TD Cowen Insights

Recorded on 05/19/21 It's graduation season and in this episode we not only discuss what this milestone means but also the future for all grads in terms of jobs, industries and opportunities in the emerging and innovative sectors that Cowen focuses on. Featuring Cowen & Company Co-President Larry Wieseneck and David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

In this episode, Charles Rhyee speaks with Ido Schoenberg, Chairman and CEO of Amwell. They discuss how COVID has changed the perception of telehealth, how telehealth is evolving beyond on-demand care, and how Amwell's new platform, Converge, connects virtual care into the existing physical healthcare world to create a new model for care delivery.

Recorded on 05/03/21 In this episode Cowen’s Beverages, Tobacco & Cannabis Senior Research Analyst Vivien Azer spoke with Jushi Holdings CEO Jim Cacioppo about the company’s US cannabis business, its strategic focus on retail, geographic footprint, and future M&A opportunities. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 04/23/21 Cowen & Company Co-President Larry Wieseneck speaks with David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School on “the new normal.” As more vaccines are deployed and the recovery from the Pandemic is starting (hopefully), what are we thinking about in terms of the business environment, capital markets, and returning to the office and what are we learning from recent conversations with our clients regarding the problems that they are trying to solve and what they are looking forward to. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 04-01-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with SBA CEO Jeff Stoops about chance encounters, hiring people who are hungry, and whether tower companies will be able to remain singularly focused. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 03-30-21 In this episode, we speak with Jordan Feldman, Co-Founder and CEO of Rightway Healthcare, to discuss healthcare navigation and putting power back into the hands of consumers. We discuss the complexities of healthcare that face consumers every day, how leveraging technology makes care navigation more effective, the impact of COVID-19 on how employers think of the benefits they offer, and more. Jordan Feldman is Co-Founder and CEO of Rightway Healthcare. Jordan launched Rightway in 2017, to help streamline healthcare offerings, with a high-tech, high-touch platform. The Rightway platform serves as the single point of contact for an employee throughout their healthcare journey, and it allows employers to optimize costs, while producing high-quality, cost-efficient healthcare for employees. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 03/15/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO of e.l.f Beauty, Tarang Amin, and CMO, Kory Marchisotto, on building a beauty platform that embraces inclusivity and diversity and drives community engagement through creative partnerships and innovative marketing initiatives. We also discuss e.l.f’s focus on sustainability and clean beauty, which inspire engagement with Gen Z consumers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Scott Shreeve, Co-founder and CEO of Crossover Health, shares insights on transforming primary care. He discusses the shortcomings of traditional systems, particularly around accessibility and affordability. The conversation highlights innovative care models that leverage technology for proactive health management. Shreeve emphasizes moving from a reactive sick-care approach to a preventive well-care framework. He also explores new payment models prioritizing patient outcomes, and the evolving role of teamwork in modern healthcare delivery.

In this episode, Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Equinix Co-Founder Jay Adelson about the importance of a gap year, the founding of Equinix, and pinball. https://go.td.com/PodcastDisclosure

Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Fabric’s CEO Elram Goren on the future of online grocery, explore the need for automation and what separates Fabric from competitors in the market place. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure