TD Cowen Insights

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 02-10-21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Corey McCann, MD, PhD, who is President and CEO of Pear Therapeutics, a pioneer in prescription digital therapeutics, and the first company to receive FDA market authorization for software to treat disease. We discuss the impact of COVID-19 on mental health, the challenges in helping individuals get treatment during the pandemic, and how for the first time software can serve as front-line treatment for a wide range of conditions, including substance use disorder, opiate use disorder and chronic insomnia. We delve into the advantages that a digital therapeutics platform has over traditional drug development and discuss the unique challenges and opportunities of launching a whole new class of drugs in this challenging period. Corey M. McCann, MD, PhD, is the President and CEO of Pear Therapeutics. Previously, Corey was an investor with MPM Capital, where he evaluated new healthcare investment opportunities, managed relationships with strategic partners, and oversaw strategy and execution at portfolio companies. Prior to MPM, he was an Engagement Manager with McKinsey & Company, where he advised pharmaceutical, medical device, and biotechnology companies on the acquisition, development, and commercialization of life science technologies. He led McKinsey’s central nervous system expertise group, advising clients across the healthcare value chain. Corey has previous investment experience with RiverVest Venture Partners and at NeuroInsights. Corey is also a co-founder, advisor, or Board Director at AgNovos Healthcare, Alcyone Lifesciences, Dragonfly Sciences, Edumedics, Resolute Bio, Selexys Pharmaceuticals, and Zillion Health. Corey trained as a physician-scientist via the Medical Scientist Training Program. For his PhD, he studied the molecular biology of synapses at Harvard University and at Washington University in St Louis. He received his MD from Washington University in St. Louis. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 01-20-21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of The RealReal, Julie Wainwright on the state of the re-commerce market its implications on the growing focus of Environmental, Social, Governance (ESG) standards. Cowen discusses re-commerce’s impact on the future of retail as it pertains to sustainability, disruption of traditional luxury, and innovation & diversity in fashion. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.