Reorg Radio
631 episodes - English - Latest episode: 5 days ago - ★★★★★ - 32 ratingsReorg podcasts feature highlights from the previous week, previews of what's to come in the week ahead and deep dives on issues and companies in the distressed and high-yield space. Stay informed on what's discussed on the podcast by requesting trial access to Reorg.
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Episodes
David of MacKay Shields Talks High Yield Municipal Bonds and Redemption of Building America Bonds
April 15, 2024 14:12 - 23 minutes - 31.7 MBThis week, Seth Brumby, deputy managing editor at Reorg, speaks with David Dowden, a managing director at MacKay Shields, about the outperformance of high yield municipal bonds in the first quarter, the redemption of Building America Bonds and the overall evolution of taxable bonds for municipal investors.
Intrum Restructuring; OQ Chemicals Refi; Primary Market Highlights
April 09, 2024 16:15 - 12 minutes - 28.5 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: The latest developments regarding Swedish debt collector Intrum’s restructuring; OQ Chemicals’ own refinancing risks, after its parent company withdrew planned equity support; and The primary market, with a roundup of action that’s taken place since last week. Reorg is always looking for feedback to hel...
Investcorp’s Tom Shandell Discusses All Things CLO
April 08, 2024 12:46 - 38 minutes - 53.2 MBThis week, Tom Shandell, head of US broadly syndicated loans and CLOs at Investcorp Credit Management, joins Reorg’s Hugh Minch to discuss triple-C concentrations in CLO portfolios following the Altice France downgrade. Shandell discusses which CLOs risk failing an overcollateralization test this quarter and shares his views on which other credits are concerning amid a rise in lender on lender violence in workout situations.
FTI’s Cynthia Romano Talks US Economic Resilience, Unique Restructuring Challenges and More
April 01, 2024 15:02 - 19 minutes - 27 MBThis week, Reorg’s Dia Gill Joins Cynthia Romano, senior managing director at FTI, for a broad ranging discussion that includes the economy’s resilience in the face of dire predictions, unique restructuring challenges facing the health care, commercial real estate and cannabis industries, recent trends in liability management and how FTI is working to diversify its portfolio of service offerings. Due to the Easter Holiday, we’re taking a short hiatus from our weekly summary of new developmen...
Reorg Special Podcast: Altice France - Creditors Mobilize as Drahi Tries to Wield the Stick
March 27, 2024 17:44 - 1 minute - 2.01 MBListen now: https://go.reorg-research.com/reorg-special-podcast-altice-france Altice France’s attempt to fix its capital structure through potential discounted buybacks is threatening to spiral out of control. The slide in the group’s unsecured bonds on the back of management’s likely intentionally bearish investor call galvanized investors into organizing, with two groups forming, raising the potential for creditor-on-creditor violence. In the podcast, we discussed the market reaction aft...
Andrzej Skiba, RBC Global Asset Management, on Dynamics in the 2024 Leveraged Finance Market.
March 25, 2024 15:15 - 26 minutes - 36 MBThis week, Reorg's senior primary market reporter Michael Haley speaks with Andrzej Skiba, managing director and head of US fixed income at RBC Global Asset Management, about what dynamics will impact the leveraged finance market in 2024. The episode includes Skiba's views on how healthy market conditions will hold up for the rest of the year for leveraged loans and high-yield bonds as well as what will happen with defaults moving forward. We're looking for feedback to improve the podcast ex...
BNP Paribas’ Laleh Bashirrad Discusses the Mood of the Leveraged Loan Market
March 19, 2024 09:06 - 27 minutes - 38.1 MBThis week, Laleh Bashirrad, managing director of BNP Paribas’ leveraged syndicate desk, joins Reorg’s Katherine Schwartz to discuss the mood of the market, including the M&A pipeline, the LBO market and the ongoing rivalry between private credit and broadly syndicated loans. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-a...
