Staying one step ahead of your rivals

Article 1 of 3: The fixed income landscape is in flux. In this series of three blogs, I’ll explore the important trends we see dominating the fixed income space in the year ahead: technology, liquidity and operational efficiency. After years of resisting innovation and the adoption of technology in the same way as other asset…

The New Infrastructure of Caregiving with Wellthy’s CEO

When most people talk about health care, they tend to speak about it in terms of themselves: How do I as the individual use the healthcare system? How do I interact with my insurance company? How do I use this digital health app? But oftentimes, a lot of care is coordinated not by the individual…

Conversation with Cogent CEO Dave Schaeffer

In this episode, Dave Schaeffer, CEO of Cogent Communications speaks with Colby Synesael, Communications Infrastructure and Telecom Services Analyst. They discuss Dave’s time at the University of Maryland, his transition from the taxi business to telecom and how Cogent was formed after the telecom bubble popped. They also speak about some of Cogent’s acquisitions, peering,

eVTOL Opportunities Overview with Textron’s Rob Scholl

Rob Scholl, Senior V.P. of Textron’s eAviation division speaks with Cai von Rumohr, Aerospace, Defense Electronics Government Services Analyst. They discuss the eVTOL landscape, strategies to make eVTOLs into a commercial business, and the challenges of financing and certifying this technology. Press play to listen to the podcast.

Look Externally Not Internally for Innovation

Sophie Kornowski, Ph.D., Partner at Gurnet Point Capital, and Doug Giordano, Managing Director, Perceptive Advisors speak with Yaron Werber, M.D., Biotechnology Analyst. They discuss how they thought through valuations when they headed transactions at Roche and Pfizer, the importance of taking risks, and staying humble. They also speak about the importance of building relationships, getting…

Menswear Moves “Forever Forward” with Rhone

Nate Checketts, CEO and Co-Founder of Rhone speaks with Oliver Chen, Retail Luxury Analyst. They discuss how Rhone pioneered premium mens performance lifestyle, changes in mens apparel trends, and increasing lifetime value with the brands customers. They also discuss Rhones efforts around sourcing and production in a more responsible manner, and the companys focus…

Freshpet: At the Takeoff Point

In this episode, Billy Cyr, CEO of Freshpet speaks with Brian Holland, Sustainable Food Healthy Living Analyst about the expanding the company’s manufacturing expansion during the pandemic, how they’ve achieved a refrigerated food for pets with a long shelf life, consumer preferences, and opportunities going forward. Press play to listen to the podcast.

Branding in U.S. Cannabis with Ascend Wellness, Lowell Farms, and Edie Parker

Vivien Azer, Beverages, Tobacco and Cannabis analyst speaks with Abner Kurtin, Chairman, CEO Founder of Ascend Wellness, George Allen, Chairman of Lowell Farms, and Brett Heyman, Founder and Creative Director of Edie Parker. They discuss the evolving cannabis landscape and how cannabis brands are navigating a fragmented industry that is still in relatively early…

Getting to “Win-Win” in Partnerships

David Schenkein, General Partner, GV speaks with Yaron Werber, Biotechnology Analyst about the role of external innovation in building a successful company from the perspective of large and small companies based on his experiences at Genentech and Agios. They also speak about how to establish “win-win” deals and the importance of deal term structure in…

Embracing External Innovation

Yaron Werber, Biotechnology Analyst speaks with George Golumbeski, former EVP Business Development at Celgene and Tom Daniel, former President, Global Research Early Development at Celgene. They discuss qualities that support biotech innovation including the importance of collaboration, balancing internal and external innovation, and how a “deal-friendly” culture fosters partnerships. Press play to listen to…

Tech-Enabling Your Baby with Kurt Workman, Owlet CEO & Co-Founder

Kurt Workman, CEO and Co-Founder of Owlet Baby Care speaks with Charles Rhyee, Cowen’s Health Care Technology Analyst. They discuss the challenges that new parents face after leaving the hospital and how technology is incorporated into products geared for children, particularly in the areas of safety and monitoring. They also explore how the traditionally consumer…

Why Hydrow Is the Tesla of Fitness

Bruce Smith, CEO and Founder of Hydrow speaks with Oliver Chen, Retail & Luxury Analyst. They discuss the future of at-home fitness and Hydrow‘s competitive positioning as the at-home space is gaining consumer interests across all age groups. They also discuss growth opportunities, customer acquisition, retention strategies, and pricing dynamics.

Load More