TD Cowen Insights

TD Securities, TD Cowen
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Feb 2, 2021 • 14min

Cowen Insights | Trends In Digital Ordering Across First & Third Party Platforms

Recorded on 01-20-21 In this episode, Cowen Restaurants Analyst Andrew Charles & FinTech Analyst George Mihalos caught up with ItsaCheckmate’s Director of Channel Partnerships, Chad Horn, on how and where restaurants are investing in digital technologies in a post COVID world. 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.
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Jan 25, 2021 • 48min

Conversation With ABRY Partners Co - CEO CJ Brucato

Recorded on 01-07-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with ABRY Partners CJ Brucato about the PE firm’s history in the data center space and lessons learned along the way. 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.
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Jan 21, 2021 • 29min

The Outlook For Telehealth and Virtual Care At The Cleveland Clinic

Recorded on 01-11-21 In this episode Cowen’s Healthcare Technology analyst Charles Rhyee spoke with Dr. Peter Rasmussen, Chief Clinical Officer of the Cleveland Clinic/AmWell JV, to discuss the explosive growth of telehealth before and during the current pandemic, as well as the outlook for virtual care going forward. 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.
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Jan 11, 2021 • 34min

Trove and CaaStle CEOs on the Recommerce Revolution

Recorded on 12-18-20 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of CaaStle, Christine Hunsicker, and CEO & Founder of Trove, Andy Ruben on the state of the re-commerce market and its growing importance to brands and consumers. We discuss the explosive growth ahead for resale and rental markets and how brands are navigating new marketplaces in order to adapt to the consumer revolution. 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.
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Dec 30, 2020 • 22min

The Need for Restaurant Data Analytics

Recorded on 12/15/20 Cowen Restaurants Analyst Andrew Charles caught up with Brightloom CEO Adam Brotman on the journey to democratize data analytics for the restaurant industry and how data proficiency will change restaurants’ 1:1 marketing effectiveness. 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.
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Dec 30, 2020 • 47min

Conversation with GI Partners Managing Director Steve Smith

Recorded on 09-23-20 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with GI Partners Steve Smith about lessons learned through his career and his views on the Communications Infrastructure sector. 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.
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Dec 30, 2020 • 43min

Healthcare’s Digital Revolution with Humana’s Heather Cox

Recorded on 12/15/20 Cowen's Healthcare Technology Analyst Charles Rhyee has a conversation on healthcare's digital revolution and the future of Humana with Heather Cox, Humana’s Chief Digital Health and Analytics Officer. Heather joined Humana in August 2018 with the responsibility of building Humana’s digital care delivery operations and leading its enterprise analytics efforts. Heather brings 25 years of experience to the role, most recently serving as Chief Technology and Digital Officer at USAA, where she led the teams responsible for designing and building personalized and digitally-enabled end-to-end experiences for USAA members. Prior to USAA, Heather was the CEO of Citi FinTech at Citigroup, helping the company adapt to a future dominated by mobile technology, and she headed Card Operations, reshaping the customer and digital experience for Capital One. 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.
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Dec 18, 2020 • 35min

Conversation with Akamai CEO and Co-Founder Tom Leighton

Recorded on 12/3/20 In this episode, Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Akamai CEO and Co-Founder Tom Leighton about what it was like starting the company and his thoughts on the future of the business. 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.
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Dec 14, 2020 • 40min

The New Luxury Vision with Saks CEO Marc Metrick

Recorded on 11/23/20 Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Saks Fifth Avenue CEO & President Marc Metrick on what “new luxury” means for stores, customer, product, and experience innovation. They discuss the connected experience, COVID-19’s impact on luxury goods, and new platforms. 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.
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Nov 27, 2020 • 25min

Modular Ghost Kitchens & Restaurant Off-Premise Sales

Recorded on 11/06/20 Cowen Restaurants Analyst Andrew Charles caught up with Kitchen Podular CEO Michael Manion on the industry’s pivot into an off-premise oriented future and opportunities for restaurants to pursue a capital light presence. 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.

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