TD Cowen Insights

Recorded on 06/29/22 In this episode, Cowen & Company Co-President Larry Wieseneck once again speaks with David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. Back in their February 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?” In this episode, we asked with the same question now in late June 2022. While the public markets have been choppy, there is innovation in the private markets for companies that need to do financing. More interesting activity is going on, especially at Cowen, than most people might expect. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/22/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features John Kernan, Cowen Senior Research Analyst for Retail and Consumer Brands, discussing the state of the consumer along with trends in the supply chain, commodities costs, inventory, and investable themes. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/10/22 Sam Arnold, Co-founder and COO of CarbonPath Group joins Cowen’s Marc Bianchi and David Deckelbaum to discuss CarbonPath’s carbon offset credit business which incentivizes the industry to safely plug and abandon mature oil and gas wells. The discussion covers CarbonPath’s offering, including how they use blockchain technology to ensure credit authenticity. Sam also discusses how his background as an engineer with Exxon and later investment analyst and portfolio manager provided a foundation to launch CarbonPath. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/09/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Geoffroy van Raemdonck, CEO of Neiman Marcus Group. Discussion is focused around the transformation of the Neiman Marcus business to integrate digital touch points throughout the shopping experience and engage with the younger luxury consumer. We also release this episode in conjunction with Pride month to help bring increased awareness on diversity and inclusion strategies among CEOs. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/18/22 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 company’s 2021 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

Recorded on 05/16/22 We recently talked with Lauren Riley, United Airlines Chief of Sustainability to talk about the steps United is taking to get to net zero carbon emissions by 2050. United Airlines is taking the lead in the area of sustainability and is working with a number of companies developing sustainable aviation fuels, using electric vehicles, especially at airports. United Airlines is the third largest US airline as measured by airline traffic. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/10/22 Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Jeff Gennette, Macy’s CEO, and Larry Wieseneck, Co-President of Cowen and Executive Sponsor of Cowen’s OUTperformers, Cowen’s LGBTQ+ Employee Resource Group. This episode is released in conjunction with June Pride month as an effort to bring increased awareness and discussion around allyship, diversity and inclusion, and the current professional environment. This podcast is aimed at helping answer the question “What can I do to make my workplace more inclusive?”. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/20/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features Jeffrey Osborne, Cowen senior research analyst for Sustainability and Mobility Tech, in a discussion on sustainable energy. Renewable energy is fast becoming the most cost-effective source of power generation. And as events play out in eastern Europe, decarbonization is proving to be not only beneficial to the environment, but crucial for economic stability and national security. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/18/22 In this episode, we discuss the connection between the gut and the brain. We know that one's mental state can affect the body, and this is particularly true for those suffering from IBS. While there are many treatments on the market for IBS, they are not always effective and come with potential side effects. But now it is possible to treat IBS digitally. We explore the topic with Steven Basta, CEO of Mahana Therapeutics. Mahana IBS is the first FDA approved prescription digital therapeutic for the treatment of IBS. It uses cognitive behavioral therapy, or CBT, to help people build a healthier brain-gut relationship, decrease symptom severity, and increase overall well-being. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/04/22 Core Lab Chairman and CEO Larry Bruno, along with VP, Reservoir Description, Alastair Crombie, and VP, Sustainability & Energy Transition, Andrew Benson, join Marc Bianchi to discuss how Core’s fossil fuel reservoir analysis capabilities are being used to evaluate CO2 storage sites. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure