategy to offer carbon capture as a service. 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 03/04/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. The first episode features Cowen Software analyst Derrick Wood in a discussion that centers on Customer Data Platforms (CDPs), one of the highest-growth sub-sectors in software. After years of incubation, the CDP market has hit an inflection point, and Cowen believes the market can grow >4x between now and 2026. 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 02/10/22 Chris Barkey, Chief Technology Officer of the TPS division at Baker Hughes joins Marc Bianchi to discuss the company's offerings and product development in compressors, turbines and other capabilities available to serve hydrogen and carbon capture. 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 02/15/22 Simon Moore Vice President of Investor Relations & Sustainability at Air Products joins Cowen’s Sustainability & Energy Transition Analyst Marc Bianchi to discuss the company’s role in hydrogen production including gray, blue and green as well as differences in steam methane reforming (SMR) and gasification as it relates to hydrogen with carbon capture. The discussion also covers APD's green hydrogen project, NEOM. 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 03/09/22 Cowen’s Marc Bianchi provides an overview of the carbon capture market including emissions reduction targets, growth rates of capture, and the major drivers of cost structure. This recording is an accompaniment to Cowen’s Energy Transition Podcast Series which is currently focusing on Carbon Capture. 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 02/15/22 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Ofer Leidner, Co-Founder and President of Happify Health. Happify Health is a global software-enabled healthcare platform that connects mental health with physical health, using personalized digital therapeutics and other care solutions. We discuss the challenges of treating mental health and its implications for treating chronic conditions, as well as the impact of COVID-19 on how the industry thinks about behavioral change. We also explore how Happify’s platform uses gamification techniques to motivate and engage users, and ultimately effectuates behavior change. Happify’s platform currently addresses mental health related to 10 chronic conditions and has been able to show a 25% improvement in symptoms of depression, with 86% of adherent users seeing an improvement in happiness within 2 months. 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 02/24/22 Cowen Analyst Yaron Werber speaks with Behzad Aghazadeh from Avoro Capital Advisors and Alex Denner from Sarissa Capital Management about how value is created from the inside by working at the Board level, as a Chairperson, or as an activist investor. In this episode, we discuss the importance of human capital in operational excellence, how Boards operate, how M&A decisions are made, ongoing M&A deal trends, and key learnings from the inside that are relevant for investors. As usual, we close the podcast with our lightening round wherein Alex and Behzad share something personal and highlight key goals for the rest of their careers. 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 02/18/22 We feature Amanda Baldwin, the CEO of Supergoop!, which is the only prestige skincare brand 100% dedicated to suncare. Our podcast covers Supergoop!’s mission and innovation process, Amanda’s views on current beauty trends, and Supergoop!’s opportunities to grow distribution and nurture its community of loyal customers. 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 02/02/22 Max Rakhlenko, Cowen’s Retail & Fitness Analyst speaks with Co-Founder and CEO of Chairish, Gregg Brockway on the growth of the online vintage furniture and décor industry, and the rise of Chairish. Other discussion topics include factors driving the rise of furniture re-sale, and secular tailwinds supporting growth, impact of the pandemic on the industry, Chairish’s relationship with the design community, recent acquisition of Pamono, and plans 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 02/15/22 In this episode, we discuss interoperability in healthcare, or how data can be more easily shared among stakeholders in healthcare. This has been a unique problem in healthcare, but over the last decade efforts have been underway to resolve that problem first through the HITECH Act and then through the 21st Century Cures Act. Most recently, as part of the Cures Act, we’ve seen the introduction of TEFCA, the Trusted Exchange Framework and Common Agreement, which sets out a number of guiding principles for the establishment of a nationwide health information network. To discuss this topic and more, we are joined by Micky Tripathi, the National Coordinator for Health Information Technology at the U.S. Department of Health and Human Services, where he leads the formulation of the federal health IT strategy and coordinates federal health IT policies, standards, programs, and investments. In addition, Eric Assaraf from Cowen’s Washington Research Group joins us as well to help host this episode. 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 02/14/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Kendra Scott's CEO, Tom Nolan, on the history of the Kendra Scott business. Kendra Scott’s core identity rests on colorful and semi-precious stone pieces that can appeal to all ages at an accessible price point. Our discussion also touches on Tom's first year as CEO for Kendra Scott 20 years after the brand's inception. 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 02/04/22 Cowen Analyst Yaron Werber speaks with Jean-Francois Formela, Partner at Atlas Venture and Otello Stampacchia, Founder of Omega Funds about investing in and building companies from the ground up, particularly in light of the unprecedented pace of innovation in biotech. Science prevails when it comes to investing in early-stage biotechs, but many key strategic and financing decisions need to be made along the way, especially as relating to selling the company or going it alone. 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 02/08/22 The Markets have changed pretty dramatically since June 2021 - the last time Larry Wieseneck, Co-President of Cowen and Company, Grant Miller, Head of Cowen Capital Markets and David Erickson, Senior Fellow at the Wharton Business School sat down to discuss current Market Conditions. Now, in February 2022, they discuss where they think the markets are now and how Cowen is 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 01/07/22 Max Rakhlenko, Cowen’s Retail & Fitness Analyst speaks with Founder and CEO of FlexIt, Austin Cohen on the future of the fitness industry, and how FlexIt is positioned to lead the increasingly hybrid industry model. Other discussion topics include FlexIt’s suite of virtual training solutions, expansion into wellness and growth of the flywheel, strategies around marketing and growth, and plans 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.