TD Cowen Insights

Recorded on 06/18/21 In this Intellectual Capital podcast we discuss the current state of the Capital Markets with Three Capital Markets experts. Half way through 2021, we examine the Going Public process. There used to be two primary ways: IPOS and Direct Listings, but over the last 12 months, SPACs have exploded in a significant way especially for emerging growth companies. Learn what we believe...

Recorded on 06/08/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ali Diab, Co-Founder and CEO of Collective Health. Ali founded Collective Health in 2013, to help consumers better understand, navigate, and use their health benefits. Collective prides itself on delivering an unparalleled member experience, while also allowing self-funded employers to administer...

06/08/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Manny Krakaris, CEO of Augmedix, a pioneer in medical note documentation that is estimated to save clinicians 2-3 hours per day, increase productivity and improve clinicians’ work-life balance. Prior to Augmedix, Manny served as the CEO of Streetline, Inc., a provider of smart parking solutions through the u...

Recorded on 06/14/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Doug Hirsch, Co-founder & CEO of GoodRx, a consumer-focused digital healthcare platform. Doug has spent decades building technology that helps everyday consumers, starting as one of the first employees at Yahoo! before moving onto Facebook as VP of Product, and then founding DailyStrength. Do...

Recorded on 05/24/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with QRTEA's (QVC & HSN) CEO, Mike George, and CFO, Jeff Davis as CFO of Qurate Retail Group. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries. For Disclosures, click here bit.ly/3cPHkNW https://go.td....

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 F...

Recorded on 05/04/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ido Schoenberg, MD, who is Chairman and CEO of Amwell and oversees the company’s corporate strategy. Since co-founding the company in 2006, with his brother Roy Schoenberg, Ido has led the company’s strategic direction, growing Amwell to become one of the largest telehealth companies in the world...

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 c...

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 retu...

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...

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...

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 i...

Recorded on 03/12/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Scott Shreeve, MD, Co-Founder and CEO of Crossover Health, a patient-centered, membership-based medical group that is redesigning the practice, delivery, and experience of health care. An emergency medicine physician by training, Scott has spent his career actively building life science technolog...

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...

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...

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...

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 compan...

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...

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 H...

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 o...

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 fo...

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 i...

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 2...

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.co...