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Reorg Radio

Latest episodes

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Nov 15, 2022 • 15min

Reorg Radio Europe: Venator Q3 Results; Casino; EG Group; Emirates REIT Facing Dec. Maturity

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
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Nov 14, 2022 • 14min

Conversations with Reorg: Willkie Farr & Gallagher Disuss A&E Transactions

Ed Downer and Daniel Gendron from Willkie Farr & Gallagher discuss A&E transactions in the latest episode. They explore the reasons for pursuing A&E transactions, alternative solutions and consensual agreements in the market, the right and wrong of asset exchanges and restructurings, and the use of A&E transactions in the next few quarters.
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Nov 14, 2022 • 17min

Reorg Radio Americas: The Reorg Primary View: The Outlook for Venture Debt

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
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Nov 10, 2022 • 30min

Reorg Radio Americas: Cineworld, Peloton Interactive, Tenneco, DISH, and more.

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 #highyieldbonds #leveragedloans
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Nov 8, 2022 • 21min

Reorg Radio Europe: Orpea Webinar; Corestate Restructuring Proposals; Reorg Event 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: - 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
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Nov 7, 2022 • 14min

Americas: The Reorg Primary View: High Yield and Leveraged Loans Market

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.
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Oct 31, 2022 • 22min

Americas: The Reorg Primary View: High Yield Munis 2022 Review and Outlook for 2023

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.
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Oct 25, 2022 • 16min

Reorg Radio Europe: Ceconomy; Iceland; Metalcorp Developments; Matalan M&A; Primary Market Update

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.
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Oct 25, 2022 • 9min

Reorg Radio Americas: Talen, Endo, Carnival and Boardriders.

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.
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Oct 24, 2022 • 16min

Reorg Radio Americas: Direct Lending Industry Prepares for Possible Distressed Cycle

Podcast discusses state of direct lending in the US, challenges in the industry, outsourced workout model, and the possible distress cycle's impact on companies.

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