Recorded on 12/16/22 Cowen 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 https://go....
Jan 06, 2023•51 min•Ep. 142
Recorded on 12/05/22 Cowen’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 https:...
Dec 22, 2022•18 min•Ep. 141
Recorded on 11/29/22 We 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 pane...
Dec 14, 2022•24 min•Ep. 140
Recorded on 11/16/22 In 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 explor...
Dec 09, 2022•43 min•Ep. 139
Recorded on 11/15/22 Jon 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 https://go.td.com/PodcastDisclosure
Dec 02, 2022•50 min•Ep. 138
Recorded on 11/10/22 Cowen’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 https://go.td.com/PodcastDisclosure
Nov 30, 2022•32 min•Ep. 137
Recorded on 11/08/22 Lithium-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 Podc...
Nov 30, 2022•21 min•Ep. 136
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 https://go.td.com/PodcastDisc...
Nov 18, 2022•30 min•Ep. 135
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 https://go.td.com/PodcastDisclosure
Nov 17, 2022•23 min•Ep. 134
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 https://go.td.com/PodcastDisclosure...
Nov 08, 2022•28 min•Ep. 133
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 ...
Nov 07, 2022•1 hr 8 min•Ep. 132
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 cro...
Nov 07, 2022•30 min•Ep. 131
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 counterproducti...
Nov 04, 2022•45 min•Ep. 130
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 https://go.td.com/PodcastDisclosure
Oct 21, 2022•44 min•Ep. 129
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 modera...
Oct 18, 2022•46 min•Ep. 128
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 t...
Oct 17, 2022•36 min•Ep. 127
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 https://go.td.com/PodcastDisclosure
Oct 14, 2022•52 min•Ep. 126
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 ta...
Oct 12, 2022•53 min•Ep. 125
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 https://go.td.com/PodcastDisclosure
Sep 30, 2022•44 min•Ep. 124
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 https://go.td.com/PodcastDisclosure
Sep 23, 2022•1 hr 11 min•Ep. 123
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 https://go.td.com/PodcastDisclosure
Sep 16, 2022•36 min•Ep. 122
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...
Sep 16, 2022•40 min•Ep. 121
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 https://go.td.com/PodcastDisclosure
Sep 09, 2022•54 min•Ep. 120
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 ta...
Sep 02, 2022•41 min•Ep. 119
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 https://go.td.com/PodcastDisclosure
Sep 02, 2022•42 min•Ep. 118
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 https://go.td.com/PodcastDisclosure...
Sep 01, 2022•15 min•Ep. 117
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 secondha...
Aug 19, 2022•25 min•Ep. 116
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...
Aug 12, 2022•41 min•Ep. 115
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. Fina...
Aug 10, 2022•39 min•Ep. 114
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 h...
Aug 03, 2022•13 min•Ep. 113
