Recorded on 04-09-20

The COVID-19 lockdown is stressing e-Commerce related logistics networks as brick and mortar retail has ground to a halt. We spoke with leadership from Vecna Robotics and Locus Robotics – two innovative providers of increasingly critical autonomous and collaborative logistics and warehouse robotic technologies. Topics discussed include:

-How customers (and potential customers) are re-thinking their workflows in light of COVID-19 related implications and how robotic go to market strategies and pitches have adjusted to highlight their increasing relevance?

-Understanding the potential for increases in per-capita productivity that is possible through deployment and the timelines and costs involved.

-Changes in target reception to being an early adopter of technology as labor shortages in logistics persist and extreme circumstances demand high throughput with human restrictions.

Moderator: Joseph Giordano, CFA Industrials, Automation & Robotics Analyst, Cowen

Guest Speakers:

-Daniel Theobald, Founder & CEO, Vecna Robotics, also Co-founder & President, MassRobotics

-David Clear, Chief Revenue Officer, Vecna Robotics

-Karen Leavitt, Chief Marketing Officer, Locus Robotics

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 04-14-20

Please listen to our call with Dr. Ledeboer for an update on the COVID-19 testing environment, including how COVID-19 testing has evolved over the past several weeks. Additionally, we discuss the outlook on the use of serological tests and the role these tests could play in ending social distancing and “opening up” the economy.

Moderators:

-Doug Schenkel, Life Science & Diagnostic Tools Analyst, Cowen

-Ryan Blicker, Life Science & Diagnostic Tools Analyst, Cowen

-Chris Lin, Life Science & Diagnostic Tools Analyst, Cowen

-Subbu Nambi, Life Science & Diagnostic Tools Analyst, Cowen

Guest Speaker: Nathan Ledeboer, Ph.D. Professor, Pathology and Medical Director of Microbiology and Molecular Diagnostics Laboratories, Froedtert & the Medical College of Wisconsin

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 04-17-20

Discussion Topics:

-How things are after 60+ days in quarantine, especially now that students are heading home creating a second wave of virus?

-How different will the world's airlines look after this?

-What do you think the recovery time will be? Or will the industry recover?

Moderator: Helane Becker, Airlines & Aircraft Leasing Analyst, Cowen

Guest Speaker: Prof. David Yu, Chairman of China Aviation Valuation Advisors, based in Shanghai

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 04-14-20

Discussion is moderated by Cowen’s equity research team covering biotech, pharma, medical devices, tools & diagnostics and services. We discuss the trade offs involved in reopening segments of the economy, how that might best be accomplished and when it might begin

Moderators: The Cowen Health Care Team

Guest Speaker: David L. Katz, M.D.

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 04-06-20

Please listen to our discussion with the CEO of Rush University Medical Center, a leading academic medical center in Chicago, IL. The focus of our discussion is the current COVID-19 impact and dynamics for the medical center, procedure volumes, alternate site utilization, and the potential path to recovery.

Moderator: Joshua Jennings, M.D. Medical Supplies & Devices Analyst, Cowen

Guest Speaker: Omar Lateef, M.D. Chief Executive Officer, Rush University Medical Center

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 03-31-20

We discuss spending intentions for Software(Applications, Analytics, and Security) and IT Services.

Moderators:

-Derrick Wood, Software Analyst, Cowen

-Bryan Bergin, Software Analyst, Cowen

-Nick Yako, Software Analyst, Cowen

Guest Speaker: Peter Wokwicz, Tatum

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 03-30-20

Cannabis (at least for medical purposes) has been designated as “essential” across most U.S. states. Please listen to our call with Akerna’s CEO Jessica Billingsley to discuss recent trends in North American cannabis. Akerna’s MJFreeway supply chain platform has tracked over $18 bn in cannabis sales since the company was founded in 2010.

Moderator: Vivien Azer, Beverages, Tobacco & Cannabis Analyst, Cowen

Guest Speaker: Jessica Billingsley, Akerna, CEO

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 03-26-20

Cowen’s George Mihalos and Andrew Charles speak with founder of WhatsBusy, a company that partners with POS companies to track transaction data for over 50K restaurants providing insight on the current state of the US Restaurant Industry.

Moderators:

-George Mihalos, FinTech Analyst, Cowen

-Andrew Charles, CFA Restaurants Analyst, Cowen

Guest Speaker: Jordan Thaeler, Founder of WhatsBusy

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 03-19-20

We will hear from the Chairman of the Hong Kong Textile Council key risk factors to consider for the supply chain and current developments and learnings from China and Hong Kong. Mr. Szeto is based in Hong Kong and works with factories in China as the chairman of apparel supplier Lever Style. We will also explore potential implications for the specialty retail industry as retailers plan for summer/fall inventories. We will also host a Generation Z expert to talk about a newly conducted survey work on how the younger generation is thinking about the coronavirus impact and social distancing is changing their consumer behavior. Ms. Sheehan leads the Cassandra team within ENGINE Agency, which is focused on helping clients build culturally relevant brands through leveraging insights from trendsetting young consumers.

Moderator: Oliver Chen, Managing Director, Consumer - Retailing - Broadlines & Department Stores, Specialty Stores

Speakers:

-Stanley Szeto, Executive Chairman of Lever Style and Chairman of the Hong Kong Textile Council

-Kathy Sheehan, Senior Vice President, Cassandra

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 03-17-20

Discussion on health system preparedness for COVID-19 in the NYC area and its implications more broadly across the U.S. Topics include current state of COVID-19 testing and expectations for the near-future; operational challenges in an environment where COVID-19 related admissions could be increasing; and potential financial implications of an increase in COVID-19 related admissions.

Moderators:

-Josh Jennings, Managing Director, Health Care - Medical Supplies & Devices

-Charles Rhyee, Managing Director, Health Care - Health Care Technology

Speaker: David Reich, President & Chief Operating Officer, The Mount Sinai Hospital and Mount Sinai Queens

For Disclosures, click here bit.ly/3cPHkNW