Beste Libor Rate podcaster (2024)

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Accounting for internal-use software costs 35:53

2d ago35:53

35:53

Text us your thoughts on this episode We continue our miniseries on software costs. They are accounted for using two different models depending on whether the software is used internally or externally. In this episode, we discuss the internal-use model applicable to software developed or obtained to meet the reporting entities’ internal needs. In t…

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UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility 43:16

3d ago43:16

43:16

This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment.Vardi discusses the impact …

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The Fed Might Cut 50bps Next Month 18:04

4d ago18:04

18:04

Football season is back, and so is JP's trash talk! In this episode of The Rate Guy, we touch on some friendly (or not-so-friendly) college football banter and dive into the real game: Fed policy moves. With Powell signaling a rate cut next month and the labor market's true strength under scrutiny, we break down what this means for the economy. We'…

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Accounting for the cost of externally marketed software 39:35

9d ago39:35

39:35

Text us your thoughts on this episode We kick off our miniseries on software costs. They are accounted for using two different models depending on whether the software is used internally or externally. In this episode we focus on the external use model applicable to software to be sold, leased, or otherwise marketed as a separate product or embedde…

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Jim Schaeffer on Market Volatility, Dividends & Liability Management 37:53

11d ago37:53

37:53

This week on The Reorg Primary View, Reorg's Katherine Schwartz speaks to Jim Schaeffer of Aegon Asset Management, where Jim is the global head of leveraged finance and serves as a portfolio manager for the various leveraged finance strategies. They discuss the recent volatility in markets, how anticipated rate changes might affect the market and M…

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I'm Getting to Jackson Hole One Way or Another! 20:06

11d ago20:06

20:06

On this episode of The Rate Guy we discuss this week's Jackson Hole meeting where the theme is “Reassessing the Effectiveness and Transmission of Monetary Policy.” We talk about some of the things they might touch on and how the market may react. We also discuss the consumer spending situation; why it's not as rosy as the number suggests and why th…

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Global elections: What impacts can companies expect? 38:27

16d ago38:27

38:27

Text us your thoughts on this episode Named the year of global elections, 2024 will see more than 50 countries with over half of the world’s population exercise their right to vote. On today’s episode, host Heather Horn reunites with Craig Stronberg from PwC Intelligence to discuss the depth of the 2024 elections – not just in the US but worldwide …

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Insights into European Direct Lending with Patrick Ottersbach 22:19

17d ago22:19

22:19

Join Oscar Laurikka, Deputy Head of Private Credit and Deal Origination at Reorg, as he sits down with Patrick Ottersbach, Head of Macquarie Capital Private Credit in Europe, to delve into the intricacies of European direct lending. In this episode, Patrick talks about the history and evolution of direct lending at Macquarie, the importance of a fl…

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Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities 32:03

17d ago32:03

32:03

This week on The Reorg Primary View, Reorg's Hoa Nguyen speaks with Mohammed Murad, director of municipal credit research at PT Asset Management about high-yield muni performance in the first half of 2024 and what to expect in the upcoming months. Hoa and Mohammed also discuss criteria for an attractive healthcare or industrial development deal and…

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The Interest Rate Olympics 31:10

18d ago31:10

31:10

On this week's episode of The Rate Guy we get a little creative and compare Olympic athletes to players in the Interest Rate game. On the heels of a couple data heavy weeks, we hope this is a breathe of fresh air for you all. And you may be asking, there's a connection between the Australian "break dancer" and interest rates!? Yep, there sure is!…

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SEC reporting roundup 49:11

23d ago49:11

49:11

Text us your thoughts on this episode This episode is your one-stop shop covering the latest reporting and rulemaking developments at the SEC. With almost 40 years of combined experience at the SEC, our guests, National Office partners Kyle Moffatt and Kevin Vaughn, share their insights on all things SEC. In this episode, we discuss: 2:10 – Potenti…

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SunPower's Chapter 11 Rumors, MultiPlan's Strategic Moves, and Steward Health's Hospital Closures 9:04

25d ago9:04

9:04

This week SunPower Corp. is preparing to file chapter 11 to pursue in-court asset sales, Steward Health plans to close two Massachusetts hospitals in the absence of viable bids, MultiPlan is working with Guggenheim Securities to explore balance sheet options because of mounting legal battles, and other interesting developments in the restructuring …

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On A Long Enough Timeline, JP Is Always Right 32:53

25d ago32:53

32:53

In this episode of The Rate Guy Podcast, we dive into the concept of the "JP Rule"—the idea that, given enough time, JP is always right—and compare it to the established Sahm and Taylor economic rules. We also cover one of the most significant economic weeks in recent memory, possibly since the Fed began hiking rates. There’s a lot to discuss this …

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Talking ESG: Inflation Reduction Act – act now, anticipate tomorrow 40:29

28d ago40:29

40:29

Text us your thoughts on this episode There continues to be a significant amount of activity at a high velocity as it relates to the Inflation Reduction Act (IRA). In this episode, host Heather Horn welcomes back Matt Haskins, principal in PwC's Washington National Tax Services group, who focuses on renewable energy transactions, to discuss the lat…

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Unraveling the accounting for collaborative arrangements 44:21

1M ago44:21

44:21

Text us your thoughts on this episode We conclude our revenue miniseries with an episode on collaborative arrangements, which has its own guidance (ASC 808, Collaborative Arrangements) but also often interacts with other guidance, including that on revenue from contracts with customers. In this episode, we discuss: 4:55 – Criteria to meet the defin…

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Javier Garibay Discusses Navigating Unique Challenges of M&A and Commercial Bankruptcy in Mexico 35:02

1M ago35:02

35:02

This week on The Reorg Primary View, Javier Garibay, a senior associate at Mayer Brown in Mexico City specializing in M&A and restructuring, talks with Reorg's Maria Abreu about the challenges in restructuring Mexican companies that have issued bonds governed by U.S. law and are navigating commercial bankruptcy in Mexico, as well as strategies for …

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Fed Meeting Primer and JMo Update 22:50

1M ago22:50

22:50

On this episode of The Rate Guy we discuss what to expect at this week's upcoming Fed meeting, jobs report and what impact those may have on rates and cap pricing. JP also gives an update on the JMo wager!Av JP Conklin

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Talking ESG: Behind the scenes with the ISSB vice chair 42:50

1M ago42:50

42:50

Text us your thoughts on this episode This week, host Heather Horn is joined by a special guest from the International Sustainability Standards Board (ISSB). Vice Chair, Sue Lloyd gives us an inside look into the ISSB’s workplan, new projects, and new strategic relationships. She also shares how the ISSB is supporting implementation of the standard…

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Modifying a contract? Your revenue recognition may change 31:39

1M ago31:39

31:39

Text us your thoughts on this episode We continue our revenue podcast miniseries discussing contract modifications. Contract modifications are accounted for as either a separate contract or as part of the existing contract, depending on the nature of the modification. In this episode, we discuss: 4:47 – An overview of contract modifications 5:57 – …

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Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice 26:11

1M ago26:11

26:11

This week on The Reorg Primary View, Alex Belgrade, managing partner at Valitana, joins Reorg’s Hugh Minch to discuss how CLO managers and tranche investors have reacted to periods of volatility in the credit markets. Belgrade discusses strategies that involve a combination of information asymmetry and quick reaction time, with particular focus on …

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Fed Funds Should Be At 4% 29:42

1M ago29:42

29:42

On this week's episode of The Rate Guy, we discuss the upcoming FOMC meeting and its potential impact on interest rates. We'll cover market updates, dive into recent Fed speeches and we'll continue our Cap conversation exploring cap pricing scenarios and the effects of market volatility. The good article referenced was by WSJ journalist Greg Ip lin…

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IFRS financial performance reporting – The new landscape 38:55

1M ago38:55

38:55

Text us your thoughts on this episode This episode provides an overview of the new standard from the International Accounting Standards Board, the IASB. IFRS 18 is the new standard on presentation and disclosure in financial statements, with a focus on updates to the income statement. This is a significant development in IFRS financial reporting - …

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Identifying the contract – The first step in recognizing revenue 41:11

1M ago41:11

41:11

Text us your thoughts on this episode Our revenue miniseries continues with identifying the contract, the first step in the five-step model in the revenue standard. It's important to get this step right to appropriately apply the model for recognizing revenue. In this episode, we discuss: 4:10 – The five criteria to have a contract with a customer …

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Insights into European Direct Lending with Mike Dennis 22:01

