TD Cowen Insights

Recorded on 03/28/22 Following our conversations with various industry leaders at SXSW, we offer our summary perspectives coming out of the conference, with a focus on the regulatory and operating landscapes as we look ahead to the remainder of 2022. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...

Recorded on 03/15/22 We recently hosted a conversation with Mary Bailey, Managing Director of the Last Prisoner Project. At Cowen, we are proud sponsors of LPP and the advocacy work that the organization does. Listen in to hear more about LPP’s mission, success stories and unique ways the non-profit partners with a variety of industry stakeholders. For Disclosures, click here bit.ly/3cPHkNW https:...

Recorded on 03/15/22 This podcast episode features Recover, a leading materials science company and global producer of low-impact, high-quality recycled cotton fiber, and fiber blends. This episode touches on areas of growth opportunities, manufacturing and verticalization, product innovation, sustainability and circularity, and customer sentiment toward recycled cotton. For Disclosures, click her...

Recorded on 04/04/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today’s episode features Gary Taylor, Cowen senior analyst for Healthcare Facilities, Managed Care, and emerging payor/providers in a discussion on Value-Based Care (“VBC”). Much of U.S. healthcare spending is uncoordinated, wa...

Recorded on 03/15/22 We recently hosted John Kagia, New Frontier Data’s Chief Knowledge Officer for a cannabis-focused discussion at SXSW. New Frontier Data is a leading data and analytics company serving the global cannabis industry. Listen in to hear John’s perspectives on the evolution of consumer behavior in the cannabis space, and insights from their newly published multi-year TAM for the U.S...

Recorded on 03/07/22 In this episode, we hosted Jeff Raider, Co-Founder and Co-CEO of Harry’s, a brand focused on high-quality men’s shaving and grooming products. Key topics discussed include areas of growth opportunities for the brand, customer acquisition strategy, verticalization, product innovation cycle, new brands and platforms, and channel and distribution strategy. For Disclosures, click...

Recorded on 03/14/22 We recently hosted a conversation with Darren Weiss, Chief Operating Officer at Verano Holdings. As a vertically integrated multi-state operator, join us to hear Darren’s thoughts on the current pricing environment, the competitive landscape, perspectives on innovation and state and federal opportunities and challenges to come. For Disclosures, click here bit.ly/3cPHkNW https:...

Recorded on 03/14/22 We recently hosted a conversation with David Culver, VP, Global Government Relations at Canopy Growth. With a deep involvement in the U.S. Cannabis Council, join us to hear David’s perspectives on the lack of regulatory progress at the federal level, the opportunities he sees at the state level, and what to watch for the remainder of 2022. For Disclosures, click here bit.ly/3c...

Recorded on 03/14/2022 Tim Wiwchar, Shell Canada CCS lead, joins Jason Gabelman to discuss two CCS projects, the operating Quest Facility and planned Polaris project, as well as the considerations for CCS in Canada. 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 us...

Recorded on 03/14/2022 Lee Stockwell, General Manager of Shell, joins Jason Gabelman and Marc Bianchi to discuss business model approach, policy considerations, and technical aspects of an emerging focus area for Shell and its peers. 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...

Recorded on 03/04/2022 Chart Industries CEO, Jill Evanko along with Earthly Labs and SES Founder/CEOs Amy George and Andy Baxter join Marc Bianchi to discuss how Chart’s suite of cryogenic equipment and services complement a growing portfolio of clean offerings with a focus on carbon capture, utilization and storage. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Ho...

Recorded on 03/10/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Cuyana's CEO and Co-Founder, Karla Gallardo, on building a brand with a mission of sustainability and elegant design in mind. The podcast covers topics such as responsible material sourcing, educating the consumer, and managing growth while maintaining product quality and the shopping experience. For Di...

Recorded on 02/28/22 CEO Tim Duncan and EVP of Low Carbon Strategy and Chief Sustainability Officer Robin Fielder join David Deckelbaum and Marc Bianchi to discuss Talos’ carbon capture initiatives along the Gulf Coast and their outlook for this emerging growth segment as part of an upstream oil and gas production company. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclos...