Egypt’s Sovereign Debt; Europe’s Care Homes Sector Challenges; Primary Market Highlights
March 12, 2024 17:06 - 14 minutes - 34.2 MBRelevant Reports: EMEA Primary Market Wrap 2023: https://go.reorg-research.com/emea-primary-market-2023-full-year-wrap Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Egypt’s local-currency sovereign debt instruments after last week’s rate hike; -Europe’s care homes sector after a challenging 2023 for operators; and -The primary market, with a round...
Greg Hardiman of 17Capital Discusses Growth and Use Cases of Net Asset Value Lending
March 12, 2024 15:18 - 34 minutes - 47.1 MBThis week, Seth Brumby, deputy managing editor at Reorg joins Greg Hardiman, a managing director at 17Capital, for a discussion about the growth and use cases for net asset value, or NAV lending. Seth and Greg discuss the evolution of NAV lending, its relationship to other forms of fund financing and how it can improve overall private equity realizations. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podc...
Aggregate High Court Ruling; Seqens Earnings Under the Microscope; Primary Highlights
March 05, 2024 17:08 - 11 minutes - 25.5 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -The latest results from French specialty chemical producer Seqens; -The English High Court declines to sanction Aggregate’s latest restructuring plan; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-r...
The Reorg Primary View: Nuveen’s Himani Trivedi Discusses the Outlook for CLO Equity Investing
March 04, 2024 19:47 - 34 minutes - 46.9 MBThis week on the Reorg Primary View, Himani Trivedi, head of structured credit at Nuveen, joins Reorg’s Hugh Minch for a deep dive on investing in CLO equity. Trivedi discusses how CLO equity correlates with other asset classes within the leveraged finance universe and how different profiles of equity will perform in a range of future macroeconomic scenarios. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of wha...
Egypt’s Sovereign Debt Situation; GHD Underperformance; Primary Market Highlights
February 27, 2024 16:21 - 14 minutes - 32.5 MBRelevant Reports: European Sustainability Linked Bonds and Loans Wrap - https://go.reorg-research.com/european-sustainability-linked-bonds-and-loan-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Underperforming German nursing home care provider GHD; -The likelihood of an Egyptian sovereign default; and -The primary market, with a roundup...
Hornblower Chapter 11, Rite Aid's ‘Toggle’ Plan, Supreme Court: Syndicated Loans Not 'Securities'
February 26, 2024 15:55 - 9 minutes - 12.8 MBThis week on The Reorg Primary View, Hornblower files chapter 11 with RSA providing for $300 million senior DIP, $285 million junior DIP and $345 million rights offering, U.S. Supreme Court declines to consider request from Millennium Health lender claim trustee to review August 2023 ruling from the U.S. Court of Appeals for the Second Circuit that syndicated loans qualify as securities under federal and state laws and Rite Aid debtors file an amended plan with “toggle” allowing a pivot to a ...
Inter Milan’s Loan Talks; McDermott Sanction Trial Update; Primary Market Highlights
February 20, 2024 16:49 - 11 minutes - 26.6 MBRelevant Reports: EMEA Leveraged Loans Wrap 2023: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 EMEA High-Yield Bonds Wrap 2023: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Italian football club Inter, as owner Suning Group looks to extend its loan with Oaktr...
Intrum Slides Into Distress; Ardagh Upcoming Maturities; Altice’s Deleveraging Push; Primary
February 14, 2024 10:19 - 19 minutes - 20.7 MBRelevant Reports: -EMEA Leveraged Loans Wrap: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 -EMEA High Yield Bonds Wrap: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Swedish debt collector Intrum, as its notes continue to slide downwards; -Ardagh Group and its o...
Lúcio Feijó Lopes Discusses Investment Opportunity in Brazil’s Distressed Debt Market
February 13, 2024 10:14 - 47 minutes - 64.7 MBThis week on The Reorg Primary View, Lúcio Feijó Lopes, the founding partner of Feijó Lopes Advogados, a premier corporate law firm that specializes in capital markets, M&As, trade finance, project finance and corporate governance, talks with Reorg's Maria Abreu about the opportunities awaiting foreign investors in Brazil's distressed debt market, highlighting why the current market conditions present an optimal moment for investment. If you are not a Reorg subscriber, request access here: g...
