Reorg Radio: Recent Episodes
Reorg
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.
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 of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit 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 tap for this week.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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&A, the recent trend of dividend recaps, liability management exercises and their effect on the secondary loan market and much more.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 tap for this week.
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 flexible investment strategy and their rationale for selectively making investments in covenant-lite debt instruments. This insightful conversation is a must-listen for anyone interested in the forces shaping European credit markets, brought to you exclusively by the Reorg Podcast.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 where high-yield muni investors can look for opportunities in the second half of the year. 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 tap for this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 world. And, as always, a preview of what’s on tap for this week.We’re taking a brief recess from our weekly interview segment, but we’ll be back next week with more premium content.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 bondholders to safeguard their interests before and during the bankruptcy process.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 tap for this week.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 the start of the Covid-19 pandemic, the LIBOR to SOFR transition and the downgrade of Altice to triple-C earlier this year.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 tap for this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 perspectives on how private credit continues to evolve and shape the financial landscape.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 liability management exercises, and the effects of dividend recaps. Burton, who manages both high-yield bond and leveraged loan portfolios, provides valuable insights into the nuances between these two markets and current investor appetites.Additionally, we bring you our weekly summary of notable developments in the restructuring world, along with a preview of what’s coming up this week.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 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 week. Last week included a number of major court decisions, most notably the Supreme Court’s decision in Purdue Pharma, which found that bankruptcy courts lack the power to grant nonconsensual third-party releases.
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 weekly interview segment this week but will be back next week with more premium content. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 sovereign debt in New York state. 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 tap for this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 impact of AI innovations on strategic communications. Additionally, the episode includes a weekly summary of key developments in the restructuring sector and a preview of what's ahead. Tune in for an insightful conversation and the latest industry updates.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinarsSign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 complete this short survey and let us know how we’re doing.Credits mentioned in this episode include Foundever and ZenithFor more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 Partners, joins Reorg’s Hugh Minch to explore the technical dynamics of the CLO market. Michalczuk shares insights on the supply/demand imbalance, tighter liability spreads, and forecasts for the second half of 2024, along with the fundraising landscape for CLO equity.Plus, don’t miss our weekly summary of key developments in the restructuring world and a preview of what’s ahead this week.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 nearly 30 billion in AUM. They explore the origins, growth, and future of direct lending in Europe, discussing the market's evolution, key trends, and the forces driving its expansion. With insights from a pioneer in the industry, listeners will gain a comprehensive understanding of why the private debt market is set to double over the next 3 to 4 years. Are you curious about the rapidly evolving landscape of European direct lending and what it means for investors? Tune in to uncover the latest developments and opportunities in this exciting field.For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-recordWe’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
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 rapid spread compression.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 tap for this week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record
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.
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;The potential for French care home operator DomusVi to refinance its 2026 maturities after the group reported results for 2023; andItalian gaming operator Lottomatica’s refinancing deal.Reorg is always looking for feedback to help us improve the Podcast experience. Please take a moment to complete this short survey and let us know how we’re doing.
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 week.We're taking a brief recess from our Primary View interview series this week, but we'll be back next week with more industry-leading discussions on leveraged finance and more.Meanwhile, enjoy our weekly summary of interesting developments in the restructuring world and a preview of what's coming up this week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record
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 called Restructuring Asians in New York, or RAINY, how they got to where they are professionally, and what can be done to advance the careers of minorities.Those that identify as AAPI in the leveraged finance, distressed debt and restructuring industries and are interested in joining RAINY can find the private group HERE on LinkedIn.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 tap for next week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
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 following its market update earlier this week; andThe primary market, with a roundup of action that’s taken place since last week.Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing.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 week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
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 week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
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 primary market, with a roundup of action that’s taken place since last week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 cut in the back half of the year.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans #middlemarket
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.
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 equity support; andThe primary market, with a roundup of action that’s taken place since last week.Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 are concerning amid a rise in lender on lender violence in workout situations.
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 to diversify its portfolio of service offerings.Due to the Easter Holiday, we’re taking a short hiatus from our weekly summary of new developments in the restructuring world and our week ahead preview. Our full featured podcast will be back next week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 organizing, with two groups forming, raising the potential for creditor-on-creditor violence. In the podcast, we discussed the market reaction after last week's earnings call and Reorg’s view on management’s guidance and Altice France’s valuation. We also explain how asset drop-downs are permitted under the terms of the bonds and the implications for creditors. Finally, we delve into the French restructuring regime and French director duties.
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 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 experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 instruments after last week’s rate hike;-Europe’s care homes sector after a challenging 2023 for operators; and-The primary market, with a roundup of action that’s taken place since last week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 realizations.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 scenarios.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 tap for this week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:-Underperforming German nursing home care provider GHD;-The likelihood of an Egyptian sovereign default; 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 sale transaction.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 lifecycle. This week’s podcast includes discussions on:-Italian football club Inter, as owner Suning Group looks to extend its loan with Oaktree;-McDermott’s ongoing restructuring process; 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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. This week’s podcast includes discussions on:-Swedish debt collector Intrum, as its notes continue to slide downwards;-Ardagh Group and its own looming debt maturities;-The latest developments in Altice’s ongoing deleveraging plans; 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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, highlighting why the current market conditions present an optimal moment for investment.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
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 future of the restructuring & insolvency industry.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#restructuring #insolvency #adler
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 by the Fed this year will impact corporate issuance as well as how private credit has rivaled the broadly syndicated loan market recently.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 tap for next week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 week’s podcast includes discussions on:-Why French luxury fashion retailer Isabel Marant’s senior secured notes caught the attention of hedge funds.-And Norwegian cruise ship operator Hurtigruten is working to refinance its €285 million senior secured notes due 2025 with a new private debt instrument.-European telecoms provider United Group recently tapped the primary market to refinance existing debt.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 tap for this week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 refinancing plan;-Adler’s planned restructuring process; and-Reorg’s 2023 EMEA primary market wrap.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 businesses navigating these developments.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 tap for this week.f you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:-Reorg’s 2023 European High Yield Bonds Wrap and EMEA Schemes and Part 26A Wrap;-Swedish landlord SBB’s mounting liquidity concerns; and-The primary market, with a roundup of action that’s taken place this week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 what’s on tap for this week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 podcast includes discussions on:-Reorg’s inaugural review of the global gaming sector;-The primary market, with a roundup of action that’s taken place so far in 2024; and-The rising use of continuation funds in private credit.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 year.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 acquisition by Cinven;-Reorg’s review into the debt collector sector, examining a business model under strain due to rising funding costs and fewer discounted portfolios for sale by banks; and-The primary market, with a roundup of what’s taken place since last week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 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 week.
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 contractor Petrofac, which is examining strategic and financial options to strengthen its balance sheet; and-The primary market, with a roundup of what’s taken place since last week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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.
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 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, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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-Trial
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 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 improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. https://www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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.
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, 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 participants can expect in the high-yield primary amidst higher interest rates.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 tap for next week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 be a challenging refinancing next year;-Key takeaways from last week’s World Bank-IMF annual meetings; 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-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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.Alfonso and Sebastian provide context on why some renewable energy producers receive zero payment for their electricity production and shed light on the government's approach to reform, regulatory changes, and the potential impact on investor confidence.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.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 the docket for next week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 place since last week.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 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 Broberg, Jeff Kramer, Julian Bulaon and Ben Sauer will beat this year’s Annual LSTA Conference. For more information please visit Reorg.com/events or contact marketing@reorg.com.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 a weak first-half performance.-Key takeaways from the IPEM conference in Paris last week, where attendees discussed how inflation and high rates have limited M&A transactions.-In the primary market this past week issuers have been keen to take advantage of good market conditions and pent-up demand from investors to tighten pricing on new debt.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:-Belgian bathroom products manufacturer Ideal Standard’s recently completed Exchange Offer, Consent Solicitation and Scheme Solicitation;-The merger of Norwegian seismic exploration companies PGS and TGS, which will trigger a change of control under PGS’s 13.5% 2027 bonds, giving creditors a put option at 101.-Key highlights from the primary market, where pricing tightens on strong credits as rising supply seeks to meet pent up investor demand, while challenging deals falter. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:Belgian bathroom products manufacturer Ideal Standard’s recently completed Exchange Offer, Consent Solicitation and Scheme Solicitation;The merger of Norwegian seismic exploration companies PGS and TGS, which will trigger a change of control under PGS’s 13.5% 2027 bonds, giving creditors a put option at 101.Key highlights from the primary market, where pricing tightens on strong credits as rising supply seeks to meet pent up investor demand, while challenging deals falter. Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
This week we’ve got a double-dose of our primary view interview segment.First, Elliot Ganz Head of Advocacy at the Loan Syndications and Trading Association joins Deputy Managing Editor at Reorg, Kevin Eckhardt, to discuss the private funds industries recent petition to the the Fifth Circuit to invalidate the SEC’s recently adopted regulations of private fund advisers the Second Circuit’s recent opinion affirming a May 2020 district court decision holding that notes issued under a $1.798 billion syndicated leveraged loan to Millennium Health do not qualify as “securities”.Also, Reorg’s Patrick Fitzgerald speaks with Belinda Schwartz, executive chair and the head of Herrick Feinstein’s Real estate department, about current happenings in distressed real estate, including the surprising uptick in single asset real estate cases, unusual developments in the high-end residential markets, the confluence of circumstances that are driving changes in the market and what lies ahead.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.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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 primary market, with a round-up of action that’s taken place since last week; -Highlights of our analysis on French TV production company -Banijay’s €910 million-equivalent dual-tranche senior secured notes offering this week; and -BC Partners’ plan to sell its German pharmaceutical business Aenova on the back of strong year-to-date trading.
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This week’s episode includes recaps of Party City’s plan confirmation hearing, the PROMESA oversight board’s second settlement with PREPA bondholders in connection with PREPA’s third amended plan of adjustment and the Boardriders settlement. Also, updates on refinancings and near term restructurings from Trinseo, McDermott International, Cornerstone Chemical and EyeCare Partners.
And, as always, a preview of what’s on the docket for this week.
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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:-Spanish steel company Celsa, whose creditor-led restructuring plan was approved yesterday, Sept. 4; -“Snooze Drag” provisions in amend-and-extend transactions; and-The primary deal pipeline and what to expect from the market as we head into Autumn.Have your say Please share your views on the outlook for the dynamic #privatecredit markets in Europe: https://ow.ly/ett150PHseA 💡If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:
-Spanish steel company Celsa’s restructuring plan, and why it matters; -U.K. telecoms group TalkTalk, its upcoming maturities and what its options are; and -Direct lenders, and what their expectations are heading into the post-summer period.
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This week’s episode includes recaps of last week’s Second Circuit ruling that $1.798 billion in syndicated leveraged loans to Millennium Health do not constitute “securities” covered by state and federal securities laws, Diamond Sports Group’s previously sealed fraudulent transfer complaint against two JPMorgan entities and near-term restructurings in Mallinckrodt, Audacy, SmileDirectClub and Party City.
And, as always, a preview of what’s on the docket for this week.
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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:
-Ukrainian commodity producer Kernel, as it looks to reduce debt following an assessment of war-related damages to its assets; -Telecom operator Altice, amid negative headlines surrounding the group’s Portuguese subsidiary; and -The worsening decline of the U.K. high street, including a specific look at homeware retailer Wilko.
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This week’s episode includes recaps of new coverage names Hawaiian Electric and Spirit AeroSystems, In-Court Action in Yellow Corp, FTX and Diamond Sports and potential restructurings from Mallinckrodt, Pure Fishing, Cano Health and Tenneco.
And, as always, Reorg’s Kate Thomas presents a preview of what’s to come.
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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:
-Lycra’s “quasi drop-down” transaction and what it means for liability management transactions in Europe; -Telecom operator Altice looks to slash €4 billion of debt in 12 months; and -The potential sale of German pharmaceutical group Stada
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highyield #leveragedfinance
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:
-Lycra’s “quasi drop-down” transaction and what it means for liability management transactions in Europe; -Telecom operator Altice looks to slash €4 billion of debt in 12 months; and -The potential sale of German pharmaceutical group Stada
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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This week’s Primary View podcast is taking a brief recess from our weekly interview segment, but will be back soon with more premium content. But, as always, we feature our weekly review coverage, and a preview of what’s coming next week.
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In the latest entry in Reorg’s Expert Views series, debt origination reporter Nick Krause speaks to DWS Group’s head of private credit Jens Witzke and head of structured income Marcus Herbig about fundraising in the current challenging macroeconomic environment, the right level of financial covenants, whether or not limited partners, or LPs, are seeking safety in larger funds, and the key trends to watch out for in the second half of the year.
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 half-year report for 2023 on leveraged loans and high-yield bond covenants and what trends can be seen; -Key credit metrics trends for European automotive issuers and the market prices of their debt instruments; -TalkTalk’s RCF lenders who are taking pitches from financial advisors ahead of 2024 maturity; and -Highlights of the primary market.
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In this week’s Primary View podcast, Dr. Edward Altman, the legendary bankruptcy expert, discusses the outlook for debt-saddled zombie companies with Reorg reporter Gaurav Sharma. The New York University professor, best known for the Z-Score formula, cautions that bankruptcy cases are likely to increase in 2024-25, even if the U.S. avoids a recession.
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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:
What triggered a recent sell-off in the debt of telecom operator Altice Embattled Swedish real estate company SBB, which has seen its bonds fall by 2-3 points after talks with Brookfield about the sale of a 51% stake in its social infrastructure portfolio ceased; Leoni becoming the first major company to complete a restructuring plan under the German Corporate Stabilization and Restructuring Act; and Tomorrow’s primary webinar and the highlights of the market this week.
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David Dowden, managing director at Mackay Shields, discusses with Seth Brumby, Deputy Managing Editor at Reorg, how to generate income for municipal portfolios following recent bouts of volatility in this week’s podcast.
Fixed income portfolios struggled for over a decade with a secular decline in interest rates, which reduced income for bondholders. This was followed by a meteoric rise in inflation and interest rates that hammered bond values. This was an opportunity to accrue tax swaps that can be applied toward future tax liabilities once the bond market rallied and produced better income generating investments.
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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 on Austrian real estate company Signa, which recently secured a €500 million equity investment commitment from shareholders to support the company in a deteriorating real estate market;
- Reorg’s analysis of the European automotive industry;
- Australian wine producer Accolade Wines hires Rothschild to address maturities in 2024 and 2025; and
- Highlights of the primary market this week.
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Kaufman Hall's Erik Swanson and Robert Turner talked about the current financial performance of hospitals nationwide and healthcare financing trends for the second half of 2023 with Reorg's municipals reporter Hoa Nguyen.
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This week’s episode includes recaps of 3M’s motion to approve a multibillion class settlement with municipal water authorities, Bed Bath & Beyond’s sale of its BABY IP assets and Yellow Corp.’s negotiations with the teamsters union in the face of $1.3 billion in upcoming debt maturities.
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:
-U.K. water utility Thames Water’s recently secured equity funding; -The restructuring options for Atalian, a France-headquartered contract cleaner and facilities management provider; and -Highlights of the primary market.
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leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:
- U.K. water utility Thames Water, which is struggling with a £14 billion debt burden;
- French retailer Casino, as creditors grapple to come to terms with the group’s latest proposal to overhaul its debt-laden structure amid continued operational underperformance and widening structural flaws; and
- Highlights of the primary market this week.
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This week’s episode also includes recaps of the district court decision reversing a Sept. 2022 Intelsat bankruptcy decision disallowing $421 million in claims, a stay of the Serta debtors’ plan confirmation and Mallinckrodt’s extension of the deadline to make opioid deferred cash payments under its plan. Also, we feature updates on Trinseo, Rite Aid and Wheels Up’s retention of restructuring and financial advisors.
And, as always, a preview of what’s coming next week.
Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. www.research.net/r/Reorg_podcast_survey
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:
-French care home operator Orpea following the release of an independent valuation report and how it may impact the group’s restructuring; -Swedish property group SBB’s new deal with Brookfield to sell its remaining EduCo stake, which could save it from a messy restructuring; and -The refinancing prospects of Austrian sensor solutions group Ams-Osram AG.
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leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:
- Primary market updates;
- Reorg’s new waterfall analysis of U.K. petrol station and convenience retail company EG Group; and
- Portability trends in European high-yield bonds in 2023.
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leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
We’re taking a brief recess from our weekly interview segment this week but will be back next week with more premium content.
This week’s episode includes recaps of Judge David R. Jones’ hotly anticipated opinion confirming Serta’s chapter 11 plan and ruling that the debtors’ 2020 uptier exchange transaction was permitted under the company’s credit agreement, Cineworld and National CineMedia’s settlement of their longstanding fight over their exhibitor services agreement and chapter 11 filings from Cyxtera Technologies and Lucky Bucks. We also preview what is coming next week.
Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. https://www.research.net/r/Reorg_podcast_survey
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:
- French care home provider Orpea ahead of the deadline for creditors to vote on its restructuring proposal on June 22 and why some dissenting creditors are urging fellow creditors to reject it;
- Why alternative communications network providers, or altnets, have caught the attention of distressed investors and restructuring advisors in the U.K.; and
- Investor concerns about British sports car maker McLaren running out of cash, despite receiving more than £1 billion in equity injections since March 2020.
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 webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:Updates on French retailer Casino French retailer Casino, which earlier today received consent from the required majority of its 2026, 2027 noteholders to effect waivers to events of default and to make amendments to certain provisions governing the notes for the duration of the group's conciliation proceedings;Reorg’s waterfall model of German shopping retailer HSE Finance;B2B landscaping company Idverde’s liquidity concerns; andA roundup of what’s going on in the primary market.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
To celebrate pride month, Bill Derrough of Moelis, Carol Flaton, and Nick Kaluk of Debevoise, discuss how they navigate the workplace and client relationships as professionals that identify as LGBT with Reorg’s Harvard Zhang. The speakers are members of workOUT, a group of lawyers, bankers, financial advisors and buysiders within the distressed debt and restructuring industry that get together regularly to network and develop professional relationships.
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 sale of the majority of U.K.-based petrol station forecourt empire EG Group UK and Ireland fuel, foodservice and grocery business to U.K. supermarket chain Asda;- Why the loans of the France-based private label confectionery maker Biscuit International have surged over 10 points this month;- The impact of the win of Recep Erdogan as president of Turkey on the country’s eurobonds; and- A roundup of what’s going on in the #primarymarket.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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:- Latest developments of German cable TV group Tele Columbus and German reusable transit packaging group Schoeller;- The comeback of bank risk appetite to back deals and the space of #privatecredit;- UK broadband provider TalkTalk’s upcoming #debtmaturities and broadband company Airband’s capital raise; and- A roundup of what’s going on in the #primarymarket.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
Lee Buchheit, a former partner at Cleary Gottlieb and a veteran of sovereign debt restructuring, discusses the history and future of value recovery instruments. During his 43-year career at Cleary Gottlieb, Buchheit advised governments in many of the biggest sovereign restructurings, including Iraq, Argentina and Greece.#restructuring #distresseddebt #desbtrestructuring
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:Luxembourg-based metals and mining group Metalcorp’s #restructuring proposal;The #refinancing of German autoparts supplier Adler Pelzer;French retail group Casino’s consent solicitation deadline on May 19; andA roundup of what’s going on in the #primarymarket.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
Morgan Dean, a portfolio manager on Sound Point Capital Management’s Capital Solutions team, discusses areas of opportunity within asset-backed lending, and dry powder in the market vs. deal quality in private credit with Reorg’s James Holloway. Sound Point is a credit-focused asset manager, and pro forma for the recently announced acquisition from Assured Guaranty, will have $47 billion in assets under management. #privatecredit #directlending #highyield #leveragedloans #leveragedfinance
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- European real estate market, as companies grapple with decreasing valuations and transaction volumes;- Latest on global resin-based consumer products group Keter after its minority shareholder PSP Investments launched a proposal to take control of the business; and- Highlights of the European #primarymarket.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: https://reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: https://reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
This week, Kevin Eckhardt, deputy managing editor at Reorg, returns to the pod to talk through the debtor/creditor dynamics that drive the Diamond Sports Group chapter 11 cases, highlighting the increasingly contentious relationship between Major League Baseball and the debtors, and how a dispute over the payment of administrative claims could shape the final outcome of the chapter 11 cases.This week’s episode also includes a recap of major events in primary markets, performing credit, distressed debt and bankruptcy, so stay tuned!00:55: Diamond Sports Group Recap with Kevin Eckhardt48:20: Weekly recap with Reorg’s David Zubkis56:15: Top Read Stories56:50: Week ahead with Reorg’s Kate ThomasWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #chapter11 #bankruptcy #distresseddebt #leveragedfinance #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- Norwegian home security system group Sector Alarm’s #liquidity concerns;- Italian steel product manufacturer Cimolai’s concordato proposal;- Spandex maker Lycra’s #refinancing; and- Highlights of the European #primarymarket.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor more information on our latest events and webinars: https://reorg.com/resources/events-and-webinars/Sign up to our weekly newsletter Reorg on the Record: https://reorg.com/resources/reorg-on-the-record/#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
Michael Gibbons, managing director of municipal strategy and trading at Conning, discusses the taxable municipal bond market, as well as the relative value between municipal bonds and corporate bonds with Reorg’s Seth Brumby. Based in Hartford, Conn., Conning manages investments on behalf of insurance companies and pension funds with $191 billion of assets under management. #municipalbonds #muniland #restructuring #distresseddebtWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- The English High Court’s judgment on Adler Group’s restructuring plan judgment;- The latest updates on Atalian’s refinancing process;- Hilding Anders’ interim restructuring transaction to shore up liquidity; and- Highlights of the busy European primary market. 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.
Andrew Sung, head of research at Atlas Credit Partners, discusses middle-market financing, the opportunity set following the collapse of Silicon Valley Bank and lending against intellectual property with Reorg’s James Holloway. Atlas Credit Partners is a private credit firm focused on secured direct lending and illiquid secondary credit opportunities based in Houston, Texas.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. #distresseddebt #privatecredit #restructuring #bankruptcy
On April 18, Reorg’s Editor Luca Rossi with Francesco Castelli Head of Credit Strategy and Fund Manager at Banor Capital discussed the future of additional tier 1 notes and banks’ cost of funding following the Swiss regulator Finma’s unprecedented decision to write down 16 billion Swiss francs ($17.5 billion) of Credit Suisse AT1 debt. The experts covered: What is the outlook for additional tier 1 notes and how will banks navigate this environment?What lies behind the regulator’s decision to completely wipe-out Credit Suisse’s AT1s, effectively reversing the order of who should absorb losses first in a troubled bank?Who the next Credit Suisse might be, and what is coming for European banks?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.#leveragedfinance #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- French biscuit producer Biscuit International after it saw its loans drop to the low 70s last month;- German fashion retailer Takko’s restructuring agreement; and- An overview of the private credit space in the first quarter.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.
Reorg's municipals reporter Hoa P. Nguyen speaks with Cooper Howard, director of fixed income strategy at Schwab Center for Financial Research, about the recent movements in the municipal bond market. What's the impact of the Silicon Valley Bank's collapse and the Fed policies on the munis market? Why are we seeing an increase in ESG bond issuances? #municipalbonds #muniland
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:- Primary highlights for the week;- French food retailer Casino’s planned merger with Teract; and- Cable maker Leoni’s financial restructuring implementation.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Brendan Hall, director and research analyst at Brean Capital Management in New York, talks with Reorg’s James Holloway about the SVB Financial filing, including the valuation of the investment bank and asset management businesses, the FDIC’s claims, NOIs and the trading prices of the bonds.#SVB #restructuring #bankruptcy #assetmanagement
This week, we feature a preview of the week ahead including continued coverage of the recent banking turmoil; potential restructurings and refinancings from Bed Bath & Beyond, Lumen and Carvana; in-court developments in Serta Simmons, Cineworld, Voyager Digital and SunEdison; and the Catalina Marketing chapter 11 filing.Chapters in this podcast include:00:43 - Weekly recap09:53 - Week’s top-read stories10:31 - Week ahead previewWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
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:Trends in European high-yield bonds that were assigned a double B rating in 2022;Topical restructuring updates on companies including Biotronik, SLV and Flint;New reports of Asda acquiring EG Group’s U.K. forecourt business; andPrimary highlights for the week.Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing.#leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Reorg’s Gaurav Sharma speaks with Sam Maizel, who leads Dentons’ healthcare industry restructuring practice as a partner in the firm’s Los Angeles office, about the issues facing companies operating in the healthcare industry, which is struggling with labor shortages and higher wage inflation.#restructuring #healthcare #distresseddebt
This week we feature a preview of the week ahead, coverage of the recent banking turmoil at SVB, Credit Suisse, Signature Bank and Western Alliance, potential restructurings from Carvana, Ligado, Lumen and ATI, and in-court developments for Puerto Rico, LTL Management, Diamond Sports Group and LATAM Airlines.Chapters in this podcast include:00:30 - Weekly recap08:08 - Week’s top-read stories08:30 - Week ahead previewWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Bart Capeci, Senior Legal Analyst at Reorg, and Apostolos Gkoutzinis, head of the capital markets practice at Milbank in London, discuss the Swiss government's decision to write down all of Credit Suisse's AT1 notes and what that might mean for the broader European AT1 market.#leveragedfinance #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- The latest developments at Credit Suisse, including the Swiss Regulator’s decision to wipe out 16 billion Swiss francs of the bank's tier 1 notes; - Upcoming restructuring of German elevator parts maker Wittur ahead of an expected liquidity crunch; and- Primary highlights for the week.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
In the latest installment of this Expert Views series, Reorg’s Legal Director, Shan Qureshi speaks to law firm Akin Gump’s Emma Simmonds, Sam Brodie and Clare Cottle. The lawyers took time out of their schedule to provide their expert view on liability management exercises and the considerations borrowers and lenders should take when pursuing them.#leveragedfinance #highyield
More than 10 years after the first edition of FTI Consulting’s Navigating Today’s Environment | The Directors’ and Officers’ Guide to Restructuring, Michael Eisenband, the firm’s Global Co-Leader of Corporate Finance & Restructuring and Consulting Editor for the new edition, discusses what has changed over the past decade in restructuring, how the recent Silicon Valley Bank collapse alters the Fed’s likely path and what may lie ahead for the restructuring practice.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
This week we feature a preview of the week ahead and coverage of the Diamond Sports chapter 11 filing, Silicon Valley Bank, Signature Bank and other regional banks, potential restructurings and refinancings on the horizon from WeWork, Diebold, Audacy and FXI. We also discuss litigation related to Serta Simmons and Mitel Networks and the first hearing held by the newly formed House Financial Services Subcommittee on Digital Assets, Financial Technology and Inclusion.00:25 - Weekly recap07:17 - Week’s top-read stories07:51 - Week ahead previewWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyield #chapter11 #refinancing #restructuring #distresseddebt #performingcredit
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- Primary highlights for the week;- The European fallout from the Silicon Valley Bank collapse;- Ukrainian metals and mining group Metinvest is scheduled to pay down one of its five eurobonds next month and a group of creditors sought an injunction against the company last week; and- The lenders of Luxembourg-based printing and packaging ink Flint Group are set to take control after rejecting shareholders’ restructuring proposal.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
At the center of Silicon Valley Bank’s stunning collapse was an investment portfolio stuffed with mortgage-backed securities, or MBS. In this special podcast, Chris Maloney, MBS strategist at Bank of Oklahoma Capital Financial Markets, explains the asset class, their outsized losses since the Fed commenced its rate-tightening program, and the Fed’s options as it seeks to simultaneously battle inflation and support the banking sector. #bankruptcy
The Reorg Primary View: Reorg’s Patrick Fitzgerald speaks with Scott Roberts, president and senior managing partner at Belvedere Direct Lending Advisors LLC, about the state of the direct lending environment in the US, how it compares with with Europe and Latin America, and how a potential recession could impact direct lending activity.
