Viewpoint - A TD Securities Podcast

In the first of this two-part episode, Larry Wieseneck Head of Global Investment Banking, TD Securities; Vice Chair, TD Cowen and Grant Miller, Executive Managing Director, Head of Global Capital Markets, TD Securities, join David Erickson, Adjunct Professor at Columbia Business School, to discuss how today's macro and political backdrop is influencing capital markets and market expectations and how the TD Cowen integration has strengthened the firm's ability to deliver more connected solutions for clients. Part two coming soon!This podcast was recorded on October 8, 2025. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Despite being some of the most active investors in tech innovation and AI, banks often struggle with an outdated and traditional image. Liza Januzi, Regional Head for Americas, Financial Institutions, TD Securities and Cavin Wong, Managing Director, Regional Head of Global Transaction Banking & Financial Institutions Coverage, EMEA & Asia Pacific, TD Securities discuss strategies used in various global markets to attract young talent by highlighting behind-the-scenes innovations. We explain how to attract Gen Z candidates by showcasing the opportunities and potential for shaping the future of secure financial services. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As investors and issuers of capital navigate the constantly changing headlines, how does the market look past headlines and remain resilient? In this episode, we take a deep dive into international debt capital markets.  Laura O'Connor, Managing Director, Head of UK Debt Capital Markets, TD Securities joins Susan Thompson, Managing Director, Sustainable Finance & Advisory, TD Securities to explore the opportunities ahead of our clients in debt capital markets. We discuss key developments impacting the global industry and address how investment grade markets have adapted to elevated volatility in the market this year. What is behind this?We wrap up the discussion highlighting our experience with the inaugural bond offering from the Climate Investment Fund Capital Markets Mechanism and how it helps to catalyse the scale-up of low carbon technologies in the developing world. This podcast was recorded on June 9, 2025. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Three women in positions of leadership share the key relationships with other female mentors who helped guide and shape their journeys. Christina Petrou, Chief Operating Officer of TD Securities, and Tamara Finch, Executive Managing Director, Head of Global Transaction Banking, open-up about their personal experiences and insights with host, Lisa Thomas, Managing Director and Deputy Head of Global Research. Together, they discuss turning points in their career trajectory, the strength of partnership and what they've learned from their best (and worst) experiences.  Join us for an in-depth conversation on what tools make it easier for women facing a work/life balance, slow progress in gender parity and other challenges when looking to accelerate and advance their career. This podcast was recorded on March 11, 2025 For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we delve into the emerging trends shaping the future of financial services across North America. Jim Spencer, Managing Director, Head of Global Financial Institutions, Investment Banking, TD Securities, and Mahsa Afghahi, Managing Director, Head of Financial Institutions – Canada, TD Securities, share their insights with host, Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, on key developments impacting the industry – from the latest innovations in asset management and evolving market dynamics to strategic mergers and acquisitions driving transformation.  Join us for an in-depth conversation on how these trends are reshaping the financial landscape, their implications for investors, and how institutions are adapting to stay ahead in a rapidly changing market. This podcast was recorded on January 16, 2025. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Entering the holiday shopping season, we dive deep into e-commerce by exploring how tech giants apply AI and digital advertising to shape the future of retail. John Blackledge, Managing Director, TMT – Internet Research Analyst, TD Cowen, joins host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, to discuss how online retail growth has driven improvements in the scale and speed of delivery infrastructure. We also cover the beneficial impact AI can have on labour productivity and take a look at the biggest quarter of the year for ad spending.   This podcast was recorded on November 18, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Balancing the needs for innovation and personal touch is key in modern transaction banking. Kathryn Lamothe, Managing Director & Global Head of Trade Solutions, Product, Strategy and Risk, Global Transaction Banking, TD Securities and Elizabeth St-Onge, Managing Director, Head of Product Management, Global Transaction Banking, TD Securities sit down with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities to provide an in-depth look at the modernization of transaction banking. We discuss the adoption of flexible, technology-driven solutions, opportunities for collaboration with FinTech startups and insights regarding the industry's evolution to meet future demands.This podcast was recorded on September 10, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Larry Wieseneck, Vice Chair and Head of Corporate and Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, for a deep dive into the evolving world of investment banking. In this episode, we explore the role of capital in determining market positions, navigating the dichotomy of disruptors versus those at risk of disruption, and the unexpected appeal of traditional sectors in the tech-driven economy. Listen in to gain valuable perspectives on these transformative themes. This podcast was recorded on August 20, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Explore the growth and achievements of the biotech industry over the years as Yaron Werber, Managing Director, Equity Research, TD Cowen, speaks with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities. Together, they look ahead to the impact AI could have on healthcare, M&A activity, and the unique characteristics of leading markets in the U.S., Europe, China, and Japan.  For deeper insights with guests from leading biotechnology companies, tune in to Yaron Werber's podcast series, Biotech Decoded. This podcast was recorded on July 15, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