Expert Views - Unpacking the Adler Court Victory - A New Rulebook for Part 26A!
February 06, 2024 11:33 - 29 minutes - 68.3 MBIn the latest entry in Reorg’s Expert Views series, Industry Experts Mandip Englund, Partner at law firm Fried Frank and Jo Hewitt, Managing Director at Alvarez and Marsal join Reorg's Legal Director, Shan Qureshi to dissect the Court of Appeal Judgment overturning the sanction of Adler’s Restructuring Plan and consider what this means for the future of the restructuring & insolvency industry. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're ...
Expert Views - Unpacking the Adler Court Victory - A New Rulebook for Part 26A.
February 06, 2024 11:33 - 29 minutes - 68.3 MBIn the latest entry in Reorg’s Expert Views series, Industry Experts Mandip Englund, Partner at law firm Fried Frank and Jo Hewitt, Managing Director at Alvarez and Marsal join Reorg's Legal Director, Shan Qureshi to dissect the Court of Appeal Judgment overturning the sanction of Adler’s Restructuring Plan and consider what this means for the future of the restructuring & insolvency industry. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're ...
Harris Associates’ Adam Abbas Talks Leveraged Finance Market Tone
February 05, 2024 15:21 - 27 minutes - 63 MBThis week, Reorg’s senior primary market reporter Michael Haley spoke with Harris Associates’ Adam Abbas, who is the head of fixed income at the firm, about the tone of the leveraged finance market so far in 2024 as well as what other other factors will impact the primary market. The episode includes Abbas’ thoughts on how the anticipated rate cuts by the Fed this year will impact corporate issuance as well as how private credit has rivaled the broadly syndicated loan market recently. And, a...
Isabel Marant’s Bond Slides; Hurtigruten, United Group Refinance
January 30, 2024 17:08 - 11 minutes - 26.6 MBRelevant Reports: European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankings 2023 CEEMEA Credit Wrap: https://go.reorg-research.com/ceemea-credit-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Why French luxury fashion retailer Isabel Marant’s senior secured notes caught the attention of hedge...
Morgan Stanley Private Credit’s Ashwin Krishnan Talks Opportunistic Strategies, Outlook for 2024
January 29, 2024 15:14 - 24 minutes - 55.8 MBThis week on The Reorg Primary View, Ashwin Krishnan, co-head of North America Private Credit and head of opportunistic credit at Morgan Stanley joins Reorg’s Catarina Moura for a discussion on the outlook for opportunistic private credit in 2024 and investment strategies that span a spectrum of opportunities between performing and distressed credits. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on t...
Atalian Refinancing; Adler’s Restructuring Plan Hits a Snag; Primary Wrap
January 24, 2024 17:58 - 14 minutes - 33.6 MBRelevant Reports: European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankings Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Atalian’s recently announced refinancing plan; -Adler’s planned restructuring process; and -Reorg’s 2023 EMEA primary market wrap. If you are not a Reorg subscriber, request acc...
Wade Weems Discusses Business Challenges of Navigating Venezuela’s Complex Sanctions and More
January 22, 2024 20:19 - 35 minutes - 81.2 MBThis week, Wade Weems, a partner at McGovern Weems, a business defense law firm that helps executives, corporate boards, company founders and entrepreneurs manage regulatory risk and government action, speaks with Reorg's Maria Abreu about the complexities of navigating Venezuela's ever-changing sanctions landscape and legal strategies for businesses navigating these developments. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as we...
