TD Cowen Insights

Recorded on 09/16/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Cogent CEO Dave Schaeffer about his transition from the taxi business to telecom and how Cogent was formed after the telecom bubble popped. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09/28/21 In this episode, Cowen Aerospace/Defense Analyst Cai von Rumohr speaks with Rob Scholl, Senior V.P. of Textron's eAviation division. Textron serves aerospace and defense markets with broad expertise in rotorcraft, bizjet, and turboprop operations, a strong record of certifying 40 aircraft, and OEM relationships with potential eVTOL customers. Formed in March, 2021 eAviation is charged with examining how to combine Textron's capabilities with emerging electric technologies to create new commercial opportunities. We explore Textron's capabilities vs. the broad group of standalone eVTOL players, strategies for making eVTOLS into a commercial business, and the challenges of financing and certifying them. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 08/26/21 Cowen analyst Yaron Werber speaks with Sophie Kornowski, Partner at Gurnet Point Capital, and Doug Giordano, Managing Director, Perceptive Advisors, about the importance of taking risks, staying humble, and thinking through valuations when they headed transactions at Roche and Pfizer. They discuss the importance of building relationships, getting internal alignment and support for deals, and offer a behind-the-scenes look at how deals are done. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 08/31/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Co-Founder & CEO of Rhone, Nate Checketts on the inspiration behind the brand; opportunities to increase engagement and grow the market; the changing retail landscape; and focus areas on responsibility, sustainability, & ESG. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09/29/21 Cowen’s Sustainable Food & Healthy Living Analyst Brian Holland speaks with Freshpet CEO Billy Cyr about the company’s background, where it stands today, and the paths & opportunities going forward. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09/18/21 Cowen analyst Yaron Werber speaks with David Schenkein, General Partner, GV, about the role of external innovation in building a successful company from both the large and small company perspective based on his experiences at Genentech and Agios. They discuss how to establish "win-win" deals and the importance of deal term structure in facilitating successful collaborations. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09/15/21 In this episode, Cowen’s Beverages, Tobacco and Cannabis analyst Vivien Azer speaks with Ascend Wellness, CEO Abner Kurtin, Lowell Farms, Chairman George Allen and Edie Parker Founder and Creative Director Brett Heyman about the evolving cannabis landscape and how cannabis brands are navigating a fragmented industry that is still in relatively early stages of maturity. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 08/18/21 Cowen's analyst Yaron Werber speaks with George Golumbeski, former, EVP, Business Development, Celgene, and Tom Daniel, former, President, Global Research & Early Development, Celgene, in the hacker's guide to biotech innovation. They discuss the importance of collaboration, balancing internal and external innovation, and fostering a "deal-friendly" culture which allowed Celgene to become the partner of choice for many biotech companies. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09/14/21 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Kurt Workman, CEO and Co-Founder of Owlet Baby Care. Owlet is a disruptive baby monitoring & safety company whose mission is to empower parents with the right information at the right time through their increasing array of products. We discuss the challenges that new parents face after leaving the hospital, as well as how Owlet’s technology and products usher in the connected nursery changing the way we think about parenting. We also explore growth opportunities for Owlet, including its expansion in the domestic and international markets, and a significant healthcare opportunity that may be under-appreciated. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09/02/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO and Founder of Hydrow, Bruce Smith on the future of at-home fitness, and Hydrow's competitive positioning as the at-home space is gaining consumer interests across all age groups. Other discussion topics include Hydrow's growth opportunities, customer acquisition, retention strategies, and pricing dynamics. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure