Cowen: Recent Episodes
Cowen
Cowen, Inc. is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com
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Recorded on 03/28/24
Specialty drugs, which are typically composed of large molecules that need to be injected or infused, as a category, represent roughly 50% of pharma spending today and continues to increase. And unlike more traditional medications that people pick up at their local pharmacy, specialty pharmacies emerged along the way to dispense these medications, which often come with special handling requirements, as well as clinical support. With the majority of biopharma R&D being focused in specialty categories, the importance of specialty pharmacies is expected to increase. In this episode we explore the specialty pharmacy industry and the role it fills in the healthcare system today and in the future.
To help discuss this topic, we’re joined by Dr. Surya Singh, CEO of InformedDNA. Dr. Singh brings over 20 years of experience within the health care supply chain. Before joining InformedDNA as CEO, Dr. Singh was the Chief Medical Officer for CVS Specialty and an attending physician at Brigham and Women’s hospital. Dr. Singh is also President of Singh Health Advisors and a Senior Advisor at ICER.
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Recorded on 03/21/24
In this episode, we host Glossier's CEO, Kyle Leahy, to discuss the brand's core strengths in the competitive beauty market. We believe Glossier is changing the world of beauty through iconic products and embracing community and inclusivity. Glossier started as Into The Gloss, a beauty website and community devoted to sharing real information with real people, about really amazing products. Glossier stands for thoughtful design and cultivating conversations, and, at Glossier, beauty is about celebrating freedom of expression, individuality, and having fun.
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Recorded on 03/15/24
TD Cowen Analyst Yaron Werber speaks with award-winning biotech journalist Luke Timmerman about Luke’s love of mountaineering, and how he has been able to leverage his passion and expertise for a great cause with his Timmerman Traverse treks. These expeditions bring together diverse and intrepid groups of biotech professionals to undertake climbs such as Mount Kilimanjaro, the Presidential Traverse, or Mount Everest Base Camp as fundraising campaigns to battle cancer, poverty, and soon sickle cell disease, with $9M raised to date.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 03/18/23
In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget experts.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/21/24
Optimize Your Face With The Resurfacing Compound. Tina Chen Craig reveals the secrets to U Beauty’s customer & science-centric innovation. U Beauty, founded in 2019, became famous with their hero product, their daily all-in-one Resurfacing Compound serum. U Beauty’s SIREN Capsule Technology focuses treatment on specific skin areas & neutralizes free radicals.
The modern beauty market is overwhelming and filled with new ingredients, techniques, experiences, and brands, making efficacy and education a key priority for brands. TD Cowen’s New Platforms, Retail & Luxury Analyst Oliver Chen speaks with Tina Chen Craig, founder of U Beauty, to discuss how U Beauty is tackling cosmetic confusion through results-oriented, multi-tasking products. We discuss the rise of "skintellectuals," key digital vs. brick & mortar distribution considerations, marketing strategy, and how to outperform in an increasingly competitive beauty industry.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 03/08/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the main 3 topics for the 2024 election – the Presidential race between Biden and Trump (with 4 key variables), the Congressional undercard, and what all this means for policy in 2025 and beyond.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/21/24
We sat down with Stefano Curti, Chief Brands Officer for Consumer Beauty, to highlight some of our key takeaways from our Glowing Ahead Beauty & Wellness Summit on February 13, 2024, and explore COTY’s opportunities that leverage fragrance, distribution & innovation expertise.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/15/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks down three areas to watch in the next six weeks: 1) the fate of the two fiscal packages & looming government shutdown risk, 2) special election takeaways & impact on 2024, and 3) a catalyst-rich policy environment through Q1.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/15/24
In this episode, TD Cowen Analysts Roman Schweizer, Cai von Rumohr, and Gautam Khanna discuss a few of their key observations and takeaways from this year’s Aerospace & Defense Conference.
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Recorded on 02/05/24
TD Cowen hosts Jason Karp, Founder & CEO of HumanCo, on this episode of Retail Visionaries. HumanCo is a holding company focused on delivering better-for-you products that make it easy to live a healthy life. This episode covers Jason's career from hedge fund manager to growing several food brands and starting HumanCo.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/06/24
In this episode, we take a look at the changing landscape for pharmacy reimbursement and the push towards a cost-plus model of reimbursement. Over the last few decades, growth in pharmaceutical utilization and an increasing mix of specialty drugs has helped drive strong performance for many participants in the pharmaceutical supply chain. As the largest channel for prescriptions, retail pharmacies have been an important part of helping drive growth in the industry. However, pharmacies, having faced years of margin pressure, have not seen the same degree of benefit as others in the supply chain. For many years, pharmacies have dealt with lack of transparency in how drugs are priced, as well as uncertainty about whether reimbursement will adequately cover the cost of drugs and time associated with patient care. For more than a decade, with increasing levels of generic substitution, retail pharmacies have been able to manage their margins by cross subsidizing potential losses they would see on brand drugs with the profits they would gain on generics. But, with generics now making up more than 90% of prescriptions, the benefit from generic conversions and the ability to cross-subsidize has been maxed out and the pharmacy reimbursement model is clearly in need of change.
To help us discuss this topic, we're joined by Michael Rothrock, who brings more than 20 years of experience within Managed Care as well as the PBM industry. Before starting Allegheny Strategic Partners, Mr. Rothrock was the VP of Pharma Strategy and Contracting at Express Scripts, where he was responsible for leading Commercial and Medicare formulary contracting and strategy.
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Recorded on 01/23/24
Furnishing Dreams & Disrupting an Industry. TD Cowen hosts Shawn Nelson, Founder & CEO of Lovesac, on this episode of Retail Visionaries. Lovesac is a modern furniture brand with fully customizable products such as The World’s Most Adaptive CouchTM & The World’s Most Comfortable SeatTM. We explore strategies & lessons from a high-end direct-to consumer retailer with 200+ showrooms.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/25/24
In this episode, Larry Wieseneck, Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state, potential catalysts, and outlooks for the IPO, M&A, and Private Equity/Venture markets.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/25/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses six wild cards for the 2024 election: the economy, abortion, third-party challengers, Trump Trials/Biden Impeachment, the Summer Conventions, and Congressional races.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/10/24
In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion on the military and civil space with Todd Harrison from AEI.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/05/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks the year in Washington into three tracks that are currently running parallel, but will begin to intersect next week: policy cliffs, elections, and legal/constitutional questions.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/13/23
CEO John Hopkins, and CFO Ramsey Hamady of NuScale Power, join Marc Bianchi to discuss termination of the Carbon Free Power Project, NuScale’s cost structure, value proposition, and the outlook going forward.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/08/23
In this episode, we take a look at the pharmacy benefit management, or PBM, industry which has been instrumental in managing down the cost of prescription drugs and plays a vital role in holding back the rising cost of healthcare. Yet the industry is not without controversy, often criticized for lack of transparency and misaligned incentives, particularly around rebates. But it’s also an industry that has continued to evolve as the healthcare landscape has changed. More recently, we’ve seen new entrants enter the market using technology to disrupt the status quo, and in this episode we explore how we’ve gotten to where we are, who’s to blame, and how we solve the biggest issue: making drugs more affordable for the consumer. To discuss this topic, we’re joined by Mark Thierer, Co-Founder and CEO of Waltz Health, and Jeff Park, President of Waltz Health. Mark and Jeff, both longtime PBM industry veterans, have helped transform the industry over the past 20+ years starting with SXC Health Solutions growing it into Catamaran, which became one of the major players in the PBM industry before being sold to UNH’s OptumRx in 2015 for $13B. They are now back with Waltz Health, a digital health company developing technology-enabled ways to bring down prescription drug costs.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/04/23
Understanding Walmart's Environmental, Social & Governance Blueprint. TD Cowen hosts Kathleen McLaughlin, Chief Sustainability Officer of Walmart, on this episode of Retail Visionaries. Walmart's ESG initiatives strive to create opportunity, enhance sustainability, strengthen communities, and uphold the highest standards of ethics and integrity. We explore an approach to profits with a purpose.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/04/23
Julie Kozeracki, Senior Advisor at DOE's Loan Programs Office, joins Marc Bianchi to discuss the DOE's liftoff series report on advanced nuclear, implications/learnings from the recent UAMPS termination, and how the industry order book is shaping up.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/04/23
Helane Becker, TD Cowen’s Airlines and Aircraft Leasing analyst, and Kevin Kopelman, TD Cowen’s Hotel and OTA Analyst, discuss the 2024 outlook for the travel sector.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 11/21/23
Dan Poneman, CEO of Centrus Energy, joins TD Cowen's Marc Bianchi to discuss uranium enrichment, the U.S. dependency on Russian supplies, and how Centrus is positioned to grow U.S. enrichment capabilities, including producing HALEU for advanced reactors.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/08/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the three major races – White House, Senate, and House – and explains the geography, math, and timeframe along with three potential wild cards.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 11/27/23
In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion with retired USMC Major General Arnold Punaro of the Punaro Group.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 11/10/23
TD Cowen analyst Yaron Werber speaks with Chris Garabedian, co-founder, chairman, and CEO of Xontogeny and Portfolio Manager of the Perceptive Advisors Ventures Fund. Chris shares his insights about 1) what makes or breaks a successful biotech from his time at Gilead, Celgene, and Sarepta, 2) how investing has changed now that interest rates are high and capital is expensive, and 3) his investment philosophy at Xontogeny and advice to other early-stage investors.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 11/06/23
TD Cowen hosts Dave Heath, CEO & Co-Founder of Bombas, on this podcast episode. Bombas is a premium comfort-focused sock & apparel brand on a mission to help those in need. In this episode, we explore strategies for innovation & growth through direct to consumer retail. Bombas is in its 10th year of business and recently surpassed 100mm donated items.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 10/20/23
TD Cowen's New Platforms, Retail, & Luxury Analyst, Oliver Chen, hosts Winnie Park, CEO of Forever 21. In this episode, Oliver and Winnie discuss redefining the Forever 21 brand and balancing fashion trend, speed, quality, and value to connect with customers. Other topics covered include Forever 21's partnership with SHEIN, driving cultural relevance, and planning the assortment for both breadth and depth.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 10/10/23
TD Cowen analyst Yaron Werber speaks with Daphne Zohar, founder and CEO of PureTech, and Brad Loncar, founder of BiotechTV about their unique experiences as biotech entrepreneurs. Daphne discusses the innovative “hub and spoke” model she pioneered with PureTech, while Brad describes his transition from biotech investor to communicator and his long-term vision for BiotechTV. Both showcase the benefits of taking an unorthodox approach, finding where their differentiation can be leveraged to fill an unmet need, and having the conviction/dedication to actualize their goals.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 10/13/23
The increase in spending for prescription drugs has been a major driver of annual increases in employer healthcare costs for many years. Over the last decade, the issue has been exacerbated by the growth of specialty drugs. Managing coverage and access is often beyond the scope of the average self-insured employer. With the introduction of new high-cost drugs, like GLP1s, the complexity of managing the pharmacy benefit is expected to increase. Given the evolving landscape, we want to provide a deeper look into how plan sponsors can navigate important decisions in coverage and access. To discuss this topic, we are joined by Vaughan Reele. Vaughan is a Certified Employee Benefit Specialist with 35 years of experience in the benefits industry. He is currently a Pharmacy Benefit Management Consultant at USI Insurance Services. Vaughan has provided strategic advice and support to plan sponsors on all aspects of employee benefit plans, and more recently he has focused on PBM risk management consulting.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 09/28/23
TD Cowen analyst Yaron Werber speaks with Geoff von Maltzahn, general partner at Flagship Pioneering and founding CEO & current Director of Generate Biomedicines, about the AI revolution in biotech, and how generative biology has impacted both the drug development process and his approach towards designing and building companies. The ability of machines to recognize patterns at scale impossible for the human mind could help elucidate the common “rule book” underlying protein interactions, enabling the rapid generation of optimized protein therapies for any given target. More so, unlike human innovation (which tends to dissipate in larger organizations), AI models get wiser the more data flows into them, tapping into an “intelligence of scale” in which greater scale compounds discovery prowess. The key is building the right culture centered around machine learning, enabling data sciences to be the driver and not just aggregator of data, and having the right expertise at both data informatics, science, manufacturing, and technology to achieve scale, and validate and enhance the platform.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 09/12/23
In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state and near-term outlooks for the IPO, M&A, and Private Equity/Venture markets.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 09/06/23
In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Andrew Dudum, CEO and Co-Founder of Hims & Hers, which is the leading health and wellness platform on a mission to help individuals feel great through the power of better health. Hims & Hers has disrupted the traditional healthcare market via digitization and personalization and we explore key differentiation of the platform and potential growth opportunities.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 07/12/23
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses five major issues to navigate over expiring government funding on Oct 1 in under ten minutes.
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Recorded on 07/18/23
In this episode, Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen, speaks with Rachel Glass, founder of GLOSSLAB. GLOSSLAB is a membership-based manicures and pedicures platform that provides waterless services, hospital-grade sterilization, single-use tools, and air filtration. We explore the future of beauty and selfcare and how GLOSSLAB stands for empowering people and inspiring confidence one manicure at a time.
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Recorded on 08/14/23
American Airlines is working toward achieving net zero carbon emissions by 2050. The airline has contracted for SAF but is also working with others to create meaningful fuel savings that include more efficient routings. American recently published its latest sustainability report. We spent some time talking with Jill Blickstein, American’s VP of Sustainability.
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Recorded on 07/26/23
Over the last decade, data and analytics have become increasingly engrained in the healthcare system. Given the evolving landscape, we wanted to provide a deeper look into the different types of healthcare data currently available, as well as the users and use cases. This podcast is intended to be the first in a series on healthcare data, and in this episode we provide a general overview of how healthcare data is currently being used, with subsequent podcasts exploring subsets of healthcare data in more depth. To discuss this topic, we are joined by Paul Reuscher. After spending the early part of his career in academia researching health economic outcomes, Mr. Reuscher eventually joined IMS Health, now a part of IQVIA, first as a product manager then eventually helping develop what is now IQVIA's anonymized patient data solution. He subsequently led a similar development program for DRG, which is now a part of Clarivate. Paul currently is Vice President of Clinical Data Products at Forian, a healthcare data intelligence company.
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Recorded on 06/02/23
TD Cowen hosts Keith George, Co-Founder & CEO of Cortina, a rapidly growing eCommerce marketplace platform for celebrity & media brands like Poosh by Kourtney Kardashian and Airmail by Graydon Carter. Learn more about the next chapter for retail marketplaces, as influencers, creators & brands seek alternatives to the traditional affiliate marketing model.
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Recorded on 06/07/23
In our discussion with YUM! CFO Chris Turner, we focus on YUM’s franchisee selection criteria, proprietary digital infrastructure, and relentless pursuit of improving ROIC to fuel the portfolio’s development engine.
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Recorded on 07/12/23
TD Cowen analyst Yaron Werber speaks with John Murphy, Chief Policy Officer & Healthcare Counsel at the Biotechnology Innovation Organization (BIO) about how the Inflation Reduction Act (IRA) will impact innovation in biotech. We discuss how key drug pricing reform provisions of the IRA (e.g., orphan drug exclusion, calculation of maximum fair price, small molecule vs biologics) might impact incentive structures in drug development, the likelihood of revisions to the bill near term, its potential effects on formulary/benefit design, and the first wave of IRA litigation.
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Recorded on 06/07/23
In this episode, John Kernan, TD Cowen's Retail & Consumer Brands analyst is joined by FIGS CoFounder & CEO, Trina Spear at the 7th Annual Future of the Consumer Conference in New York. FIGS has grown rapidly from $55MM in sales in 2018 to $506MM in 2022 and Ms. Spear discusses how FIGS has disrupted the medical apparel market through materials innovation, a direct-to-consumer business model and community-based activation which has enabled superior margins and return on invested capital.
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Recorded on 07/12/23
With 6 months to the first primary ballots being cast, TD Cowen Washington Research Group’s Chris Krueger level sets the 2024 election & its impact on the upcoming $3.5T tax cliff.
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Recorded on 06/30/23
Over the last decade, contract research organizations (CROs) have become an increasingly important stakeholder in the clinical trial process. Over half of biopharma R&D budgets are outsourced to CROs, up from less than one-third ten years ago. With the high costs of drug development and importance of time to approval, CROs are relied upon for trial expertise, site networks, and abilities to accelerate KPIs such as study start up and recruitment timelines. Following a period of heightened biopharma funding during the pandemic that fueled demand for CRO services, we now enter a period of uncertainty as to where R&D budgets go from here and whether CROs can innovate their people-intensive processes to improve drug development costs and timelines going forward. To discuss these topics, we are joined by Rene Stephens. Rene leads Renatus Consulting, an independent advisory to CRO and life science clients. His experience spans the outsourced clinical trial procurement process, including procurement and contract negotiation during his time at Pfizer and Astellas, as well as business development during his time at inVentiv Health.
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Recorded on 06/07/23
In our discussion, Starbucks CFO, Rachel Ruggeri, discusses the importance of the Starbucks Experience in this relationship economy and how that Experience is laying the platform for future growth.
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Recorded on 06/16/23
On the heels of Automate, the premier automation/robotics/technology trade show established by the sector's leading advocate ,TD Cowen's Joe Giordano spoke with Automate's long-time President Jeff Burnstein about key themes in the sector, how cutting-edge technology has evolved, and how themes like AI will impact the sector going forward.
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Recorded on 06/06/23
Oliver Chen, TD Cowen’s Retail, New Platforms, and Luxury Analyst, is joined by Harmit Singh, Chief Financial and Growth Officer at Levi Strauss & Co, live at the 7th Annual Future of the Consumer Conference in New York. Harmit discusses LEVI’s impressive apparel transformation, cutting-edge innovation, and leadership in experiential, omni-channel capabilities.
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Recorded on 06/15/23
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 2022 Sustainability Report Update and ESG priorities that are central to Chipotle’s culture.
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Recorded on 06/06/23
Democratizing Fashion Through an Apparel Transformation. In this episode, TD Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen speaks with Denise Incandela, Executive Vice President of the Apparel Division and Private Brands for Walmart U.S. We explore key innovations and transformations within WMT’s apparel division, which focus on driving closet share gains across national, private, and elevated brands through re-envisioned experiences both in-store and online tailored for outfitting inspiration. Store remodels in the apparel section will include updated fixtures, including video displays and mannequins, premier brand shops, widened aisles and reduced clutter, and larger category shops such as denim.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 06/15/23
Dr. Kris Singh, founder and CEO of Holtec International, joins Marc Bianchi to discuss Holtec’s small modular reactor, the SMR-160. The discussion covers Holtec’s unique approach which includes among other things, integrated manufacturing and efforts to utilize decommissioned nuclear sites in the U.S.
