TD Cowen Insights

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

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

Recorded on 07/26/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Rod Morris, Co-Founder & President of Lovevery. The podcast focuses on Lovevery's revolution of child development through innovative playtime essentials rooted in neuroscience. We highlight evidence of customer centricity in Lovevery's subscription model, which carries an impressive net promoter score of 85. Further, the podcast features Rod’s strategies for future growth, integration of secondhand marketplace, and customer retention. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/21/22 Cowen's airline analyst Helane Becker goes behind the scenes with Alaska Air Group’s Senior Vice President of Public Affairs and Sustainability, Diana Birkett Rakow, to get the scoop on Alaska Air’s plans to reduce their carbon footprint--including their plan to purchase 185 MM gallons of SAF from Gevo over five years beginning in 2026. They also discuss the company’s commitment to diversity and inclusion, which is especially important as the company is a major factor in the State of Alaska. There are a number of cities, especially north of Fairbanks, where air service is critical to survival, and ALK is a major provider of cargo lift in the region. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/28/22 Cowen analyst Yaron Werber speaks with Paul Biondi, Executive Partner at Flagship Pioneering and President of Pioneering Medicines about how internal alignment in a company’s innovation strategy is an under-appreciated driver of successful transactions. They discuss the need for appropriate risk-taking and disciplined spending for early- and late-stage deals, respectively, as well as the R&D challenges of navigating an ever-increasing number of validated modalities. Finally, Paul offers insights into how biotech collaborations will evolve in the coming years and discusses a new disease partnership model that is being used at Flagship’s Pioneering Medicines. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/25/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today’s episode is about the U.S. midterm elections and features Chris Krueger, Cowen Washington Research Group analyst for Macro, Trade, Fiscal & Tax Policy. The policy implications of the U.S. midterm elections are massive, including how we address the debt ceiling, tax policy, and clean energy. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/22/22 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Del Smith, co-founder and CEO of Acclinate, on clinical research trials for pharmaceuticals. Acclinate's mission is to educate and engage diverse individuals to be able to make informed decisions about genomic research and clinical trial participationIn particular, we focus on the lack of diversity in those trials. According to the CDC, only about 5% of Americans participate in clinical research trials, despite nearly one-half of Americans suffering from a chronic condition and about 10% of adults who have been diagnosed with cancer. Further, of that 5%, 76% are white, only 7% are black, 11% Asian, and only 13% identify as Hispanic. In other words, not only do very few people get to participate in clinical trials today, but minorities are woefully underrepresented. But that is beginning to change, and new companies are emerging to help drug makers improve access and diversity to clinical research that is potentially lifesaving. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/12/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Amy Errett, CEO & Founder of Madison Reed. The podcast focuses on Madison Reed’s core competencies, business structure and growth prospects, and trends in the haircare industry. Further, the podcast features Amy’s perspective on bringing transparency and convenience to customers across different channels. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/17/22 On this episode, we host Adam Siegel, Co-Founder & CEO of Recurate. Recurate sets itself apart by offering a tech-enabled peer-to-peer resale service to help brands launch their own resale channel. Topics explored: differences in branded resale vs. peer-to-peer marketplaces, resale's financial and lifetime value benefits, and Recurate's key priorities ahead. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/13/22 Cowen's Restaurant Analyst Andrew Charles brings on thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. In this episode he speaks with Nuro’s Head of Partnerships Cosimo Leipold on Nuro’s mission and journey as the company’s robotic technology disrupts restaurant delivery. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure