TD Cowen Insights

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.

Recorded on 06/18/21 In this Intellectual Capital podcast we discuss the current state of the Capital Markets with Three Capital Markets experts. Half way through 2021, we examine the Going Public process. There used to be two primary ways: IPOS and Direct Listings, but over the last 12 months, SPACs have exploded in a significant way especially for emerging growth companies. Learn what we believe caused this change. Featuring Cowen & Company Co-President Larry Wieseneck, David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. 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 06/08/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ali Diab, Co-Founder and CEO of Collective Health. Ali founded Collective Health in 2013, to help consumers better understand, navigate, and use their health benefits. Collective prides itself on delivering an unparalleled member experience, while also allowing self-funded employers to administer plans, control costs, and take care of their people—all in one place. We talk about how Collective creates a seamless and positive user experience for consumers, while helping employers manage their employee benefit plans. We also discuss the outlook for virtual care and ways that COVID-19 has changed how employers think about their benefit packages. 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.

06/08/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Manny Krakaris, CEO of Augmedix, a pioneer in medical note documentation that is estimated to save clinicians 2-3 hours per day, increase productivity and improve clinicians’ work-life balance. Prior to Augmedix, Manny served as the CEO of Streetline, Inc., a provider of smart parking solutions through the use of sensor-enabled mobile and web applications. And prior to that, Manny served as Chief Financial Officer of Command Audio Corporation. We discuss the administrative burden of medical note documentation on providers today and how Augmedix’s offerings can increase productivity and prevent physician burnout. We also talk about how Augmedix leverages technology, such as AI, machine learning, and natural language processing, to create value for health systems and physicians. 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 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Doug Hirsch, Co-founder & CEO of GoodRx, a consumer-focused digital healthcare platform. Doug has spent decades building technology that helps everyday consumers, starting as one of the first employees at Yahoo! before moving onto Facebook as VP of Product, and then founding DailyStrength. Doug co-founded GoodRx in 2011, which provides access to price transparency and affordability solutions for generic and brand medications. The company has saved Americans $30 billion on prescription medications since its founding and provided affordable and convenient medical provider consultations via telehealth. In this episode, we talk about the problems of access and affordability in healthcare, as well as how GoodRx’s offerings help patients find prescriptions at the lowest prices and increase patient access to care. 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 05/24/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with QRTEA's (QVC & HSN) CEO, Mike George, and CFO, Jeff Davis as CFO of Qurate Retail Group. 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.

Recorded on 05/19/21 It's graduation season and in this episode we not only discuss what this milestone means but also the future for all grads in terms of jobs, industries and opportunities in the emerging and innovative sectors that Cowen focuses on. Featuring Cowen & Company Co-President Larry Wieseneck and David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School. 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 05/04/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ido Schoenberg, MD, who is Chairman and CEO of Amwell and oversees the company’s corporate strategy. Since co-founding the company in 2006, with his brother Roy Schoenberg, Ido has led the company’s strategic direction, growing Amwell to become one of the largest telehealth companies in the world. With all the challenges and tragedy of the past year and more due to COVID, one of the few positives to come out from it was the broader recognition of telehealth’s ability to provide access to quality care, particularly in a time of great need. We discuss how COVID has changed the perception of telehealth, how telehealth is evolving beyond simply on-demand care, and how Amwell’s new platform, Converge, connects virtual care into the existing physical healthcare world to create a new model for care delivery. Ido Schoenberg serves as the Chairman and CEO of Amwell and has a lengthy track record of successfully leading technology companies in the healthcare field. In 1996, together with Phyllis Gotlib, he co-founded iMDSoft, a provider of enterprise software that automates hospital critical care units. He grew the company into a market leader with a large multi-national install base in the U.S., Europe, and East Asia. In 2001, Ido joined CareKey Inc. as Chief Executive Officer and took the company through its acquisition by the TriZetto group. Ido served as TriZetto’s Chief Business Strategy Officer until his departure in the summer of 2006. Ido received his MD from the Sackler School of Medicine. 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 05/03/21 In this episode Cowen’s Beverages, Tobacco & Cannabis Senior Research Analyst Vivien Azer spoke with Jushi Holdings CEO Jim Cacioppo about the company’s US cannabis business, its strategic focus on retail, geographic footprint, and future M&A opportunities. 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 04/23/21 Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School on “the new normal.” As more vaccines are deployed and the recovery from the Pandemic is starting (hopefully), what are we thinking about in terms of the business environment, capital markets, and returning to the office and what are we learning from recent conversations with our clients regarding the problems that they are trying to solve and what they are looking forward to. 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 04-01-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with SBA CEO Jeff Stoops about chance encounters, hiring people who are hungry, and whether tower companies will be able to remain singularly focused. 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 03-30-21 In this episode, we speak with Jordan Feldman, Co-Founder and CEO of Rightway Healthcare, to discuss healthcare navigation and putting power back into the hands of consumers. We discuss the complexities of healthcare that face consumers every day, how leveraging technology makes care navigation more effective, the impact of COVID-19 on how employers think of the benefits they offer, and more. Jordan Feldman is Co-Founder and CEO of Rightway Healthcare. Jordan launched Rightway in 2017, to help streamline healthcare offerings, with a high-tech, high-touch platform. The Rightway platform serves as the single point of contact for an employee throughout their healthcare journey, and it allows employers to optimize costs, while producing high-quality, cost-efficient healthcare for employees. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee. 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 03/15/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO of e.l.f Beauty, Tarang Amin, and CMO, Kory Marchisotto, on building a beauty platform that embraces inclusivity and diversity and drives community engagement through creative partnerships and innovative marketing initiatives. We also discuss e.l.f’s focus on sustainability and clean beauty, which inspire engagement with Gen Z consumers. 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 03/12/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Scott Shreeve, MD, Co-Founder and CEO of Crossover Health, a patient-centered, membership-based medical group that is redesigning the practice, delivery, and experience of health care. An emergency medicine physician by training, Scott has spent his career actively building life science technologies that improve the delivery of care and enhance the quality of life. We discuss the problems with primary care today and why we have seen the emergence in recent years of new models of primary care. We talk about how the use of technology can move us from reactive sick-care to proactive well-care. And we discuss what the outlook for primary care and the changing role of physician in delivering care. 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.

In this episode, Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Equinix Co-Founder Jay Adelson about the importance of a gap year, the founding of Equinix, and pinball. 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.

Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Fabric’s CEO Elram Goren on the future of online grocery, explore the need for automation and what separates Fabric from competitors in the market place. 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 02-10-21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Corey McCann, MD, PhD, who is President and CEO of Pear Therapeutics, a pioneer in prescription digital therapeutics, and the first company to receive FDA market authorization for software to treat disease. We discuss the impact of COVID-19 on mental health, the challenges in helping individuals get treatment during the pandemic, and how for the first time software can serve as front-line treatment for a wide range of conditions, including substance use disorder, opiate use disorder and chronic insomnia. We delve into the advantages that a digital therapeutics platform has over traditional drug development and discuss the unique challenges and opportunities of launching a whole new class of drugs in this challenging period. Corey M. McCann, MD, PhD, is the President and CEO of Pear Therapeutics. Previously, Corey was an investor with MPM Capital, where he evaluated new healthcare investment opportunities, managed relationships with strategic partners, and oversaw strategy and execution at portfolio companies. Prior to MPM, he was an Engagement Manager with McKinsey & Company, where he advised pharmaceutical, medical device, and biotechnology companies on the acquisition, development, and commercialization of life science technologies. He led McKinsey’s central nervous system expertise group, advising clients across the healthcare value chain. Corey has previous investment experience with RiverVest Venture Partners and at NeuroInsights. Corey is also a co-founder, advisor, or Board Director at AgNovos Healthcare, Alcyone Lifesciences, Dragonfly Sciences, Edumedics, Resolute Bio, Selexys Pharmaceuticals, and Zillion Health. Corey trained as a physician-scientist via the Medical Scientist Training Program. For his PhD, he studied the molecular biology of synapses at Harvard University and at Washington University in St Louis. He received his MD from Washington University in St. Louis. 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 01-20-21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of The RealReal, Julie Wainwright on the state of the re-commerce market its implications on the growing focus of Environmental, Social, Governance (ESG) standards. Cowen discusses re-commerce’s impact on the future of retail as it pertains to sustainability, disruption of traditional luxury, and innovation & diversity in fashion. 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 01-20-21 In this episode, Cowen Restaurants Analyst Andrew Charles & FinTech Analyst George Mihalos caught up with ItsaCheckmate’s Director of Channel Partnerships, Chad Horn, on how and where restaurants are investing in digital technologies in a post COVID world. 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 01-07-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with ABRY Partners CJ Brucato about the PE firm’s history in the data center space and lessons learned along the way. 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 01-11-21 In this episode Cowen’s Healthcare Technology analyst Charles Rhyee spoke with Dr. Peter Rasmussen, Chief Clinical Officer of the Cleveland Clinic/AmWell JV, to discuss the explosive growth of telehealth before and during the current pandemic, as well as the outlook for virtual care 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 12-18-20 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of CaaStle, Christine Hunsicker, and CEO & Founder of Trove, Andy Ruben on the state of the re-commerce market and its growing importance to brands and consumers. We discuss the explosive growth ahead for resale and rental markets and how brands are navigating new marketplaces in order to adapt to the consumer revolution. 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 12/15/20 Cowen Restaurants Analyst Andrew Charles caught up with Brightloom CEO Adam Brotman on the journey to democratize data analytics for the restaurant industry and how data proficiency will change restaurants’ 1:1 marketing effectiveness. 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 09-23-20 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with GI Partners Steve Smith about lessons learned through his career and his views on the Communications Infrastructure sector. 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 12/15/20 Cowen's Healthcare Technology Analyst Charles Rhyee has a conversation on healthcare's digital revolution and the future of Humana with Heather Cox, Humana’s Chief Digital Health and Analytics Officer. Heather joined Humana in August 2018 with the responsibility of building Humana’s digital care delivery operations and leading its enterprise analytics efforts. Heather brings 25 years of experience to the role, most recently serving as Chief Technology and Digital Officer at USAA, where she led the teams responsible for designing and building personalized and digitally-enabled end-to-end experiences for USAA members. Prior to USAA, Heather was the CEO of Citi FinTech at Citigroup, helping the company adapt to a future dominated by mobile technology, and she headed Card Operations, reshaping the customer and digital experience for Capital 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 12/3/20 In this episode, Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Akamai CEO and Co-Founder Tom Leighton about what it was like starting the company and his thoughts on the future of the business. 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 11/23/20 Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Saks Fifth Avenue CEO & President Marc Metrick on what “new luxury” means for stores, customer, product, and experience innovation. They discuss the connected experience, COVID-19’s impact on luxury goods, and new platforms. 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 11/06/20 Cowen Restaurants Analyst Andrew Charles caught up with Kitchen Podular CEO Michael Manion on the industry’s pivot into an off-premise oriented future and opportunities for restaurants to pursue a capital light presence. 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 11/13/20 Cowen Restaurants Analyst Andrew Charles talks with Kitchen United CEO Michael Montagano about how ghost kitchens/kitchen centers help restaurants support the sharp increase in the industry’s off-premise digital sales, both in a COVID-19 backdrop 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 11/05/20 On today's podcast, Cowen's analyst Charles Rhyee has a conversation with Eddie Martucci, Co-founder and CEO of Akili Interactive, a leading digital therapeutics company creating prescription treatments for people living with cognitive disorders that are delivered through immersive action video game experiences. Akili has received recognition from numerous entities, including the #1 health company in Entrepreneur magazine’s 100 Brilliant Companies of 2016 award and the CNS Summit Innovation award among others. 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.

Record on 11/09/20 Cowen analyst Jaret Seiberg discusses how financials and housing are facing a divided government now that the election is over. That generally reduces the risk of onerous legislation but still leaves these sectors exposed to regulatory threats. On our podcast, we go through the various sub-sectors within financials and housing to predict who can benefit and who is most exposed to policy risk. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. 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 10-06-20 Some listeners will recall several podcasts we recorded around Cowen’s 5th annual FutureHealth conference earlier this June. Charles Rhyee, Cowen’s Healthcare Technology analyst, hosts today’s podcast which is the first episode in a new monthly series that continues Cowen’s efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of healthcare, technology and consumerism is changing the way we look at health, healthcare and the healthcare system. The podcast's first guest is Sean Duffy, Co-founder and CEO of Omada Health, one of the leading digital health companies focused on diabetes and other chronic condition. Sean is not only a thought leader in digital diabetes management but also on how digital tools are more broadly changing the way we manage chronic conditions now and into 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.

Record on 10/05/20 Cowen analyst Jaret Seiberg dissects why progressive Democrats want to change how people pay for financial services. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. 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 10/05/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss Prevision Policy about the FDA Ad Com on COVID19, Election 2020, and drug pricing. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. 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.

Record on 08/31/20 Cowen analyst Jaret Seiberg dissects the presidential election and the prospects for additional stimulus while also looking at the biggest policy developments from August for financials and housing. That includes the new fee on mortgage refinancings and big bank common dividends. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. 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 08/03/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss what’s on tap in August at the FDA, are CRLs increasing, are inspections declining, and will a COVID Vaccine need an adcom. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. 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 7/29/20 In the latest episode of Nightmare on K Street, Chris Krueger of Cowen's Washington Research Group tackles Phase IV coronavirus relief prospects and inventories potential 2020 election game-changers. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. Disclosures: http://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.