On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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A monthly podcast that draws perspectives from a variety of thought leaders on key themes influencing markets, industries and the global economy today.
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The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!
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Secrets To Off-Price Going Online: Gaming Meets Shopping With Yaysay
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In this episode of Retail Visionaries, we host Yaysay's Co-Founder & CEO, Lindsay Ferstandig, to chat about her latest venture into digital shopping. Yaysay marries the excitement off off-price treasure hunting with gamifying retail and luxury shopping. The platform leverages artificial intelligence to drive a personalized daily offering across cat…
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Dial In: Unraveling the Future of Telecom in North America
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Join the conversation as Vince Valentini, Managing Director, Equity Research, TD Cowen, and Greg Williams, Director, Equity Research, TD Cowen, together with host Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, explore the evolving North American communications industry landscape. From market maturati…
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What's Next For Digital Health With Omada Health's Sean Duffy
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Recorded on 04/19/24 In this episode we’ll be talking about what’s next for digital health, which started emerging in the mid-2010s as a way to provide new ways to access care using a digital first approach, disrupting the traditional care model that was episodic in nature to move toward a care model that was more continuous. A lot has changed over…
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Specialty Pharmacy’s Role In The Future With Dr. Surya Singh
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Recorded on 03/28/24 Specialty drugs, which are typically composed of large molecules that need to be injected or infused, as a category, represent roughly 50% of pharma spending today and continues to increase. And unlike more traditional medications that people pick up at their local pharmacy, specialty pharmacies emerged along the way to dispens…
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Recorded on 03/21/24 In this episode, we host Glossier's CEO, Kyle Leahy, to discuss the brand's core strengths in the competitive beauty market. We believe Glossier is changing the world of beauty through iconic products and embracing community and inclusivity. Glossier started as Into The Gloss, a beauty website and community devoted to sharing r…
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Lowering The Retail Carbon Footprint By Raising Circularity With RESET
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Recorded on 03/13/24 Designing stores with embodied circularity in mind. In this episode of Retail Visionaries, we host RESET's Founder & CEO, Raefer Wallis, to discuss the future of retail stores and creating a more sustainable future. RESET is an independent, third-party company that aims to bring a standardization system to measure the environme…
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Recorded on 03/15/24 TD Cowen Analyst Yaron Werber speaks with award-winning biotech journalist Luke Timmerman about Luke’s love of mountaineering, and how he has been able to leverage his passion and expertise for a great cause with his Timmerman Traverse treks. These expeditions bring together diverse and intrepid groups of biotech professionals …
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Episode 21: Dealmaking, FinTech, and M&A Outlook with CEO of FT Partners Steve McLaughlin
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In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech. After graduating with a finance degree from Villanova University, Steve spent his first few years…
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A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24
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Recorded on 03/18/23 In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget experts. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights
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U Beauty's Simple, Scientific, Viral Skincare
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Recorded on 02/21/24 Optimize Your Face With The Resurfacing Compound. Tina Chen Craig reveals the secrets to U Beauty’s customer & science-centric innovation. U Beauty, founded in 2019, became famous with their hero product, their daily all-in-one Resurfacing Compound serum. U Beauty’s SIREN Capsule Technology focuses treatment on specific skin ar…
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The Big Three For 2024- Presidential, Congress, & Policy Implications
