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Reorg Radio

Latest episodes

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Mar 20, 2023 • 11min

Reorg Radio Americas: SVB Leads Regional Bank Meltdown, Diamond Sports, WeWork, Diebold, Audacy Mull

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 recap 07:17 - Week’s top-read stories 07:51 - Week ahead preview We'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
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Mar 14, 2023 • 17min

Reorg Radio Europe: SVB European; Metinvest Bondholders Injunction; Flint Lenders to Take Control

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
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Mar 14, 2023 • 17min

Reorg Primary View: Silicon Valley Bank, Mortgage-Back Securities and the Federal Reserve’s Options

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
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Mar 13, 2023 • 11min

The Reorg Primary View: The State of Direct Lending

Scott Roberts, president and senior managing partner at Belvedere Direct Lending Advisors LLC, discusses the growth of direct lending in the US and its impact on borrowing. He explores the changing landscape of direct lending across Europe, the US, and Latin America, emphasizing the trend towards private capital and sponsor-driven deals. Roberts also highlights the resilience of direct lending in the face of a potential recession due to lower leverage and better terms.
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Mar 13, 2023 • 11min

Reorg Radio Americas: CineMedia, Flint Group, Venator, AMC Entertainment, Major Cruise Operators

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 recap 07:26 - Week’s top-read stories 08:04 - Week ahead preview 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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Mar 7, 2023 • 13min

Reorg Radio Europe: Primary Highlights; Venator Analysis; Lycra Restructuring Talks Collapse

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
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Feb 28, 2023 • 16min

Reorg Radio Europe: Primary Highlights; Matalan Recovery Prospects; Wittur 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: - 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
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Feb 27, 2023 • 24min

Reorg Radio Americas: Ultra Petroleum, Talen Energy, Voyager Digital

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
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Feb 21, 2023 • 14min

Reorg Radio Europe: Zoopla Maturities; Schoeller 2024 Notes Decline; Mid-Sized Construction Firms

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
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Feb 20, 2023 • 24min

Reorg Radio Americas: Avaya, Revlon, Celsius Network, Tax Receivables Agreements

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

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