To commemorate the one-year anniversary of the Cowen acquisition, Riaz Ahmed, President and CEO, TD Securities, and Jeff Solomon, President, TD Cowen and Vice Chair, TD Securities, return to Viewpoint with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, exploring the integration and ongoing growth potential for clients and colleagues. From fostering a culture of collaboration to enhancing global capabilities, Riaz and Jeff share their perspectives on the transformative journey and the exciting opportunities it presents. This podcast was recorded on April 9, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Explore the critical balance between energy demand and emissions reductions. Alec Clark, Head of Global Energy, Investment Banking, TD Securities, sits down with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, to discuss how companies are embracing innovation to drive growth and sustainability in the sector and the implications for investors and industry stakeholders.This podcast was recorded on May 29, 2024.  For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join the conversation as Vince Valentini, Managing Director, Equity Research, TD Cowen, and Greg Williams, Director, Equity Research, TD Cowen, together with host Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, explore the evolving North American communications industry landscape. From market maturation to emerging technologies like AI and 5G, they analyze key themes impacting cable, satellite and telco sectors, offering valuable insights for investors navigating this dynamic industry. This podcast was recorded on May 6, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Uncover the strategies that have elevated a career and influenced our business today. In this episode, we celebrate International Women's Day, as Lisa Casey, Managing Director and Global Head of Business Management & One TD Partnership Initiatives, TD Securities, discusses her 16-year journey in finance with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities. Lisa reveals her passion for math and science, expressing her attraction to the dynamic world of finance. Attributing her enduring success to trust-filled relationships with colleagues and clients, she explores how the collaborative spirit also drives the One TD initiative for comprehensive client solutions. This podcast was recorded on February 26, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While commodity prices remain strong, the combination of high interest rates and relatively low investor interest in certain commodities may be limiting access to capital. Michael Faralla, Managing Director and Head of Global Mining, Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, examine the unique ecosystem Canada has carved out in fostering capital formation, M&A activity across the industry, and geopolitical risks in countries processing the rare minerals used for energy transition. Listen in as they discuss the upcoming PDAC mineral exploration and mining convention, sharing their own memories and envisaging initial conversations that may ultimately become deals.This podcast was recorded on January 31, 2024.  For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following a difficult year for financial institutions, what might be in store for 2024? Geoff Bertram and Jim Spencer, Managing Directors and Co-Heads, Global Financial Institutions, Investment Banking, TD Securities, discuss with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, what commonly happens following a crisis year, when M&As might accelerate and how banks focusing on balance sheet optimization can more soundly weather an economic downturn. This podcast was recorded on January 9, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amy West, Managing Director and Global Head of ESG Solutions, TD Securities asks John Miller, Managing Director, ESG and Sustainability Policy, TD Cowen Washington Research Group and Carl Elia, Vice President and Director, Global Infrastructure Investments, TD Asset Management why 'ESG' is such a polarizing term. Parties on both sides of the political spectrum in Canada and the U.S. benefit from carbon capture and other sustainability initiatives. Listen in as we examine what could be driving the push against ESG, uncover how sustainable investments engage opportunities rather than excluding high returns and discuss the future of environmental, social and governance finance.This podcast was recorded on November 6, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen as Sam Damiani, Director, Equity Research, TD Cowen, speaks with Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, as they break down multiple REIT sectors. Sam discusses the unique characteristics when investing in REITs, how the sector is navigating economic impacts and the supply versus demand for space. This podcast was recorded on September 21, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will AI shape the future of financial institutions? Listen as guests Akhil Lamba, Executive Managing Director and Head of Global Transaction Banking, TD Securities, and Dan Bosman, Senior Vice President and Chief Information Officer, TD Securities and Treasury & Balance Sheet Management (TBSM), speak with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, about the evolving trends, such as predictive and generative AI, blockchain, and central bank digital currency, as we continue towards an increasingly digital landscape. This podcast was recorded on September 6, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As automation becomes more prevalent, how has the fixed income market evolved? Listen as Martin Mannion and Matt Schrager, Managing Directors and Co-Heads, TD Securities Automated Trading and Jason Wen, Managing Director, US IG Credit Trading, TD Securities, speak with host, Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, as they look at the rise and benefits of electronic trading, accelerated trends in the credit space and why a hybrid model between human and technology is key to success.   This podcast was recorded on August 8, 2023.  For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen as Andrew Green, Managing Director and Head of Base Metals, TD Securities sits down with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, to discuss how the team saw an opportunity for growth and blazed a path to become the industry's leading Base Metals House for over three consecutive years. As the world gears up for net zero, discover why the sector plays a critical role in enabling energy transition. This podcast was recorded on July 5, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.