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 Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen's Head of Thematic Content Bill Bird. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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/PodcastDisclosure

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

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

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 Analyst Charles Rhyee speaks with Ken Ehlert. With over three decades of experience in health care, Ken has focused on using data, analytics, and a longitudinal understanding of disease to build products and businesses that improve the health care system. His career consists of numerous leadership positions and entrepreneurial endeavors, including serving until recently as UnitedHealth Group’s Chief Scientific Officer. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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 cross-sector artificial intelligence applications followed insights from this paper, and now Francois is on a path to reinventing how retailers approach inventory planning. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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 counterproductive, and how the ability to facilitate an insightful dialogue between investors and management can differentiate a good IR person from a great one. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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

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 moderated by Bill Bird, Cowen Head of Thematic Content. Topics include the outlook for container shipping, freight costs into 2023, inventory levels across retail, geopolitical risks, and ESG policy within the global supply chain. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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 the Macro environment over the last few months which has had an impact across both the public and private markets. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure