TD Cowen Insights

Recorded on 02/04/22 Cowen Analyst Yaron Werber speaks with Jean-Francois Formela, Partner at Atlas Venture and Otello Stampacchia, Founder of Omega Funds about investing in and building companies from the ground up, particularly in light of the unprecedented pace of innovation in biotech. Science prevails when it comes to investing in early-stage biotechs, but many key strategic and financing decisions need to be made along the way, especially as relating to selling the company or going it alone. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 02/08/22 The Markets have changed pretty dramatically since June 2021 - the last time Larry Wieseneck, Co-President of Cowen and Company, Grant Miller, Head of Cowen Capital Markets and David Erickson, Senior Fellow at the Wharton Business School sat down to discuss current Market Conditions. Now, in February 2022, they discuss where they think the markets are now and how Cowen is advising companies to prepare for the near term. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 01/07/22 Max Rakhlenko, Cowen’s Retail & Fitness Analyst speaks with Founder and CEO of FlexIt, Austin Cohen on the future of the fitness industry, and how FlexIt is positioned to lead the increasingly hybrid industry model. Other discussion topics include FlexIt’s suite of virtual training solutions, expansion into wellness and growth of the flywheel, strategies around marketing and growth, and plans ahead. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12/20/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cyxtera’s Chairman Manny Medina about the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center market. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12/14/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Macy’s CEO and Chairman, Jeff Gennette, on how to drive magic and logic at Macy’s as the retailer invests in next generation omni capabilities, transforms its digital platform, and engages new and younger customers. Macy’s is working to develop a complete personalized shopping ecosystem fit for every customer, including the growing base of younger and more diverse shoppers. We also spent time discussing Macy’s diversity and inclusion imperatives, and how the retail landscape is changing to fit modern demands. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12/10/21 Cowen analyst Yaron Werber, M.D., speaks with Devang Bhuva, Senior Vice President, Corporate Development and Alliance Management at Gilead to get an inside look at the deal-making process from start to finish. In this episode of the Biotech Dealmakers Series, we discuss how deals get done, trends in oncology M&A, the framework that potential acquirers use to triage and identify potential targets, and what happens on both sides of the negotiating table. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/30/21 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Chief Merchandising and Sustainability Officer of C&A, Martijn van der Zee, on key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. We also discuss recent initiatives at C&A that are pioneering improvements in apparel manufacturing for a better world tomorrow. C&A is a leading multi-national fashion retail clothing store that offers trending apparel for women, men, and kids. Earlier this year, C&A announced the opening of its “Factory for Innovation” in order to study and improve sustainability in apparel manufacturing. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/10/21 In this episode, we discuss the regulatory outlook for telehealth, including work towards extending current federal rules expanding access to telehealth during the current public health emergency and state level efforts on expanding medical licensure flexibilities. In addition, we’ll also talk about the application of telehealth as more care, in general, is being delivered in the home and the needed regulatory changes required to enable that shift. To discuss these topics, we are joined by Krista Drobac, Executive Director of the Alliance for Connected Care, and Eric Assaraf, Cowen Washington Research Group Analyst. The Alliance for Connected Care is an industry trade group dedicated to ensuring that all patients are able to realize the benefits of telehealth and virtual care. Krista has over 20 years of experience in federal and state government, including director of the Health Division at the National Governors Association’s Center for Best Practices, Senior Advisor at the Center for Medicare & Medicaid Services and health advisor to two U.S. Senators on Capitol Hill. For more information on the Alliance for Connected Care visit: https://connectwithcare.org/. And for more information on Moving Health Home visit: https://movinghealthhome.org/ For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/22/21 Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, Senior Fellow at Wharton Business School, as he looks back on the four years since he joined Cowen. What stands out most is disruptive change across the economy and within this sweeping transformation, one of the biggest themes to emerge has been a greater focus on sustainability, which has accelerated during the pandemic. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 11/02/21 When most people talk about healthcare, they tend to speak about it in terms of themselves: How do I as the individual use the healthcare system? How do I interact with my insurance company? How do I use this digital health app? But oftentimes, a lot of care is coordinated not by the individual but by others. In this episode, we’ll talk about caregiving and the challenges families face today in finding the services they need for their loved ones, which have only been further exacerbated by the pandemic, and explore how technology can create a new infrastructure for caregiving. Joining to discuss the topic is Lindsay Jurist-Rosner, CEO and Co-Founder of Wellthy, a company that provides personalized support to help caregivers tackle the logistical and administrative tasks of caring for loved ones. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure