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The Reorg Podcast Network is evolving into something new. This feed will no longer be updated as we transition to the Octus Podcast Network. Our new platform offers exclusive interviews, fresh insights, and deeper analysis on the latest trends in finance.
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Latest episodes

17 snips
Aug 26, 2024 • 43min
UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility
Amir Vardi, managing director and head of structured credit at UBS Asset Management, shares insights on the collateralized loan obligation (CLO) market amid economic challenges. He discusses how the Federal Reserve's projected rate cuts could impact CLOs and analyzes the market volatility experienced in August. Vardi highlights the competition between syndicated loans and private credit, as well as the growing trend of liability management exercises over defaults. A must-listen for those navigating today’s evolving finance landscape!

16 snips
Aug 19, 2024 • 38min
Jim Schaeffer on Market Volatility, Dividends & Liability Management
Jim Schaeffer, global head of leveraged finance at Aegon Asset Management, shares insights on recent market volatility and its impact on M&A and dividend recaps. He discusses the challenges posed by fluctuating interest rates and the Federal Reserve's inflation management. Schaeffer highlights the growing trend of liability management as companies seek liquidity in a high-interest environment, plus the dynamics of the leveraged loan market. He also touches on predictions regarding corporate bankruptcies amidst economic uncertainty.

Aug 13, 2024 • 22min
Insights into European Direct Lending with Patrick Ottersbach
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/
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We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey

Aug 12, 2024 • 32min
Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities
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-record
We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey

Aug 5, 2024 • 9min
SunPower's Chapter 11 Rumors, MultiPlan's Strategic Moves, and Steward Health's Hospital Closures
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-record
We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey

Jul 29, 2024 • 35min
Javier Garibay Discusses Navigating Unique Challenges of M&A and Commercial Bankruptcy in Mexico
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-record
We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey

Jul 22, 2024 • 26min
Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice
Alex Belgrade, managing partner at Valitana, shares his expertise in credit market dynamics. He delves into how CLO managers navigated the volatility of the COVID-19 pandemic and the significant transition from LIBOR to SOFR. Belgrade highlights the importance of information asymmetry and quick decision-making in CLO investing. He also discusses the impact of Altice's downgrade to triple-C, adding depth to the conversation on distressed debt and restructuring strategies.

Jul 16, 2024 • 22min
Insights into European Direct Lending with Mike Dennis
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-record
We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey

Jul 15, 2024 • 31min
Insights with Jeremy Burton of PineBridge Investments
Jeremy Burton, a portfolio manager on the leveraged finance team at PineBridge Investments, shares his expertise on the high-yield and leveraged loan markets. They discuss how the upcoming election may affect new-money issuance and the rise of liability management exercises. Burton also explores the nuances between high-yield bonds and leveraged loans, shedding light on current investor appetites. Additionally, he delves into the impacts of recent bankruptcy cases and the ongoing developments in corporate restructuring.

Jul 1, 2024 • 33min
Mastering Post-Reorg Boards with Jon Weber & Breaking Down the Purdue Pharma Ruling
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.
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