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TD Cowen Insights

TD Securities, TD Cowenwww.tdsecurities.com
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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Episodes

Cowen Insights | Branding in U.S. Cannabis with Ascend Wellness, Lowell Farms and Edie Parker

Recorded on 09/15/21 In this episode, Cowen’s Beverages, Tobacco and Cannabis analyst Vivien Azer speaks with Ascend Wellness, CEO Abner Kurtin, Lowell Farms, Chairman George Allen and Edie Parker Founder and Creative Director Brett Heyman about the evolving cannabis landscape and how cannabis brands are navigating a fragmented industry that is still in relatively early stages of maturity. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...

Sep 28, 202127 minEp. 52

The Hacker’s Guide To Building A Pipeline

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.l...

Sep 28, 202136 minEp. 51

Tech-Enabling Your Baby with Owlet’s Kurt Workman

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 chang...

Sep 20, 202134 minEp. 50

Why Hydrow Is the Tesla of Fitness

Recorded on 09/02/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO and Founder of Hydrow, Bruce Smith on the future of at-home fitness, and Hydrow's competitive positioning as the at-home space is gaining consumer interests across all age groups. Other discussion topics include Hydrow's growth opportunities, customer acquisition, retention strategies, and pricing dynamics. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...

Sep 07, 202119 minEp. 49

Data-Enabling Health Care With Clarify Health’s Jean Drouin

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,...

Aug 23, 202140 minEp. 48

Conversation with euNetworks CEO Brady Rafuse

Recorded on 07/26/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with euNetworks CEO Brady Rafuse about the value of hard work (still), the successes of so many Level 3 alums, keeping the service offering simple, and above all else, staying humble. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Aug 04, 202140 minEp. 47

Recapping Cowen’s 6th Annual FutureHealth Conference with Steve Blumenfield

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 te...

Jul 19, 202136 minEp. 45

The Future of Luxury Is Digital With Mytheresa's CEO

Recorded on 06/14/21 Magic meets logic at an elite global luxury leader. Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Mytheresa's CEO Michael Kliger. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Jun 29, 202143 minEp. 44

Disruption and Innovation in the Process of Going Public Over the Last 12 Months

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 f...

Jun 23, 202135 minEp. 43

2021 FutureHealth Conference: Featuring Collective Health’s Ali Diab

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 ...

Jun 16, 202137 minEp. 42

2021 FutureHealth Conference: Featuring Augmedix’s Manny Krakaris

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...

Jun 16, 202135 minEp. 41

2021 FutureHealth Conference: Conversation with GoodRx’s Doug Hirsch

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 solution...

Jun 16, 202128 minEp. 40

The Future of Retail With QVC, Livestreaming's O.G.

Recorded on 05/24/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with QRTEA's (QVC & HSN) CEO, Mike George, and CFO, Jeff Davis as CFO of Qurate Retail Group. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Jun 11, 202132 minEp. 39

Graduation Season

Recorded on 05/19/21 It's graduation season and in this episode we not only discuss what this milestone means but also the future for all grads in terms of jobs, industries and opportunities in the emerging and innovative sectors that Cowen focuses on. Featuring Cowen & Company Co-President Larry Wieseneck and David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/Podca...

May 25, 202134 minEp. 38

The Convergence of Virtual and Physical Care with Amwell’s Ido Schoenberg

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 positiv...

May 17, 202143 minEp. 37

Cowen Insights | Conversation with Jushi CEO Jim Cacioppo

Recorded on 05/03/21 In this episode Cowen’s Beverages, Tobacco & Cannabis Senior Research Analyst Vivien Azer spoke with Jushi Holdings CEO Jim Cacioppo about the company’s US cannabis business, its strategic focus on retail, geographic footprint, and future M&A opportunities. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

May 09, 202121 minEp. 36

The New Normal

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 th...

May 03, 202130 minEp. 35

Conversation with SBA CEO Jeff Stoops

Recorded on 04-01-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with SBA CEO Jeff Stoops about chance encounters, hiring people who are hungry, and whether tower companies will be able to remain singularly focused. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 15, 202150 minEp. 34

The Right Way To Access Care With Rightway Healthcare's Jordan Feldman

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 Rightw...

Apr 12, 202138 minEp. 33

Inclusive & Disruptive Beauty For the Next Generation With e.l.f. CEO and CMO

Recorded on 03/15/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO of e.l.f Beauty, Tarang Amin, and CMO, Kory Marchisotto, on building a beauty platform that embraces inclusivity and diversity and drives community engagement through creative partnerships and innovative marketing initiatives. We also discuss e.l.f’s focus on sustainability and clean beauty, which inspire engagement with Gen Z consumers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com...

Apr 06, 202131 minEp. 32

The Need For A New Way of Primary Care with Crossover Health’s Scott Shreeve

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 ...

Mar 22, 202139 minEp. 31

Conversation with Equinix Co-Founder Jay Adelson

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

Mar 21, 202152 minEp. 30

Future Of Online Grocery Automation Featuring Fabric

Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Fabric’s CEO Elram Goren on the future of online grocery, explore the need for automation and what separates Fabric from competitors in the market place. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Mar 02, 202119 minEp. 29

RESET-ing The Treatment Paradigm For Mental Health With Pear Therapeutics

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 treat...

Feb 16, 202131 minEp. 28

Can Sustainability Intersect With Luxury? The RealReal’s CEO Julie Wainwright

Recorded on 01-20-21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of The RealReal, Julie Wainwright on the state of the re-commerce market its implications on the growing focus of Environmental, Social, Governance (ESG) standards. Cowen discusses re-commerce’s impact on the future of retail as it pertains to sustainability, disruption of traditional luxury, and innovation & diversity in fashion. For Disclosures, click here bit.ly/3cPHkNW https:...

Feb 03, 202133 minEp. 27

Cowen Insights | Trends In Digital Ordering Across First & Third Party Platforms

Recorded on 01-20-21 In this episode, Cowen Restaurants Analyst Andrew Charles & FinTech Analyst George Mihalos caught up with ItsaCheckmate’s Director of Channel Partnerships, Chad Horn, on how and where restaurants are investing in digital technologies in a post COVID world. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Feb 02, 202114 minEp. 26

Conversation With ABRY Partners Co - CEO CJ Brucato

Recorded on 01-07-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with ABRY Partners CJ Brucato about the PE firm’s history in the data center space and lessons learned along the way. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Jan 25, 202148 minEp. 25

The Outlook For Telehealth and Virtual Care At The Cleveland Clinic

Recorded on 01-11-21 In this episode Cowen’s Healthcare Technology analyst Charles Rhyee spoke with Dr. Peter Rasmussen, Chief Clinical Officer of the Cleveland Clinic/AmWell JV, to discuss the explosive growth of telehealth before and during the current pandemic, as well as the outlook for virtual care going forward. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Jan 21, 202129 minEp. 24

Trove and CaaStle CEOs on the Recommerce Revolution

Recorded on 12-18-20 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of CaaStle, Christine Hunsicker, and CEO & Founder of Trove, Andy Ruben on the state of the re-commerce market and its growing importance to brands and consumers. We discuss the explosive growth ahead for resale and rental markets and how brands are navigating new marketplaces in order to adapt to the consumer revolution. For Disclosures, click here bit.ly/3cPHkNW https://go.td.c...

Jan 11, 202134 minEp. 23
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