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Recorded on 05/09/23Over the past 5-10 years, digital health has emerged as an integral part of healthcare delivery, introducing a whole host of new services from virtual care, to fertility benefits, to chronic condition management, and more. More often than not, these services have been designed as employee benefits and sit alongside existing traditional benefit options. But with so many choices in the market, with many saying they do the same thing, how do employers and employees know what is real and what isn’t, what’s working and what’s not? To help us discuss this topic and more, I’m joined by Zane Burke, CEO of Quantum Health, one of the leading healthcare navigation companies. An internationally recognized healthcare IT leader, Mr. Burke was most recently CEO of Livongo, and prior to that spent more than two decades at Cerner, where he ended his time as President.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 05/04/23On today’s podcast, we take a deeper look into regional bank troubles. We discuss its root causes, knock-on effects, and policy implications, as well as the experience of Canadian banks relative to U.S. regional and money center banks. We talk about today’s “speed of money” and the power and ability of social media to act as a crisis accelerant, contributing to a GameStop-like moment for regional banks. Our featured guests are Mario Mendonca, senior financial services analyst for TD Securities, and Jaret Seiberg, Financial Services and Housing Policy Analyst for TD Cowen Washington Research Group. TD Cowen's Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, TD Cowen's Head of Thematic Content.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04/28/23In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton Business School, are joined by Larry's Co-Head, Tim Wiggan to discuss the current state of the financial markets and share advice for companies on how to manage their business and balance sheet during this time. They also speak about what has been learned, so far, two months into TD’s Cowen acquisition and integration.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04/21/23In this episode we discuss what’s going on with telehealth, or more exactly, what’s not going on with telehealth. After demonstrating the ability to successfully deliver effective care during the pandemic, with adoption rates in the range of 80-90%, we’ve seen telehealth utilization drop dramatically back to the 10-15% range. While still well above pre-pandemic levels, it’s a far cry from what we saw during the height of the pandemic. So why has this been the case, what can be done about it, and what’s next for virtual care? To explore this topic, we’re joined by Dr. William Morris. Will is the former Executive Medical Director of Cleveland Clinic Innovations and Ventures, is a member of the Cleveland Clinic Board of Governors, and currently works at Google Cloud’s Healthcare and Life Sciences Solutions business.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04/17/23TD Cowen analyst Yaron Werber speaks with David Epstein, CEO of Seagen, and Laura Hamill, former EVP, Global Commercial Operations at Gilead Sciences and SVP, General Manager of US Commercial Operations at Amgen, to discuss owning their role as a C-suite executive, accountability, and being a leader in biotech companies. David and Laura offer insights on the difference between being functional area leader vs being a company leader, thinking like a CEO and not just as a head of a functional area, and highlight the key traits of successful management teams, which include clarity of purpose, willingness to prioritize and make tough early decisions, being accountable, working diligently to make the right decisions, and fostering a cohesive and communicative company culture.For Disclosures, click here bit.ly/3cPHkNW
A novel intersection has emerged between classical trade policy, national security, and climate policy, resulting in the most consequential U.S. solar policy ever passed. With this unprecedented policy support, many businesses in the solar value chain stand to benefit. Our guests in this episode are John Miller, ESG & sustainability policy analyst for TD Cowen Washington Research Group, and Jeff Osborne, TD Cowen senior research analyst covering alternative energy, mobility technology & industrial technology. TD Cowen's Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, TD Cowen's Head of Thematic Content.
Recorded on 02/27/23Experiential and Expressive Haircare Retail. In this episode, Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen speaks with CEO of Sally Beauty, Denise Paulonis. Sally Beauty is a global hair care retail leader with #1 market share in color and professional hair care distribution. We explore how SBH is driving customer centricity and engagement across their brands, and opportunities with key initiatives, such as Salon HQ, Virtual Color Experts, and Studio by Sally.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03/20/23In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton Business School, discuss the latest market turbulence and the impact on the markets in the near term. Given this view, Larry and David also discuss what their advice might be to CEOs and CFOs of TD Cowen clients.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03/10/23TD Cowen Washington Research Group’s Chris Krueger previews the week in Washington with a focus on President Biden’s trip to California & Nevada as well as President Biden’s release of the FY24 Budget & the House GOP budget delay.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 02/09/23TD Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Peter Day, the Global Head of Strategic Communications at SHEIN. In this episode, we cover how the business aims to create more accessible styles for shoppers across the globe, as well as a direct conversation on how the company is taking steps to operate with a more sustainable lens. Can SHEIN balance sustainability and social impact with fashion and expression? SHEIN has been under scrutiny given its size, speed of growth, and opportunities for transparency and accountability. We speak to how the company's leadership is taking corrective actions to position the business for long-term growth.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03/03/23TD Cowen Washington Research Group’s Chris Krueger previews the week in Washington with a focus on two days of Congressional testimony on the economy from Fed Chair Jerome Powell as well as President Biden’s release of the FY24 Budget.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 02/24/23The U.S. Federal government hit its statutory debt limit on January 19, prompting the implementation of extraordinary measures to prevent a default on U.S. government debt. Few policy issues in Washington have such destructive capacity and such far-reaching implications. Cowen Washington Research Group analyst Chris Krueger offers insight into what’s different vs. prior negotiations, how the battle could play out, and what he is watching to gauge progress towards an agreement.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 02/06/23The landscape for clinical research is evolving, with many sponsors looking to leverage technology to address inefficiencies in the traditional site-based clinical trial process and counter the rising cost of developing new therapies. The FDA has been looked favorably on technology-enabled and decentralized clinical trial models even prior to COVID, but the pandemic led to broader adoption of these technologies and models, clearing the way for technology companies to continue disrupting the industry at greater scale. In our view, technology holds the potential to address some longstanding issues in research, including a lack of accessibility and diversity, and may pave the way to a convergence of clinical care and research. To explore this topic and more, we are joined by David Fishbach, Founder & Principal of Excel Executive Business Advisors, which provides corporate Strategy, operations, and leadership development for technology, life sciences, and healthcare. David’s career has included past leadership experience with many of the leading technology companies that serve the biopharma industry including Veeva Systems, Oracle Health Services and PhaseForward.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 01/26/23In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Suveen Sahib, Co-Founder and CEO of K-18 Hair, which has disrupted the haircare space with its unique patented peptide technology that repairs damage from bleach, color, chemical services & heat – restoring strength, softness, smoothness, and bounce to hair. K-18 hair represents cutting-edge innovation and stands behind self-expression and simplicity. The podcast features K-18’s growth strategies and core competitive advantages in the market and how K-18 starts with science.