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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

Solving The Lack of Diversity In Clinical Trials With Acclinate’s Del Smith

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 resear...

Aug 01, 202236 minEp. 112

Understanding The Hair Color Revolution With Madison Reed

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 https://go.td.com/PodcastDisclosure...

Aug 01, 202217 minEp. 111

Recurate's CEO On The Growth Of Brand Based Resale Channels

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 https://go.td.com/PodcastDisclosure...

Jul 15, 202221 minEp. 110

Oh The Places You’ll Go With Nuro

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 https://go.td.com/PodcastDisclosure

Jul 13, 202225 minEp. 109

Capital Markets Update

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 p...

Jul 05, 202235 minEp. 108

The State of The Consumer

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 https://go.td.com/PodcastDisclosure...

Jun 30, 202223 minEp. 107

Carbon Credits and Blockchain with CarbonPath

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 provi...

Jun 24, 202249 minEp. 106

Digitization of Luxury with Neiman Marcus Group CEO

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 Disclosure...

Jun 16, 202229 minEp. 105

Chipotle’s ESG Priorities

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 https://go.td.com/PodcastDisclosure...

Jun 07, 202214 minEp. 104

Cowen Insights | United's Take On Turning Garbage Into Aviation Fuel

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/3cPHk...

Jun 07, 202245 minEp. 103

Authenticity and LGBTQ+ Allyship with Macy’s CEO and Cowen’s Co-President

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 th...

Jun 02, 202230 minEp. 102

Renewable Energy: The Cornerstone Of Decarbonization & Energy Security

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. This 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 ...

Jun 01, 202220 minEp. 101

Righting The Gut-Brain Connection With Mahana Therapeutics' Steven Basta

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 digi...

May 23, 202240 minEp. 100

Carbon Storage Evaluation with Core Lab

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 https://go.td.com/PodcastDisclosure

May 19, 202248 minEp. 99

Cowen Insights | Parachute Brings Premium & Accessible Comfort Home

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 ...

May 18, 202236 minEp. 98

Digital Assets: More Than A Passing Fad

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. Th...

May 16, 202221 minEp. 97

Denbury On Domestic Carbon Capture Utilization & Storage and Enhanced Oil Recovery

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 https://go.td.com/PodcastDisclosure

May 13, 202253 minEp. 96

The Intersection of Non-Fungible Tokens & Retail With Blockskye CEO Brook Armstrong

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 https://go.td.com/PodcastDisclosure...

May 10, 202244 minEp. 95

Cowen Insights | Transforming Care With Transcarent’s Glen Tullman

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 ...

Apr 25, 202246 minEp. 94

TD Cowen’s SXSW Wrap-Up

Recorded on 03/28/22 Following our conversations with various industry leaders at SXSW, we offer our summary perspectives coming out of the conference, with a focus on the regulatory and operating landscapes as we look ahead to the remainder of 2022. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 23, 202210 minEp. 93

The Advocacy Landscape with Last Prisoner Project

Recorded on 03/15/22 We recently hosted a conversation with Mary Bailey, Managing Director of the Last Prisoner Project. At Cowen, we are proud sponsors of LPP and the advocacy work that the organization does. Listen in to hear more about LPP’s mission, success stories and unique ways the non-profit partners with a variety of industry stakeholders. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 20, 202211 minEp. 92

Recover’s Recycled Cotton Fiber Unlocks Sustainability

Recorded on 03/15/22 This podcast episode features Recover, a leading materials science company and global producer of low-impact, high-quality recycled cotton fiber, and fiber blends. This episode touches on areas of growth opportunities, manufacturing and verticalization, product innovation, sustainability and circularity, and customer sentiment toward recycled cotton. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 15, 202224 minEp. 91

Value-Based Care: Health Care Business Model Transformation

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, tri...

Apr 14, 202225 minEp. 90

The Consumer Landscape with New Frontier Data

Recorded on 03/15/22 We recently hosted John Kagia, New Frontier Data’s Chief Knowledge Officer for a cannabis-focused discussion at SXSW. New Frontier Data is a leading data and analytics company serving the global cannabis industry. Listen in to hear John’s perspectives on the evolution of consumer behavior in the cannabis space, and insights from their newly published multi-year TAM for the U.S. market. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure...

Apr 12, 202220 minEp. 89

Quality & Performance at a Fair Price: Thoughtful Men’s Product at Harry’s

Recorded on 03/07/22 In this episode, we hosted Jeff Raider, Co-Founder and Co-CEO of Harry’s, a brand focused on high-quality men’s shaving and grooming products. Key topics discussed include areas of growth opportunities for the brand, customer acquisition strategy, verticalization, product innovation cycle, new brands and platforms, and channel and distribution strategy. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 07, 202231 minEp. 88

The Operating Landscape with Verano Holdings

Recorded on 03/14/22 We recently hosted a conversation with Darren Weiss, Chief Operating Officer at Verano Holdings. As a vertically integrated multi-state operator, join us to hear Darren’s thoughts on the current pricing environment, the competitive landscape, perspectives on innovation and state and federal opportunities and challenges to come. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 06, 202217 minEp. 87

The Regulatory Landscape with Canopy Growth

Recorded on 03/14/22 We recently hosted a conversation with David Culver, VP, Global Government Relations at Canopy Growth. With a deep involvement in the U.S. Cannabis Council, join us to hear David’s perspectives on the lack of regulatory progress at the federal level, the opportunities he sees at the state level, and what to watch for the remainder of 2022. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 03, 202223 minEp. 86

Carbon Capture and Sequestration in Canada with Shell

Recorded on 03/14/2022 Tim Wiwchar, Shell Canada CCS lead, joins Jason Gabelman to discuss two CCS projects, the operating Quest Facility and planned Polaris project, as well as the considerations for CCS in Canada. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 01, 202225 minEp. 85

Carbon Capture and Sequestration in the U.S. with Shell

Recorded on 03/14/2022 Lee Stockwell, General Manager of Shell, joins Jason Gabelman and Marc Bianchi to discuss business model approach, policy considerations, and technical aspects of an emerging focus area for Shell and its peers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Apr 01, 202242 minEp. 84

Cryogenics and Carbon Capture with Chart Industries

Recorded on 03/04/2022 Chart Industries CEO, Jill Evanko along with Earthly Labs and SES Founder/CEOs Amy George and Andy Baxter join Marc Bianchi to discuss how Chart’s suite of cryogenic equipment and services complement a growing portfolio of clean offerings with a focus on carbon capture, utilization and storage. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Mar 25, 202246 minEp. 83
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