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Recorded on 03/08/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the main 3 topics for the 2024 election – the Presidential race between Biden and Trump (with 4 key variables), the Congressional undercard, and what all this means for policy in 2025 and beyond. For Disclosures, click here bit.ly/3cPHkNW https://go.t…
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Cracking the Finance Code: A Female Pioneer's Journey
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Uncover the strategies that have elevated a career and influenced our business today. In this episode, we celebrate International Women's Day, as Lisa Casey, Managing Director and Global Head of Business Management & One TD Partnership Initiatives, TD Securities, discusses her 16-year journey in finance with host, Amy Van Arnhem, Managing Director …
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Beauty School With COTY, A Diversified Beauty Powerhouse
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Recorded on 02/21/24 We sat down with Stefano Curti, Chief Brands Officer for Consumer Beauty, to highlight some of our key takeaways from our Glowing Ahead Beauty & Wellness Summit on February 13, 2024, and explore COTY’s opportunities that leverage fragrance, distribution & innovation expertise. For Disclosures, click here bit.ly/3cPHkNW https://…
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3 Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact & Q1 Catalyst Calendar
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Recorded on 02/15/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks down three areas to watch in the next six weeks: 1) the fate of the two fiscal packages & looming government shutdown risk, 2) special election takeaways & impact on 2024, and 3) a catalyst-rich policy environment through Q1. For Disclosures, click here …
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Wish You Were Here: Some Of What You Missed If You Didn't Make TD Cowen’s 45th Annual A&D Conference
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Recorded on 02/15/24 In this episode, TD Cowen Analysts Roman Schweizer, Cai von Rumohr, and Gautam Khanna discuss a few of their key observations and takeaways from this year’s Aerospace & Defense Conference. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights
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Episode 20: Economic and Market Outlook, Magnificent 7 Stocks with CIO of Nuveen, Saira Malik
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In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Sa…
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A Healthier Living Platform & Ecosystem: Meet HumanCo
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Recorded on 02/05/24 TD Cowen hosts Jason Karp, Founder & CEO of HumanCo, on this episode of Retail Visionaries. HumanCo is a holding company focused on delivering better-for-you products that make it easy to live a healthy life. This episode covers Jason's career from hedge fund manager to growing several food brands and starting HumanCo. For Disc…
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Carving Out Partnerships in the Mining Ecosystem
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While commodity prices remain strong, the combination of high interest rates and relatively low investor interest in certain commodities may be limiting access to capital. Michael Faralla, Managing Director and Head of Global Mining, Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Resear…
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The Evolving Landscape Of Pharmacy Reimbursement
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Recorded on 02/06/24 In this episode, we take a look at the changing landscape for pharmacy reimbursement and the push towards a cost-plus model of reimbursement. Over the last few decades, growth in pharmaceutical utilization and an increasing mix of specialty drugs has helped drive strong performance for many participants in the pharmaceutical su…
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Recorded on 01/23/24 Furnishing Dreams & Disrupting an Industry. TD Cowen hosts Shawn Nelson, Founder & CEO of Lovesac, on this episode of Retail Visionaries. Lovesac is a modern furniture brand with fully customizable products such as The World’s Most Adaptive CouchTM & The World’s Most Comfortable SeatTM. We explore strategies & lessons from a hi…
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Recorded on 01/25/24 In this episode, Larry Wieseneck, Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state, potential catalysts, and outlooks for the IPO, M&A, and Private Equity/Venture markets. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisc…
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Recorded on 01/25/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses six wild cards for the 2024 election: the economy, abortion, third-party challengers, Trump Trials/Biden Impeachment, the Summer Conventions, and Congressional races. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…
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Happy New Year? Another Geopolitical Crisis & More Of The Same In D.C.