2023 European High Yield Bonds Wrap; EMEA Schemes and Part 26A; SBB in Focus; Primary Highlights
January 16, 2024 17:51 - 21 minutes - 49.7 MBRelevant Reports: EMEA Schemes/26A Wrap 2023: https://go.reorg-research.com/emea-schemes-26a-wrap-2023 ⚖️ EMEA Restructuring Wrap 2023: https://go.reorg-research.com/emea-restructuring-wrap-2023 📈 Gaming Sector Review: https://go.reorg-research.com/gaming-sector-review-2023 📊 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s 2023 European High ...
Barings’ Mike Best Discusses 2024’s Primary Outlook
January 16, 2024 13:02 - 25 minutes - 57.6 MB2024 has already started with scores of refinancings and repricings in the syndicated market. But what does the rest of the year entail? Barings’ Mike Best joins the Reorg Primary View to discuss how new issuance in 2024 will differ from last year’s, what will drive issuance to start the year, how private credit and syndicated capital are coexisting and more. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of wha...
Global Gaming Sector Review; The Rise of Continuation Funds; Primary Highlights
January 09, 2024 17:14 - 12 minutes - 28.1 MBRelevant Reports: Gaming Sector Review: https://go.reorg-research.com/gaming-sector-review-2023 📊 EMEA Restructuring Wrap 2023: https://go.reorg-research.com/emea-restructuring-wrap-2023 📈 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s inaugural review of the global gaming sector; -The primary market, with a roundup of action that’s taken p...
Alice Cheng of Janney Montgomery Scott Discusses the Outlook for Municipal Market in 2024
January 08, 2024 16:05 - 34 minutes - 78.5 MBThis week, to kick off the new year, Reorg’s municipals reporter Hoa Nguyen joins Alice Cheng, vice president of the capital markets group at Janney Montgomery Scott, for a discussion about the 2024 outlook for the municipal market, the bright spots across sectors as well as signs for concerns as pandemic relief funds begin to sunset in the new year. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast ...
Global Auto Industry Overview; Challenges Facing Germany’s GHD; Primary
December 19, 2023 16:51 - 17 minutes - 39.5 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s newly launched Global Auto Sector Quarterly; -Challenges facing German homecare provider GHD ahead of its 2026 maturities; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-...
Tom Kozlik of Hilltop Securities Discusses The Municipal Primary Market With Reorg
December 18, 2023 15:35 - 30 minutes - 68.9 MBThis week, Marvis Gutierrez speaks to Tom Kozlik, Head of Public Policy and Municipal Strategy at Hilltop Securities, about performance of the municipal primary market in 2023 and his forecast for issuance in 2024. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webina...
Synlab’s New 2031s Sponsor-Friendly Flexibilities; Debt Collector Sector Review; Primary Highlights
December 12, 2023 17:55 - 13 minutes - 31.5 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Our primary analysis of German medical diagnostics provider Synlab, which is marketing fixed rate senior secured notes due Jan. 31, 2031 to back its acquisition by Cinven; -Reorg’s review into the debt collector sector, examining a business model under strain due to rising funding costs and fewer disco...
Interview on Purdue Pharma Argument at U.S. Supreme Court
December 11, 2023 16:09 - 1 hour - 241 MBThis week’s interview is a collaboration between the Harvard Law School Bankruptcy Roundtable and Reorg. Professor William Organek (Baruch College’s Zicklin School of Business), Professor Ralph Brubaker (University of Illinois College of Law) and Professor Anthony Casey (University of Chicago Law School) speak with Reorg’s Karen Leung about the Purdue Pharma appeal. Our guests discuss the Dec. 4 oral argument at the U.S. Supreme Court and the legality of nonconsensual nondebtor releases. And...
2023 Restructuring Wrap; Petrofac Looks to Boost Balance Sheet; Primary Highlights
December 05, 2023 14:12 - 18 minutes - 42.3 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Key Restructuring Trends of 2023, in comparison with 2022, using data from Reorg’s own Restructuring Database; -United Arab Emirates-based oil and gas contractor Petrofac, which is examining strategic and financial options to strengthen its balance sheet; and -The primary market, with a roundup of what’...
Katie Binns of Morningstar Talks Leveraged Loan Performance And Outlook With Reorg’s Michael Haley
December 04, 2023 17:22 - 21 minutes - 50.2 MBKatie Binns, director of fixed income and multi-asset indexes at Morningstar, discusses the performance of US leveraged loans in the past year with Reorg’s Michael Haley as well as her outlook on the year ahead for the asset class.
Italian Telcos Open Fiber, Eolo Struggle; J. Crew Blocker Trends; Primary Highlights
November 28, 2023 17:07 - 13 minutes - 30.4 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Why Italian Telecom companies Open Fiber and Eolo are gaining the attention of distressed investors and restructuring advisors; -J.Crew Blocker Trends in European high-yield bonds; -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, reque...
Reorg Radio Expert View: Conversation with Oaktree’s Aman Kumar
November 22, 2023 09:08 - 29 minutes - 66.5 MBExpert View Series: Reorg Senior Private Credit Reporter Lucía Camblor speaks to Oaktree’s managing director, Aman Kumar, about direct lending in the life science sector, public-to-private transaction opportunities and Oaktree’s own private credit strategy. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
Weakening Airline Financials; Rite Aid Seller Financing; PREIT Mulls Chapter 11
November 20, 2023 17:26 - 10 minutes - 23 MBThe latest installment of the weekly review features Rite Aid’s move to “self-finance” MedImpact’s $575 million stalking horse bid, Reorg’s analysis of challenging conditions for regional airlines, Pennsylvania Real Estate Investment Trust’s looming $1 billion maturity and the latest news in the conflicts-of-interest scandal tied to former bankruptcy judge David R. Jones. As always, we also bring you a preview of what’s on tap for this week. Reorg is always looking for feedback to help us i...
Lipton Teas and Infusion; Arxada Developments; Primary Highlights
November 14, 2023 17:52 - 10 minutes - 24.9 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Recent developments at Arxada, as the Swiss chemicals company’s notes trade at distressed levels; Global tea business Lipton Teas and Infusion, formerly known as Ekaterra; The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access h...
Eduardo Ordóñez Bueso of BankInvest Talks Argentina Debt and Elections with Reorg’s Simon Schatzberg
November 13, 2023 17:07 - 22 minutes - 50.4 MBEduardo Ordóñez Bueso, an emerging markets debt portfolio manager at BankInvest in Copenhagen, discusses the outlook for Argentina's sovereign debt and the upcoming presidential elections on Nov. 19 with Reorg's Simon Schatzberg. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest ev...
Signa Development; Distress in the Private Credit Market; Primary Highlights
November 07, 2023 17:42 - 11 minutes - 26.6 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Austrian real estate company Signa Development, as the company faces liquidity issues; -Reorg’s newly-launched Direct Lending Stress Monitor; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.c...
Benefit Street Partners’ President Rich Byrne Talks High Interest Rates, Retail Investors In PC
November 06, 2023 17:22 - 25 minutes - 58.1 MBThis week on The Reorg Primary View, Richard Byrne, president of Benefit Street Partners, talks about how the current high interest rate environment creates both headwinds and tailwinds for private credit with Reorg’s Catarina Moura. Amid a boom in private credit, Byrne also discusses how retail investors fit into the asset class.
London Credit Seminar Preview; Oriflame Developments; Primary Highlights
October 31, 2023 15:54 - 10 minutes - 24.1 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s London Credit Seminar, taking place this Thursday, Nov. 2; -Swedish cosmetics group Oriflame and its plans to stem ongoing decline; -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Pod...
Bank of Oklahoma Financial’s Chris Maloney Talks 5% 10-Year Treasury Yield
October 30, 2023 13:01 - 23 minutes - 53.1 MBChristopher Maloney, mortgage strategist at Bank of Oklahoma Financial, discusses the surge in Treasury yields, Jerome Powell’s challenges and achievements as Chairman of the Fed, “higher for longer” interest rates and the outlook for housing and consumer demand with Reorg’s James Holloway. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net...