Recorded on 02/22/22 In this episode, we discuss the future of chronic care management and the ability to leverage technology to aid in reversing disease, particularly type 2 diabetes (T2D). To discuss the topic, Charles Rhyee is joined by Sami Inkinen, Co-Founder and CEO of Virta Health, an innovative digital health company that helps members safely and sustainably reverses T2D by addressing root...

Recorded on 02/16/22 David Phillips, head of U.K. and Investor Relations at Aker Carbon Capture joins Marc Bianchi to discuss the company’s carbon capture offerings, including a competitive advantage in capture technology, various plant designs, and strategy to offer carbon capture as a service. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an...

Recorded on 03/04/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. The first episode features Cowen Software analyst Derrick Wood in a discussion that centers on Customer Data Platforms (CDPs), one of the highest-growth sub-sectors in software. After years of incubation, the CDP market has hit...

Recorded on 02/10/22 Chris Barkey, Chief Technology Officer of the TPS division at Baker Hughes joins Marc Bianchi to discuss the company's offerings and product development in compressors, turbines and other capabilities available to serve hydrogen and carbon capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.a...

Recorded on 02/15/22 Simon Moore Vice President of Investor Relations & Sustainability at Air Products joins Cowen’s Sustainability & Energy Transition Analyst Marc Bianchi to discuss the company’s role in hydrogen production including gray, blue and green as well as differences in steam methane reforming (SMR) and gasification as it relates to hydrogen with carbon capture. The discussion...

Recorded on 03/09/22 Cowen’s Marc Bianchi provides an overview of the carbon capture market including emissions reduction targets, growth rates of capture, and the major drivers of cost structure. This recording is an accompaniment to Cowen’s Energy Transition Podcast Series which is currently focusing on Carbon Capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosur...

Recorded on 02/15/22 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Ofer Leidner, Co-Founder and President of Happify Health. Happify Health is a global software-enabled healthcare platform that connects mental health with physical health, using personalized digital therapeutics and other care solutions. We discuss the challenges of treating mental health and it...

Recorded on 02/24/22 Cowen Analyst Yaron Werber speaks with Behzad Aghazadeh from Avoro Capital Advisors and Alex Denner from Sarissa Capital Management about how value is created from the inside by working at the Board level, as a Chairperson, or as an activist investor. In this episode, we discuss the importance of human capital in operational excellence, how Boards operate, how M&A decision...

Recorded on 02/18/22 We feature Amanda Baldwin, the CEO of Supergoop!, which is the only prestige skincare brand 100% dedicated to suncare. Our podcast covers Supergoop!’s mission and innovation process, Amanda’s views on current beauty trends, and Supergoop!’s opportunities to grow distribution and nurture its community of loyal customers. For Disclosures, click here bit.ly/3cPHkNW https://go.td....

Recorded on 02/02/22 Max Rakhlenko, Cowen’s Retail & Fitness Analyst speaks with Co-Founder and CEO of Chairish, Gregg Brockway on the growth of the online vintage furniture and décor industry, and the rise of Chairish. Other discussion topics include factors driving the rise of furniture re-sale, and secular tailwinds supporting growth, impact of the pandemic on the industry, Chairish’s relat...

Recorded on 02/15/22 In this episode, we discuss interoperability in healthcare, or how data can be more easily shared among stakeholders in healthcare. This has been a unique problem in healthcare, but over the last decade efforts have been underway to resolve that problem first through the HITECH Act and then through the 21st Century Cures Act. Most recently, as part of the Cures Act, we’ve seen...

Recorded on 02/14/22 Cowen's Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Kendra Scott's CEO, Tom Nolan, on the history of the Kendra Scott business. Kendra Scott’s core identity rests on colorful and semi-precious stone pieces that can appeal to all ages at an accessible price point. Our discussion also touches on Tom's first year as CEO for Kendra Scott 20 years after the b...