Recorded on 01/09/25 Join Larry Wieseneck, Head of Global Investment Banking at TD Securities, and David Erickson, Adjunct Professor at Columbia Business School, for an insightful discussion on the 2025 market outlook and potential key factors including the Fed, health care issuance activity, debt capacity, and private equity. https://go.td.com/Pod…

On our latest edition of the datacenterHawk Podcast, Mike Netzer and David Liggitt engaged in a discussion about the future of data centers. They touched upon a range of topics from the potential of alternative energy sources to the growth in key markets such as Atlanta and Dallas. In this blog post, we distill the significant insights from the con…

Discover fresh insights about the Northern American data center market from the experts themselves. In our recent podcast, Ed Socia, our Director of North America, and Montana Myer, our Senior Analyst delve into market trends, growth indicators, challenges, and opportunities.Hyperscale Users: Dominating the North American LandscapeIn the first segm…

The global data center industry is evolving rapidly, fueled by increasing demand for power, sustainability initiatives, and the growth of emerging markets. In this panel discussion, datacenterHawk Regional Directors from North America, EMEA, and Latin America (LATAM) share their perspectives on the trends shaping the industry in 2025. North America…

Bringing together Ed Socia, datacenterHawk's North American Insight Director, and Mike Elias, the Senior Equity Research Analyst at TD Cowen, we've entered an intriguing dialogue revolving around the future of the data center industry. The riveting video discussion elucidates the evolution of the industry, the impact of AI, and the potential growth…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski speaks with Marty Staples, President and CEO of Topaz Energy, a unique hybrid royalty/infrastructure company. They discuss Marty's transition from landman to CEO, building a diversified portfolio, perceptions of royalty financing for potential vendors, M&A, and the differentiated benefit of royal…

Recorded on 11/19/24 TD Cowen analysts Yaron Werber and Ritu Baral speak with Praveen Tipirneni to discuss his non-traditional path to becoming a biotech CEO, the Morphic journey, couch surfing in Kendall Square, his biggest prank in college, and the most unexpected learning in his career. Tipirneni's advice to first-time biotech CEOs is to adopt a…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski talks with NuVista's, President and soon-to-be CEO, Mike Lawford. The pair discusses Mike's background, the underlying drivers of NuVista's growing production targets, the evolution of the company's shareholder return strategy, and the scarcity of public pure-plays in the oil/condensate window of…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski talks with Chris Carlsen, President and CEO of Birchcliff Energy. The pair discusses progress and direction of the company under Chris's first year as CEO. Key topics of conversation include a reflection on the more focused 2024 capital program, gas marketing strategies, and the dividend. https:/…

In a recent video discussion between David Liggitt, Founder and President of datacenterHawk, and Marcos Paraíso, Vice President of Business Development of Modular Data Centers, the future of data centers was explored. Marcos shared insights into Modular Data Centers' vision and approach to addressing the growing demand for data centers in the marke…

Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski speaks with JP Lachance, President and CEO of Peyto Exploration & Development Corp. The pair discusses the integration/performance of the recently acquired Repsol assets, the underappreciated benefits of the Deep Basin, hedging strategies, and production management. https://go.td.com/PodcastDiscl…

Entering the holiday shopping season, we dive deep into e-commerce by exploring how tech giants apply AI and digital advertising to shape the future of retail. John Blackledge, Managing Director, TMT – Internet Research Analyst, TD Cowen, joins host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, …

Recorded on 11/12/24 TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot 16 to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through…

Recorded on 11/15/24 In this episode, Roman Schweizer, TD Cowen's WRG geopolitics & defense analyst, and a fully staffed reporter roundtable discuss the outlook through the end of the year and the transition from the Biden to Trump Administration. We also discuss look-ahead themes in aerospace, defense, and government services with TD Cowen equity …

Nestled in bustling Newark, New Jersey, lies 165 Halsey Street, a towering testament to evolution and innovation. What was once a Macy's department store has been masterfully reimagined into an interconnected carrier hotel and colocation data center. This transformation didn't happen overnight, but through successive waves of planning, development,…

Recorded on 11/12/24 TD Cowen analyst Vince Valentini speaks with Hugues Simard, the CFO of Quebecor. He discusses the current growth prospects and competitive environment in the Canadian wireless industry, and how that has evolved since the acquisition of Freedom Mobile in April, 2023. Striking the right balance between pricing and volume is a key…