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 01/23/23In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Paul Baek, Founder and CEO of MATTER OF FACT, which is a disruptive emerging skincare brand. MATTER OF FACT streamlines formulas and provides simplified ingredients that translate to effective results, and the brand highlights the importance of delivering results and clean ingredients to consumers. The podcast also features current beauty trends and potential growth opportunities ahead for brand.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 01/27/23Drug pricing is an ongoing source of anxiety for biopharma investors. A critical debate in the marketplace is whether the Inflation Reduction Act will cut drug prices. This episode features Steve Scala, Cowen senior research analyst covering the pharmaceutical industry, and his teammate, Mike Nedelcovych, who joined Cowen about four years ago from Johns Hopkins Drug Discovery after co-founding a biotech startup. We discuss the results of Cowen’s 28th annual drug pricing survey, its historical context, what the survey says about the pricing outlook, biosimilar competition, gross-to-net discounts, and survey insights related to obesity drugs.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 01/30/23In this episode, Cowen & Company Co-President Larry Wieseneck once again joins David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group, for a follow-up to their Q3 podcast. Like that podcast, these three capital markets experts started with the question, “Where do you think we are now, and how are you advising companies to prepare for the near term?”For Disclosures, click here bit.ly/3cPHkNW
Recorded on 01/03/23Cowen’s Retail Analyst Max Rakhlenko speaks with Therabody’s Co-Founder & Executive Chairman, Benjamin Nazarian. The podcast focuses on Therabody’s growing wellness ecosystem and innovative product launches shaped by customer insights and wellness goals. We discuss the evolution from the category-defining Theragun and muscle recovery, and into hardware, proprietary software, digital content, and biometrics which shape many of Therabody’s new category creating products.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 01/10/23John Gorman, President and CEO of the Canadian Nuclear Association, joins Marc Bianchi to discuss Canada’s outlook for nuclear power including significant life extension programs for existing reactors and efforts to support the deployment of Small Modular Reactor (SMR) designs.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 12/16/22In this podcast, Cowen's Director of Sustainability Banking Lauren Puffer speaks with Daniela Osio, CEO and Founder of Kloopify, which enables organizations with CSR initiatives to achieve their ESG goals. The global supply chain is at an inflection point and we discuss how CPOs and other C-suite leaders should take the opportunity to get ahead on their organization’s ESG goals.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/28/22David Johnson, Chief Executive Officer of Westport Fuel Systems, joins Cowen's Sustainability & Mobility Technology analyst Jeff Osborne to discuss Westport’s offerings in fuel injection systems leveraging lower carbon fuels ranging from natural gas, biomethane, and the evolving hydrogen market.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 12/20/22After experiencing the biggest decline in history, global air traffic is still well below pre-pandemic levels. While U.S. traffic is back, non-U.S. traffic has a long way to go to return to pre-pandemic levels. Add to that tight capacity, changed post-pandemic behaviors, and aircraft replacement demand factors, we see a strong case for better-than-appreciated airline revenue growth and a longer-than-typical commercial aerospace recovery. This episode features Helane Becker, Cowen senior research analyst for airlines, air freight, and aircraft leasing, and Cai Von Rumohr, Cowen senior analyst for aerospace, defense electronics & government services. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, Cowen's Head of Thematic Content.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 12/16/22Cowen analyst Yaron Werber speaks with Abbie Celniker, partner at Third Rock Ventures, and Nina Kjellson, partner at Canaan, about their outlook for company formation and financing in FY23, how companies are adjusting to the new market realities, and their experiences as women leaders in biotech venture capital. While there has been great progress towards gender equality in the industry, a lot of work remains to be done.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 12/05/22Cowen’s Retail Analyst Jonna Kim speaks with Andrew Dudum, CEO & Founder of Hims & Hers Health, Inc. The podcast focuses on Hims & Hers’ core competencies, evolving Hims & Hers as a lifestyle brand, and driving innovation across various categories. Further, the podcast features future growth opportunities for the company and how Hims & Hers is at the forefront of the consumerization of health and wellness.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/29/22We hosted a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. In the podcast, we discuss approaches to thematic investing, specific investable structural megatrends, how strategy is adapting to the current macro context, risk management, and how ESG factors are incorporated into the investment process. The panel is moderated by Bill Bird, Cowen Head of Thematic Content.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/16/22In this episode, we discuss the role health data and how empowering patients with their own health information can enable better decisions, in this case selecting the best Medicare Advantage plans to improve their health outcomes. In 2022, more than 28M people enrolled in a Medicare Advantage plan, and that number has been growing 8% every year since 2010. But how effective is the industry at placing patients into the plan that best suits their personal needs? To help explore this and more, we’re joined by Munjal Shah, CEO and Co-Founder of Health IQ, which aims to help seniors live more years in good health. And this starts by using a senior’s detailed health records to find the precise MA plan, from over 3,000 plans, that is most personalized to their needs and will best support their health in the coming years, in what the company calls Precision Medicare.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/15/22Jon Ball, Executive Vice President of Market Development for GE-Hitachi, joins Marc Bianchi to discuss GE-Hitachi’s offerings in nuclear power including their BWRX-300 Small Modular Reactor (SMR) technology and its timeline to commercialization and customer prospects.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/10/22Cowen’s Sustainable Food & Healthy Living Analyst Brian Holland speaks with Biote CEO Terry Weber about how hormone replacement therapy (HRT) in general has progressed over the past several years, key considerations for practitioners and consumers, and the future of the consumerization of wellness.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/08/22Lithium-ion batteries are a cornerstone technology, supporting several mega-themes likely to play out over the next decade, and catalyzed by electric vehicle adoption, policy support, and increased auto OEM activity. This episode features Gabe Daoud, Cowen senior research analyst for battery technology and electric vehicle charging, in a discussion on the lithium-ion battery market, opportunities & risks, key players, and policy initiatives. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen's Head of Thematic Content Bill Bird.For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/24/22
Helane Becker, Cowen's Airline Analyst, speaks with Cherie Wilson and Amelia DeLuca of Delta Air Lines. This podcast focuses on Delta's efforts to lower its carbon footprint as it works toward net zero carbon emissions by 2050. The company hopes to be a positive change agent and works with government affairs and legal to stay ahead of the curve in a constantly changing regulatory and policy environment.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 11/10/22
In this podcast, Lauren Puffer, Director of Sustainability Banking, and David Erickson, Senior Fellow at Wharton Business School discuss current topics in the ESG Market that companies and investors should be informed of as they set their strategies for 2023 and beyond.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 09/15/22
Cowen Restaurants Analyst Andrew Charles caught up with Miso Robotics’ Chief Strategy Officer Jake Brewer on Miso’s mission and journey, as the company’s kitchen robotic technology has potential to transform frying operations. Our podcast series features thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/24/22
In this episode, we’ll be discussing how the delivery of care is changing, moving out of the hospital and doctor’s offices and into our homes and on our smart devices. Innovation is occurring at a rapid pace, like telehealth, which emerged during the pandemic, and has spawned new entrants, like Amazon, looking to disrupt the status quo. But perhaps central to this is the role of technology in this transformation.
To help explore this and more, Cowen’s Health Care Technology Analyst Charles Rhyee speaks with Ken Ehlert. With over three decades of experience in health care, Ken has focused on using data, analytics, and a longitudinal understanding of disease to build products and businesses that improve the health care system. His career consists of numerous leadership positions and entrepreneurial endeavors, including serving until recently as UnitedHealth Group’s Chief Scientific Officer.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/17/22
Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Francois Chaubard, Founder and CEO of Focal Systems. In this episode, we cover artificial intelligence applications in retail: how artificial intelligence can optimize reordering, locate product in stores, and reduce waste. Artificial intelligence adoption meaningfully accelerated after Alex Krizhevsky published the AlexNet paper in collaboration with Ilya Sutskever and Geoffrey Hinton. The ample cross-sector artificial intelligence applications followed insights from this paper, and now Francois is on a path to reinventing how retailers approach inventory planning.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/24/22
Cowen analyst Yaron Werber speaks with Anne Daub, Biotechnology Analyst at T. Rowe Price, and Isai Peimer, Biotech Analyst at Surveyor Capital (Citadel) about dos and don’ts in investor relations. Anne and Isai offer insights into how companies can communicate effectively with the buy side and sell side, attract investor attention without overcrowding events/calls, and properly manage expectations. They also discuss when earnings calls and R&D days may be counterproductive, and how the ability to facilitate an insightful dialogue between investors and management can differentiate a good IR person from a great one.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/13/22
Chris Colbert, Chief Financial Officer of NuScale Power (SMR), joins Marc Bianchi to discuss NuScale’s small modular reactor technology, outlook for cash flow generation, customer prospects, and potential impact of the Inflation Reduction Act.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 09/29/22
John Kernan, Cowen’s Retail and Consumer Brands analyst, is joined by three of the supply chain industry’s top thought leaders for a discussion on the state of the consumer with a special focus on the supply chain. The panel includes John McCown, a transportation entrepreneur & CEO with 20 yrs. of C-level experience; Eddie Hertzman, Founder and President of the Sourcing Journal; and Jason Seidl, Cowen’s Airfreight & Surface Transportation analyst. The panel is moderated by Bill Bird, Cowen Head of Thematic Content. Topics include the outlook for container shipping, freight costs into 2023, inventory levels across retail, geopolitical risks, and ESG policy within the global supply chain.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/10/22
In this episode, Cowen & Company Co-President Larry Wieseneck once again speaks with David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. Back in their Q2 podcast, these three capital markets experts started with the question, “Where do you think we are now and how are you advising companies to prepare for the near term?” In this episode, started with the same question. There has been a significant change in the Macro environment over the last few months which has had an impact across both the public and private markets.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 10/07/22
Maria Korsnick, President and CEO of the Nuclear Energy Institute (NEI) joins Marc Bianchi to discuss the changing perception around nuclear, hurdles and opportunities for growth, both domestically and abroad, and the evolving policy landscape in Washington DC.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 05/09/22
Cowen analyst Yaron Werber, M.D., speaks with Natalie Holles, CEO of Third Harmonic Bio, and Effie Toshav, Partner, Fenwick & West, about the respective roles of the board and C-suite when it comes to setting strategy and creating value, as well as the importance of diversity, transparency, and flexibility in management teams. Natalie and Effie share their experiences as women in biotech, discuss the value of cultivating an enduring peer network, and provide an inside take on what enables successful M&A.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 09/13/22
Chris Levesque, CEO of TerraPower joins Marc Bianchi to discuss the company’s nuclear development including their first Natrium reactor which is targeting commercial operation before the end of 2028. The Natrium reactor uses a molten salt energy storage system enabling a high degree of load following.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 09/09/22
Amy Roma, Partner and Global Energy Practice Leader at Hogan Lovells, joins Marc Bianchi to discuss the prospects for new nuclear power investments in the US and abroad, government support including the Inflation Reduction Act, and the NRC’s licensing process, today and in the future.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 08/22/22
John MacQuarrie, President of BWXT’s Commercial Operations and Joseph Miller President of BWXT Advanced Technologies join Marc Bianchi to discuss BWXT’s participation in nuclear power. The discussion covers everything from nuclear fuel, to SMR and advanced reactor supply chains, and BWXT’s participation in Department of Defense microreactor project Pele.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 09/02/22
Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Geopolitics & Economic Statecraft is the topic of this month’s podcast featuring Roman Schweizer, Geopolitical Security & Defense Policy Analyst for Cowen Washington Research Group. We discuss what market observers may underappreciate about the current geopolitical setup, what it may take to end the Russia/Ukraine war, plausible scenarios for how China/Taiwan/U.S. tensions may develop, and the implications of heated geopolitical tensions for defense spending. Finally, we discuss the CHIPS Act, other potential forms of economic statecraft, and the policy initiatives we are watching closely.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 08/23/22
Clay Sell, CEO of X-Energy joins Marc Bianchi to discuss X-Energy’s high temperature gas cooled nuclear reactor and TRISO-X fuel designs. The discussion covers X-Energy’s history, technology, path to demonstration and commerciality, government support, and the HALEU supply chain.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 08/09/22
Cowen analyst Yaron Werber speaks to Deborah Dunsire, President & CEO of Lundbeck, about the similarities and differences between leading smaller, US-based biotechs and larger pharmaceutical companies with a global footprint. We discuss the importance of having a long-term outlook focused on sustainability, social responsibility, and diversity, as well as the key elements underlying successful collaborations. Finally, Deborah shares her personal journey and offers her take on what it takes to build a successful career.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 08/19/22
Jigar Shah, Director of the DOE’s Loan Programs Office (LPO) joins Marc Bianchi to discuss LPOs vetting process, expanded authorization, and what it will take to get small modular and advanced nuclear reactors to commerciality. Join the DOE at the Global Clean Energy Action Forum in Pittsburgh over September 21-23. Learn more at www.gceaf.org.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 08/02/22
In this episode, Cowen's Retail and Luxury Analyst, Oliver Chen, hosts Natasha Franck, Founder & CEO of EON. Together they explore the inevitable merger of the digital and physical worlds in the future of retail. EON is on a mission to change the way consumers buy, sell, own, and connect with products by bringing physical goods to the cloud with digital ID's.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 07/26/22
Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Rod Morris, Co-Founder & President of Lovevery. The podcast focuses on Lovevery's revolution of child development through innovative playtime essentials rooted in neuroscience. We highlight evidence of customer centricity in Lovevery's subscription model, which carries an impressive net promoter score of 85. Further, the podcast features Rod’s strategies for future growth, integration of secondhand marketplace, and customer retention.
For Disclosures, click here bit.ly/3cPHkNW
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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. Today’s 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Recorded 07/09/20
On this episode, we interview Dr. Erik Mittra, an associate professor of diagnostic radiology at the Oregon Health & Science University. Dr. Mittra has a particular interest in targeted radioisotope therapies in oncology and he is a nationally recognized expert in this area. Podcast episode hosted by Cowen's managing director and senior research analyst covering emerging growth biotechnology companies, Boris Peaker.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 07/07/20
WRG’s Chris Krueger chats with JAG Public Affairs’ Jonathan Grella to discuss COVID-19 relief legislation, the latest 2020 election analysis (including Biden’s Veepstakes), as well as Supreme Court retirement rumors.
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
Recorded on 06-22-20
In this episode, we talk about the role of technology in the provider setting. Technology is playing an increasingly important role in optimizing the workflows and reducing the administrative burdens of providers. And to help us explore this topic is Bill Korn, CFO of MTBC, a health information technology company that helps customers increase revenues, streamline workflows and make better business and clinical decisions, while reducing administrative burdens and operating costs. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 06-22-20
Join us as we speak Suresh Katta, founder and CEO, along with Greg Simpson VP and Head of Marketing, of Saama Technologies, a clinical data analytics company that leverages AI to integrate, curate and animate structure, unstructured and real-world data to deliver actionable insights for biopharma. In this episode, we talk about AI-powered data and analytics in clinical development. In the digital age, data and analytics are being applied to just about everything, and nowhere more than in drug development. The biopharma space is always looking for ways to accelerate and optimize the clinical development process. Podcast episode hosted by Cowen's Healthcare Technology Analyst Charles Rhyee.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 06-19-20
Join us as we speak with CEO of Glooko, Russ Johannesson and discuss the future of digital diabetes care. Podcast episode hosted by Cowen's Health Care Analyst, Ryan Blicker, who covers diabetes devices, an industry with exciting long term secular growth.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 06-18-20
In this episode, we talk about data. The explosion of data in the digital age has changed how we do just about everything, and that holds true for healthcare as well. The biopharma industry, which has always valued and sought out new forms of data has increasingly started looking outside the controlled environment of clinical trials to find data from the real world. One newer form of real-world evidence is everyday behavior data. And to help us explore this topic is Deborah Kilpatrick, CEO of Evidation Health, a new kind of health and measurement company that focuses on capturing and measuring everyday behavior data, which is proving to be an exceptionally powerful lens on health. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03-31-20
Please listen to our discussion with Matt Haller on the IFA’s stimulus request necessary for franchised based business models in the wake of COVID-19’s impact. We also trade notes with Mr. Haller and learn more about the questions on restaurant and hotel operators’ minds – especially drilling down on the Small Business provisions.
Moderators: -Chris Krueger, Washington Strategist, Cowen WRG -Jaret Seiberg, Financials Policy Analyst, Cowen WRG -Andrew Charles, CFA Restaurants Analyst, Cowen -Kevin Kopelman, CFA Hotels & Online Travel Analyst, Cowen
Guest Speaker: Matthew Haller, Senior VP, Government Relations & Public Affairs, International Franchise Association
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 06-18-20
In this episode, we continue the discussion around digital therapeutics with David Klein, co-Founder and CEO of Click Therapeutics, which develops software as a prescription medical treatment using cognitive and neurobehavioral mechanism to enable change within individuals. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 06-17-20
Join us as we speak with Chief Strategy Officer of Welldoc Anand Iyer who played a key role in the development of Welldoc’s BlueStar, the first FDA-cleared mobile prescription therapy for adults with type 2 diabetes. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04-09-20
The COVID-19 lockdown is stressing e-Commerce related logistics networks as brick and mortar retail has ground to a halt. We spoke with leadership from Vecna Robotics and Locus Robotics – two innovative providers of increasingly critical autonomous and collaborative logistics and warehouse robotic technologies. Topics discussed include:
-How customers (and potential customers) are re-thinking their workflows in light of COVID-19 related implications and how robotic go to market strategies and pitches have adjusted to highlight their increasing relevance? -Understanding the potential for increases in per-capita productivity that is possible through deployment and the timelines and costs involved. -Changes in target reception to being an early adopter of technology as labor shortages in logistics persist and extreme circumstances demand high throughput with human restrictions.
Moderator: Joseph Giordano, CFA Industrials, Automation & Robotics Analyst, Cowen
Guest Speakers: -Daniel Theobald, Founder & CEO, Vecna Robotics, also Co-founder & President, MassRobotics -David Clear, Chief Revenue Officer, Vecna Robotics -Karen Leavitt, Chief Marketing Officer, Locus Robotics
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04-14-20
Please listen to our call with Dr. Ledeboer for an update on the COVID-19 testing environment, including how COVID-19 testing has evolved over the past several weeks. Additionally, we discuss the outlook on the use of serological tests and the role these tests could play in ending social distancing and “opening up” the economy.
