HR Tech Marketplace Health Check with TD Cowen

On this episode, Pete and Julie welcome Bryan Bergin and Jared Levine, equity research analysts with TD Cowen focused on the HR tech, fintech, and IT Services sectors!  The group explores the overall health and state of the HR tech marketplace through the lens of financial analysts on the front lines of equity research and advisory. They explore the notable trends taking shape, including AI’s impact and the continued convergence of fintech with HR tech shaping emerging and leading provider solutions.    They discuss how the current economic climate will impact the HR tech marketplace, including notable consolidation news and what to expect from providers getting together across the market.  Plus, a look at the potential for IPOs and what to watch for as 2025 unfolds!  Connect with Bryan & Jared: TD Cowen research: www.tdsecurities.com/ca/en/themes-2025  Bryan Bergin: https://www.linkedin.com/in/bryan-bergin-cfa-cpa-456b3aa/ Jaren Levine: https://www.linkedin.com/in/jared-levine-cfa-cpa-08524346/ Connect with the show:    LinkedIn:  http://linkedin.com/company/hr-payroll-2-0  X: @HRPayroll2_0 @PeteTiliakos @JulieFer_HR BlueSky: @hrpayroll2o.bsky.social  YouTube: https://www.youtube.com/@HRPAYROLL2_0