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TD Cowen Insights

Latest episodes

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Oct 14, 2022 • 52min

Nuclear Perception and Prospects With The Nuclear Energy Institute

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
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Oct 12, 2022 • 53min

A Look Behind The Scenes

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 take on what enables successful M&A. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Sep 30, 2022 • 44min

Load Following Advanced Nuclear With TerraPower

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
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Sep 23, 2022 • 1h 11min

Nuclear Regulatory and Policy Issues With Hogan Lovells' Amy Roma

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
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Sep 16, 2022 • 36min

Nuclear Supply Chain With BWXT

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
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Sep 16, 2022 • 40min

Geopolitics & Economic Statecraft

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, plausible scenarios for how China/Taiwan/U.S. tensions may develop, and the implications of heated geopolitical tensions for defense spending. Finally, we discuss the CHIPS Act, other potential forms of economic statecraft, and the policy initiatives we are watching closely. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Sep 9, 2022 • 54min

Advanced Nuclear Reactors With X-Energy

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
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6 snips
Sep 2, 2022 • 41min

Biotech From A To Z With Lundbeck

Deborah Dunsire, President & CEO of Lundbeck, discusses the differences between biotechs and pharmaceutical companies, emphasizing sustainability and diversity. She shares insights on successful collaborations and her personal journey, highlighting the importance of diversity in senior roles and offering advice for women in biotech. An engaging conversation covering global expansion, ESG factors, and the challenges of building a successful career.
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Sep 2, 2022 • 42min

Nuclear Power With DOE Loan Director Jigar Shah

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
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Sep 1, 2022 • 15min

Pivotal & Phygital - The New Digital Imperative With EON

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

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