TD Cowen Insights

TD Securities, TD Cowen
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. 13 ДЕК.

    Marty Staples On Topaz's Evolution & Return Proposition Versus Other Models

    Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski speaks with Marty Staples, President and CEO of Topaz Energy, a unique hybrid royalty/infrastructure company. They discuss Marty's transition from landman to CEO, building a diversified portfolio, perceptions of royalty financing for potential vendors, M&A, and the differentiated benefit of royalties relative to other high-yielding vehicles that have existed in the sector over the decades.

    18 мин.

  2. 11 ДЕК.

    Couch Surfing In Biotech With Praveen Tipirneni

    Recorded on 11/19/24 TD Cowen analysts Yaron Werber and Ritu Baral speak with Praveen Tipirneni to discuss his non-traditional path to becoming a biotech CEO, the Morphic journey, couch surfing in Kendall Square, his biggest prank in college, and the most unexpected learning in his career. Tipirneni's advice to first-time biotech CEOs is to adopt a healthy dose of conservatism and build in an ample safety margin to cushion against unexpected technical and market challenges. He also emphasizes the importance of personal relationships in the biotech industry and notes that the key to courting pharma is to make them feel that your company is a better and more nimble version of themselves.

    58 мин.

  3. 9 ДЕК.

    NuVista's Next CEO Mike Lawford On Evolution Of Shareholder Returns & More

    Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski talks with NuVista's, President and soon-to-be CEO, Mike Lawford. The pair discusses Mike's background, the underlying drivers of NuVista's growing production targets, the evolution of the company's shareholder return strategy, and the scarcity of public pure-plays in the oil/condensate window of the Alberta Montney.

    15 мин.

  4. 6 ДЕК.

    Birchcliff's Chris Carlsen On 1st Year As CEO, Capital Focus, Efficiencies & Allocation

    Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski talks with Chris Carlsen, President and CEO of Birchcliff Energy. The pair discusses progress and direction of the company under Chris's first year as CEO. Key topics of conversation include a reflection on the more focused 2024 capital program, gas marketing strategies, and the dividend.

    20 мин.

  5. 3 ДЕК.

    Peyto's JP Lachance On M&A Integration, Performance & What's Next

    Recorded on 11/19/24 TD Cowen analyst Aaron Bilkoski speaks with JP Lachance, President and CEO of Peyto Exploration & Development Corp. The pair discusses the integration/performance of the recently acquired Repsol assets, the underappreciated benefits of the Deep Basin, hedging strategies, and production management.

    24 мин.

  6. 25 НОЯБ.

    Donald Trump & The Republican Party Swept The 2024 Election Cycle. What's Next For Energy And Transport Policy?

    Recorded on 11/12/24 TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot 16 to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through year-end 2024 and into 2025. Expect concentrated policy risk in the EV sector, opportunities in grids, manufacturing, and power generation.

    22 мин.

  7. 21 НОЯБ.

    Who Let the DOGE Out? Post-Election NatSec Policy Tsunami And A&D Discussion

    Recorded on 11/15/24 In this episode, Roman Schweizer, TD Cowen's WRG geopolitics & defense analyst, and a fully staffed reporter roundtable discuss the outlook through the end of the year and the transition from the Biden to Trump Administration. We also discuss look-ahead themes in aerospace, defense, and government services with TD Cowen equity research analysts Cai von Rumohr and Gautam Khanna.

    1 ч. 10 мин.

  8. 18 НОЯБ.

    How Has The Canadian Wireless Market Evolved Since Quebecor Acquired Freedom Mobile?

    Recorded on 11/12/24 TD Cowen analyst Vince Valentini speaks with Hugues Simard, the CFO of Quebecor. He discusses the current growth prospects and competitive environment in the Canadian wireless industry, and how that has evolved since the acquisition of Freedom Mobile in April, 2023. Striking the right balance between pricing and volume is a key topic covered.

    34 мин.
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Об этом подкасте

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

Информация

  • Автор
    TD Securities, TD Cowen
  • Годы выхода
    2020 - 2024
  • Выпуски
    257
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © TD Securities
  • Сайт подкаста
    TD Cowen Insights

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