Recorded on 10/24/22

In this episode, we’ll be discussing how the delivery of care is changing, moving out of the hospital and doctor’s offices and into our homes and on our smart devices. Innovation is occurring at a rapid pace, like telehealth, which emerged during the pandemic, and has spawned new entrants, like Amazon, looking to disrupt the status quo. But perhaps central to this is the role of technology in this transformation.

To help explore this and more, Cowen’s Health Care Technology Analyst Charles Rhyee speaks with Ken Ehlert. With over three decades of experience in health care, Ken has focused on using data, analytics, and a longitudinal understanding of disease to build products and businesses that improve the health care system. His career consists of numerous leadership positions and entrepreneurial endeavors, including serving until recently as UnitedHealth Group’s Chief Scientific Officer.

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Recorded on 10/17/22

Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Francois Chaubard, Founder and CEO of Focal Systems. In this episode, we cover artificial intelligence applications in retail: how artificial intelligence can optimize reordering, locate product in stores, and reduce waste. Artificial intelligence adoption meaningfully accelerated after Alex Krizhevsky published the AlexNet paper in collaboration with Ilya Sutskever and Geoffrey Hinton. The ample cross-sector artificial intelligence applications followed insights from this paper, and now Francois is on a path to reinventing how retailers approach inventory planning.

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Recorded on 10/24/22

Cowen analyst Yaron Werber speaks with Anne Daub, Biotechnology Analyst at T. Rowe Price, and Isai Peimer, Biotech Analyst at Surveyor Capital (Citadel) about dos and don’ts in investor relations. Anne and Isai offer insights into how companies can communicate effectively with the buy side and sell side, attract investor attention without overcrowding events/calls, and properly manage expectations. They also discuss when earnings calls and R&D days may be counterproductive, and how the ability to facilitate an insightful dialogue between investors and management can differentiate a good IR person from a great one.

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Recorded on 10/13/22

Chris Colbert, Chief Financial Officer of NuScale Power (SMR), joins Marc Bianchi to discuss NuScale’s small modular reactor technology, outlook for cash flow generation, customer prospects, and potential impact of the Inflation Reduction Act.

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Recorded on 09/29/22

John Kernan, Cowen’s Retail and Consumer Brands analyst, is joined by three of the supply chain industry’s top thought leaders for a discussion on the state of the consumer with a special focus on the supply chain. The panel includes John McCown, a transportation entrepreneur & CEO with 20 yrs. of C-level experience; Eddie Hertzman, Founder and President of the Sourcing Journal; and Jason Seidl, Cowen’s Airfreight & Surface Transportation analyst. The panel is moderated by Bill Bird, Cowen Head of Thematic Content. Topics include the outlook for container shipping, freight costs into 2023, inventory levels across retail, geopolitical risks, and ESG policy within the global supply chain.

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Recorded on 10/10/22

In this episode, Cowen & Company Co-President Larry Wieseneck once again speaks with David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group.

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Recorded on 10/07/22

Maria Korsnick, President and CEO of the Nuclear Energy Institute (NEI) joins Marc Bianchi to discuss the changing perception around nuclear, hurdles and opportunities for growth, both domestically and abroad, and the evolving policy landscape in Washington DC.

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Recorded on 05/09/22

Cowen analyst Yaron Werber, M.D., speaks with Natalie Holles, CEO of Third Harmonic Bio, and Effie Toshav, Partner, Fenwick & West, about the respective roles of the board and C-suite when it comes to setting strategy and creating value, as well as the importance of diversity, transparency, and flexibility in management teams. Natalie and Effie share their experiences as women in biotech, discuss the value of cultivating an enduring peer network, and provide an inside take on what enables successful M&A.

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Recorded on 09/13/22

Chris Levesque, CEO of TerraPower joins Marc Bianchi to discuss the company’s nuclear development including their first Natrium reactor which is targeting commercial operation before the end of 2028. The Natrium reactor uses a molten salt energy storage system enabling a high degree of load following.

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Recorded on 09/09/22

Amy Roma, Partner and Global Energy Practice Leader at Hogan Lovells, joins Marc Bianchi to discuss the prospects for new nuclear power investments in the US and abroad, government support including the Inflation Reduction Act, and the NRC’s licensing process, today and in the future.

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