TD Cowen Insights

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.

Recorded on 12/20/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cyxtera’s Chairman Manny Medina about the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center 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 12/14/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Macy’s CEO and Chairman, Jeff Gennette, on how to drive magic and logic at Macy’s as the retailer invests in next generation omni capabilities, transforms its digital platform, and engages new and younger customers. Macy’s is working to develop a complete personalized shopping ecosystem fit for every customer, including the growing base of younger and more diverse shoppers. We also spent time discussing Macy’s diversity and inclusion imperatives, and how the retail landscape is changing to fit modern demands. 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 12/10/21 Cowen analyst Yaron Werber, M.D., speaks with Devang Bhuva, Senior Vice President, Corporate Development and Alliance Management at Gilead to get an inside look at the deal-making process from start to finish. In this episode of the Biotech Dealmakers Series, we discuss how deals get done, trends in oncology M&A, the framework that potential acquirers use to triage and identify potential targets, and what happens on both sides of the negotiating table. 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 11/30/21 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Chief Merchandising and Sustainability Officer of C&A, Martijn van der Zee, on key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. We also discuss recent initiatives at C&A that are pioneering improvements in apparel manufacturing for a better world tomorrow. C&A is a leading multi-national fashion retail clothing store that offers trending apparel for women, men, and kids. Earlier this year, C&A announced the opening of its “Factory for Innovation” in order to study and improve sustainability in apparel manufacturing. 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 11/10/21 In this episode, we discuss the regulatory outlook for telehealth, including work towards extending current federal rules expanding access to telehealth during the current public health emergency and state level efforts on expanding medical licensure flexibilities. In addition, we’ll also talk about the application of telehealth as more care, in general, is being delivered in the home and the needed regulatory changes required to enable that shift. To discuss these topics, we are joined by Krista Drobac, Executive Director of the Alliance for Connected Care, and Eric Assaraf, Cowen Washington Research Group Analyst. The Alliance for Connected Care is an industry trade group dedicated to ensuring that all patients are able to realize the benefits of telehealth and virtual care. Krista has over 20 years of experience in federal and state government, including director of the Health Division at the National Governors Association’s Center for Best Practices, Senior Advisor at the Center for Medicare & Medicaid Services and health advisor to two U.S. Senators on Capitol Hill. For more information on the Alliance for Connected Care visit: https://connectwithcare.org/. And for more information on Moving Health Home visit: https://movinghealthhome.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 11/22/21 Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, Senior Fellow at Wharton Business School, as he looks back on the four years since he joined Cowen. What stands out most is disruptive change across the economy and within this sweeping transformation, one of the biggest themes to emerge has been a greater focus on sustainability, which has accelerated during the pandemic. 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 11/02/21 When most people talk about healthcare, they tend to speak about it in terms of themselves: How do I as the individual use the healthcare system? How do I interact with my insurance company? How do I use this digital health app? But oftentimes, a lot of care is coordinated not by the individual but by others. In this episode, we’ll talk about caregiving and the challenges families face today in finding the services they need for their loved ones, which have only been further exacerbated by the pandemic, and explore how technology can create a new infrastructure for caregiving. Joining to discuss the topic is Lindsay Jurist-Rosner, CEO and Co-Founder of Wellthy, a company that provides personalized support to help caregivers tackle the logistical and administrative tasks of caring for loved ones. 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 09/16/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cogent CEO Dave Schaeffer about his transition from the taxi business to telecom and how Cogent was formed after the telecom bubble popped. 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 09/28/21 In this episode, Cowen Aerospace/Defense Analyst Cai von Rumohr speaks with Rob Scholl, Senior V.P. of Textron's eAviation division. Textron serves aerospace and defense markets with broad expertise in rotorcraft, bizjet, and turboprop operations, a strong record of certifying 40 aircraft, and OEM relationships with potential eVTOL customers. Formed in March, 2021 eAviation is charged with examining how to combine Textron's capabilities with emerging electric technologies to create new commercial opportunities. We explore Textron's capabilities vs. the broad group of standalone eVTOL players, strategies for making eVTOLS into a commercial business, and the challenges of financing and certifying them. 