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. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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 per...
Recorded on 06/07/23 Rachel Ruggeri, CFO of Starbucks speaks with Andrew Charles, Restaurants Analyst. They discuss the importance of the Starbucks Experience in the relationship economy and how that experience is laying the platform for future growth. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Recorded on 06/06/23 Harmit Singh, Chief Financial and Growth Officer at Levi Strauss & Co., speaks with Oliver Chen, Retail & Luxury Analyst. They discuss Levi’s apparel transformation, diversification strategies, cutting-edge innovation, and leadership in experiential, omni-channel capabilities. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Recorded on 06/06/23 Denise Incandela, Executive Vice President of the Apparel Division and Private Brands for Walmart U.S. speaks with Oliver Chen, Retail & Luxury Analyst. They explored key innovations and transformations within Walmart’s apparel division, including re-envisioned experiences both in-store and online. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
Recorded on 05/09/23 Over 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...
Recorded on 05/04/23 On 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 analys...
Recorded on 04/28/23 In 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, clic...
Recorded on 04/21/23 In 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 ...
Recorded on 04/17/23 TD 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 ...
Recorded on 03/30/23 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, mobil...
Recorded on 02/27/23 Experiential 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 Sa...
Recorded on 03/20/23 In 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 https://go.td.com/PodcastDisclosure
Recorded on 03/10/23 TD 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 https://go.td.com/PodcastDisclosure
Recorded on 02/09/23 TD 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 give...
Recorded on 03/03/23 TD 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 https://go.td.com/PodcastDisclosure
Recorded on 02/24/23 The 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 agreemen...
Recorded on 02/06/23 The 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 continu...
Recorded on 01/26/23 In 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 co...
Recorded on 01/23/23 In 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...
Recorded on 01/27/23 Drug 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 surv...
Recorded on 01/30/23 In 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 https://go.td.com/Pod...
Recorded on 01/03/23 Cowen’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. ...
Recorded on 01/10/23 John 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 https://go.td.com/PodcastDisclosure
Recorded on 12/16/22 In 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 https://go.td.com/PodcastDisclosure...
Recorded on 11/28/22 David 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 https://go.td.com/PodcastDisclosure
Recorded on 12/20/22 After 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, ...