This week we feature a preview of the week ahead and new coverage alerts on FXI Holding and SVB Financial, potential restructurings on the horizon from National CineMedia, Flint Group, United Road Service and Heartland Dental, new Reorg analysis of Venator Materials, LifePoint Health, AMC Entertainment and major cruise operators, and crypto coverage of FTX.Chapters in this podcast include:00:31 - Weekly recap07:26 - Week’s top-read stories08:04 - Week ahead previewWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- Primary highlights for the week;- The collapse of restructuring talks between stretchy fabrics maker Lycra and its ad hoc group of bondholders;- Reorg’s waterfall model of titanium dioxide producer Venator Materials; and- The SuperReturn Private Credit Europe 2023 conference.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- Primary highlights for the week;- The post restructuring recovery prospects of U.K. retailer Matalan;- The ongoing restructuring of German elevator parts maker Wittur.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey A link to a webinar on Matalan’s post restructuring recovery prospects recorded earlier this week can be found here: https://app.reorg.com/v3#/media-event?item_id=714#leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Our weekly recap and preview for next week features Talen Energy, Voyager Digital and Ultra Petroleum.This week, we feature a replay from The Reorg Primary View series, where Ajay Bijoor, managing director in Baird Global Investment Banking’s Restructuring Advisory, discusses interest rates, the outlook for restructurings, middle-market companies, private credit and the best cheesesteaks in Philadelphia with Reorg’s James Holloway.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#highyield #leveragedfinance
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- U.K. property search and price comparison company Zoopla’s maturities in 2025 and 2026;- Dutch plastic container producer Schoeller, whose 2024 notes are yielding 34% as investors worry about refinancing risk; and - Increased rate of mid-sized construction firms filing for insolvency in the UK.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Our weekly recap and preview for next week features Avaya, Celsius Networks, Revlon and a bankruptcy industry update on the middle-market outlook for 2023.For this week’s deep dive, Andy Lee and Saish Setty of Parallaxes Capital speak to Reorg’s head of covenants, Peter Washkowitz, about tax receivables agreements using Carvana’s tax receivables agreement as a case study of this esoteric tax asset.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#highyield #leveragedfinance #restructuring
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- This week’s highlights from the European #primarymarket;- French care home operator Orpea, which has signed a lockup agreement on a draft restructuring proposal; and- How the petrol station and convenience retail chain operator EG Group will address its 2025 maturities.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
In this week’s episode of The Reorg Primary View, Ajay Bijoor, managing director in Baird Global Investment Banking’s Restructuring Advisory, discusses interest rates, the outlook for restructurings, middle market companies, private credit and the best cheesesteaks in Philadelphia with Reorg’s James Holloway.#privatecredit #highyield #leveragedfinance
Our weekly recap and preview for next week features Party City, Voyager Digital, Cineworld and Bed Bath & Beyond.We’ll be taking a brief recess from our deep dive segment but will be back soon with more premium content.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedfinance #performingcredit #distresseddebt #restructuring #bankruptcy #chapter11 #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- This week’s highlights from the European #primarymarket;- British petrol station empire EG Group, which faces a maturity wall in 2025;- Recent developments in Norwegian offshore service company DOF’s restructuring talks; and- Reorg’s 2022 European sustainability-linked loans wrap.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
Our weekly recap and preview for next week features Cineworld, LTL Management, Serta Simmons, PJM Merchant Generators, Nautilus Generation and Lightstone Generation.This week we feature a replay from The Reorg Primary View series, where Jon Henes, co-founder and CEO of C Street Advisory, discusses cryptocurrency bankruptcies and looming regulation within the industry with Reorg reporter Ellen Schneider.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#leveragedfinance #highyield
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the #credit lifecycle. This week’s podcast includes discussion of:- This week’s highlights from the European #primarymarket;- Reorg’s #cashflowanalysis of Benelux DIY retailer Maxeda;- Recent developments at Australia-headquartered oncology services company GenesisCare; and- A potential #equity injection for Italian German auto parts supplier Adler Pelzer.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #leveragedfinance #highyieldbonds #restructuring #debtrestructuring #distresseddebt #performingcredit #leveragedloans #highyield
In this week’s episode of The Reorg Primary View, Aguinaldo Ribeiro Jr of the law firm of Lollato, Lopes, Rangel & Ribeiro discusses debt instruments and soccer teams in Brazil with Reorg’s Carolina Guerra.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyield #leveragedloans #leveragedfinance #distresseddebt
Our weekly recap and preview for next week features Serta Simmons, Party City, Heritage Power and DISH Network.We’ll be taking a brief recess from our deep dive segment this week but will be back soon with more premium content.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey Chapters in this podcast include:00:29 - Weekly recap06:55 - Week’s top-read stories07:25 - Week ahead preview#highyieldbonds #leveragedfinance
The German real estate company Adler Group said it had agreed with most of its senior unsecured fixed-rate noteholders that will allow it to carry out an English law Part 26A plan to implement its #restructuring agreement. In this special episode of Reorg Europe Podcast we discuss the events leading up to the plan announcement, what the restructuring hopes to achieve and finally what a plan might look like - considering class composition and cross-class cramdown. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedfinance #highyield #leveragedloans #distresseddebt #performingcredit
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:Primary highlights this week;French care home operator Orpea’s second conciliation process; andList of issuers with near-term maturities which may find it challenging to refinance their debt.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedfinance #highyield #leveragedloans
Our weekly recap and preview for next week features Genesis, Party City and Travelport.This week we also feature a replay from The Reorg Primary View series, where Robert Keach, co-chair of Bernstein Shur’s business restructuring and insolvency practice, discusses the past, present and future of subchapter V, the section of the Bankruptcy Code added in 2019 for small-business debtor reorganizations, with Harvard Zhang, associate editor at Reorg.The Reorg podcast is now available on Reorg’s Webinars & Podcasts Page. The podcast is also available on Spotify, SoundCloud, Amazon and iTunes. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey Chapters in this podcast include: 01:04 - Weekly recap05:19 - Week’s top-read stories05:57 - Week ahead preview08:30 - The Reorg Primary View: Bernstein Shur’s Bob Keach Discusses Subchapter V With Reorg’s Harvard Zhang#leveragedfinance #leveragedloans #highyieldbonds #highyield
In this week’s episode of The Reorg Primary View, Jon Henes, co-founder and CEO of C Street Advisory, discusses cryptocurrency bankruptcies and looming regulation within the industry with Reorg reporter Ellen Schneider.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#highyield #bankruptcy #cryptocurrency #restructuring
In this week’s episode of The Reorg Primary View, Robert Keach, co-chair of Bernstein Shur’s business restructuring and insolvency practice, discusses the past, present, and future of subchapter V, the section of the bankruptcy code added in 2019 for small business debtor reorganizations, with Harvard Zhang, associate editor at Reorg.#restructuring #bankruptcy #reorg
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:#Primarymarket highlights this week;U.K. value retailer Matalan’s new #recapitalization agreement; andGerman real estate Adler Group’s #restructuring.Reorg is always looking for feedback to help us improve the podcast experience! Please take a moment to complete this short survey and let us know how we’re doing.#highyieldbonds #leveragedloans #leveragedfinance #distresseddebt #performingcredit
In this episode of The Reorg Primary View, Seth Brumby, Deputy Managing Editor of Reorg’s municipals coverage talks with Yaffa Rattner, Senior Managing Director and Head of Municipal Credit at HilltopSecurities. Topics range from a reflection on 2022, a discussion of HilltopSecurities’s High Yield Municipal Survey, and expectations for 2023.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#highyield #highyieldbonds #municipals
Our weekly recap and preview for next week features Bed Bath & Beyond, Party City, Nautical Solutions and Serta Simmons.This week we feature a replay from The Reorg Primary View series, where Joel Holsinger, co-head of alternative credit at Ares Management, and Reorg’s James Holloway discuss the importance of buying assets and cash flows, yield curves and purpose-driven investing.#highyieldbonds #leveragedloans
Our weekly recap and preview for next week features Bed Bath & Beyond, Venator, Cineworld and FTX.We are taking a recess this week from our Deep Dive segment but will be back soon with more premium content.#highyieldbonds #leveragedloans
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussions of:- French care home operator Orpea, which is currently undergoing its second conciliation procedure and the Spanish pizza franchise Food Delivery Brands, which has appointed financial advisors;- U.K. value retailer Matalan’s ongoing sale process, as it looks increasingly likely that the senior secured bondholders will take over the business; and- U.K. and Germany focused real estate group Vivion, following the publication of a report by short seller Muddy Waters alleging the group inflated the values of its real estate portfolios.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey#highyieldbonds #leveragedloans
In this week’s episode of The Reorg Primary View, Rakesh Jain, global head of private debt at Pantheon, discusses the growth of the private debt secondary market with Reorg reporter Alex Wittenberg.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #privatedebt #secondarymarket #leveragedfinance #highyield #leveragedloans #highyieldbonds
Our weekly recap and preview for next week features AIG Financial Products Corp., FTX, Avaya and Clovis Oncology.We’ll be taking a brief recess from our Deep Dive segment this week but will be back soon with more premium content.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Our weekly recap and preview for next week features AMC Entertainment Holdings, Endo International, Reverse Mortgage Funding and the Zantac multidistrict litigation.This week, with borrowing rates hovering around 30-year highs, we feature a replay from The Reorg Primary View series, where Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, and Reorg’s James Holloway discuss stresses in the housing market, mortgage lenders and Fed policy.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussions of:- German real estate company Adler Group’s restructuring proposal;- U.K. high street lender Metro Bank;- Spandex producer Lycra’s refinancing talks; and- Highlights in the primary market this week.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
In this week’s episode of The Reorg Primary View, Joel Holsinger, co-head of alternative credit at Ares Management, discusses the importance of buying assets and cash flows, yield curves and purpose-driven investing with Reorg’s James Holloway.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- Highlights in the primary market this week;- Greece-based commercial fridge and glass manufacturer Frigoglass’ plan to boost liquidity and restructure its €260 million bonds; and- Norwegian medical payments processor Convene Group has indicatively approved a restructuring proposal from an ad hoc group of noteholders.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- U.K.-based chemical maker Venator Materials’ debt talks;- Spanish ferry operator Naviera Armas, which is evaluating several options to deal with its stretched liquidity;- Spanish fast food restaurant group Food Delivery Brands’ debt restructuring;- Netherlands-headquartered telecoms group VEON, which has proposed an eight-month extension to its two 2023 notes; and- German real estate company Adler, which signed a lockup agreement with a group of bondholders.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
In this week’s episode of The Reorg Primary View, Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, discusses stresses in the housing market as borrowing rates hover around thirty-year highs, mortgage lenders and Fed policy with Reorg’s James Holloway.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Our weekly recap and preview for next week features FTX Group, FTX Digital Markets, Twitter Cooper Standard and National CineMedia.We are taking a recess this week from our Deep Dive but will be back soon with more premium content.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- Highlights in the primary market this week; - U.K. used car trading platform Constellation Automotive’s liquidity position;- Italian group Strada dei Parchi, whose lenders recently held pitches to select a financial advisor for upcoming talks with the company; and- U.K. house building companies Miller Homes and Keepmoat’s bonds, which have come under pressure following a slowdown in the country’s housing market.If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-TrialWe're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
In this week’s episode of The Reorg Primary View, Dan Berger, senior market strategist at Refinitiv and architect of the Municipal Market Data, or MMD, joins Reorg’s Seth Brumby, deputy managing editor, to discuss an amazing and difficult year for the municipal bond market and what might be lie ahead for investors.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Our weekly recap features FTX Group, Alameda Research, Windstream, Hertz and analysis from Credit Cloud by Reorg.For this week’s deep dive, Reorg reporter Ellen Schneider and Americas’ legal analyst Mike Legge cover a busy week in the world of crypto, including FTX Group’s chapter 11 filing, what led to the collapse of Sam Bankman-Fried’s empire and whether “Crypto Winter” is shaping up to be more of an ice age instead.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- UK chemicals company Venator's disappointing earnings;- Latest developments on French retailer Casino;- Why U.K. petrol station operator EG Group has attracted advisor attention;- Dubai-based real estate group Emirates REIT facing a $400M sukuk maturity in December.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
Editor’s Note: In the latest installment of this Expert Views series, Reorg’s Legal Director, Shan Qureshi speaks to law firm Willkie Farr & Gallagher’s Ed Downer and Daniel Gendron. Ed is a partner in the firm’s Business Reorganization & Restructuring Department and Daniel is a partner in the Corporate & Financial Services Department and Finance Practice in London.Willkie is an elite international law firm of approximately 1,100 lawyers located in 13 offices in six countries. Ed and Daniel took time out of their busy schedule to provide their expert view on amend and extend transactions and the considerations borrowers and lenders should take when pursuing them.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
In this week’s episode of The Primary View from Reorg, Tim Gravely, co-head of credit at Aquiline Partners discusses the outlook for venture debt with reporter Geoff Burrows. Despite rising interest rates and a looming recession, lenders to growth companies expect busy times as start-ups are turning increasingly to debt funds to support their growth to avoid down rounds amid the volatility in equity markets.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Our weekly recap features Cineworld, Peloton Interactive, Tenneco, DISH Network, Nielsen Holdings, Altice USA, Lumen Technologies, Frontier Communications and Curo Group.Also this week, as part of Reorg’s Primary View Series, Reorg municipals reporter Hoa Nguyen speaks to Citibank’s head of Municipal Strategy, Vikram Rai, about the state of high-yield municipals in 2022, the factors that are driving recent weakness in the market and the outlook for the asset class in 2023.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- Webinar on the latest developments of French care home operator Orpea;- Highlights of Reorg’s live panel event at Claridge’s; and- German real estate manager Corestate restructuring proposals.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
In this week’s episode of The Reorg Primary View, Amundi Managing Director and Co-Head of High Yield Ken Monaghan discusses the high yield and leveraged loan markets, the outlook for new issuance, the Federal Reserve and other big topics with Reorg reporter James Holloway.
In this week’s episode of The Reorg Primary View, Citibank’s head of Municipal Strategy discusses the state of high yield municipals in 2022 and the outlook for the asset class in 2023 with Reorg muni reporter Hoa Nguyen.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.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- Analysis of German headquartered consumer electronics retailer;- Ceconomy and British supermarket chain Iceland;- Latest developments of Luxembourg-headquartered metals and mining group Metalcorp;- Matalan undergoes an M&A process; and- Highlights in the primary market this week.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.
Our weekly recap and look ahead features Talen, Endo, Carnival and Boardriders.We’ll be taking a brief recess from our weekly deep dive segment but will be back soon with more premium content.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
Reorg’s Patrick Fitzgerald talks to Richard J. Shinder, founder and managing partner of Theatine Partners about the state of direct lending in the U.S. and whether direct lenders are adequately prepared to work out problem credits in the #distressed cycle that may very well be approaching.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.
Our weekly recap and look ahead to next week features Twitter, Bang Energy, Revlon and 3M.We’ll be taking a brief recess from our weekly deep dive segment but will be back soon with more premium content.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- The ongoing M&A process of U.K. retailer Matalan;- The first European installment of our Expert Views series of on how some direct lenders are avoiding losses in times of volatility;- Global resin-based consumer goods producer Keter’s A&E request, and;- An overview of the primary market.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.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:- French IT consulting company Atos, which has seen its bonds come under pressure;- Luxembourg-headquartered metals and mining group Metalcorp which withheld a €70 bond principal payment on Monday of last week, triggering a 40-point drop in its 2026 bonds;- Non-Standard Finance and Morses Club, two subprime loan providers which are both looking to implement a scheme of arrangement; and- A roundup of the latest from the European primary market.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.
Our weekly recap and review of most read stories features Twitter, Altera, Kabbage, Juul and more.After a look ahead to next week, Reorg’s Kevin Eckhardt joins the podcast for a Deep Dive segment discussing his recent experience moderating a panel discussion with bankruptcy judges, practitioners and academics at the Chicago Conference on Judicial Valuation.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
In this special edition of the Reorg Americas Core Credit Podcast, the Loan Syndications and Trading Association’s Meredith Coffey, also a member of the Federal Reserve’s Alternative Reference Rates Committee, discusses the transition to SOFR with Reorg’s head of primary, James Holloway.
The conversation comes as about $4 trillion of leveraged loans are due to transition from Libor by the end of June 2023. Reorg’s Sept. 16 article highlighted the efforts by some lenders to push back against the efforts of borrowers to switch to SOFR without according them a credit spread adjustment.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- U.K.-based casual dining chain Pizza Express’ waterfall model;
- U.K. value retail group Matalan, its strategic sales process, the terms of its debt recapitalization;
- Luxembourg-headquartered metals and mining group Metalcorp facing default; and
- A roundup of the latest from the European primary market.
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.
This week, we take a look at: - Brightspeed pulls $3.9B debt offering - Cineworld judge denies Cineplex stay request - SAS judge says motion is a "flagrant violation" of bankruptcy code
We’re taking a brief break from our Deep Dive segment for this week’s podcast, but will be back soon with more premium content.
We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
German TV group Tele Columbus’ loan term loan B and bond have come under pressure in recents months; Roundup of the primary market at the moment; Highlights of the IPEM conference in Cannes last week.
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.
This week, we take a look at Citrix Systems, Hertz, Pennsylvania Real Estate Investment Trust and Puerto Rico.
We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: French IT services company Inetum and Portuguese specialty crop nutrition provider Rovensa are expected to price this week; Extracts of last week's webinar covering the first use of the Part 26A Restructuring Plan in the SME market by Houst Ltd.
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.
This week, we take a look at Cineworld, Twitter, Revlon and Bausch Health.
For this week’s Deep Dive, Americas Core Credit by Reorg Deputy Managing Editor Kevin Eckhardt joins us to discuss the ramifications of a recent panel decision of the U.S. Court of Appeals for the Ninth Circuit reversing Judge Dennis Montali’s December 2019 ruling in the PG&E case that unimpaired, unsecured creditors are not entitled to postpetition interest on their claims at the contractual default rate in a solvent debtor case.
This week, we take a look at Cineworld, Twitter, Highland Capital Management and SAS.
For this week’s deep dive, we offer a replay of our August webinar, “Winter Came for Covid-Era Darlings?,” during which Reorg’s Harvard Zhang hosts a panel of experts who discuss the current state of distress in crypto and tech as well as the circumstances that led the market to where it is and what the future may hold.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
How hybrid bonds issued by Nordic real estate companies are attracting investors’ attention. Why with a large share of high-yield bonds trading well below par, bond buybacks have become a key tool for companies to opportunistically reduce their debt. The impact of the IMF’s three-year $1.3B loan package to Zambia and the concerns of the sovereign’s creditors. 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.
This week we take a look at Bed Bath & Beyond, Lumileds, Bausch Health and Talen Energy.
For this week’s deep dive, we offer a webinar replay where Reorg legal and credit analysts speak to special guest lawyers Tiago Assunção and Daniel da Silva e Melo of the Manuela Antonio Law Firm about Macau’s recently amended gaming law that is likely set to take effect in the second half of 2022 and how it might impact the operational, financial and regulatory landscape for casino operators.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. On this week’s podcast, we discuss:
- The challenges German plastics packaging group Kloeckner Pentaplast is facing in the current macroeconomic environment.
- The new winding up petition brought against Cineworld in the English High Court.
- The current deals in the European Leveraged loan market.
- Nostrum Oil & Gas’ scheme of arrangement and what it tells us about the English courts’ approach to creditors who are sanctioned as a result of Russia’s invasion of Ukraine.
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.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes:
Key takeaways from the cash flow and legal analysis we published last week on German real estate company Adler Group, which also published its earnings today. The testing, inspection, certification and compliance, or TICC, sector and a few summer deals which have kept direct lenders busy. U.K. food retailer Iceland, whose bonds have declined since mid-August, as the company faces an increasingly challenging economic environment.
Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Bed Bath & Beyond, Carestream Health, Bausch + Lomb and our Aggredium-powered analysis of the cruise industry.
We’ve got a double dose for listeners this week. First, a crossover from our sister EMEA core credit weekly podcast where Reorg’s Harvard Zhang brings us the latest on a potential Cineworld chapter 11 and Mark Fischer shares some insights on the cruise sector, powered by data from Aggredium.
Next, we offer a webinar replay where the Reorg team discusses the latest events surrounding Bausch Health including its proposed spinoff of its Bausch + Lomb business to shareholders, threats from competition for the company’s Xifaxan drug in light of patent challenges, and a pending maturity wall.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
Italian bank Monte dei Paschi di Siena and the possibility of a capital increase; The latest on Cineworld after it said a chapter 11 filing was one route it could follow to achieve its restructure objectives; Insights on the cruise sector, powered by data from Aggredium.
We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Endo, Altera, Revlon and Geo Group.
For this week’s deep dive, we offer a replay of our July webinar, where the Reorg team discusses Puerto Rico’s two largest remaining debt restructurings - the Puerto Rico Highways and Transportation Authority and Puerto Rico Electric Power Authority - and walks through post-restructuring challenges the commonwealth faces as well as critical milestones in 2022 and beyond.
Reorg is always looking for feedback to help us improve the podcast experience! Please take a moment to complete the short survey in the link below and let us know how we’re doing. www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly podcast series features discussion of issues and companies across the credit lifecycle. Included this week: Swedish cosmetics group Oriflame’s cash flow model; An overview of the primary deals that we are predicting will come to market after the summer break. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey
This week we take a look at OSG Group, Avaya, Talen Energy and Bausch Health.
We are taking a brief recess from our weekly Deep Dive but will be back next week with more premium content.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- A summary of high-yield and loan credits with maturities in 2023, as a challenging primary market makes refinancing difficult.
- The latest news on German real estate company Adler Real Estate.
- An overview of Danish industrial engineering group Norican and the refinancing prospects of its €340 million senior secured notes due in May 2023.
- Increased value leakage risks for lenders where a senior facilities agreement has a so-called Available Amount basket, with no annual excess cash flow sweep, and why bondholders also need to be concerned about this.
Reorg is always looking for feedback to help us improve the podcast experience! Please take a moment to complete the short survey in the link below and let us know how we’re doing. https://www.research.net/r/Reorg_podcast_survey
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at U.S. Renal Care, Bed Bath & Beyond, Revlon and Voyager Digital.
We’ll be taking a brief break from our Deep Dive segment this week but will be back soon with more premium content.
Reorg is always looking for feedback to help us improve the podcast experience! Please take a moment to complete this short survey and let us know how we’re doing. https://www.research.net/r/Reorg_podcast_survey
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- The short-dated bonds of U.K. car manufacturer Jaguar Land Rover, and why they are considered attractive.
- U.K-based hosting and management platform Houst’s restructuring, which was the first successful use of a restructuring plan by a middle market company outside an administration.
- The covenants in European leveraged loans and high yield bonds that have shaped up during the first half of 2022.
- The latest developments in the European primary market, which have signaled an improvement in market conditions.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Aearo, Bausch Health, Gulfport, Boy Scouts and DIP Lender Strategies.
We’ll be taking a brief break from our Deep Dive segment this week but will be back soon with more premium content.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- The restructuring of Scandinavian Airlines, or SAS, which has filed for Chapter 11.
- Ukrainian oil and gas company Naftogaz and the state’s sovereign debt situation.
- The latest developments in the European primary market and investors expectations after the summer.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Celsius Network, Twitter, Audacy and cruise operators.
We’ll be taking a brief break from our Deep Dive segment this week but will be back next week with more premium content.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- Belgian manufacturer of bathroom products Ideal Standard, which has seen its bonds fall steeply since Russia’s invasion of Ukraine;
- Ukrainian oil and gas company Naftogaz and the state’s sovereign debt situation.
- The latest developments in the European the CLO market.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Celsius Network, Endo International, Talen Energy and Bed Bath & Beyond.
For this week’s Deep Dive, we offer a replay of a June webinar where Mark Fischer, director of credit research at Reorg, Peter Washkowitz, head of Reorg Covenants, and Simran Bal, distressed debt analyst, provide an overview of the significant headwinds in front of financial and retail technology company Diebold Nixdorf as it faces a massive maturity wall in the next two to three years and walk through the company’s options and capacities under its debt documents.
This week we take a look at Voyager Digital Holdings, SAS, Altera and Talen.
We’ll be taking a brief break from our Deep Dive segment this week but will be back next week with more premium content.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- Hilding Anders’ restructuring plan;
- 888 Holdings’ new debt package and the investor pushback it underwent;
- Ukraine’s state oil and gas company Naftogaz and the country’s sovereign debt situation; and
- The trend of direct lenders lowering the leverage they are willing to offer to support the buyout of some companies we cover.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- The English High Court’s recent judgment on the winding up of Galapagos SA;
- German discount retailer Takko’s restructuring options;
- An increasingly common carveout in bond and loan documentation allowing borrowers to redirect asset sale proceeds; and
- The latest news from the European primary market.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- The near-term challenges facing German tissue paper manufacturer Wepa;
- Russia’s eurobond Default
- U.K. bricks and mortar retailer Matalan's new financing;
- An overview of the primary market.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Crédito Real, LATAM Airlines, TPC Group and Mallinckrodt.
We are taking a brief recess from our weekly Deep Dive but will be back next week with more premium content.
This week we take a look at Revlon, Altera, Endo and TPC Group.
For this week’s Deep Dive, Senior Covenants Analyst Julian Bulaon speaks with Eitan Goldberg, a senior finance attorney who recently joined Proskauer’s Private Credit Group. Goldberg and Bulaon reflect on Goldberg’s experience practicing in the worlds of both syndicated lending and private credit, which - despite historically serving different segments of the market - have converged in recent years as both types of lenders are increasingly competing for the same large-cap deals.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- Nostrum Oil & Gas’ Scheme of Arrangement
- Last week’s Global ABS conference in Barcelona and the current state of the European primary market
- Greek cooler and glass manufacturer Frigoglass and its potential restructuring options
- Ukraine’s sovereign bonds
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Revlon, Bausch Health, Tenneco, Scandinavian Airlines and retail chapter 11 trends.
For this week’s Deep Dive, Kevin Eckhardt, senior legal analyst for Americas Core Credit at Reorg and friend of the podcast, joins us to discuss Jarkesy v. SEC, a recent decision out of the Fifth Circuit court of appeals where the panel held that the SEC’s use of administrative law judges to resolve securities fraud cases violates the U.S. Constitution and the implications the decision could have on the viability of the current bankruptcy system.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of:
- French care home group Orpea’s new financing package;
- Our latest cash flow model for French contract catering company Elior; and
- Updates on the primary market and the ongoing fallout from Russia’s invasion of Ukraine.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about:
Signs of life in the high yield bond and leveraged loans market The impact of carmaker McLaren’s first-quarter results report on its bonds The issues facing tech groups Yandex, Ozon and VK Company as a result of Russia’s invasion of Ukraine. U.K. consumer lender Amigo’s latest scheme of arrangement.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week, we take a look at Talen Energy, Diebold Nixdorf, Service King and TPC Group.
Having nearly reached the official halfway point of 2022, for this week’s Deep Dive, we take a look back at some of the past year’s leading trends in the leveraged loan market in a replay of a webinar featuring Peter Washkowitz, head of Americas Covenants, discussing the continued evaporation of lender protections and the expansion of borrower flexibility in the leveraged loan market in 2021.
This week we take a look at Talen Energy, Bausch Health, Twitter and Telesat.
We’ll be taking a brief break from our Deep Dive segment this week for the Memorial Day weekend but will be back next week with more premium content.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about:
- French care home operator Orpea and the new financing agreement with its core banking pool under the French amicable conciliation procedure.
- Supermarket chain WM Morrison’s €545 million senior secured notes, which priced this morning, Swedish distribution services provider OptiGroup’s €515 million term loan B and private education operator Inspired Education’s €250 million term loan B add-on.
- Refinancing options and possible restructuring for U.K. fashion and homeware retailer Matalan.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about:
- Sweden-based B2B distribution services provider OptiGroup’s new €515 million term loan, which was pulled last week.
- The revised restructuring plan for Austrian packaging company Schur Flexibles, which is based on a counterproposal put forward by an Apollo-led lenders committee.
- Ukrainian state-owned oil and gas company Naftogaz’s upcoming bond maturities.