Recorded on 11/08/24 TD Cowen analyst Steve Scala speaks with former Pfizer R&D Chief John LaMattina to discuss views of the status and outlook for R&D in biopharma industry. New technologies and deeper understanding of biology provide opportunities, but price pressures and some M&A can stifle creativity. We discussed optimal R&D portfolio construc…

Recorded on 10/11/24 In this episode, we feature Jean Madar, CEO and co-founder of IPAR, a global producer and distributor of prestige fragrance products in operation since 1982. We discuss the momentum of the fragrance category, the changing preferences of fragrance consumers, and the biggest regional opportunities ahead. We also explore the histo…

In a technology-driven world, the data center industry continues to thrive and evolve. Recently, Atul Roy, CEO of Hudson IX & Head of Telecoms Infrastructure at Cordiant, and Ed Socia, North America Insight Director at datacenterHawk, joined forces for a comprehensive discussion about this thriving industry. Their conversation traversed topics incl…

Recorded on 10/25/24 TD Cowen analyst Yaron Werber speaks with Jean Hynes to discuss her outlook for the biopharma industry, her career in health care investing, her advice to women investors, and her journey to becoming the first woman CEO of Wellington Management. She describes her career trajectory as an evolution through three stages: 1) learni…

Recorded on 10/29/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger flags the key 33 counties across 13 states to watch for election results & implications on November 5. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 10/11/24 What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as…

Recorded on 10/21/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 10/11/24 Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups. https://go.td.com/P…

Recorded on 10/14/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states. https://go.td.com/PodcastDisclosureBy TD Securities

Annemarie van Zadelhoff hosts Andrew Fray on a journey through the integral aspects of cybersecurity, sovereignty, and climate change in data centers. This conversation threads through the lesser-discussed areas while emphasizing the criticality of these issues in the current data center landscape.Cybersecurity Threats in Data CentersData centers a…

Recorded on 09/10/24 Whereas software had traditionally been used by patients to track and manage their disease, clinical evidence has demonstrated software can also be used to as a therapeutic to impact clinical outcomes. Prescription digital therapeutics (PDTs) are uniquely positioned to address some of the key shortcomings of traditional pharmac…

Recorded on 09/12/24 In this episode, we feature Alisa Lask, CEO of Rion Aesthetics, a regenerative aesthetics company pioneering human derived ingredients in skincare, to discuss the convergence of wellness and beauty and the use of platelet-derived exosome technology. Backed by over 15 years of visionary science, Rion aims to transform the regene…

Recorded on 09/24/24 The post-COVID travel surge continues despite the occasional air pocket. This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Kevin Kopelman, TD Cowen's senior hotels and online travel analyst, discussing major dynamics across airlines, hotels, and online travel, summer 2024, and key industry debates as we head…

Recorded on 10/04/24 On this episode of the NatSec Need To Know, we have an extended cut of our Reporters' Roundtable to discuss the Washington outlook through the Lame Duck session and to discuss high-profile Air Force and Army trade shows. We also go deep on the Navy’s struggles with buying and building submarines. https://go.td.com/PodcastDisclo…

Recorded on 10/07/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) Race for the Senate; 2) Race for the House; 3) $4.5T+ Tax & Fiscal Cliffs for New Congress. https://go.td.com/PodcastDisclosureBy TD Securities

Recorded on 09/10/24 Evernorth has played a leading role in the development of value-based contracting programs to assist plan sponsors in managing rising pharmaceutical costs. As plan sponsors are faced with the cost impacts of the rising mix of specialty drugs, they are increasingly turning to solutions such as Evernorth's SafeGuardRx, which comb…

Recorded on 09/30/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) VP Debate Preview; 2) All-Important Campaign Ground Game; 3) Nikki Haley Primary Voters. https://go.td.com/PodcastDisclosureBy TD Securities

When we think of the biopharmaceutical industry, we naturally think of innovation in terms of discovery of novel medicines treating any number of diseases and conditions. The innovation occurring in the pharma industry isn't limited to drug discovery, and has also extended into the application of technology in pursuit of developing new therapies. I…

Recorded on 09/12/24 In this episode, we host Katie Storer from Blackstone Growth, Blackstone’s dedicated growth equity investing platform, to hear about her investment strategies and beauty brands that are disruptive in the market. We also discuss the overall consumer landscape, key attributes that drive longevity, and the importance of connecting…

