Recorded on 03/10/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Cuyana's CEO and Co-Founder, Karla Gallardo, on building a brand with a mission of sustainability and elegant design in mind. The podcast covers topics such as responsible material sourcing, educating the consumer, and managing growth while maintaining product quality and the shopping experience. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
Mar 23, 2022•27 min•Ep. 82
Recorded on 02/28/22 CEO Tim Duncan and EVP of Low Carbon Strategy and Chief Sustainability Officer Robin Fielder join David Deckelbaum and Marc Bianchi to discuss Talos’ carbon capture initiatives along the Gulf Coast and their outlook for this emerging growth segment as part of an upstream oil and gas production company. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Mar 22, 2022•49 min•Ep. 81
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 ...
Mar 20, 2022•36 min•Ep. 80
Recorded on 02/16/22 David Phillips, head of U.K. and Investor Relations at Aker Carbon Capture joins Marc Bianchi to discuss the company’s carbon capture offerings, including a competitive advantage in capture technology, various plant designs, and strategy to offer carbon capture as a service. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Mar 18, 2022•42 min•Ep. 79
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 ...
Mar 15, 2022•30 min•Ep. 78
Recorded on 02/10/22 Chris Barkey, Chief Technology Officer of the TPS division at Baker Hughes joins Marc Bianchi to discuss the company's offerings and product development in compressors, turbines and other capabilities available to serve hydrogen and carbon capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Mar 15, 2022•49 min•Ep. 77
Recorded on 02/15/22 Simon Moore Vice President of Investor Relations & Sustainability at Air Products joins Cowen’s Sustainability & Energy Transition Analyst Marc Bianchi to discuss the company’s role in hydrogen production including gray, blue and green as well as differences in steam methane reforming (SMR) and gasification as it relates to hydrogen with carbon capture. The discussion also covers APD's green hydrogen project, NEOM. For Disclosures, click here bit.ly/3cPHkNW https://g...
Mar 11, 2022•42 min•Ep. 76
Recorded on 03/09/22 Cowen’s Marc Bianchi provides an overview of the carbon capture market including emissions reduction targets, growth rates of capture, and the major drivers of cost structure. This recording is an accompaniment to Cowen’s Energy Transition Podcast Series which is currently focusing on Carbon Capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Mar 11, 2022•21 min•Ep. 75
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 industr...
Mar 07, 2022•47 min•Ep. 74
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 inv...
Mar 04, 2022•58 min•Ep. 73
Recorded on 02/18/22 We feature Amanda Baldwin, the CEO of Supergoop!, which is the only prestige skincare brand 100% dedicated to suncare. Our podcast covers Supergoop!’s mission and innovation process, Amanda’s views on current beauty trends, and Supergoop!’s opportunities to grow distribution and nurture its community of loyal customers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Mar 01, 2022•27 min•Ep. 72
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, c...
Feb 23, 2022•24 min•Ep. 71
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 nu...
Feb 21, 2022•42 min•Ep. 70
Recorded on 02/14/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Kendra Scott's CEO, Tom Nolan, on the history of the Kendra Scott business. Kendra Scott’s core identity rests on colorful and semi-precious stone pieces that can appeal to all ages at an accessible price point. Our discussion also touches on Tom's first year as CEO for Kendra Scott 20 years after the brand's inception. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
Feb 18, 2022•25 min•Ep. 69
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 alon...
Feb 10, 2022•47 min•Ep. 68
Recorded on 02/08/22 The Markets have changed pretty dramatically since June 2021 - the last time Larry Wieseneck, Co-President of Cowen and Company, Grant Miller, Head of Cowen Capital Markets and David Erickson, Senior Fellow at the Wharton Business School sat down to discuss current Market Conditions. Now, in February 2022, they discuss where they think the markets are now and how Cowen is advising companies to prepare for the near term. For Disclosures, click here bit.ly/3cPHkNW https://go.t...
Feb 10, 2022•35 min•Ep. 67
Recorded on 01/07/22 Max Rakhlenko, Cowen’s Retail & Fitness Analyst speaks with Founder and CEO of FlexIt, Austin Cohen on the future of the fitness industry, and how FlexIt is positioned to lead the increasingly hybrid industry model. Other discussion topics include FlexIt’s suite of virtual training solutions, expansion into wellness and growth of the flywheel, strategies around marketing and growth, and plans ahead. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisc...
Jan 26, 2022•34 min•Ep. 66
Recorded on 12/20/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cyxtera’s Chairman Manny Medina about the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center market. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Jan 07, 2022•40 min•Ep. 65
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 discussi...
Dec 30, 2021•19 min•Ep. 64
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, c...
Dec 15, 2021•34 min•Ep. 63
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 th...
Dec 13, 2021•24 min•Ep. 62
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, w...
Dec 10, 2021•41 min•Ep. 61
Recorded on 11/22/21 Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, Senior Fellow at Wharton Business School, as he looks back on the four years since he joined Cowen. What stands out most is disruptive change across the economy and within this sweeping transformation, one of the biggest themes to emerge has been a greater focus on sustainability, which has accelerated during the pandemic. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosur...
Dec 06, 2021•23 min•Ep. 60
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...
Nov 15, 2021•39 min•Ep. 59
Recorded on 09/16/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cogent CEO Dave Schaeffer about his transition from the taxi business to telecom and how Cogent was formed after the telecom bubble popped. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Oct 25, 2021•47 min•Ep. 58
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...
Oct 18, 2021•28 min•Ep. 57
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 bi...
Oct 12, 2021•49 min•Ep. 56
Recorded on 08/31/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Co-Founder & CEO of Rhone, Nate Checketts on the inspiration behind the brand; opportunities to increase engagement and grow the market; the changing retail landscape; and focus areas on responsibility, sustainability, & ESG. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Oct 08, 2021•26 min•Ep. 55
Recorded on 09/29/21 Cowen’s Sustainable Food & Healthy Living Analyst Brian Holland speaks with Freshpet CEO Billy Cyr about the company’s background, where it stands today, and the paths & opportunities going forward. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Oct 07, 2021•29 min•Ep. 54
Recorded on 09/18/21 Cowen analyst Yaron Werber speaks with David Schenkein, General Partner, GV, about the role of external innovation in building a successful company from both the large and small company perspective based on his experiences at Genentech and Agios. They discuss how to establish "win-win" deals and the importance of deal term structure in facilitating successful collaborations. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...
Oct 05, 2021•33 min•Ep. 53
