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Reorg Radio

Latest episodes

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May 15, 2023 • 26min

The Reorg Primary View: Private Credit Beyond Direct Lending

The podcast discusses areas of opportunity within asset-backed lending, dry powder in the market vs. deal quality in private credit, managing the entire portfolio and deciding on investment opportunities, challenges posed by high interest rates and increased banking regulations, concerns about companies running out of cash and competition in the market, and various bankruptcy and restructuring cases.
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May 9, 2023 • 14min

Reorg Radio Europe: European Real Estate Market; PSP Set to Take Keter Control; Primary Highlights

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-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: 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
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May 9, 2023 • 1h 1min

The Reorg Primary View: Diamond Sports Group Chapter 11 Cases

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 Eckhardt 48:20: Weekly recap with Reorg’s David Zubkis 56:15: Top Read Stories 56:50: Week ahead with Reorg’s Kate Thomas 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/ #chapter11 #bankruptcy #distresseddebt #leveragedfinance #highyield
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May 2, 2023 • 16min

Reorg Radio Europe: Sector Alarm Underperformance; Cimolai Concordato; Lycra Refinances; Primary

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-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: 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
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May 1, 2023 • 22min

The Reorg Primary View: Taxable Municipal Debt

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 #distresseddebt We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.
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Apr 25, 2023 • 17min

Reorg Radio Europe: Adler Restructuring Judgment; Atalian Refinancing; Hilding Anders; Primary

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.
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Apr 24, 2023 • 33min

The Reorg Primary View: Middle-Market Financing, the Post-SVB Opportunity Set and Lending Against IP

Andrew Sung, head of research at Atlas Credit Partners, discusses middle-market financing, post-SVB opportunity set, and lending against intellectual property. They explore investment strategy in changing credit environment, lending to growth companies with IP portfolios, unique lending model, deal sourcing, and updates on business and finance sector.
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Apr 20, 2023 • 32min

Reorg Radio Europe: AT1 Notes After The Credit Suisse Debacle: Backlash or Renaissance?

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
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Apr 18, 2023 • 11min

Reorg Radio Europe: Biscuit International Loans Drop; Takko Restructuring; Private Credit Overview

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.
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Apr 17, 2023 • 30min

The Reorg Primary View: Muni Bonds, SVB Collapse, Interest Rates and ESG Bond Issuance

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

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