Balancing the needs for innovation and personal touch is key in modern transaction banking. Kathryn Lamothe, Managing Director & Global Head of Trade Solutions, Product, Strategy and Risk, Global Transaction Banking, TD Securities and Elizabeth St-Onge, Managing Director, Head of Product Management, Global Transaction Banking, TD Securities sit dow…

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses three big wild cards to watch in the 2024 noise: 1) Omaha & Impact of an Electoral College Tie; 2) Pivot Counties to Watch; and 3) Three States to Watch on Election Night as Wave Indicators https://go.td.com/PodcastDisclosure…

Recorded on 09/10/24 Walgreens launched its Clinical Trials business in 2022 to make clinical trials more accessible, convenient, and equitable for the nearly 80% of Americans who live near a Walgreens store. Since then, the company has seen solid growth in this business, now working with more than 25 biopharmaceutical companies, academic instituti…

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the top four big-picture signals to watch in the 2024 noise: 1) Presidential election; 2) $5T+ Tax/Fiscal Cliffs on Horizon; 3) Congressional Undercard; and 4) Harris/Trump Macro Policies. https://go.td.com/PodcastDisclosure…

Recorded on 09/12/24 Welcome to a special edition of the TD Cowen FutureHealth Podcast, where Charles Rhyee and Ryan Langston recap key takeaways from TD Cowen's 9th Annual FutureHealth Conference held September 10, 2024, in New York. The conference featured a number of panel sessions covering transforming care delivery models and sites of care, th…

In this episode, we look at the PBM industry, which has been in the spotlight in recent months, and not necessarily in a good way. PBMs have been painted as the unnecessary "middle man" that is driving up the cost of drugs. But is this really the case? The PBM industry traces its roots back over 50 years, with an initial narrow focus on efficient b…

Join Larry Wieseneck, Vice Chair and Head of Corporate and Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, for a deep dive into the evolving world of investment banking. In this episode, we explore the role of capital in determining market positions, navigating t…

Supply Chain 101: Faster & Less Expensive Can Win the Retail Race. Portless founder Izzy Rosenzweig helps us contextualize the rise of the ultra-fast fashion model, catalyzed by leaders Temu & Shein, while highlighting opportunities for brands to optimize their supply chains. We discuss the impact of direct logistics on cash flow & margins and the …

In an enlightening recent dialogue, our LATAM Regional Director, Steve Sasse, engaged in conversation with Cleber Braz, the SVP of Business Development and Operations at Scala Data Centers. The comprehensive discussion revolved around the operational philosophy, prevalent challenges, prospective expansion plans, and their commitment to customer ser…

In the ever-growing field of the data center industry, industry leaders, Damon Lim, APAC Regional Director at datacenterHawk, and Raymond Tong, President of APAC at Vantage Data Centers, recently sat down to discuss key insights and trends. Their conversation focused on the growth of hyperscale data centers, the impact of AI on digital infrastructu…

Join Steve Sasse, our LATAM Regional Director, and Nelson Fonseca, President, Data Centers at Cirion Technologies, as they deep dive into the evolving landscape of the data center industry in Latin America. The conversation takes us through Nelson's enriching journey in the domain, Cirion Technologies' growth trajectory, and their strategic outlook…

Recorded on 07/24/24 TD Cowen analyst Yaron Werber speaks with Jeff Solomon, President of TD Cowen and Vice Chair of TD Securities about his career in Wall Street and his philosophy on how to be a present and inspirational leader. More broadly, Jeff also discusses how TD's acquisition of Cowen helps expand our product offering to corporates and ins…

Recorded on 07/29/24 In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the latest Washington policy topics, Farnborough takeaways and the future of major aircraft programs with a reporter roundtable and special guest Richard Aboulafia from AeroDynamic Advisory. https://go.td.com/PodcastDisclosure…

Recorded on 06/03/24 Live at our TD Cowen Consumer Conference, we discuss the evolution of home fragrance and what is ahead for the fragrance category with Harry Slatkin, who is an entrepreneur and philanthropist. The New York Times called him the "king" of home fragrance, and celebrities like Oprah Winfrey and Elton John use his home fragrances. A…

Explore the growth and achievements of the biotech industry over the years as Yaron Werber, Managing Director, Equity Research, TD Cowen, speaks with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities. Together, they look ahead to the impact AI could have on healthcare, M&A activity, and the uniq…