TD Cowen Insights

Recorded on 01/09/25Join Larry Wieseneck, Head of Global Investment Banking at TD Securities, and David Erickson, Adjunct Professor at Columbia Business School, for an insightful discussion on the 2025 market outlook and potential key factors including the Fed, health care issuance activity, debt capacity, and private equity. https://go.td.com/PodcastDisclosure

Recorded on 11/19/24TD 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. https://go.td.com/PodcastDisclosure

Recorded on 11/19/24TD 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. https://go.td.com/PodcastDisclosure

Recorded on 11/19/24TD 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. https://go.td.com/PodcastDisclosure