- The exclusion of specified asset disposals from the asset sales covenant in high-yield bonds and leveraged loans and how it may impact bondholders and lenders.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week on Reorg's Americas Core Credit podcast, we take a look at Talen Energy, Coinbase, Bausch Health and No Surprises Act litigation.
In light of the ongoing conflict between Russia and Ukraine, for this week’s Deep Dive we offer a replay of our March webinar where Reorg’s Shan Qureshi joins Fiona Huntriss and Matthew Getz of Pallas Partners LLP to provide an overview of Russian sanctions frameworks and examine the impact of sanctions on financial obligations owed to and by Russian parties.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about:
- The impact of sanctions related to Russia’s invasion of Ukraine on Petropavlovsk;
- The trend towards the pre-marketing of primary deals in Europe;
- Belgian personal hygiene product manufacturer Ontex and events that could move the price of their bonds; and
- Fee trends in English schemes of arrangement and restructuring plans.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week on Reorg's Americas Core Credit podcast, we take a look at Talen Energy, Diebold Nixon, inflation and cost pressures, and financing trends.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about:
- German real estate group Corestate’s options ahead of its maturity wall in 2022-2023;
- Norwegian stressed seismic exploration group PGS, its capital raise and potential restructuring options
- Russian attacks on Ukraine's Black Sea coast and their impact on credits we follow
- The light dealflow and large OIDs in the current primary market.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Envision Healthcare, LATAM Airlines, Carvana and Cabinetworks.
For this week’s Deep Dive, we offer a replay of our March webinar where the Reorg team discusses how companies facing mass tort liabilities, including Johnson & Johnson, have used the “Texas two-step” maneuver to box litigation claims into a new asset-lite subsidiary to use the tools available in chapter 11 to settle those claims.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week, we speak about:
-The latest deals in the European primary market, including Biofarma’s €345 million seven-year senior secured floating rate notes -Russia’s payment of its sovereign bond debt in dollars -KPMG’s Disclaimer of Opinion on Adler Group -Developments in European sustainability-linked bond documentation.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at Twitter, Puerto Rico, Carvana and Talen Energy.
We are taking a brief recess from our weekly Deep Dive but will be back next week with more premium content.
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion of on issues and companies across the credit lifecycle. This week, we speak about:
- French care home operator Orpea and the allegations made in the book “The Gravediggers”;
- The latest impact of Russia's invasion of Ukraine on investors;
- The slow return of the European primary market; and
- The search for the 12 million missing shares in French fashion group SMCP.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at GWG Holdings, Endo International, Johnson & Johnson and Serta Simmons.
For this week’s Deep Dive, we offer a webinar replay from January in which the Reorg team provides an overview of the No Surprises Act’s provisions, including the rules shaping implementation of the law’s independent dispute resolution features, which are facing litigation challenges from multiple provider-related groups. We also discuss the law’s potential impact on multiple healthcare subsectors with profiles of specific companies.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we're joined by Rebecca Jarvis and Damien Gomez from Linklaters for a follow up conversation on Smile Telecom's Part 26A restructuring plan.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
"Help me, help you!". LJ Snowden explains: Creditors who oppose a plan must actively participate and provide basis of challenge in court. Smile Telecoms' Part 26A Sanctioned.
This week includes former Valeant/Bausch investors bring fraudulent transfer claims in NJ; Talen bonds plunge; analysis of US credits with heavy exposure to Russia/Ukraine; Incora reaches deal on uptier exchange.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak about the cautious reopening of the European primary market and the trends we observed in double-B issuance in 2021.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Featured this week: LATAM, Mallinckrodt, Footprint Power and Cooper Standard. Also a replay of Reorg’s February Webinar where Reorg’s First Day team and Kirkland & Ellis’ Joshua Sussberg, in a conversation moderated by John Hartgen, public affairs officer at the American Bankruptcy Institute.
Americas Core Credit Weekly Podcast for March 18, 2022. This week, we take a look at LATAM, Talen Energy, Cineworld and Ultra Petroleum. For this week’s deep dive, Reorg’s Sean Daly and Evan Wallach, president and CEO of Global AirFinance Services Inc., discuss enhanced equipment trust certificates, or EETCs, a tax-efficient security utilized in aircraft finance. Evan and Sean discuss the structure of EETCs and the benefits to airline issuers and investors, and take a close look at two recent EETC issues that were subject to rejection in chapter 11.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak about French engineering group Technip Energies and U.K. chicken producer Boparan.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Americas Core Credit Weekly Podcast for March 11: Party City Faces Global Helium Shortage; Purdue Judge Approves Sackler Settlement With 8 States, DC; Puerto Rico Abandons PREPA RSA; Envision Contemplates New-Money Debt Raise
This week we take a look at Vyaire Medical, Intrado, Diamond Sports Group and the No Surprises Act. Also featuring an interview with Evan Wallach, president and CEO of Global AirFinance Services Inc., an advisor to institutional investors and aircraft leasing companies, discussing how the legal ramifications of the Russian sanctions interact with aviation asset-backed securities.
Editor’s Note: Each episode of Reorg’s weekly podcast series features a look back at highlights and top stories from the week in review and a preview of what’s to come in the week ahead, followed by a deep dive on issues and companies in the high-yield and distressed markets.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak about Austrian packaging group Schur Flexibles and Belgian sanitaryware company Ideal Standard.
Featured this week: Envision Healthcare, Cooper Standard Automotive, Transocean and Valaris. We also discuss Reorg’s analysis of chapter 11 plan recoveries in 2020 and 2021 cases. And for our deep dive you can hear a webinar replay where EMEA Managing Editor Luca Rossi speaks with Antonio Casari of Northlight and Bruce Bell of Latham & Watkins about the European stressed and distressed credit market outlook for 2022.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak in depth about the impact of the tensions in Ukraine on the credit markets, and also hear about the options available for Italian oilfield services company Saipem.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Featuring: Peloton, AMC, Mallinckrodt and Surprise Medical Billing legislation.
For this week’s Deep Dive, Reorg’s Mike Legge, Karen Leung and David Mayo join us to discuss the current state of play of third-party releases in bankruptcy, reviewing recent decisions in Purdue Pharma, Ascena Retail and Mallinckrodt, as well as reviewing the ongoing case of LTL Management and other “Texas two-step” bankruptcies.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Featuring Puerto Rico, Cineworld, Transocean and Mallinckrodt. And for our Deep Dive, Americas Core Credit Legal Analyst Sean Daly returns to follow up last week’s discussion of bankruptcy lockup and voting agreements in the Grupo Aeroméxico and LATAM bankruptcies to give an update on some important recent developments in both cases.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Connor Lovell speaks to Jessica Walker and James Hollingshead from law firm Latham & Watkins about Part 26A and Company Voluntary Arrangements. Our panelists consider recent court challenges to CVAs and consider - “Is the CVA Here to Stay?”
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at the year so far for the European primary market and catch up on changes to Reorg's waterfall model for German fashion retailer Takko.
Reorg’s Shan Qureshi and industry experts -- Rebecca Jarvis and Damien Gomez -- from Linklaters as we examine the first use of s901C(4) in Smile Telecoms’ Part 26A to exclude out of the money creditors from voting.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week the Reorg editorial team in the Amercias takes a look at Purdue, Moby and LBO-backing loans from McAfee, Athenahealth and Scientific Games. And for the week’s Deep Dive, Legal Analyst Sean Daly joins to discuss some recent developments in the Grupo Aeroméxico and LATAM Airlines bankruptcies that question the viability of certain types of bankruptcy lock up and voting agreements.
This week we cover Puerto Rico, Cineworld and Alix vs. McKinsey litigation. And in our Deep Dive, Reorg senior legal analyst Kevin Eckhardt discusses recent developments in the Toys “R” Us creditor litigation and how they relate to broad shifts in the landscape of Delaware corporate law and third-party releases.
This week we take a look at Seadrill, Diamond Sports Group, Nordic Aviation and the U.S. Trustee fee litigation that has now reached the U.S. Supreme Court. Given the Environmental Protection Agency’s recent release of proposed renewable fuel volume targets and extensions of certain renewable fuel standards, or RFS, for this week’s deep dive we offer listeners a replay of our September 2021 Webinar on PBF Energy, which has over $700 million of accrued and future-incurred renewable fuel standard liabilities for 2020 and 2021.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Featured this week: Purdue, PBF Energy, SmileDirectClub and Puerto Rico. And deep dive, Peter Washkowitz and Julian Bulaon, from our America’s Covenants team, join David Zubkis to discuss the continuing erosion of lender protections in credit agreements including voting protections, most-favored-nation rights, IP transfer prohibitions and restrictions on raising structurally senior debt.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
This week we take a look at Purdue, Talen, Intelsat and All Year Holdings.
For this week’s Deep Dive, we feature a webinar replay where Reorg’s Municipals team discusses current trends in higher education finance. Deputy Managing Editor Seth Brumby, Legal Analyst Mike Guippone, and Kristin Going, partner at McDermott Will & Emery, tackle subjects including recent workouts, student housing new issuances, and the evolution of higher education following the Covid-19 pandemic.
On this week's Americas Core Credit podcast we take a look at Mallinckrodt, Intelsat, Ferrellgas Partners, CM Group and American Physicians.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at new restructuring proposals from German gaming group Lowen Play and U.K. consumer lender Amigo.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
This week we take a look at LATAM Airlines, Intelsat, Talen and Cooper Standard.
For this week’s Deep Dive, Reorg Middle Market Legal Analyst David Zubkis speak to Andy Dietderich, co-head of global finance and restructuring at Sullivan & Cromwell, about his recent article in the ABI Journal, “Confessions of a Forum-Shopper,” which discusses why providing corporate debtors with flexibility in venue choice can be instrumental in executing successful reorganizations.
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at potential bids for Telecom Italia and Marks and Spencer.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week's Americas Core Credit podcast our experts discuss Riverbed Technology, Chilean Hydroelectric project Alto Maipo and the healthcare sector as well as replay a recent Reorg webinar discussing middle market DIP financings.
On this week’s podcast, our Americas Core Credit team replays our Enforcement Mechanisms in Keepwell Notes webinar from October. Discussing the developments around mechanisms for enforcing keepwell deeds for offshore notes, implications for creditors, and other considerations.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Spanish real estate company Haya and German ventilation, heating and cooling systems company Flakt Group.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week’s podcast, our Americas Core Credit team takes a look at Cooper Standard, GTT, PWM Property Management, and Puerto Rico.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast our Americas Core Credit team replays our Covenants 101 webinar from earlier in the year discussing sources of potential value leakage. Topics include an overview on value leakage, including dividends, transfers to nonguarantor restricted subsidiaries and transfers to unrestricted subsidiaries, discussions on previous transactions done by PetSmart, J.Crew, Claire’s and Neiman and demonstrating how to calculate value leakage in debt documents.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at German real estate company Adler and gaming group Lowen Play.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
This week, we take a look at the “Stop Wall Street Looting Act of 2021,” LTL Management, Limetree Bay and Puerto Rico.
For this week’s Deep Dive, in light of recent high-profile developments in the Asian high-yield bond market, we are treating listeners to a taste of Reorg’s coverage of the Asian high-yield space with a replay of an April 7 webinar where distressed debt analyst James Shi and John Han, partner at Kobre & Kim in Hong Kong, take a look at troubled chinese property developer China Fortune Land Development in exploring trading in distressed debt through creative enforcement approaches to unlock value of distressed onshore assets that are otherwise off limits to offshore investors. The webinar was moderated by Reorg’s managing editor of Asia Core Credit, Shasha Dai.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast our Americas Core Credit experts analyze some of the most prominent situations in the distressed debt, reorganization, and performing credit world including deep dives into Riverbed, LATAM Airlines and Seadrill.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Greek gaming group Intralot and the Belgian retailer AS Adventure.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast we replay our Covenants 101 webinar where Peter Washkowitz, head of our Americas Covenants team, discussed redemptions and the primary market as well as call protection, Dutch auctions and open market purchases of term loans, make whole payments, equity clawbacks and redemptions of high-yield bonds, change of control under bank debt and bonds and Covenant analysis for primary investors.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast Reorg analysts from the Americas Core Credit and Emerging Markets - Latam teams discuss progress in the Latin American airline chapter 11 cases where Avianca is soliciting votes on a plan of reorganization, while LATAM Airlines and Grupo have expressed intent to file their own respective plans in the near future.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Itaian shipping group Moby and the European plastic and flexible packaging sector.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of the Reorg EMEA Middle Market podcast series features a deep dive on companies and trends in the direct lending and special situations space. Today, we discuss the recent collapse of small sized energy providers and the impact of the European energy crisis. We look at why smaller suppliers in the U.K. have been affected and what government support is available. We assess how the surge in gas prices is affecting other sectors and how this is shaping special situations in the middle market.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week’s Americas Core Credit podcast Jeff Brenner and Julian Bulaon from our Americas Covenants team discuss how the Chinese government’s proposed revisions to Macau’s gaming laws could potentially trigger defaults and cause other problems under the debt documents of U.S. based gaming companies operating out of Macau.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast our Americas Core Credit experts discuss Johnson & Johnson’s response to a group of talc plaintiffs’ motion for an injunction from a New Jersey state court preventing the company from pursuing a “Texas two-step” chapter 11 strategy to shed its talc liabilities, plus our experts discuss the company Yak Access, whose creditors have began to organize, as well as Cornerstone Chemical and Puerto Rico.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Ukrainian oil and gas group Naftogaz and French conference organiser Comexposium.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
Each episode of Reorg’s weekly podcast series features a look back at highlights and top stories from the week in review and a preview of what's to come in the week ahead, followed by a deep dive on issues and companies in the distressed and high-yield space. For this week’s Deep Dive, Reorg’s Karen Leung and David Zubkis discuss the $4.6 billion settlement with the Sackler family in the Purdue chapter 11 cases and explore the releases of fraudulent transfer claims and third-party claims against the Sacklers.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Our EMEA Middle Market experts discuss deal pipelines and important direct lending situations for the month of September.
