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/PodcastDisclosureTD Securities által

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…

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 with the next genera…

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…

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 institutions, nonprofits, and …

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…

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, the evolution of Digita…

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 …

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…

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…

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…

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…

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 …

To commemorate the one-year anniversary of the Cowen acquisition, Riaz Ahmed, President and CEO, TD Securities, and Jeff Solomon, President, TD Cowen and Vice Chair, TD Securities, return to Viewpoint with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, exploring the integration and ongoing …

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, …

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/PodcastDisclosureTD Securities által

Explore the critical balance between energy demand and emissions reductions. Alec Clark, Head of Global Energy, Investment Banking, TD Securities, sits down with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, to discuss how companies are embracing innovation to drive growth and sustainabili…

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.…

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 …

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 …

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…

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…

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…

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…

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…

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…

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 …

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/PodcastDisclosureTD Cowen Insights által

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…

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…

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 …

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://…

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 …

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/PodcastDisclosureTD Cowen Insights által

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…

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…

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…

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…

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…

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…

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…

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 …

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…

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…