TD Cowen Insights

Recorded on 02/28/22 CEO Tim Duncan and EVP of Low Carbon Strategy and Chief Sustainability Officer Robin Fielder join David Deckelbaum and Marc Bianchi to discuss Talos’ carbon capture initiatives along the Gulf Coast and their outlook for this emerging growth segment as part of an upstream oil and gas production company. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sami Inkinen, CEO of Virta Health, discusses reversing type 2 diabetes. The conversation explores the failures of traditional treatments and the need to reverse the disease. They highlight the potential of technology in personalized care and integrating care for patients. The financial impact and longitudinal data in reversing type 2 diabetes are explored, along with the high engagement rates and patient retention of Virta Health's program.

Recorded on 02/16/22 David Phillips, head of U.K. and Investor Relations at Aker Carbon Capture joins Marc Bianchi to discuss the company’s carbon capture offerings, including a competitive advantage in capture technology, various plant designs, and strategy to offer carbon capture as a service. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 03/04/22 Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. The first episode features Cowen Software analyst Derrick Wood in a discussion that centers on Customer Data Platforms (CDPs), one of the highest-growth sub-sectors in software. After years of incubation, the CDP market has hit an inflection point, and Cowen believes the market can grow >4x between now and 2026. Hosted by Bill Bird, Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 02/10/22 Chris Barkey, Chief Technology Officer of the TPS division at Baker Hughes joins Marc Bianchi to discuss the company's offerings and product development in compressors, turbines and other capabilities available to serve hydrogen and carbon capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 02/15/22 Simon Moore Vice President of Investor Relations & Sustainability at Air Products joins Cowen’s Sustainability & Energy Transition Analyst Marc Bianchi to discuss the company’s role in hydrogen production including gray, blue and green as well as differences in steam methane reforming (SMR) and gasification as it relates to hydrogen with carbon capture. The discussion also covers APD's green hydrogen project, NEOM. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 03/09/22 Cowen’s Marc Bianchi provides an overview of the carbon capture market including emissions reduction targets, growth rates of capture, and the major drivers of cost structure. This recording is an accompaniment to Cowen’s Energy Transition Podcast Series which is currently focusing on Carbon Capture. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 02/15/22 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Ofer Leidner, Co-Founder and President of Happify Health. Happify Health is a global software-enabled healthcare platform that connects mental health with physical health, using personalized digital therapeutics and other care solutions. We discuss the challenges of treating mental health and its implications for treating chronic conditions, as well as the impact of COVID-19 on how the industry thinks about behavioral change. We also explore how Happify’s platform uses gamification techniques to motivate and engage users, and ultimately effectuates behavior change. Happify’s platform currently addresses mental health related to 10 chronic conditions and has been able to show a 25% improvement in symptoms of depression, with 86% of adherent users seeing an improvement in happiness within 2 months. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 02/24/22 Cowen Analyst Yaron Werber speaks with Behzad Aghazadeh from Avoro Capital Advisors and Alex Denner from Sarissa Capital Management about how value is created from the inside by working at the Board level, as a Chairperson, or as an activist investor. In this episode, we discuss the importance of human capital in operational excellence, how Boards operate, how M&A decisions are made, ongoing M&A deal trends, and key learnings from the inside that are relevant for investors. As usual, we close the podcast with our lightening round wherein Alex and Behzad share something personal and highlight key goals for the rest of their careers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 02/18/22 We feature Amanda Baldwin, the CEO of Supergoop!, which is the only prestige skincare brand 100% dedicated to suncare. Our podcast covers Supergoop!’s mission and innovation process, Amanda’s views on current beauty trends, and Supergoop!’s opportunities to grow distribution and nurture its community of loyal customers. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.