Bölümler
-
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. They also share their mid-year outlooks for 2024: from trends in the investment-grade debt market to what it may take to further re-open the IPO market.
https://go.td.com/PodcastDisclosure
-
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 of Trump v Biden.
https://go.td.com/PodcastDisclosure
-
Eksik bölüm mü var?
-
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 vital needs: such as protecting color, boosting shine, volumizing, repairing and restoring.
https://go.td.com/PodcastDisclosure
-
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 categories to the mobile app users who can decide to add the item to their cart and purchase or keep shopping. Further, the items range from premium to luxury brands and are offered at a discount, underscoring a value proposition to the shopper. Oliver and Lindsay discuss a range of topics including enhancing customer lifetime value, optimizing advertising dollars, and managing inventory for speed.
https://go.td.com/PodcastDisclosure
-
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 the years, and digital health has become a key part of healthcare delivery and for many a standard part of their health benefits. But the digital health industry finds itself at a crossroads post-pandemic, particularly among investors, with many once high-flying companies struggling.
So what’s next for digital health? To explore this, we’re joined by Sean Duffy, Co-Founder and CEO of Omada Health. Sean was our first guest when we formally started this podcast back in 2020. Sean is one of the early pioneers of digital health and a thought leader, not only in managing chronic conditions, but also in how digital tools can be used to engage and guide patients in their care journey.
https://go.td.com/PodcastDisclosure
-
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 dispense these medications, which often come with special handling requirements, as well as clinical support. With the majority of biopharma R&D being focused in specialty categories, the importance of specialty pharmacies is expected to increase. In this episode we explore the specialty pharmacy industry and the role it fills in the healthcare system today and in the future.
To help discuss this topic, we’re joined by Dr. Surya Singh, CEO of InformedDNA. Dr. Singh brings over 20 years of experience within the health care supply chain. Before joining InformedDNA as CEO, Dr. Singh was the Chief Medical Officer for CVS Specialty and an attending physician at Brigham and Women’s hospital. Dr. Singh is also President of Singh Health Advisors and a Senior Advisor at ICER.
https://go.td.com/PodcastDisclosure
-
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 real information with real people, about really amazing products. Glossier stands for thoughtful design and cultivating conversations, and, at Glossier, beauty is about celebrating freedom of expression, individuality, and having fun.
https://go.td.com/PodcastDisclosure
-
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 environmental impact of physical retail. The company pioneered the ability to set targets and proactively measure results of creating and operating stores, which shifted the industry to move away from rhetoric to science-based statistics. RESET plays a critical in advancing how retailers think about real estate, particularly among large luxury companies as they elevate and invest in experiential retail.
https://go.td.com/PodcastDisclosure
-
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 to undertake climbs such as Mount Kilimanjaro, the Presidential Traverse, or Mount Everest Base Camp as fundraising campaigns to battle cancer, poverty, and soon sickle cell disease, with $9M raised to date.
For Disclosures, click here bit.ly/3cPHkNW
https://go.td.com/PodcastDisclosure
-
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 areas & neutralizes free radicals.
The modern beauty market is overwhelming and filled with new ingredients, techniques, experiences, and brands, making efficacy and education a key priority for brands. TD Cowen’s New Platforms, Retail & Luxury Analyst Oliver Chen speaks with Tina Chen Craig, founder of U Beauty, to discuss how U Beauty is tackling cosmetic confusion through results-oriented, multi-tasking products. We discuss the rise of "skintellectuals," key digital vs. brick & mortar distribution considerations, marketing strategy, and how to outperform in an increasingly competitive beauty industry.
For Disclosures, click here bit.ly/3cPHkNW
https://go.td.com/PodcastDisclosure
-
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.td.com/PodcastDisclosure
-
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://go.td.com/PodcastDisclosure
-
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 bit.ly/3cPHkNW
https://go.td.com/PodcastDisclosure
-
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 Disclosures, click here bit.ly/3cPHkNW
https://go.td.com/PodcastDisclosure
-
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 supply chain. As the largest channel for prescriptions, retail pharmacies have been an important part of helping drive growth in the industry. However, pharmacies, having faced years of margin pressure, have not seen the same degree of benefit as others in the supply chain. For many years, pharmacies have dealt with lack of transparency in how drugs are priced, as well as uncertainty about whether reimbursement will adequately cover the cost of drugs and time associated with patient care. For more than a decade, with increasing levels of generic substitution, retail pharmacies have been able to manage their margins by cross subsidizing potential losses they would see on brand drugs with the profits they would gain on generics. But, with generics now making up more than 90% of prescriptions, the benefit from generic conversions and the ability to cross-subsidize has been maxed out and the pharmacy reimbursement model is clearly in need of change.
To help us discuss this topic, we're joined by Michael Rothrock, who brings more than 20 years of experience within Managed Care as well as the PBM industry. Before starting Allegheny Strategic Partners, Mr. Rothrock was the VP of Pharma Strategy and Contracting at Express Scripts, where he was responsible for leading Commercial and Medicare formulary contracting and strategy.
For Disclosures, click here bit.ly/3cPHkNW
https://go.td.com/PodcastDisclosure
-
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 high-end direct-to consumer retailer with 200+ showrooms.
For Disclosures, click here bit.ly/3cPHkNW
https://go.td.com/PodcastDisclosure
-
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/PodcastDisclosure
-
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
- Daha fazla göster