TD Cowen Insights

Unlocking Value From The Inside


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

TD Cowen InsightsBy TD Securities, TD Cowen

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

36 ratings


More shows like TD Cowen Insights

View all
Masters in Business by Bloomberg

Masters in Business

2,181 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

989 Listeners

Odd Lots by Bloomberg

Odd Lots

1,777 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

935 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,299 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

200 Listeners

The Readout Loud by STAT

The Readout Loud

316 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,019 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,260 Listeners

BioCentury This Week by BioCentury

BioCentury This Week

30 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

390 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

Biotech Hangout by Daphne Zohar, Josh Schimmer, Brad Loncar, Tim Opler & more

Biotech Hangout

9 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

73 Listeners