TD Cowen Insights

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/PodcastDisclosure

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. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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, Cowen senior research analyst for airlines, air freight, and aircraft leasing, and Cai Von Rumohr, Cowen senior analyst for aerospace, defense electronics & government services. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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.td.com/PodcastDisclosure

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://go.td.com/PodcastDisclosure

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 panel is moderated by Bill Bird, Cowen Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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 explore this and more, we’re joined by Munjal Shah, CEO and Co-Founder of Health IQ, which aims to help seniors live more years in good health. And this starts by using a senior’s detailed health records to find the precise MA plan, from over 3,000 plans, that is most personalized to their needs and will best support their health in the coming years, in what the company calls Precision Medicare. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure