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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The Ultra-Fast-Fashion Supply Chain With Portless CEO
36:22
36:22
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36:22
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 …
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Inspirational Leadership With Jeff Solomon
38:45
38:45
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38:45
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…
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The Sky's The Limit: Washington Update & Farnborough Takeaways
1:01:17
1:01:17
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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…
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Masterclass With The King of Fragrance Harry Slatkin
23:23
23:23
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23:23
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…
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Getting To Know Canada's Largest Specialty Pet Retailer With CEO Richard Maltsbarger
14:32
14:32
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Recorded on 06/04/24 Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization t…
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Healthcare Cybersecurity & The Challenges Ahead With Industry Expert Richard Staynings
1:00:32
1:00:32
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Episode Recorded On 06/26/24 In this episode we take a deep dive into cybersecurity in the healthcare system. According to HHS, over the last ten years, the number of reported healthcare data breaches have consistently trended upward. The 734 reported breaches in 2023 is nearly double what was seen in 2018, and collectively these breaches are impac…
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Secrets To Brand Building Success With CEO Ari Hoffman
18:35
18:35
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18:35
Recorded on 06/04/24 What is timelessness? Live at TD Cowen's Consumer Conference, we hosted Ari Hoffman, retail executive and CEO of North America at Ted Baker, to chat about the future of department stores, building timeless brands, and delivering on the best customer experience. Mr. Hoffman brings a wealth of experience across the luxury and ret…
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Biotech Funk, Biotech Slump, Or Biotech Recovery?
53:18
53:18
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53:18
TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start …
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Growing the Landscape for Everyday Play: Cross-Collaborative Selling With Max Rangel & Mark Segal
20:29
20:29
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In this episode of Retail Visionaries, we host Spin Master's CEO Max Rangel, and CFO Mark Segal, to discuss the company's cross-collaborative growth strategy. Spin Master is a leading global children's entertainment company, that creates, designs, manufactures and markets a diverse portfolio across its three creative centres – Toys, Entertainment, …
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TD Cowen's 8th Annual Consumer Conference Takeaways: Bifurcation On A Macro Level
16:34
16:34
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TD Cowen Analysts John Kernan and Max Rakhlenko sit down at TD Cowen's 8th Annual Consumer Conference to discuss their key takeaways from the conference. https://go.td.com/PodcastDisclosureBy TD Securities
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A little over a year after TD completed its acquisition of Cowen, Larry Wieseneck, Head of Corporate and Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School are joined by Damian Engen, Head of Global Debt Capital Markets at TD Securities to reflect on lessons learned while bringing two organizations together.…
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Four Signals To Watch In The Trump/Biden 2024 Noise
16:05
16:05
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16:05
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) The Known Knowns (upcoming debt, tax, fiscal & trade cliffs); 2) Five policy themes continuing regardless of election outcome; 3) The six key variables to determine 2024 election, and; 4) policy implication …
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Haircare With French Flair: Elegance Meets Performance
32:52
32:52
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32:52
In this episode, we interview Frederic Fekkai, an iconic leader in the industry that stands for effortless elegance. Fekkai's professional products offer personalized care for every hair type, hair texture, and hair color. The brand's salon-level products feature sustainable packaging and clean, natural formulas designed to solve every hair’s most …
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Secrets To Off-Price Going Online: Gaming Meets Shopping With Yaysay
27:55
27:55
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27:55
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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What's Next For Digital Health With Omada Health's Sean Duffy
36:34
36:34
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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
46:08
46:08
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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
22:06
22:06
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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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A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24
56:21
56:21
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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
45:35
45:35
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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
10:10
10:10
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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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Beauty School With COTY, A Diversified Beauty Powerhouse
31:00
31:00
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31:00
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
10:10
10:10
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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
22:13
22:13
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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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A Healthier Living Platform & Ecosystem: Meet HumanCo
17:50
17:50
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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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The Evolving Landscape Of Pharmacy Reimbursement
40:59
40:59
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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.
1:00:59
1:00:59
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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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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
45:03
45:03
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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
30:38
30:38
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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
24:58
24:58
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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
51:10
51:10
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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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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
44:35
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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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Reaching New Frontiers With Founding CEO & Current Director of Generate Biomedicines
47:16
47:16
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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
22:05
22:05
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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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25:13
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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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Government Shutdown Risk & Level Set In 5 Parts In Under 10 Minutes
6:20
6:20
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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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