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 08/26/21 Cowen analyst Yaron Werber speaks with Sophie Kornowski, Partner at Gurnet Point Capital, and Doug Giordano, Managing Director, Perceptive Advisors, about the importance of taking risks, staying humble, and thinking through valuations when they headed transactions at Roche and Pfizer. They discuss the importance of building relationships, getting internal alignment and support for deals, and offer a behind-the-scenes look at how deals are 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 08/31/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Co-Founder & CEO of Rhone, Nate Checketts on the inspiration behind the brand; opportunities to increase engagement and grow the market; the changing retail landscape; and focus areas on responsibility, sustainability, & ESG. 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 09/29/21 Cowen’s Sustainable Food & Healthy Living Analyst Brian Holland speaks with Freshpet CEO Billy Cyr about the company’s background, where it stands today, and the paths & opportunities 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 09/18/21 Cowen analyst Yaron Werber speaks with David Schenkein, General Partner, GV, about the role of external innovation in building a successful company from both the large and small company perspective based on his experiences at Genentech and Agios. They discuss how to establish "win-win" deals and the importance of deal term structure in facilitating successful collaborations. 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 09/15/21 In this episode, Cowen’s Beverages, Tobacco and Cannabis analyst Vivien Azer speaks with Ascend Wellness, CEO Abner Kurtin, Lowell Farms, Chairman George Allen and Edie Parker Founder and Creative Director Brett Heyman about the evolving cannabis landscape and how cannabis brands are navigating a fragmented industry that is still in relatively early stages of maturity. 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 08/18/21 Cowen's analyst Yaron Werber speaks with George Golumbeski, former, EVP, Business Development, Celgene, and Tom Daniel, former, President, Global Research & Early Development, Celgene, in the hacker's guide to biotech innovation. They discuss the importance of collaboration, balancing internal and external innovation, and fostering a "deal-friendly" culture which allowed Celgene to become the partner of choice for many biotech companies. 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 09/14/21 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Kurt Workman, CEO and Co-Founder of Owlet Baby Care. Owlet is a disruptive baby monitoring & safety company whose mission is to empower parents with the right information at the right time through their increasing array of products. We discuss the challenges that new parents face after leaving the hospital, as well as how Owlet’s technology and products usher in the connected nursery changing the way we think about parenting. We also explore growth opportunities for Owlet, including its expansion in the domestic and international markets, and a significant healthcare opportunity that may be under-appreciated. 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 09/02/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO and Founder of Hydrow, Bruce Smith on the future of at-home fitness, and Hydrow's competitive positioning as the at-home space is gaining consumer interests across all age groups. Other discussion topics include Hydrow's growth opportunities, customer acquisition, retention strategies, and pricing dynamics. 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 08/16/21 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Jean Drouin, CEO and Founder of Clarify Health. Clarify Health is a healthcare analytics platform that uses comprehensive, longitudinal and linked data from clinical, claims, prescription, lab, and consumer data sources to inform thousands of predictive models and streamline decision-making for payors, health plans, and pharma. We discuss the digitization of healthcare data in the past decade, early efforts into data analytics and population health, as well as challenges that still remain. We also explore how Clarify Health combines unique and detailed datasets with a technology stack that drives value for payors, providers and pharma. Clarify enables payors and providers to adopt risk-based contracts by offering data-driven insights into patient populations. Lastly, we discuss the future of our healthcare system and the role that data can play in addressing problems exposed by the COVID-19 pandemic. 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 07/26/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with euNetworks CEO Brady Rafuse about the value of hard work (still), the successes of so many Level 3 alums, keeping the service offering simple, and above all else, staying humble. 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 07/19/21 Cowen’s updated views on federal cannabis policy following the introduction of draft legislation from Senators Schumer, Wyden and Booker, with Jaret Seiberg and Vivien Azer. 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 07/07/21 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Steve Blumenfield, Head of Strategy and Innovation for Health and Benefits North America at Willis Towers Watson. Together they take a look back at this year’s 6th Annual Cowen FutureHealth Conference, held virtually this past June, and discuss the wide range of topics covered during the conference, including behavioral telehealth, chronic care management, women’s health and caregiving, and telehealth. As part of his role at Willis Towers Watson, Steve Blumenfield helps develop high potential new practice areas and curates the digital health and benefit landscape for clients. Steve works closely with VC firms, start-ups, and leading global employers. He is also host of the Cure for the Common Co podcast in which he interviews innovators, the likes of which discussed in 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 06/14/21 Magic meets logic at an elite global luxury leader. Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Mytheresa's CEO Michael Kliger. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury 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.