TD Cowen Insights

TD Securities, TD Cowen
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TD Cowen Insights

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

  1. 3 NGÀY TRƯỚC

    Status And Outlook For Biopharma R&D With Former Pfizer R&D Head John LaMattina

    Recorded on 11/08/24 TD Cowen analyst Steve Scala speaks with former Pfizer R&D Chief John LaMattina to discuss views of the status and outlook for R&D in biopharma industry. New technologies and deeper understanding of biology provide opportunities, but price pressures and some M&A can stifle creativity. We discussed optimal R&D portfolio construction and concluded with observations on where Pfizer R&D stands today.

    39 phút

  2. 11 THG 11

    The New Fragrance Frontier With IPAR CEO & Co-Founder

    Recorded on 10/11/24 In this episode, we feature Jean Madar, CEO and co-founder of IPAR, a global producer and distributor of prestige fragrance products in operation since 1982. We discuss the momentum of the fragrance category, the changing preferences of fragrance consumers, and the biggest regional opportunities ahead. We also explore the history and success of IPAR's prestige-focused portfolio, including big names like Donna Karan, Ferragamo, Montblanc, and Moncler, as well as the upcoming launches that could propel growth into FY25.

    28 phút

  3. 4 THG 11

    Women Visionaries In Investing With Wellington Management's CEO Jean Hynes

    Recorded on 10/25/24 TD Cowen analyst Yaron Werber speaks with Jean Hynes to discuss her outlook for the biopharma industry, her career in health care investing, her advice to women investors, and her journey to becoming the first woman CEO of Wellington Management. She describes her career trajectory as an evolution through three stages: 1) learning and growing under a great mentor, 2) becoming a risk taker, and 3) becoming a leader. Rising to leadership positions as a woman is not always easy, and Jean's advice to young women is to do something they love in a company they respect, and to actively seek feedback to help them grow.

    48 phút

  4. 29 THG 10

    Less Than a Week To Go: 33 Key Counties To Watch On Nov 5

    Recorded on 10/29/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger flags the key 33 counties across 13 states to watch for election results & implications on November 5.

    12 phút

  5. 23 THG 10

    Secrets To Amazon's Marketplace With Recom: Brand Control & Logistics

    Recorded on 10/11/24 What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as well as competitive differences between marketplaces at Amazon and Walmart.

    35 phút

  6. 21 THG 10

    2 Weeks To Go: Early Vote & What Happens Post Nov 5

    Recorded on 10/21/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5.

    7 phút

  7. 16 THG 10

    If You Build It, They Will Come: A Discussion With Dr. Jerry McGinn

    Recorded on 10/11/24 Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups.

    37 phút

  8. 14 THG 10

    3 Weeks To Go: Mathematics & Geography In The Electoral College – 7 Key States

    Recorded on 10/14/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states.

    8 phút
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/5
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Giới Thiệu

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

Thông Tin

  • Nhà sáng tạo
    TD Securities, TD Cowen
  • Năm hoạt động
    2020 - 2024
  • Tập
    249
  • Xếp hạng
    Sạch
  • Bản quyền
    © TD Securities
  • Trang web chương trình
    TD Cowen Insights

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