TD Cowen Insights TD Securities, TD Cowen

Recorded on 06/04/24

Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization trends that have driven rather consistent and attractive growth over recent decades, competitive forces within the Canadian industry, the company's defenses against expanding eCommerce giants, and Pet Valu's own expansion plans.

Episode Recorded On 06/26/24

In this episode we take a deep dive into cybersecurity in the healthcare system. According to HHS, over the last ten years, the number of reported healthcare data breaches have consistently trended upward. The 734 reported breaches in 2023 is nearly double what was seen in 2018, and collectively these breaches are impacting a higher proportion of the US population each year. Ransomware attacks on U.S. healthcare organizations have cost the economy around $77.5 billion in downtime since 2016, according to an analysis by technology review and cybersecurity research firm Comparitech. Two recent cyberattacks, Change Healthcare and Ascension, are just the latest high-profile large-scale attacks that have impacted financial results for a number of companies, but also has had an impact on patient care. These events have left many wondering whether the healthcare space remains vulnerable and what steps companies and regulators can take to limit further risk. To discuss this topic, we're joined by Richard Staynings. Mr. Stayinings is a thought leader, author, and public speaker about cybersecurity in healthcare, with over 25 years of experience. He is currently Chief Security Strategist for cybersecurity company Cylera, and teaches postgraduate courses in cybersecurity and health informatics at the University of Denver. He's previously held various cybersecurity leadership roles at Cisco, General Dynamics, and PwC.

Recorded on 06/04/24

What is timelessness? Live at TD Cowen's Consumer Conference, we hosted Ari Hoffman, retail executive and CEO of North America at Ted Baker, to chat about the future of department stores, building timeless brands, and delivering on the best customer experience. Mr. Hoffman brings a wealth of experience across the luxury and retail space, including serving as President of Yves Saint Laurent and Lacoste. The conversation covers a range of topics and ideas including: connecting with customers across age groups, how to compete in the age of ultra fast fashion players such as SHEIN, and how to approach artificial intelligence to improve a business.

TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses how managements and boards are adapting to the new reality wherein capital is expensive and scarce, and describes what the buyside gets right and wrong about biotech investing.

In this episode of Retail Visionaries, we host Spin Master's CEO Max Rangel, and CFO Mark Segal, to discuss the company's cross-collaborative growth strategy. Spin Master is a leading global children's entertainment company, that creates, designs, manufactures and markets a diverse portfolio across its three creative centres – Toys, Entertainment, and Digital Games. Its focus on leveraging its owned IP across its creative centres is fostering innovation and growth, that is positioned to accelerate in 2025 following several exciting product introductions in 2024. Recorded at the 8th annual TD Cowen Future of the Consumer Conference, in New York, Brian, Max and Mark discuss a range of topics including the state of the consumer, its acquisition of Melissa & Doug, early success for Unicorn Academy, and its mix shift to higher-margin verticals.

TD Cowen Analysts John Kernan and Max Rakhlenko sit down at TD Cowen's 8th Annual Consumer Conference to discuss their key takeaways from the conference.