Reorg Radio pubblico
[search 0]
Altro
Scarica l'app!
show episodes
 
Artwork
 
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
  continue reading
 
Loading …
show series
 
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.…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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.…
  continue reading
 
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, …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Katie 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.Di Reorg
  continue reading
 
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 Italian Telecom companies Open Fiber and Eolo are gaining the attention of distressed investors and restructuring advisors;-J.Crew Blocker Trends in Europe…
  continue reading
 
Expert 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…
  continue reading
 
The 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 bankrupt…
  continue reading
 
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: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…
  continue reading
 
Eduardo 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-TrialWe're looking for feedback to …
  continue reading
 
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:-Austrian real estate company Signa Development, as the company faces liquidity issues;-Reorg’s newly-launched Direct Lending Stress Monitor; and-The primary ma…
  continue reading
 
This 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.…
  continue reading
 
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 London Credit Seminar, taking place this Thursday, Nov. 2;-Swedish cosmetics group Oriflame and its plans to stem ongoing decline;-The primary market, …
  continue reading
 
Christopher 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.…
  continue reading
 
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:-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 Sem…
  continue reading
 
This 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 particip…
  continue reading
 
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 European private credit breakfast event, which took place last week at London’s Biltmore Hotel;-French funeral services group OGF, ahead of what could …
  continue reading
 
Alfonso 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.Alfo…
  continue reading
 
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:-Dutch bicycle group Accell, and its recent issues with bicycle inventories; -German commercial real estate company Demire, recent bondholder movements and its …
  continue reading
 
Renowned 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 m…
  continue reading
 
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:-German retailer Tom Tailor, following reports the company appointed Rothschild to advise on options to deal with its 2024 debt maturities;-Ukrainian energy com…
  continue reading
 
This 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 inter…
  continue reading
 
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-Swiss beauty product business Oriflame, which has attracted the attention of advisors and investors after its liquidity position deteriorated following…
  continue reading
 
Loading …

Guida rapida