1M ago22:01

22:01

Join us for an exclusive interview with Mike Dennis, the co-head of European Credit at Ares, which manages nearly €70 billion in assets. In this episode, Mike shares his insights on the current state of the direct lending market, the impact of syndicated loans, fundraising challenges, and emerging trends in private credit. Listen to gain valuable p…

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Insights with Jeremy Burton of PineBridge Investments 31:27

2M ago31:27

31:27

This week on The Reorg Primary View, host Katherine Schwartz sits down with Jeremy Burton, a portfolio manager on the leveraged finance team at PineBridge. Together, they delve into the current mood of the high-yield and leveraged loan markets this summer. Key topics include the impact of the upcoming election on new-money issuance, the rise of lia…

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Cap Pricing As The Fed Cuts 15:34

2M ago15:34

15:34

On this episode of The Rate Guy we dive into last week's CPI report, how it may impact rate trajectory, how cap prices may behave in a falling rate environment and what strategies you should be considering for your upcoming caps.Av JP Conklin

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Becoming nature positive: Integrating strategy and reporting 33:43

2M ago33:43

33:43

Text us your thoughts on this episode Host Heather Horn welcomes back Will Evison, a director in PwC UK’s Global Sustainability, Climate, and Nature Strategy practice, to provide an update on the work of PwC’s Centre for Nature Positive Business and discuss the relationship between nature positive business strategy and reporting. In this episode, t…

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Gross versus net revenue: Is your company the principal or agent? 36:08

2M ago36:08

36:08

Text us your thoughts on this episode This episode begins a podcast miniseries on revenue topics with a discussion of principal versus agent (PvA) or “gross versus net” revenue. In other words, the principal in a transaction records revenue on a gross basis and the agent records revenue net. The PvA analysis can be subjective but it's important to …

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Jobs Market Hotter Than Orlando Pavement in July 20:01

2M ago20:01

20:01

On this episode of The Rate Guy we discuss the "HOT" jobs data, the upcoming inflation data, Powell's testimony and the liklihood of Fed cuts this year. As always you can read the Pensford Newsletter here.Av JP Conklin

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Determining fair value for business combinations and impairments 52:12

2M ago52:12

52:12

Text us your thoughts on this episode This episode dives into valuation relating to goodwill impairments, long-lived asset impairments, and business combinations. We discuss: 1:15 – The meaning of “fair value” in financial reporting 5:55 – Valuation considerations and insights related 6:20 – Goodwill impairments 34:30 – Impairments of long-lived as…

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Mastering Post-Reorg Boards with Jon Weber & Breaking Down the Purdue Pharma Ruling 32:55

2M ago32:55

32:55

This week, Jon F. Weber speaks with Reorg’s Jason Sanjana about how post-reorganization boards of directors differ from boards in other contexts and can be vital to a successful reorganization. Weber helps creditors manage operationally intensive investments and recently published an article on optimizing board searches, which we discuss.And as alw…

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Talking ESG: A deep dive into PwC’s global CSRD survey results 43:12

2M ago43:12

43:12

Text us your thoughts on this episode In June 2024, PwC released its 2024 Global Corporate Sustainability Reporting Directive (CSRD) survey, which covers a variety of topics on the current state of companies’ CSRD implementation. In this week’s podcast, host Heather Horn welcomes back Nadja Picard, PwC’s Global Reporting Leader, to dive into the re…

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Making crypto assets less cryptic – Recent accounting developments 47:14

2M ago47:14

47:14

Text us your thoughts on this episode This episode covers the latest developments in the world of crypto assets from the current landscape to the regulatory environment to the accounting. In this episode, we discuss: 4:13 – An overview of the market 8:42 – US legislative activity related to SEC Staff Accounting Bulletin 121 14:30 – Use cases for cr…

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Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense 9:40

2M ago9:40

9:40

Last week’s highlights include Fisker’s chapter 11 filing, Hertz’s $1 billion debt raise, a ruling in the Invesco/Robertshaw dispute over “required lender” status and David Boies joining former bankruptcy judge David R. Jones’ defense team. And, as always, we provide a preview of what’s on tap for this week. We’re taking a brief recess from our wee…

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The quarter close - Q2 2024 audio version 27:19

2M ago27:19

27:19

Text us your thoughts on this episode PwC provides a summary of the latest accounting, financial reporting, and regulatory updates to support your quarterly reporting. We begin this edition of The quarter close with a mid-year check-in on SEC comment letter trends. Spoiler alert: non-GAAP financial measures continue to draw the most comments from t…

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