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Reorg 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. We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
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Reorg - עדכון גרסה

Tor Tsuk, Michal Vakrat wolkin

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תגידו לנו להתחדש! מבית היוצר של 30 דקות או פחות - קבלו את ריאורג! פודקאסט חדשות הייטק שבועי. תור צוק, מנהלת פיתוח עסקי לסטרטאפים במיקרוסופט משוחחת עם מנכ״לית ליר בישראל, ד״ר מיכל וקרט וולקין, על אירועי השבוע בטק. עורך: נבות וולק הגדול אנחנו גם באינסטגרם! @reorg_podcast
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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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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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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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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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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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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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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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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…
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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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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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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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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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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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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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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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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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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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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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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…
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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.…
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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…
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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This 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 yea…
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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 newly launched Global Auto Sector Quarterly;-Challenges facing German homecare provider GHD ahead of its 2026 maturities; and-The primary market, with …
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This 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-TrialWe're looking for feedback to improve the pod…
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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:-Our primary analysis of German medical diagnostics provider Synlab, which is marketing fixed rate senior secured notes due Jan. 31, 2031 to back its acquisitio…
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This 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 Pur…
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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:-Key Restructuring Trends of 2023, in comparison with 2022, using data from Reorg’s own Restructuring Database;-United Arab Emirates-based oil and gas contracto…
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