The ‘New Normal’ for the Primary Market; Atos Priming Concerns
October 24, 2023 14:17 - 12 minutes - 28 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Bondholder priming concerns surrounding French IT firm Atos; -The “new normal” in the primary market and other trends, ahead of Reorg’s Nov. 2 London Credit Seminar; and -A roundup of the latest primary action that’s taken place since last week. If you are not a Reorg subscriber, request access here: ...
PIMCO’s David Forgash Talks Leveraged Finance And Primary Market Outlook With Reorg’s Michael Haley
October 24, 2023 08:25 - 18 minutes - 43.4 MBThis week, Reorg’s senior primary market reporter Michael Haley spoke to PIMCO managing director David Forgash, who leads the firm’s leveraged finance business, about his outlook on the market looking ahead into 2024. The episode includes David’s thoughts on what the future looks like for the leveraged finance market as well as what market participants can expect in the high-yield primary amidst higher interest rates. And, as always, we bring you our weekly summary of interesting development...
European Private Credit; Cash-Burning OGF; IMF-World Bank Annual Meetings; Primary Highlights
October 17, 2023 16:37 - 15 minutes - 35.7 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s European private credit breakfast event, which took place last week at London’s Biltmore Hotel; -French funeral services group OGF, ahead of what could be a challenging refinancing next year; -Key takeaways from last week’s World Bank-IMF annual meetings; and -The primary market, with a roundup ...
Alfonso Ugarte and Sebastian Leyton Talk Explain Challenges in Chile’s Renewable Energy Sector
October 16, 2023 13:19 - 26 minutes - 61.5 MBAlfonso Ugarte an expert in M&As, bankruptcy and structured and distressed financing for Cuatrecasas and Sebastian Leyton, head of the energy practice of Cuatrecasas and former head the legal division of the Chilean energy enforcement agency, discuss with Reorg’s Maria Abreu the financial troubles plaguing the Chilean renewable energy industry. Alfonso and Sebastian provide context on why some renewable energy producers receive zero payment for their electricity production and shed light on ...
Accell Group’s Bike Stock Woes, Demire Bondholders Hire Advisors, Primary Market Highlights
October 10, 2023 16:02 - 8 minutes - 20.3 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Dutch bicycle group Accell, and its recent issues with bicycle inventories; -German commercial real estate company Demire, recent bondholder movements and its upcoming 2024 debt maturities; -The primary market, with a roundup of action that has taken place since last week. If you are not a Reorg subs...
Edward Altman and Wei Wang Talk Zombie Companies With Reorg’s Gaurav Sharma
October 09, 2023 13:31 - 40 minutes - 93.6 MBRenowned bankruptcy guru and NYU Professor Ed Altman and esteemed Queens University finance professor Wei Wang discuss with Reorg’s Gaurav Sharma their research on the worldwide surge in zombie companies. Ed and Wei discuss the various factors behind the phenomenon, including lenient monetary policies, and the development of global corporate bond markets. And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on t...
Tom Tailor Upcoming Maturities; DTEK’s Consent Solicitation Challenged; Primary Highlights
October 03, 2023 11:36 - 10 minutes - 23.2 MBEach episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -German retailer Tom Tailor, following reports the company appointed Rothschild to advise on options to deal with its 2024 debt maturities; -Ukrainian energy company DTEK Energy, which is facing a challenge to a recent consent solicitation; and -The primary market, with a roundup of action that’s taken pl...
Matt Fabian of Municipal Market Analytics Talks Climate Change Impact on Credit Quality
October 03, 2023 08:17 - 28 minutes - 64.7 MBThis week, Reorg’s municipals reporter Hoa Nguyen spoke to Matt Fabian, partner at Municipal Market Analytics about the potential impact of climate change on credit quality in the municipal market, following the Maui wildfires and the subsequent lawsuits involving Hawaiian Electric Industries. And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on the docket for next week. Alos, on October 12, Reorg’s Tejs Bro...