On this week’s podcast our Americas Core Credit and Americas Covenants experts discuss a recent opinion from the Murray Energy bankruptcy after a bankruptcy court upheld the waiver by a majority of DIP lenders where a minority DIP lender’s right to default interest arising from a breach of a covenant is only enforceable by the minority lender.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at U.K. retailer Iceland and German real estate group Adler.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week’s podcast the Americas Core Credit team discusses Texas two-step bankruptcies and how the liability management maneuver could be deployed in Johnson & Johnson and Imerys Talc.
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On this week’s podcast the Americas Core Credit team replays our municipals webinar from a few weeks ago where members of our Americas Municipals coverage team discussed recent credit trends in continuing care retirement communities, or CCRCs, as the industry has seen a wide range of outcomes, including Vicar’s Landing’s recent borrowing of $84.4 million in connection with the expansion of its Ponte Vedra Beach community; the chapter 11 filings of The Harborside and The Buckingham; and defaulted credits that are still exploring their options, such as Glen Hope Harbor and American Eagle.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at German auto parts suppliers Standard Profil and Adler Pelzer.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week’s podcast the Americas Core Credit team discusses Purdue, Seadrill, Limetree, Talen Energy, and Easterday, providing an overview as well as an update on each of the company’s financial situations.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast the Americas Core Credit by Reorg’s Sean Daly speaks to Jared Ellias, Bion M. Gregory Chair in Business Law and Professor of Law at UC Hastings College of the Law, who has recently published a paper with Ehud Kamar and Kobi Kastiel titled, "The Rise of Bankruptcy Directors." The paper analyzes the proliferation of bankruptcy experts who often join a board of directors on the eve of a bankruptcy filing as “independent directors,” and the impact of such directors on bankruptcy outcomes, including creditor recoveries.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Greek gaming company Intralot’s restructuring and the liquidation of private equity fund Novalpina.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus this week our podcast features a discussion on (a) how certain companies that actually benefited from the pandemic (grill companies, pool companies, home improvement businesses) took advantage of the recent spike in performance by borrowing money, using the proceeds to pay their owners a dividend, and then taking the company public and (b) how these companies and their lenders could be in trouble once consumer behavior reverts to pre-pandemic levels.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus this week our podcast features a replay of our Part 26A restructuring webinar from earlier in the year discussing how the new plan has been used in practice and how the tool's use could develop in the near future. Reorg's EMEA team was joined by industry guests Marcia Shekerdemian QC, Barrister at Wilberforce Chambers, Mark Fine, Partner at McDermott Will & Emery, Richard Fleming, European Head of Restructuring at Alvarez & Marsal and Sunay Radia, Partner at McDermott Will & Emery.
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Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, the team take a look at McLaren’s new bond and the German real estate company Corestate, which will have to address €500 million in maturities in 2022 and 2023.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
In this week's podcast the Americas Core Credit team covers: PROMESA Oversight Board Previews Settlement With UCC; Limetree Bay Files Ch. 11; Judge Isgur Conditionally Approves Washington Prime DS; KERP Bonuses in LSC Communications Overruled on Appeal; and Pipeline Foods’ First Day Hearing.
The Americas Core Credit team takes a look at the past week including Intelsat, Washington Prime, Limetree Bay Energy, Boy Scouts and previews what's to come in the week ahead. We also include the replay of the Direct Lending in India webinar from our Asia team in May 2021. If you're not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at the new bond issuance by U.K. restaurant chain Pizza Express and Latvian lender 4finance's restructuring.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus this week our podcast features a replay of our SPACs podcast from earlier in the year with Martin Forbes of White & Case. The discussion dives deep into the record amount of fundraising through SPACs, or special acquisition companies in 2021, the reasons for the surge in SPACs and why they are attractive to private equity and target companies and more.
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Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at U.K. guarantor loans provider Amigo and Ukravtodor, Ukraine’s state agency for roadways.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus this week our podcast features a discussion between Reorg Covenants analysts Julian Bulaon and Richard Barbour on Iconix Brands (https://app.reorg.com/v3#/dashboard/4703), including their recently announced going-private acquisition by Lancer Capital and the change of control implications under their debt docs.
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This week, we take a look at Katerra, Hertz, Malinckrodt, GTT, and Kumtor Gold. Each episode of Reorg’s weekly podcast series features a look back at highlights and top stories from the week in review and a preview of what's to come in the week ahead, followed by a deep dive on issues and companies in the distressed and high-yield space.
Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at British auto group McLaren and German gaming company Lowen Play.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus this week our podcast features an interview with Jeff Cohen, head of Lowenstein Sandler’s restructuring department. The interview dives deep into Cohen’s 20 year career, how he fell into restructuring and his representation of the unsecured creditors' committee in the Century 21 bankruptcy cases and retail bankruptcies.
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This week our Americas Core Credit podcast features a replay of our recent REITs webinar discussing certain REIT subsectors and how companies have restructured capital structures in light of reduced revenue caused by the Covid-19 pandemic. Mall REITs CBL and Pennsylvania REIT have each sought chapter 11 protection, and Washington Prime Group has warned of a possible chapter 11. However, hotel REITs Ashford Hospitality and Hersha Hospitality have so far avoided bankruptcy by securing out of court financing and selling assets, respectively.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus Reorg Americas legal analysts Mike Legge and Sean Daly discuss a recent decision in the Sanchez Energy bankruptcy case, the first in a recent trend of midstream contract rejection decisions to move beyond hypothesizing in dicta and to actually authorize the rejection of a midstream agreement despite the presence of a covenant running with the land.
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Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at the English High Court's recent decision on Virgin Active's Part 26a plan and get an update on German retailer Douglas.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus the team takes a deep dive into Bombardier and its sales involving “all or substantially all” of its assets as well as the impact these sales have on certain covenants under the indenture.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus the team replays our Intelsat webinar from earlier this year discussing the proposed plan as well as their various creditor groups and brewing legal fights.
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Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Turkish port operator Global Ports Holding.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus the team takes a deep dive on the dangers of weak MFN protection in loan documents.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus the team takes a deep dive on the outcomes of and challenges faced by energy companies seeking to reject midstream contracts in bankruptcy replaying our webinar Midstream Rejection Issues: Debtor-Friendly Decisions Abound from earlier this year.
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Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at a busy period for the European primary market and look at the issues facing Africa-focused upstream energy company Tullow Oil.
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Reorg’s Head of EMEA Covenants Shweta Rao speaks to Senior Legal Analyst Shan Qureshi about:
How the cross-class cramdown tool in the new Part 26A works in practice, with debtors able to bind whole classes of dissenting creditors to their plans; How the usefulness of the Part 26A plan has been curtailed across Europe due to Brexit and English Courts’ interpretation of the tool’s application - local law recognition procedures across Europe will need to be examined on a case-by-base basis; and How both schemes and part 26A plans are hard to successfully challenge.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus the team takes a deep dive, rounding up the most prominent high yield and distressed litigations from this week.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into Argentine energy company, YPF and their present situation after the liability management exercise in February.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into Argentine energy company, YPF and their present situation after the liability management exercise in February.
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In the latest instalment of the "Covenants Conversations" podcast, Reorg’s Head of EMEA Covenants Shweta Rao speaks to Martin Forbes of White & Case in London about the rise of SPACs and their impact on leveraged finance documents.
Any views expressed in this publication are strictly those of the authors and should not be attributed in any way to White & Case LLP.
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Each episode of the Reorg Europe biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at German perfume retailer Douglas and Scandanavian carrier Nordic Aviation Capital. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial.
The Americas team takes a look back at the past week and previews what's to come in the week ahead, and Senior Legal Analyst Sean Daly does a deep dive on the Texas Storm Bankruptcies.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into the new agent clawback provisions in response to Citi’s mistaken transfers and their likelihood to start appearing In credit agreements.
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Each episode of the EMEA Core Credit biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at U.K. working capital finance provider Greensill and German value fashion retailer Takko.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from this week as well as a look ahead at the upcoming week, plus the team takes a deep dive rehashing highlights from this week featuring insight into Brazos’ chapter 11 filing and Hertz’s chapter 11 plan.
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In the latest installment in our Covenants Conversations podcast our Head of EMEA Covenants Shweta Rao speaks to Benoit Lavigne and John Burge from Morrison and Foerster on the evolution of direct lending structures, trends, documents and potential future developments.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into the Citibank/Revlon mistaken wire transfer decision and aftershocks.
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Each episode of the EMEA Core Credit by Reorg bi-weekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Spanish construction and energy company Abengoa and Malaysian Airlines Subsidiary MAB Leasing.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into a companies’ flexibility under debt documents and the impact that equity issuances, IPOs and SPACs have on said companies’ flexibility.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into LATAM Airlines.
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Each episode of the EMEA Core Credit by Reorg bi-weekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at U.K. supermarket chain Asda and German-Italian copper products group KME.
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On this week’s podcast the Americas Core Credit by Reorg team discusses highlights from last week as well as a look ahead at the upcoming week, plus the team takes a deep dive into Hertz’s proposed guarantee claims bifurcation.
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The Americas Core Credit team takes an in-depth look at the major stories from last week and preview what’s to come this week.
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In the latest installment in our Covenants Conversations podcast our Head of EMEA Covenants Shweta Rao speaks to Director of Credit Research Ben Kovacka, Senior Legal Expert Beth Borthwick and Senior Legal Analyst Shan Qureshi about the next steps for Greek gaming company Intralot.
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On this special podcast episode Shan Qureshi, Senior Legal Analyst for EMEA Core Credit by Reorg, and Edward Downer, Partner in the Business Reorganization & Restructuring Department of Willkie Farr & Gallagher, discuss the impact that Brexit may have on the recognition of UK cross-border insolvency proceedings in the European Union.
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Each episode of the EMEA Core Credit by Reorg podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at German beauty and perfume retailer Douglas.
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The Americas Core Credit and First Day teams take a look back at 2020 to discuss and review chapter 11 filing activity and trends from the year.
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The Americas Core Credit team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do deep dive on Ashford Hospitality Trust and how other REITs have worked with financial institutions.
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The Americas Core Credit team previews what’s to come in the week ahead and takes a deep dive into the final weeks of 2020 discussing what you may have missed during the holiday break including a discussion on Garrett Motion, CBL and Chesapeake.
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The Americas Core Credit team previews what’s to come in the week ahead and takes a deep dive into voting cap restrictions with regards to a company or credit’s financial covenants.
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This special end-of-year edition of the EMEA Core Credit podcast includes 2020 highlights from each branch of Reorg's editorial trifecta with Senior Legal Analyst Shan Qureshi, Senior Distressed Debt Analyst Ben Kovacka and Managing Editor Julie Miecamp. Happy holidays!
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The Americas team takes a look back at the past week and previews what's to come in the week ahead, and Kyle Owusu does a deep dive on LatAm credits including GrupoPosadas, Samarco and Azul.
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In the latest episode of Covenants Conversations, Head of EMEA Covenants Shweta Rao discusses leveraged finance covenants and how they have adapted to the pandemic in ways that were both expected and unexpected with Alexandra Grant and Rebecca Marques, partners at Milbank.
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The Americas Core Credit team previews what’s to come in the week ahead and takes a deep dive with guest Elliot Ganz, General Counsel of The Loan Syndications and Trading Association, into how loan and bankruptcy markets might evolve under the new administration.
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In this special edition of the podcast, Reorg speaks to Goodwin partners Simon Thomas in London and Howard Steel in New York about the issues faced by restaurants and their advisors in 2020 due to Covid-19 as well as surveying the challenges and opportunities in store.
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The Americas Core Credit team previews what’s to come in the week ahead and features a special replay of our recent webinar discussing the large movie theater credits – Cineworld, AMC Entertainment, Cinemark and Marcus – and these companies’ liquidity options as they try to manage cash burn in the face of theater closures and limited new releases.
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In the latest instalment in our Covenant Conversations podcast, Shweta Rao and guest Shan Qureshi discuss how consent thresholds, particularly those applicable for inserting a new tranche of super senior debt, are in the spotlight after Serta Simmons, Boardriders and Trimark.
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The Americas Core Credit team previews what’s to come in the week ahead and features a special replay of our recent webinar analyzing the potential issues for Transocean from district court to bankruptcy court.
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Each episode of the EMEA Core Credit biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Ukrainian energy company DTEK and Swiss ground handling company Swissport.
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In the latest installment in our Covenant Conversations podcast, Peter Washkowitz and Shweta Rao, the heads of the covenants products at Reorg, discuss the current state of the super priority uptier exchanges recently consummated by Serta Simmons, Trimark and Boardriders; arguments taken by minority lenders to challenge these transactions; and the implications for the leveraged loan market should these cases be litigated.
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The Americas Core Credit team takes a look back at the past week and previews what’s to come in the week ahead, and features an overview of cram-ups for companies including Garrett Motion with Senior Reporter James Holloway and Distressed Debt Legal Analyst Kevin Eckhardt.
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The Americas Core Credit team takes a look back at the past week and previews what's to come in the week ahead, and distressed debt legal analyst Sean Daly does a deep dive on the latest developments in oil & gas midstream contract rejections disputes.
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Each episode of the EMEA Core Credit by Reorg biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week the team takes a look at judicial scrutiny of ad hoc groups' work fees and the options for German perfume company Douglas.
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The Americas Core Credit team takes a look back at the past week and previews what's to come in the week ahead, and Director of Credit Research Mark Fischer provides an update on movie theater liquidity options.
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The Americas Core Credit team takes a look back at the past week and previews what's to come in the week ahead, and the First Day team does a deep dive on chapter 11 filings in the third quarter of 2020.
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In this special edition of the EMEA Core Credit podcast Daniel Splittgerber, an associate at Latham & Watkins in Hamburg, speaks to one of Reorg's senior reporters Aurelia Seidlhofer about Germany's new draft insolvency and restructuring bill.
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In today's episode of the "Covenant Conversations" podcast, Peter Washkowitz discusses provisions in credit agreements preserving guarantees of guarantors that become non-wholly owned subsidiaries unless certain conditions have been met.
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This week the Americas Core Credit team looks at the top stories from last week and shares a preview of what's to come in the week ahead. In this episode the team discusses Covenants in relation to the Serta Simmons superpriority uptier exchange and chances that other companies can replicate.
In this week's episode, the team discusses J Crew blockers; the inception and explanation as well as an overview of assets most commonly caught by J Crew blockers. They also discuss assets most commonly caught by the manoeuvre as well as creative ways to circumvent a J Crew blocker.