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Recorded on 01/10/24 In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion on the military and civil space with Todd Harrison from AEI. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosu…
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2024 Key Financial Trends: The Pendulum Swings Back Hard
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Following a difficult year for financial institutions, what might be in store for 2024? Geoff Bertram and Jim Spencer, Managing Directors and Co-Heads, Global Financial Institutions, Investment Banking, TD Securities, discuss with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, what commonly …
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Recorded on 01/05/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks the year in Washington into three tracks that are currently running parallel, but will begin to intersect next week: policy cliffs, elections, and legal/constitutional questions. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclos…
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Recorded on 12/13/23 CEO John Hopkins, and CFO Ramsey Hamady of NuScale Power, join Marc Bianchi to discuss termination of the Carbon Free Power Project, NuScale’s cost structure, value proposition, and the outlook going forward. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…
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Rethinking The Management Of Pharmacy Benefits With Waltz Health
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Recorded on 12/08/23 In this episode, we take a look at the pharmacy benefit management, or PBM, industry which has been instrumental in managing down the cost of prescription drugs and plays a vital role in holding back the rising cost of healthcare. Yet the industry is not without controversy, often criticized for lack of transparency and misalig…
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Sustainability Through Regenerative Retail At Walmart
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Recorded on 12/04/23 Understanding Walmart's Environmental, Social & Governance Blueprint. TD Cowen hosts Kathleen McLaughlin, Chief Sustainability Officer of Walmart, on this episode of Retail Visionaries. Walmart's ESG initiatives strive to create opportunity, enhance sustainability, strengthen communities, and uphold the highest standards of eth…
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Recorded on 12/04/23 Julie Kozeracki, Senior Advisor at DOE's Loan Programs Office, joins Marc Bianchi to discuss the DOE's liftoff series report on advanced nuclear, implications/learnings from the recent UAMPS termination, and how the industry order book is shaping up. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…
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2024 Travel Outlook: Continued Strong Leisure Demand
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Recorded on 12/04/23 Helane Becker, TD Cowen’s Airlines and Aircraft Leasing analyst, and Kevin Kopelman, TD Cowen’s Hotel and OTA Analyst, discuss the 2024 outlook for the travel sector. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights
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Recorded on 11/21/23 Dan Poneman, CEO of Centrus Energy, joins TD Cowen's Marc Bianchi to discuss uranium enrichment, the U.S. dependency on Russian supplies, and how Centrus is positioned to grow U.S. enrichment capabilities, including producing HALEU for advanced reactors. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclo…
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Recorded on 12/08/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the three major races – White House, Senate, and House – and explains the geography, math, and timeframe along with three potential wild cards. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…
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The Four Horsemen: Global Conflict, Supply Chains, Spending Uncertainty & U.S Elections
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Recorded on 11/27/23 In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion with retired USMC Major General Arnold Punaro of the Punaro Group. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDi…
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Recorded on 11/10/23 TD Cowen analyst Yaron Werber speaks with Chris Garabedian, co-founder, chairman, and CEO of Xontogeny and Portfolio Manager of the Perceptive Advisors Ventures Fund. Chris shares his insights about 1) what makes or breaks a successful biotech from his time at Gilead, Celgene, and Sarepta, 2) how investing has changed now that …
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Secrets To How Innovation Can Drive Impactful Growth With Bombas
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Recorded on 11/06/23 TD Cowen hosts Dave Heath, CEO & Co-Founder of Bombas, on this podcast episode. Bombas is a premium comfort-focused sock & apparel brand on a mission to help those in need. In this episode, we explore strategies for innovation & growth through direct to consumer retail. Bombas is in its 10th year of business and recently surpas…
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Episode 19: Investment Banking with Tom Gotsch of TD Cowen
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Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com Order your Magic Mind today at https://a.co/d/4R06mLi Hi everyone, and welcome to the FinanZe podcast, episode 19. Today I am joined by another fantastic guest Mr. Tom Gotsch. Tom has had a fantastic career in the finance world wi…
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Amy West, Managing Director and Global Head of ESG Solutions, TD Securities asks John Miller, Managing Director, ESG and Sustainability Policy, TD Cowen Washington Research Group and Carl Elia, Vice President and Director, Global Infrastructure Investments, TD Asset Management why 'ESG' is such a polarizing term. Parties on both sides of the politi…
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Be Forever 21 in the New Era of Self Expression