Moderators: -Doug Schenkel, Life Science & Diagnostic Tools Analyst, Cowen -Ryan Blicker, Life Science & Diagnostic Tools Analyst, Cowen -Chris Lin, Life Science & Diagnostic Tools Analyst, Cowen -Subbu Nambi, Life Science & Diagnostic Tools Analyst, Cowen
Guest Speaker: Nathan Ledeboer, Ph.D. Professor, Pathology and Medical Director of Microbiology and Molecular Diagnostics Laboratories, Froedtert & the Medical College of Wisconsin
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04-17-20
Discussion Topics: -How things are after 60+ days in quarantine, especially now that students are heading home creating a second wave of virus? -How different will the world's airlines look after this? -What do you think the recovery time will be? Or will the industry recover?
Moderator: Helane Becker, Airlines & Aircraft Leasing Analyst, Cowen
Guest Speaker: Prof. David Yu, Chairman of China Aviation Valuation Advisors, based in Shanghai
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04-14-20
Discussion is moderated by Cowen’s equity research team covering biotech, pharma, medical devices, tools & diagnostics and services. We discuss the trade offs involved in reopening segments of the economy, how that might best be accomplished and when it might begin
Moderators: The Cowen Health Care Team
Guest Speaker: David L. Katz, M.D.
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 04-06-20
Please listen to our discussion with the CEO of Rush University Medical Center, a leading academic medical center in Chicago, IL. The focus of our discussion is the current COVID-19 impact and dynamics for the medical center, procedure volumes, alternate site utilization, and the potential path to recovery.
Moderator: Joshua Jennings, M.D. Medical Supplies & Devices Analyst, Cowen
Guest Speaker: Omar Lateef, M.D. Chief Executive Officer, Rush University Medical Center
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03-31-20
We discuss spending intentions for Software(Applications, Analytics, and Security) and IT Services.
Moderators: -Derrick Wood, Software Analyst, Cowen -Bryan Bergin, Software Analyst, Cowen -Nick Yako, Software Analyst, Cowen
Guest Speaker: Peter Wokwicz, Tatum
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03-30-20
Cannabis (at least for medical purposes) has been designated as “essential” across most U.S. states. Please listen to our call with Akerna’s CEO Jessica Billingsley to discuss recent trends in North American cannabis. Akerna’s MJFreeway supply chain platform has tracked over $18 bn in cannabis sales since the company was founded in 2010.
Moderator: Vivien Azer, Beverages, Tobacco & Cannabis Analyst, Cowen
Guest Speaker: Jessica Billingsley, Akerna, CEO
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03-26-20
Cowen’s George Mihalos and Andrew Charles speak with founder of WhatsBusy, a company that partners with POS companies to track transaction data for over 50K restaurants providing insight on the current state of the US Restaurant Industry.
Moderators: -George Mihalos, FinTech Analyst, Cowen -Andrew Charles, CFA Restaurants Analyst, Cowen
Guest Speaker: Jordan Thaeler, Founder of WhatsBusy
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03-19-20
We will hear from the Chairman of the Hong Kong Textile Council key risk factors to consider for the supply chain and current developments and learnings from China and Hong Kong. Mr. Szeto is based in Hong Kong and works with factories in China as the chairman of apparel supplier Lever Style. We will also explore potential implications for the specialty retail industry as retailers plan for summer/fall inventories. We will also host a Generation Z expert to talk about a newly conducted survey work on how the younger generation is thinking about the coronavirus impact and social distancing is changing their consumer behavior. Ms. Sheehan leads the Cassandra team within ENGINE Agency, which is focused on helping clients build culturally relevant brands through leveraging insights from trendsetting young consumers.
Moderator: Oliver Chen, Managing Director, Consumer - Retailing - Broadlines & Department Stores, Specialty Stores
Speakers: -Stanley Szeto, Executive Chairman of Lever Style and Chairman of the Hong Kong Textile Council -Kathy Sheehan, Senior Vice President, Cassandra
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 03-17-20
Discussion on health system preparedness for COVID-19 in the NYC area and its implications more broadly across the U.S. Topics include current state of COVID-19 testing and expectations for the near-future; operational challenges in an environment where COVID-19 related admissions could be increasing; and potential financial implications of an increase in COVID-19 related admissions.
Moderators: -Josh Jennings, Managing Director, Health Care - Medical Supplies & Devices -Charles Rhyee, Managing Director, Health Care - Health Care Technology
Speaker: David Reich, President & Chief Operating Officer, The Mount Sinai Hospital and Mount Sinai Queens
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 3/17/20
Discussion on Federal Government COVID response operations and impact to companies that support the U.S. Government. In the short term, new USG policies (such as work-from-home & travel limits) could begin to affect contracting activity, essential/nonessential work at professional services companies, and defense R&D and manufacturing as companies begin to institute safeguards.
Speakers: -David Berteau, President and Chief Executive Officer, Professional Services Council -Gen. Hawk Carlisle (USAF, Ret.), President and CEO, National Defense Industrial Association
For Disclosures, click here bit.ly/3cPHkNW
Recorded on 3/18/20
Briefing with top reporters and experts on the federal government’s healthcare response to COVID-19. Topics include recent administrative and legislative actions along with agency initiatives at HHS, CDC, and CMS. The briefing also includes the potential impact of COVID-19 on FDA drug reviews and the elections.
Speakers: -Michael McCaughan, Founding Member, Prevision Policy -Adriel Bettelheim, Health Care Editor, POLITICO -David Lim, Health Care Reporter, POLITICO
For Disclosures, click here http://bit.ly/3cPHkNW
Recorded on 03-18-20
Discussion on how hospitals are planning for the potential increase of COVID-19 patients and how their administrations are prioritizing elective procedures in each vertical.
Moderator: Josh Jennings, Managing Director, Health Care - Medical Supplies & Devices
Speakers: • Antonia Chen, M.D., MBA, Brigham and Women's Hospital, Orthopedic Surgery, Director of Research, Arthroplasty Services; Associate Professor of Orthopedic Surgery, Harvard Medical School • Charles Kanaly, M.D., FAANS, Saint Anne's Hospital, Chair of Neurosurgery; Medical Director, The Spine Center at Saint Anne's Hospital • Brian Whisenant M.D., F.A.C.C., F.S.C.A.I., Medical Director for Structural Heart Disease at Intermountain Heart Institute; Adjunct Associate Professor of Medicine, University of Utah School Of Medicine
For Disclosures, click here http://bit.ly/3cPHkNW