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The Americas Core Credit team takes a look back at the past week and previews what's to come in the week ahead, and Emerging Markets LatAm Team Leader Kyle Owusu does an update on Brazilian airlines.
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Each episode of the EMEA Core Credit by Reorg biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, the team takes a look at Caesars William Hill Acquisition and McLaren Liquidity Shortfall.
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In this week's episode, Peter Washkowitz discusses how more and more companies are replicating Serta Simmons' super-priority uptier exchange and how lenders can fight back on these transactions in new bank debt facilities.
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The Americas Core Credit team previews what’s to come in the week ahead and features a review of the Garrett Motion and FTS International bankruptcy filings.
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The Americas Core Credit team previews what’s to come in the week ahead and discusses commercial real estate and REITs including CBL.
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Each episode of the EMEA Core Credit by Reorg biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, the team takes a look at Vallourec and Selecta.
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The Americas Core Credit team previews what’s to come in the week ahead and discusses the Transocean exchange offer litigation.
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The Americas Core Credit team previews what’s to come in the week ahead and discusses the latest updates on Neiman Marcus, J. C. Penney and Intelsat.
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Each episode of the EMEA Core Credit biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Virgin Atlantic and Corestate.
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The Americas Core Credit team previews what’s to come in the week ahead and does a deep dive on LatAm credits including Telecom Argentina, Atento and various airlines.
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This week the EMEA Core Credit team outlines the implementation strategies that could be used by Pizza Express to put its restructuring in place and reviews Curaeos dental group’s position.
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The Americas Core Credit team previews what’s to come in the week ahead and does a deep dive on coronavirus-related chapter 11 filings in the first half of the year.
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The Americas Core Credit team previews what’s to come in the week ahead and features a special replay of our recent webinar on airline liquidity options and bankruptcy implications.
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Each episode of the EMEA Core Credit biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Nostrum Oil & Gas and Pizza Express.
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In this week's episode, the Covenants by Reorg team speaks to Reed Smith leveraged finance and special situations partner Elizabeth Tabas.
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The Americas Core Credit team previews what's to come in the week ahead and director of credit research Mark Fischer provides a review of Q2 2020 earnings season so far.
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In this week's episode The Covenants by Reorg team discusses the increasing number of companies seeking liquidity through private investments in their equity.
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The Americas Core Credit team previews what's to come in the week ahead and discusses the latest updates on Ascena and Hertz and provides a special replay of the recent Chesapeake Energy webinar.
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Each episode of the EMEA Core Credit bi-weekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Stonegate, Codere and EA Partners.
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The Covenants by Reorg team discusses investor pushback focused on value leakage, secured and priming debt capacity, more investor scrutiny on leakage to unrestricted subsidiaries and dividends from asset sales required and EBITDA pushback centers on capping the synergies/cost savings addback.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and director of credit research Mark Fischer provides an update on companies that skipped midyear coupons and are now operating under forbearance agreements
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The Covenants and Americas Core Credit teams discuss Carnival’s new second lien notes, focusing on a mechanism that could cause a portion of the new notes to become unsecured.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and director of credit research Mark Fischer interviews distressed debt legal analyst Sean Daly on Sanchez Energy’s emergence from chapter 11 and remaining litigation.
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Each episode of the EMEA Core Credit bi-weekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, the team takes a look at Dutch retailer Hema and Spanish construction group OHL.
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The Covenants by Reorg team speaks to Muzinich & Co’s Senan Kiran about the multiple factors driving covenant pushback, of which the credit story is just one; the use if flexibility in documents: Caveat Emptor - know your documents; and IFRS 16, calculating covenant capacities and campaigning to increase transparency.
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In this week's episode, hosts Peter Washkowitz and Shweta Rao discuss special mandatory redemption provisions in high-yield bonds in light of the increasing number of mergers that are being terminated due to Covid-19.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and distressed debt legal analyst Kevin Eckhardt interviews general counsel and director of public policy of the LSTA Elliot Ganz on the details of the Kirschner case and the SDNY’s ruling.
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The EMEA Core Credit team takes look at gaming services provider and casino operator Olympic Entertainment's asset transfer, analyzes British automotive manufacturer McLaren and discusses German payment processor and financial services provider Wirecard making headlines once again.
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The Covenants by Reorg team speaks to Tim Alexander, head of strategy at Ardent Financial, about the unprecedented state of the markets during the Covid-19 crisis, the devolution of covenants, the illusion of protection and key pitfalls for investors, the opportunities presented by weak covenants for distressed investors and swinging the pendulum back to better protection and better compensation.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and reviews recent chapter 11 cases including 24 Hour Fitness, Extraction Oil and Gas, Pyxus International & Skillsoft
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In this episode, the Covenants by Reorg team discusses the Serta controversy and how Apollo seeks to block the company from creating “first-out,” “second-out” and “third-out” tranches, three ways to bring in new money through super senior debt and how provisions in debt documents can be creatively employed to subordinate existing creditors.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and provides an analysis of Quorum Health’s bankruptcy and disputes over the company’s post-coronavirus valuation.
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The EMEA Core Credit team takes look at the German retailer Takko’s consent solicitation and Israeli oil and gas exploration and production company Delek’s proposals to creditors.
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In this episode, the Covenants by Reorg team is joined by ELFA’s Sabrina Fox to discuss a platform for passionate people to effect change and grow the leveraged finance market, ELFA's ESG Fact Sheet, bringing consistency to disclosure in public consultation and investors' working groups focused on increasing transparency and supporting engagement.
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This special episode of the Reorg EMEA Core Credit podcast features Nico Tollenaar, partner at law firm RESOR, who spoke to Reorg legal analyst Shan Qureshi about the Dutch Scheme of Arrangement and compared it to both the English Scheme and the U.S. chapter 11 process.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and the LatAm team provides an update on the deal progress in Argentina and an overview of recent airline chapter 11 cases including LATAM Airlines and Avianca.
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The Covenants by Reorg team discusses how the J Crew Trapdoor could be a red herring and investors need to be alert even if it is not there, how the unrestricted subsidiaries maneuver(made infamous by J Crew) could be used for creative restructurings, recent examples of asset leakage to unrestricted subsidiaries and how investors can demand protection in documents.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and reviews new chapter 11 cases filed in May including Neiman Marcus, JCPenney and Hertz.
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Each episode of the EMEA Core Credit biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at the U.K.'s new Corporate Insolvency and Governance Bill, ongoing uncertainties in the retail space and Swissport's newly-announced scheme.
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In this episode, hosts Shweta Rao and Peter Washkowitz speak to JO Hambro Capital Management’s Head of Credit Lale Topcuoglu about the consequences of EBITDA add-backs in a declining credit market, challenges faced by investors working with “fictional” numbers, Covid-19-related EBITDA adjustments and the information asymmetries in the market creating “haves” and “have-nots”.
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The Americas Core Credit team at Reorg previews what's to come in the week ahead and reviews bankruptcies from this past week including Akorn, Centric Brands and Exide Technologies.
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In this episode, hosts Shweta Rao and Peter Washkowitz discuss recently healthy issuers using distressed debt exchange offers (Diamond Sports) and covenants implicated in coercive offers and investor considerations.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and director of credit research Mark Fischer reviews first quarter earnings results.
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Each episode of EMEA Core Credit by Reorg biweekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, the team takes a look at Rubis' new SSNs, Covid-19 adjusted EBITDA and a test case for U.K. insurers post-lockdown.
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In this episode, Reorg's Shweta Rao speaks with Morrison & Foerster’s debt finance partners Benoit Lavigne and Matthew Dunlap about a forensic analysis of creative documentary flexibilities that can be utilized in stressed situations new legal issues arising in covenant waivers, amendments and PIKing interest, pandemic-related documentary changes and a forecast for Covid-19 related covenant evolution in leveraged finance.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and director of credit research Mark Fischer and distressed debt legal analyst Sean Daly discuss how companies can navigate through the Chapter 11 process with limited sources of financing.
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In the seventh instalment of Reorg's new Covenants Conversations series, hosts Shweta Rao and Peter Washkowitz talk to Goodwin Procter private equity and debt finance partner Kristopher Ring about recent covenant changes in mid-market documentation, strategies employed by sponsors and borrowers to tide over liquidity crises and issues mid-market companies are facing in accessing government relief.
The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and Karol Denniston, partner at Squire Patton Boggs discusses how companies and municipalities can manage liquidity pre-and post-bankruptcy petition.
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The EMEA Core Credit by Reorg team takes a look at Merlin Entertainments' new bond, the options open to Codere during its 30-day grace period and the latest developments with Lycra.
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The Covenants by Reorg team discusses Hertz’s and Avis’ corporate capital structures and securitization structures, the impact coronavirus has had on their business and the companies’ ability to raise liquidity under loosely drafted debt and lien covenants.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and LatAm team lead Kyle Owusu and reporter Santiago del Carril join covenant analyst Lev Breydo to discuss Digicel’s exchange offer and Argentina’s debt negotiations.
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In this special edition of the EMEA Core Credit by Reorg podcast, the team looks at the challenges facing aviation services company Swissport as it struggles with restrictions placed on the aviation industry during the Covid-19 pandemic.
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Hosts Peter Washkowitz and Shweta Rao discuss developments in covenants driven by Covid-19. While the changes in high-yield bonds are limited, amendments in leveraged loan documentation reveal a different picture.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and the First Day team review chapter 11 filings from the first quarter of 2020.
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The EMEA Core Credit team of analysts and reporters discusses Verisure’s new bond, European retail real estate assets, Carluccio's administration application and the Covid-19 Job Retention Scheme.
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Hosts Peter Washkowitz and Shweta Rao discuss the recent flood of new issuances in the U.S. primary market and the increasing number of companies that have received waivers for complying with financial maintenance covenants in the second and third quarters of 2020.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and covenant analyst Lev Breydo provides a recap of municipal market developments including the unprecedented volatility in March, Covid-19 sub-sector impacts, and calls for federal support.
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In the third installment of our new Covenant Conversations series, the team interviews Tyler Wallace, managing director and portfolio manager at Fair Oaks Capital, about key covenant risks for investors in these exceptional times, the role sponsors are playing in supporting their portfolio companies , and bringing back a maintenance covenant and other investor protections into documents.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and distressed debt legal analyst Sean Daly provides a recap of how coronavirus impacted bankruptcy plans within the past week.
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The EMEA Core Credit team of analysts and reporters discusses a possible restructuring at Travelex and European airlines that are under pressure.
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The past few weeks have seen a marked increase in businesses drawing down their RCFs. In the era of cov-lite loans, extensive use of a revolver might be one of the first indications of financial distress, or, amid the coronavirus crisis, could indicate a company's desire to hoard cash for a rainy day. In this podcast, hosts Peter Washkowitz and Shweta Rao discuss the documentary implications of RCF draws, how a business may prevent a springing financial covenant in a RCF to spring, how a business may prevent a sprung covenant from being breached and what levers lenders have to refuse a draw.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and provides an update on opioid litigation.
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Introducing Reorg’s newest podcast: Covenant Conversations! Join hosts Shweta Rao and Peter Washkowitz as they delve into the complex world of covenants -- from global trends to semantic granularities, this wide-ranging podcast will provide listeners with information on covenants they may not even know they need. In this inaugural episode, Peter and Shweta discuss the increasing frequency with which companies are accessing their revolvers in order to preserve liquidity amidst a massive spike in global volatility caused by coronavirus.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and discusses the impact of Covid-19 on restructurings and company balance sheets across different industries.
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The EMEA Core Credit team of analysts and reporters takes a look at the impact of the coronavirus crisis on the European airline, auto, restaurant and banking sectors.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead. Director of credit research Mark Fischer and distressed debt legal analyst Sean Daly review energy sectors and how the recent collapse in energy prices has affected the plan process for bankrupt companies Alta Mesa and EP Energy.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and members of the Covenants team discuss the effect of declining PV-10 values and pandemic bonds related to coronavirus.
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The EMEA Core Credit team of analysts and reporters takes a look at Lycra and the impact of the coronavirus, Intu's abortive equity raise and a turbulent few months for NMC Healthcare.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead. The LatAm team provides a run-down on Argentina, compares CACs in Lebanese and Argentine sovereign bonds, and does a deep dive on Vicentin.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and reviews the Windstream/Uniti master lease arrangement dispute.
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The EMEA team of analysts and reporters discusses Altice's Exchange Offer and Bombardier's Asset Disposal.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and director of credit research Mark Fischer reviews fourth quarter earnings.
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In this special edition episode, the EMEA Core Credit team and DLA Piper partners Chris Parker and Tony Payne discuss the U.K. government’s 2019 Airline Insolvency Review and the changes it could bring to the ways aviation companies and their creditors are treated in insolvency situations in the country.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and deputy managing editor Angelo Thalassinos interviews Proskauer Rose restructuring partner Vincent Indelicato on his career in the new professional spotlight segment.
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The EMEA Core Credit team of analysts and reporters discuss Premier Oil and Fedrigoni, an Italian paper manufacturer.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and LatAm team lead Kyle Owusu has a discussion on Argentina and Venezuela with sovereign restructuring veteran Lee Buchheit.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and the LatAm team provides overviews on Gran Tierra Energy and Argentina’s power sector and upcoming sovereign and province restructurings.
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The EMEA Core Credit team at Reorg takes a look at Lycra's bonds situation and evaluates Italian tollroad operator Atlantia and its subsidiary ASPI.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and the First Day team reviews 2019 bankruptcy filings trends and insights.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts do a deep dive on California Resources.
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The EMEA Core Credit team at Reorg discusses Aldesa, Officine Maccaferri and the primary loan market.
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The Americas Core Credit team takes a look back at the past two weeks and previews what’s to come in the week ahead, and they cover the latest opinions and updates from the PG&E bankruptcy case, EP Energy and Alta Mesa.
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The Reorg Americas team takes a look back at the past week and previews what’s to come in the week ahead, and have a discussion on how to analyze pension and retiree benefits claims before and after a company files for chapter 11, using McClatchy, Sears, Dean Foods and Murray Energy as examples.
