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TD Cowen Insights

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Jul 3, 2023 • 13min

Live & Love in Levi's: Innovative Growth at an Iconic Heritage Brand

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
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Jun 28, 2023 • 17min

Chipotle's ESG Priorities

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
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Jun 25, 2023 • 16min

Walmart's Apparel Elevation, Transformation, & Democratization

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
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Jun 23, 2023 • 48min

A Unique Approach To Small Modular Nuclear Reactors

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
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May 22, 2023 • 49min

Navigating Better Outcomes With Quantum Health's Zane Burke

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 real and what isn’t, what’s working and what’s not? To help us discuss this topic and more, I’m joined by Zane Burke, CEO of Quantum Health, one of the leading healthcare navigation companies. An internationally recognized healthcare IT leader, Mr. Burke was most recently CEO of Livongo, and prior to that spent more than two decades at Cerner, where he ended his time as President. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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May 12, 2023 • 27min

Regional Bank Tremors & Aftershocks

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 analyst for TD Securities, and Jaret Seiberg, Financial Services and Housing Policy Analyst for TD Cowen Washington Research Group. TD Cowen's Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, TD Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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May 4, 2023 • 30min

Assessing The Early Success Of TD's Acquisition Of Cowen

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, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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May 1, 2023 • 50min

Why Aren’t We Using Telehealth Anymore?

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 be done about it, and what’s next for virtual care? To explore this topic, we’re joined by Dr. William Morris. Will is the former Executive Medical Director of Cleveland Clinic Innovations and Ventures, is a member of the Cleveland Clinic Board of Governors, and currently works at Google Cloud’s Healthcare and Life Sciences Solutions business. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Apr 23, 2023 • 46min

Owning It In The Biotech C-Suite

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 of a functional area, and highlight the key traits of successful management teams, which include clarity of purpose, willingness to prioritize and make tough early decisions, being accountable, working diligently to make the right decisions, and fostering a cohesive and communicative company culture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Apr 7, 2023 • 26min

Implications Of Elevated & Vitalized U.S. Solar Policy

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

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