Compound Semiconductors: The Crown Joule Of High Voltage

THE COWEN INSIGHT Efficient high-voltage power conversion/transmission is a gating factor to clean energy adoption in multiple industries. Compound semiconductors will capture and create value by both accelerating adoption of these applications and disrupting the current analog/mixed signal ecosystem. We examine the burgeoning compound semiconductor market, in particular Silicon Carbide (SiC) and Gallium Nitride (GaN). THE IMPACT OF ENERGY TRANSITION ON…

Authenticity and LGBTQ+ Allyship with Macy’s CEO and Cowen’s Co-President

Cowen · Cowen Insights | Authenticity and LGBTQ+ Allyship with Macy’s CEO and Cowen’s Co-PresidentListen Now on AppleListen Now on SpotifyListen Now on Soundcloud On this episode of Cowen Insights, released in conjunction with Pride Month, Jeff Gennette, Macy’s Inc. Chairman and CEO, and Larry Wieseneck, Co-President of Cowen and Executive Sponsor of OUTperformers, Cowen’s LGBTQ+…

Renewable Energy: The Cornerstone Of Decarbonization & Energy Security

Cowen · Cowen Insights | Renewable Energy: The Cornerstone Of Decarbonization Energy SecurityListen Now on AppleListen Now on SpotifyListen Now on Soundcloud On the Fourth Episode of Cowen’s Thematic Outlook Podcast Series, Jefferey Osborne, Sustainability and Mobility Technology Analyst, joins Bill Bird, Head of Thematic Content for a discussion on sustainable energy. They touch…

50 Years of Innovative Ideas: Cowen’s TMT Conference

The year was 1972. The Magnavox Odyssey had just become the first commercial video game console, and Hewlett-Packard released the HP-35, the world’s first handheld scientific calculator. It was also the year that Bell Labs invented C programming language, and Atari released Pong. At…

Cowen’s Thematic Outlook Podcast Series

Cowen’s Thematic Outlook Podcast Series, hosted by Head of Thematic Content Bill Bird focuses on emerging growth and disruptive innovation. In collaboration with Cowen’s fundamental equity research team and Washington Research Group, the series unpacks the most pivotal investment themes which Cowen expects to drive investment gains and losses in 2022 and beyond. Episode 1:

The Evolving Communications Infrastructure Landscape – Fiber, Broadband, 5G, the Edge & Beyond

Edward Rubin, Managing Director, Technology, Media Telecom, who leads Cowen’s Communications Infrastructure investment banking effort writes an article for InterGlobix about the evolution of the sector from the early 2000s to today. He explores how disruptive technologies have shaped the landscape and the role of growth-oriented middle-market companies in the middle of the U.S.

Conversation with euNetworks CEO Brady Rafuse

Cowen · Cowen Insights | Conversation with euNetworks CEO Brady RafuseListen Now on AppleListen Now on SpotifyListen Now on Soundcloud In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Brady Rafuse, CEO of euNetworks. They discuss the value of hard work (still), the success of so many Level 3 alums, keeping…

Energy Transition, Part VII: How to Spend It – Electric Grid and Communications Infrastructure

The Cowen Insight We present our proprietary analysis of electric grid CapEx with the initiation of coverage for electric grid and communications infrastructure (EC). We see an inflection in infrastructure spending approaching, particularly for the electric grid and communications. This creates a very attractive backdrop for EC services. With the help of Cowens TMT and Washington…

Can Sustainability Intersect with Luxury? | Julie Wainwright, TheRealReal CEO

Cowen · Cowen Insights | Can Sustainability Intersect With Luxury? Featuring RealReal’s CEO Julie WainwrightListen Now on AppleListen Now on SpotifyListen Now on Soundcloud Julie Wainwright, CEO Founder of The RealReal speaks with Oliver Chen, Retail Luxury Analyst. They discuss the state of the recommerce market and its implications on the growing focus of…

Financial Innovation: Economic Benefits on the Road to Acceptance

Every industry lives and dies by innovation, and the financial industry is no exception. By offering new products and solutions, the financial industry helps companies access the capital they need to develop breakthrough technologies that create jobs and grow the economy. The ongoing innovation evolution in financing generates efficiencies and invariably lowers the cost of…

The Outlook for Telehealth and Virtual Care at the Cleveland Clinic

Cowen · Cowen Insights | The Outlook For Telehealth and Virtual Care At The Cleveland ClinicListen Now on AppleListen Now on SpotifyListen Now on Soundcloud Dr. Peter Rasmussen, Chief Clinical Officer of the Cleveland Clinic/AmWell Digital Health Joint Venture joins Charles Rhyee, Healthcare Technology Analyst. They discuss the origin of telehealth at Cleveland Clinic, the drivers…

Sustainability 2.0 – Technology at the Tipping Point

At Cowen, we are deeply committed to Sustainability, one of our core values and a guidepost for all we do for clients and as investors. In a new series of commentaries, we delve into the vision of a more Sustainable future. Drawing from our in-depth research and thought leadership across the firm, we will explore Sustainability…

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