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Recorded on 10/20/23 TD Cowen's New Platforms, Retail, & Luxury Analyst, Oliver Chen, hosts Winnie Park, CEO of Forever 21. In this episode, Oliver and Winnie discuss redefining the Forever 21 brand and balancing fashion trend, speed, quality, and value to connect with customers. Other topics covered include Forever 21's partnership with SHEIN, dri…
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Recorded on 10/10/23 TD Cowen analyst Yaron Werber speaks with Daphne Zohar, founder and CEO of PureTech, and Brad Loncar, founder of BiotechTV about their unique experiences as biotech entrepreneurs. Daphne discusses the innovative “hub and spoke” model she pioneered with PureTech, while Brad describes his transition from biotech investor to commu…
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Employer Strategies for Managing GLP1s With Industry Expert Vaughan Reale
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Recorded on 10/13/23 The increase in spending for prescription drugs has been a major driver of annual increases in employer healthcare costs for many years. Over the last decade, the issue has been exacerbated by the growth of specialty drugs. Managing coverage and access is often beyond the scope of the average self-insured employer. With the int…
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Listen as Sam Damiani, Director, Equity Research, TD Cowen, speaks with Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, as they break down multiple REIT sectors. Sam discusses the unique characteristics when investing in REITs, how the sector is navigating economic impacts and the supply versus de…
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Reaching New Frontiers With Founding CEO & Current Director of Generate Biomedicines
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Recorded on 09/28/23 TD Cowen analyst Yaron Werber speaks with Geoff von Maltzahn, general partner at Flagship Pioneering and founding CEO & current Director of Generate Biomedicines, about the AI revolution in biotech, and how generative biology has impacted both the drug development process and his approach towards designing and building companie…
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Back to School - Looking Forward to the Fall Markets
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Recorded on 09/12/23 In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state and near-term outlooks for the IPO, M&A, and Private Equity/Venture markets. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure…
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Personalizing Healthcare With Hims & Hers
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Recorded on 09/06/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Andrew Dudum, CEO and Co-Founder of Hims & Hers, which is the leading health and wellness platform on a mission to help individuals feel great through the power of better health. Hims & Hers has disrupted the traditional healthcare market via digitization and perso…
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Risk or Reward? Observing an AI Future for Financial Institutions
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Will AI shape the future of financial institutions? Listen as guests Akhil Lamba, Executive Managing Director and Head of Global Transaction Banking, TD Securities, and Dan Bosman, Senior Vice President and Chief Information Officer, TD Securities and Treasury & Balance Sheet Management (TBSM), speak with host, Amy Van Arnhem, Managing Director and…
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Government Shutdown Risk & Level Set In 5 Parts In Under 10 Minutes
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Recorded on 07/12/23 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses five major issues to navigate over expiring government funding on Oct 1 in under ten minutes. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosureBy TD Cowen Insights
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Next Level Nails: Future of Beauty With GLOSSLAB’s CEO
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Recorded on 07/18/23 In this episode, Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen, speaks with Rachel Glass, founder of GLOSSLAB. GLOSSLAB is a membership-based manicures and pedicures platform that provides waterless services, hospital-grade sterilization, single-use tools, and air filtration. We explore the future of beauty and se…
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Letting Sustainability Take Flight With American Airlines
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Recorded on 08/14/23 American Airlines is working toward achieving net zero carbon emissions by 2050. The airline has contracted for SAF but is also working with others to create meaningful fuel savings that include more efficient routings. American recently published its latest sustainability report. We spent some time talking with Jill Blickstein…
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Optimizing Electronification in Fixed Income Trading
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As automation becomes more prevalent, how has the fixed income market evolved? Listen as Martin Mannion and Matt Schrager, Managing Directors and Co-Heads, TD Securities Automated Trading and Jason Wen, Managing Director, US IG Credit Trading, TD Securities, speak with host, Peter Haynes, Managing Director and Head of Index and Market Structure Res…
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Understanding And Leveraging Healthcare Data
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Recorded on 07/26/23 Over the last decade, data and analytics have become increasingly engrained in the healthcare system. Given the evolving landscape, we wanted to provide a deeper look into the different types of healthcare data currently available, as well as the users and use cases. This podcast is intended to be the first in a series on healt…
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