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The Americas Core Credit team at Reorg takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets LatAm team discusses Digicel, Grupo Posadas, TV Azteca and CFE.
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The Reorg Europe team of analysts discuss Tullow Oil's lower production guidance and share price drop, Rallye's safeguard plan and new middle market coverage of Ted Baker. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our head of Reorg Covenants does a review of recent new issuance covenant trends.
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The Reorg Europe team of analysts and reporters discusses the U.K. commercial property landlord Intu Properties and the Italian paper and packaging group Pro-Gest. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial
The Reorg Americas team takes a look back at the past week and previews what’s to come in the week ahead, and reviews trends in onshore and offshore energy companies.
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In a special edition of the Reorg Europe podcast, the team evaluates Jaguar Land Rover's decision to go to the market with a new bond issuance.
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The Reorg Americas team takes a look back at the past week and previews what’s to come in the week ahead, and reviews volatile credits following Q3 results.
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The Reorg Europe team of analysts and editors discuss Pizza Express' potential restructuring routes and Dümmen Orange's liquidity constraints.
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The Reorg Americas team takes a look back at the past week and previews what’s to come in the week ahead, and the Reorg Emerging Markets team does a deep dive on Colombian airline operator Avianca, Mexican oil and gas conglomerate Pemex and Brazilian cement producer InterCement.
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The Reorg Americas team takes a look back at the past week and previews what’s to come in the week ahead, and our director of credit research does a deep dive on Q3 earnings of energy companies.
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The Reorg Europe team of analysts and editors discuss the additional capital requirements of Shop Direct and Jaguar Land Rover’s latest results.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial and covenant analysts do a deep dive on McDermott International.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg First Day team does a review of chapter 11 filings from the third quarter of 2019.
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The Reorg Europe team of analysts and editors discuss Moby's bondholders insolvency claim and KCA Deutag's options to rightsize its capital structure.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Covenants team does a review of trends in European and U.S. high yield issuances.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and does a preview of certain credits set to report Q3.
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The Reorg Europe team of analysts and editors discuss the Rallye legal proceedings and new developments for Galapagos bondholders.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and does a review of middle market credits including VIP Cinema, Bumble Bee Foods, High Ridge Brands and NPC.
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In a special edition of the Reorg Europe podcast, the team of analysts and reporters provide all the essential information and context on Thomas Cook’s liquidation filing.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team discusses Chilean salmon farmer Nova Austral, Brazilian telecom company Oi and Argentine province Chubut.
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The Reorg Europe team of analysts and reporters take a look at the uncertainty around Thomas Cook's CDS payout and the struggles of Swiss steelmaker Schmolz + Bickenbach.
The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial and covenant analysts do a deep dive on the Frontier Communications situation.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts and energy reporter discuss the latest on the U.S. onshore natural gas sector.
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The Reorg Europe team of analysts and reporters discuss the ongoing challenge of Debenhams’ Company Voluntary Arrangement, or CVA in the English High Court, and struggling Spanish paper company Lecta.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our head of Reorg Covenants interviews John Williams, partner in Milbank’s credit derivatives practice, about the rise of net short provisions in debt documents.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial and covenant analysts look at allowed addbacks to EBITDA.
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The Reorg Europe team of analysts and reporters takes a look at Euro Garages' new €1.2 billion deal as well as at Aston Martin's disappointing performance.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts do a review of volatile credits following second quarter earnings results.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team discusses various developments in legal disputes concerning Venezuela, Oro Negro and QGOG.
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The Reorg Europe team of analysts and reporters discuss Survitec's liquidity crisis and Burford Capital's devaluation following the release of a short note by Muddy Waters.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our teams do a deep dive on how recent opioid litigation is impacting the pharmaceutical supply chain.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts do a preview of Q2 2019 earnings results with a focus on potential restructurings to come.
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The Reorg Europe team of analysts and reporters discuss the progressing situation facing Spanish construction group Aldesa as well as standout deals in the busy primary market.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our legal and financial analysts do a deep dive on bankrupt helicopter companies PHI and Bristow.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg First Day team reviews chapter 11 filings from the first half of 2019.
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The Reorg Europe team of analysts and reporters discuss Pizza Express' options to address its balance sheet and Lecta's operational issues.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Covenants team does a review of primary covenant trends.
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The Reorg Europe team of analysts and reporters discuss Bartec's expected covenant breach and Noble Group six months after its restructuring.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team discusses Odebrecht's recent filing, Oro Negro's ongoing bankruptcy and the YPF Petersen litigation.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on Monitronics International.
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The Reorg Europe team of analysts and reporters takes a look at the telecommunications company Lebara and building materials group Officine Maccaferri.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on Weatherford International.
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The team takes a look back at the past week and previews what's to come in the week ahead, and does a review of middle market credits including High Ridge Brands, Pier 1 Imports, Rentpath, Premier Global and Fusion Connect.
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The Reorg Europe team of analysts and reporters discuss UK tour operator Thomas Cook Group and the Singaporean and English Courts’ cross-border recognition update.
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The team takes a look back at the past week and previews what's to come in the week ahead, and does a review of volatile credits following Q1 results including Avon, Mallinckrodt and Monitronics.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Covenants team discusses recent covenant trends in the primary market.
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The Reorg Europe team of analysts and reporters takes a look at the primary loan market and evaluates Boparan's performance.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team does a deep dive on LatAm oil companies including YPF, Pemex and Petrobras.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our legal team discusses the latest developments in the ongoing McKinsey/Jay Alix dispute.
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The Reorg Europe team of analysts and reporters does a deep dive on alloy manufacturer Doncasters and Spanish food chain Telepizza.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our legal team discusses the latest developments in the ongoing McKinsey/Jay Alix dispute.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg First Day team does a review of chapter 11 filings from the first quarter of 2019.
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The Reorg Europe team of analysts and reporters does a deep dive on Belgium zinc smelter Nyrstar and German wind turbine manufacturer Senvion.
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The team takes a look back at the past week and previews what's to come in the week ahead, and members of our Reorg Emerging Markets team do a deep dive on the Argentine power sector, Genneia and YPF.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our deputy managing editor leads a discussion on CDS and the recent proposed amendments to the ISDA credit derivatives definitions with a group of experts.
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The Reorg Europe team of analysts and reporters does a deep dive on Greek integrated gambling provider Intralot and telecoms and cable provider Altice.
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The team takes a look back at the past week and previews what's to come in the week ahead, and the team does a review of volatile credits following Q4 results including J. Crew, EP Energy, Legacy Reserves and Jones Energy.
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The team takes a look back at the past week and previews what's to come in the week ahead, and the team does a review of stressed middle market companies including Cloud Peak, Alta Mesa, Moneygram.
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The Reorg Europe team of analysts and reporters does a deep dive on Belgium zinc smelter Nyrstar, outsourcer Interserve and UK retailer Debenhams.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our senior editor Jason Sanjana interviews Kirkland & Ellis restructuring partner Jon Henes on the growing trend of very short chapter 11 cases and the one-day-long FullBeauty prepack.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Covenants and Reorg Emerging Markets teams do a deep dive on LatAm companies Digicel, Constellation Oil (fka QGOG) and Odebrecht.
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The Reorg Europe team of analysts and reporters does a deep dive on German wind turbine manufacturer Senvion and French waste management company Paprec.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our Windstream coverage team does a deep dive on the situation, from chapter 11 filing to first day hearing and more.
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The team takes a look back at the past week and previews what's to come in the week ahead, and our deputy managing editor Angelo Thalassinos interviews UC Hastings Law professor Jared Ellias on the PG&E situation.
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The team takes a look back at the past week and previews what's to come in the week ahead, and does a deep dive on offshore energy companies Diamond Offshore, Hornbeck, Bristow and PHI Inc.
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The Reorg Europe team takes a look at the German heat exchanger group Galapagos and the Spanish supermarket chain DIA.
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The team takes a look back at the past week and previews what's to come in the week ahead, and the Reorg Covenants team joins for a deep dive on Sanchez Energy Corporation.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets senior distressed debt analyst does a deep dive on Venezuela, Vale and Samarco.
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The Reorg Europe team does a special feature on the Debt Explained Q4 2018 European Leveraged Loan Market Update report.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and one of our legal analysts interviews Kenneth Krys of KRyS Global for a feeder fund perspective on the Madoff case.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and the team does a deep dive on the McKinsey/Jay Alix dispute.
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The Reorg Europe team discusses Spanish supermarket chain DIA and New Look's restructuring plan.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and the Reorg First Day team does a year in review of 2018 chapter 11 cases.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and the team does a deep dive on onshore energy companies.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team does a deep dive on Steinhoff and MexCat.
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The Reorg Europe team takes a look at November's primary issuances and the Spanish supermarket chain DIA, the metals business Nyrstar and the industrial group Galapagos.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts talk to a panel of experts about the evolving bankruptcy trade claims market.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts discuss EBITDA, when it's not appropriate to use management's reported number and when it is not a good measure of cash flow.
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The Reorg Europe team takes a look at November's primary issuances and the sale of Jack Wolfskin.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on the offshore energy markets including Seadrill and Pacific Drilling.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team does a deep dive on Odebrecht, GPA and MexCat.
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The Reorg Europe team provides updates on CMC di Ravenna, Damac Properties, Ezdan Holdings and the Noble Group Scheme.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts take a look at the most volatile credits, such as McDermott and Weatherford, post-Q3 results.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Covenants team does a deep dive on Envision and Refinitiv.
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The Reorg Europe team does a deep dive on Nyrstar, Eskom and the European primary market.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our financial analysts do a deep dive on the natural gas-focused onshore E&P industry.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our legal analysts do a deep dive on debt reinstatement in chapter 11 filings.
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The Reorg Europe team does a deep dive on French retailer Camaieu and Swiss food business Aryzta.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets and Reorg Europe teams do an international deep dive on Steinhoff, Millicom and Venezuela.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg First Day team does a review of year-to-date bankruptcy filings.
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The Reorg Europe team does a deep dive on the new banking framework agreement in Turkey and the Puma Energy situation.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and do a deep dive on the Permian basin in Texas.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our Reorg Emerging Markets team does a deep dive on Digicel, Petrotrin and LatAm primary market year-to-date trends.
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The Reorg Europe team does an overview of CMC Ravenna, a follow-up on Rallye and an analysis of Refinitiv credit terms.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on the 10-year anniversary of the Lehman Brothers bankruptcy.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts interview John Echols and Ryan Bouley of Dacarba LLC about California utility provider PG&E.
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The Reorg Europe team does a deep dive on Casino Rallye and changes in UK restructuring law.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our legal analysts do an overview of the Momentive trial.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on exploration and production companies such as the Eagle Ford and Sanchez Energy.
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The Reorg Europe team does a review of Atlantia and the Genoa bridge collapse, an overview of the Boparan situation and an update on recent covenants trends.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do an international deep dive on Steinhoff, Venezuela and Argentina.
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The Reorg Europe team does a special deep dive on the situation in Turkey.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a review of some of the most volatile credits post-Q2 results.
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The Reorg Europe team takes a look back at what happened in Europe this week and does a postmortem on House of Fraser.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on the Intelsat situation.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on the Windstream trial.
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The Reorg Europe team takes a look back at what happened in Europe this week and does a deep dive on distressed situations in the construction sector.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and our analysts do a deep dive on the retail industry.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and Reorg First Day analysts discuss bankruptcy filing trends in 2018 to date.
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The Reorg Europe team takes a look back at what happened in Europe this week, reviews Prezzo debt negotiations and the Company Voluntary Arrangement and does a deep dive on Aegean Marine.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts interview Reorg CEO and Founder Kent Collier about the history and future of Reorg following the Warburg Pincus transaction.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Europe and the Italian telecom industry.
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The Reorg team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Latin America.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Claire's Stores, Inc.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and Reorg Litigation Intelligence analysts do a deep dive on patent and opioid litigation.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts interview Quinn Emanuel Bankruptcy & Restructuring Group Chair Susheel Kirpalani about bankruptcy safe harbors.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Frontier Communications.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on international credit names/situations such as Altice, Astaldi and Steinhoff.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts interview partners at boutique bankruptcy law firm Togut, Segal & Segal LLP.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on FirstEnergy Solutions.
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The Reorg Americas team takes a look back at the past week and preview what's to come in the week ahead, and analysts do a deep dive on onshore energy.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on international credit.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and Reorg First Day analysts do a deep dive on Q1 2018 bankruptcy trends.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Puerto Rico.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Toys 'R' Us, Inc.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Community Health and the healthcare industry.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on consolidation in the pharmaceutical supply chain.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on international credit.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on SCOTUS, Fannie Mae and Freddie Mac.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on offshore contractors.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and Reorg Event Driven analysts discuss the role of CFIUS in distressed transactions.
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The Reorg Emerging Markets team provides an overview of the ongoing Venezuela situation and highlights some complications surrounding the sovereign and PDVSA credits.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and Reorg Covenants analysts do a deep dive on unrestricted transfers and examines J.Crew, Claire's, Revlon and others.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on European and emerging markets.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Hovnanian Enterprises.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and analysts do a deep dive on Teva Pharmaceuticals.
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The Reorg Americas team takes a look back at the past week and previews what's to come in the week ahead, and Reorg First Day analysts do a deep dive on 2017 bankruptcy filings plus Revlon and Avon.
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The Reorg Emerging Markets team walks through the fast-moving Steinhoff situation and provides an overview of the company's corporate and capital structure.
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The Reorg team discusses Hertz’s business and capital structure.
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The Reorg Covenants team discusses general trends in the financing environment and revisits recent coverage on Tops Markets and Rite Aid.
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The Reorg Covenants team discusses general trends in the financing environment and revisits recent coverage on J.Crew and Hornbeck.
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The Reorg Covenants team discusses some general trends in the financing environment before revisiting recent coverage on Hertz and Neiman Marcus.
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The Reorg Covenants team discusses general trends in the financing environment and revisits recent coverage on Avis, Calpine and Community Health.
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The Reorg team discusses the Windstream, Uniti and Aurelius situation.
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The Reorg team discusses the North Sea and the changing dynamics in the space following drastic cost-cutting initiatives that have taken place over the last two years.
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