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Reorg Radio

Latest episodes

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Jun 24, 2024 • 10min

Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense

David Boies, a renowned attorney with a knack for high-profile cases, and David R. Jones, a former bankruptcy judge with deep expertise in bankruptcy law, dive into significant financial turmoil this week. They dissect Fisker’s chapter 11 filing and how it impacts the market. Hertz’s hefty $1 billion debt raise reveals the challenges facing rental car giants. The discussion also touches on the Invesco/Robertshaw ruling, shedding light on lender status concerns. Plus, Boies joining Jones' defense team adds another layer of intrigue to the legal landscape.
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Jun 17, 2024 • 23min

Gregory Makoff on NY Sovereign Debt Legislation

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-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
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Jun 10, 2024 • 34min

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

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-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
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Jun 4, 2024 • 14min

Foundever AI Risks; Zenith Analysis; European Sustainability-Linked Debt

Welcome to the EMEA Core Credit Weekly podcast by Reorg. This episode covers: The risks U.S. call center operator Foundever faces from AI advancements An analysis of vehicle outsourcing firm Zenith Recent changes in European sustainability-linked loans and bonds We 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 Zenith 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
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Jun 3, 2024 • 52min

State Tax Cuts with William Glasgall and CLO Market Outlook with Dagmara Michalczuk

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-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
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May 24, 2024 • 43min

Direct Lending in Europe: A Growing Force

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-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
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May 20, 2024 • 34min

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

Columbia Threadneedle's Stanton Ray and Mary Shaifer discuss the impact of spread compression on leveraged loans and private credit markets. They explore covenant flexibility in direct lending, compare syndicated loans with private credit, analyze ClO portfolios, and predict a convergence of covenants and behaviors between the two markets. The podcast also touches on legal proceedings, financial deals, and investor strategies in the restructuring world.
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May 16, 2024 • 39min

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

Guest Michael Broeders from Freshfields discusses the critical functions of restructuring experts in contested contexts, reflections on stakeholder opinions in UK restructuring, comparative analysis of jurisdictions, navigating stakeholder dynamics, and achieving fair restructuring outcomes.
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May 15, 2024 • 14min

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

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; and Italian 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.
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May 13, 2024 • 11min

Steward Health Chapter 11; Mobileum Restructuring; FTX Payment Plan

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_survey 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

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