Beste Reorg podcaster (2024)

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

4M 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 …

1
Jim Schaeffer on Market Volatility, Dividends & Liability Management 37:53

4M 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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Insights into European Direct Lending with Patrick Ottersbach 22:19

5M 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

5M 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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SunPower's Chapter 11 Rumors, MultiPlan's Strategic Moves, and Steward Health's Hospital Closures 9:04

5M 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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Javier Garibay Discusses Navigating Unique Challenges of M&A and Commercial Bankruptcy in Mexico 35:02

5M 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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Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice 26:11

5M 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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Insights into European Direct Lending with Mike Dennis 22:01

6M 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

6M 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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Mastering Post-Reorg Boards with Jon Weber & Breaking Down the Purdue Pharma Ruling 32:55

6M 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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Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense 9:40

6M 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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Gregory Makoff on NY Sovereign Debt Legislation 22:38

6M ago22:38

22:38

This week on The Reorg Primary View, Gregory Makoff, senior fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School and author of Default: The Landmark Court Battle Over Argentina’s $100 Billion Debt Restructuring, talks with Reorg’s Simon Schatzberg about his view on recent proposed legislation governing sov…

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C Street’s Jon Henes: Insights into Corporate Communications in Restructuring 33:37

7M ago33:37

33:37

In this episode of The Primary View, senior reporter Geoff Burrows sits down with Jon Henes, CEO of C Street Advisory Group, to discuss the crucial role of corporate communications firms in the restructuring world. They explore C Street's rapid expansion, the intricacies of managing communications for liability management transactions, and the impa…

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Foundever AI Risks; Zenith Analysis; European Sustainability-Linked Debt 14:00

7M ago14:00

14:00

Welcome to the EMEA Core Credit Weekly podcast by Reorg. This episode covers:The risks U.S. call center operator Foundever faces from AI advancementsAn analysis of vehicle outsourcing firm ZenithRecent changes in European sustainability-linked loans and bondsWe value your feedback to help us improve the podcast experience. Please take a moment to c…

1
State Tax Cuts with William Glasgall and CLO Market Outlook with Dagmara Michalczuk 51:39

7M ago51:39

51:39

In this special double feature, Reorg senior reporter Hoa Nguyen sits down with William Glasgall of the Volcker Alliance to discuss post-pandemic state tax cuts. Glasgall delves into the risks of budget shortfalls and the evolving tax policy landscape in a volatile year.Next, Dagmara Michalczuk, co-chief investment officer at Tetragon Credit Partne…

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Direct Lending in Europe: A Growing Force 43:12

7M ago43:12

43:12

Join Maryna Irkliyenko, Head of Deal Origination and Private Credit at Reorg, as she delves into the dynamic world of European direct lending in this exclusive series, "The Future of European Direct Lending." In this episode, Maryna is joined by Anthony Fobel, founder and CEO of Arcmont, a leading European private debt asset management firm with ne…

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Reorg Primary View: Columbia Threadneedle’s Ray & Shaifer on Leveraged Loans vs. Private Credit 33:30

7M ago33:30

33:30

This week on The Primary View, Columbia Threadneedle’s Stanton Ray, head of the US loan platform and senior portfolio manager, and Mary Shaifer, head of CLO business development, join Reorg’s Hugh Minch to discuss the trends impacting private credit and leveraged loans, as well as similarities and differences between the two asset classes amid rapi…

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Conversations With Reorg: Deep Dive Interview with Freshfields’ Restructuring Expert for Mcdermott 39:28

8M ago39:28

39:28

In the latest installment of our Coversation with Reorg series, Reorg’s Legal Director, Shan Qureshi, interviews Freshfields' restructuring expert, Michael Broeders, about his role in McDermott’s WHOA this year.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor m…

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EMEA Core Credit Weekly: Debt Collector Roundup, iQera, Intrum, DomusVi, Lottomatica 14:16

8M ago14:16

14:16

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: The latest key developments in the debt collector sector including iQera’s consent solicitation, Intrum’s looming maturities and DoValue’s upcoming earnings;Th…

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Steward Health Chapter 11; Mobileum Restructuring; FTX Payment Plan 11:17

8M ago11:17

11:17

We’re taking a brief recess from our primary view interview series this week but will be back next week with our regularly scheduled dose of industry-leading discussions on leveraged finance and more.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 tap for this …

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RAINY Leaders Talk AAPI Community Building with Harvard Zhang 1:02:51

8M ago1:02:51

1:02:51

To celebrate Asian American & Pacific Islander Heritage Month, Reorg’s Harvard Zhang leads a panel discussion with Larry Wee a partner at Milbank, Jingzhi Dai ‘JD’, a managing director at Jefferies, Alex Xiao, an associate at Gibson Dunn and David Samikkannu, a director at AlixPartners speak, where they discuss why they set up a networking group ca…

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Kloeckner Refinancing, Petrofac Debt, and Market Highlights 13:54

8M ago13:54

13:54

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:The challenges facing plastics packaging group Kloeckner Pentaplast ahead of its planned refinancing;The latest developments at oil and gas firm Petrofac follow…

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2U's Potential Bankruptcy, Third Circuit on Sanofi’s Royalty Claims, Jane Street Drops Injunction 7:17

8M ago7:17

7:17

We’re taking a brief recess from the primary view interview series this week but will be back next week with our regularly scheduled dose of industry leading discussions on leveraged finance and more. 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 tap for this…

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Heimstaden Bostad’s Planned Equity Raise; OQ Chemicals Update; Primary Market Highlights 10:08

8M ago10:08

10:08

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:-The challenges facing Heimstaden Bostad, ahead of its first-quarter earnings release; -A rally in German chemicals producer’s OQ Chemicals’ term loans; and-The…

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Michelle Handy of First Eagle Discusses Middle Market Direct Lending Trends 22:24

8M ago22:24

22:24

This week on The Primary View, Seth Brumby, Deputy Managing Editor at Reorg sits down with Michelle Handy, a senior managing director and chief investment officer at First Eagle, to discuss direct lending in the middle market, the evolution of deal terms in light of expanding private credit, and her expectations for increased deal volume and a rate…

1
David of MacKay Shields Talks High Yield Municipal Bonds and Redemption of Building America Bonds 23:05

9M ago23:05

23:05

This 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.…

1
Intrum Restructuring; OQ Chemicals Refi; Primary Market Highlights 12:27

9M ago12:27

12:27

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:The latest developments regarding Swedish debt collector Intrum’s restructuring;OQ Chemicals’ own refinancing risks, after its parent company withdrew planned e…

1
Investcorp’s Tom Shandell Discusses All Things CLO 38:49

9M ago38:49

38:49

This 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 …

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FTI’s Cynthia Romano Talks US Economic Resilience, Unique Restructuring Challenges and More 19:40

9M ago19:40

19:40

This 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…

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Reorg Special Podcast: Altice France - Creditors Mobilize as Drahi Tries to Wield the Stick 1:53

9M ago1:53

1:53

Listen now: https://go.reorg-research.com/reorg-special-podcast-altice-franceAltice 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 org…

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Andrzej Skiba, RBC Global Asset Management, on Dynamics in the 2024 Leveraged Finance Market. 26:14

9M ago26:14

26:14

This 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 l…

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BNP Paribas’ Laleh Bashirrad Discusses the Mood of the Leveraged Loan Market 27:46

9M ago27:46

27:46

This 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 …

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Egypt’s Sovereign Debt; Europe’s Care Homes Sector Challenges; Primary Market Highlights 14:56

10M ago14:56

14:56

Relevant Reports:EMEA Primary Market Wrap 2023: https://go.reorg-research.com/emea-primary-market-2023-full-year-wrapEach 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 inst…

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Greg Hardiman of 17Capital Discusses Growth and Use Cases of Net Asset Value Lending 34:19

10M ago34:19

34:19

This 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 realiz…

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Aggregate High Court Ruling; Seqens Earnings Under the Microscope; Primary Highlights 11:08

10M ago11:08

11:08

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:-The latest results from French specialty chemical producer Seqens;-The English High Court declines to sanction Aggregate’s latest restructuring plan; and-The p…

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The Reorg Primary View: Nuveen’s Himani Trivedi Discusses the Outlook for CLO Equity Investing 34:12

10M ago34:12

34:12

This 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…

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Egypt’s Sovereign Debt Situation; GHD Underperformance; Primary Market Highlights 14:11

10M ago14:11

14:11

Relevant 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:-Un…

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Hornblower Chapter 11, Rite Aid's ‘Toggle’ Plan, Supreme Court: Syndicated Loans Not 'Securities' 9:21

10M ago9:21

9:21

This 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…

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Inter Milan’s Loan Talks; McDermott Sanction Trial Update; Primary Market Highlights 11:38

10M ago11:38

11:38

Relevant Reports: EMEA Leveraged Loans Wrap 2023: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023EMEA High-Yield Bonds Wrap 2023: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit l…

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Intrum Slides Into Distress; Ardagh Upcoming Maturities; Altice’s Deleveraging Push; Primary 19:40

11M ago19:40

19:40

Relevant 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-2023Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle.…

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Lúcio Feijó Lopes Discusses Investment Opportunity in Brazil’s Distressed Debt Market 47:10

11M ago47:10

47:10

This 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, …

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Expert Views - Unpacking the Adler Court Victory - A New Rulebook for Part 26A. 29:50

11M ago29:50

29:50

In 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 futu…

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Harris Associates’ Adam Abbas Talks Leveraged Finance Market Tone 27:33

11M ago27:33

27:33

This 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…

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Isabel Marant’s Bond Slides; Hurtigruten, United Group Refinance 11:36

11M ago11:36

11:36

Relevant Reports:European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankings2023 CEEMEA Credit Wrap: https://go.reorg-research.com/ceemea-credit-wrap-2023Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This…

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Morgan Stanley Private Credit’s Ashwin Krishnan Talks Opportunistic Strategies, Outlook for 2024 24:24

11M ago24:24

24:24

This 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 credi…

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Atalian Refinancing; Adler’s Restructuring Plan Hits a Snag; Primary Wrap 14:40

11M ago14:40

14:40

Relevant Reports:European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankingsEach 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 refinanc…

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Wade Weems Discusses Business Challenges of Navigating Venezuela’s Complex Sanctions and More 35:30

11M ago35:30

35:30

This 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 business…

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2023 European High Yield Bonds Wrap; EMEA Schemes and Part 26A; SBB in Focus; Primary Highlights 21:42

12M ago21:42

21:42

Relevant 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 detai…

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Barings’ Mike Best Discusses 2024’s Primary Outlook 25:10

12M ago25:10

25:10

2024 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 coexistin…

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Global Gaming Sector Review; The Rise of Continuation Funds; Primary Highlights 12:16

12M ago12:16

12:16

Relevant 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 podca…

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