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TD Cowen Insights

Latest episodes

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Apr 3, 2022 • 23min

The Regulatory Landscape with Canopy Growth

Recorded on 03/14/22 We recently hosted a conversation with David Culver, VP, Global Government Relations at Canopy Growth. With a deep involvement in the U.S. Cannabis Council, join us to hear David’s perspectives on the lack of regulatory progress at the federal level, the opportunities he sees at the state level, and what to watch for the remainder of 2022. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Apr 1, 2022 • 25min

Carbon Capture and Sequestration in Canada with Shell

Recorded on 03/14/2022 Tim Wiwchar, Shell Canada CCS lead, joins Jason Gabelman to discuss two CCS projects, the operating Quest Facility and planned Polaris project, as well as the considerations for CCS in Canada. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Apr 1, 2022 • 42min

Carbon Capture and Sequestration in the U.S. with Shell

Recorded on 03/14/2022 Lee Stockwell, General Manager of Shell, joins Jason Gabelman and Marc Bianchi to discuss business model approach, policy considerations, and technical aspects of an emerging focus area for Shell and its peers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Mar 25, 2022 • 46min

Cryogenics and Carbon Capture with Chart Industries

Recorded on 03/04/2022 Chart Industries CEO, Jill Evanko along with Earthly Labs and SES Founder/CEOs Amy George and Andy Baxter join Marc Bianchi to discuss how Chart’s suite of cryogenic equipment and services complement a growing portfolio of clean offerings with a focus on carbon capture, utilization and storage. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Mar 23, 2022 • 27min

Building a Fewer, Better, and More Responsible Wardrobe with Cuyana's CEO

Recorded on 03/10/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Cuyana's CEO and Co-Founder, Karla Gallardo, on building a brand with a mission of sustainability and elegant design in mind. The podcast covers topics such as responsible material sourcing, educating the consumer, and managing growth while maintaining product quality and the shopping experience. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Mar 22, 2022 • 49min

Carbon Capture & Sequestration Along the Gulf Coast With Talos Energy

Recorded on 02/28/22 CEO Tim Duncan and EVP of Low Carbon Strategy and Chief Sustainability Officer Robin Fielder join David Deckelbaum and Marc Bianchi to discuss Talos’ carbon capture initiatives along the Gulf Coast and their outlook for this emerging growth segment as part of an upstream oil and gas production company. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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11 snips
Mar 20, 2022 • 36min

Reversing Type 2 Diabetes With Virta Health’s Sami Inkinen

Sami Inkinen, CEO of Virta Health, discusses reversing type 2 diabetes. The conversation explores the failures of traditional treatments and the need to reverse the disease. They highlight the potential of technology in personalized care and integrating care for patients. The financial impact and longitudinal data in reversing type 2 diabetes are explored, along with the high engagement rates and patient retention of Virta Health's program.
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Mar 18, 2022 • 42min

Carbon Capture As A Service With Aker Carbon Capture

Recorded on 02/16/22 David Phillips, head of U.K. and Investor Relations at Aker Carbon Capture joins Marc Bianchi to discuss the company’s carbon capture offerings, including a competitive advantage in capture technology, various plant designs, and strategy to offer carbon capture as a service. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Mar 15, 2022 • 30min

The Emerging Modern Customer Engagement Stack

Recorded on 03/04/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. The first episode features Cowen Software analyst Derrick Wood in a discussion that centers on Customer Data Platforms (CDPs), one of the highest-growth sub-sectors in software. After years of incubation, the CDP market has hit an inflection point, and Cowen believes the market can grow >4x between now and 2026. Hosted by Bill Bird, Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure
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Mar 15, 2022 • 49min

Carbon Capture and Hydrogen Equipment Technology with Baker Hughes

Recorded on 02/10/22 Chris Barkey, Chief Technology Officer of the TPS division at Baker Hughes joins Marc Bianchi to discuss the company's offerings and product development in compressors, turbines and other capabilities available to serve hydrogen and carbon capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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