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Reorg Radio

Latest episodes

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May 6, 2024 • 1h 3min

RAINY Leaders Talk AAPI Community Building with Harvard Zhang

To celebrate Asian American & Pacific Islander Heritage Month, Reorg’s Harvard Zhang leads a panel discussion with Larry Wee a partner at Milbank, Jingzhi Dai ‘JD’, a managing director at Jefferies, Alex Xiao, an associate at Gibson Dunn and David Samikkannu, a director at AlixPartners speak, where they discuss why they set up a networking group called Restructuring Asians in New York, or RAINY, how they got to where they are professionally, and what can be done to advance the careers of minorities. Those that identify as AAPI in the leveraged finance, distressed debt and restructuring industries and are interested in joining RAINY can find the private group HERE on LinkedIn. 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 next 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: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
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Apr 30, 2024 • 14min

Kloeckner Refinancing, Petrofac Debt, and Market Highlights

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 challenges facing plastics packaging group Kloeckner Pentaplast ahead of its planned refinancing; The latest developments at oil and gas firm Petrofac following its market update earlier this week; and The primary market, with a roundup of action that’s taken place since last week. 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. We’re taking a brief recess from the 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 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/
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Apr 30, 2024 • 7min

2U's Potential Bankruptcy, Third Circuit on Sanofi’s Royalty Claims, Jane Street Drops Injunction

This podcast covers updates in the restructuring sector, financial challenges of I-Care Partners and TuU, and previews upcoming key events in bankruptcy cases for the week ahead. It discusses recoveries, court rulings, debt exchanges, and legal proceedings in various courts.
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Apr 23, 2024 • 10min

Heimstaden Bostad’s Planned Equity Raise; OQ Chemicals Update; Primary Market Highlights

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 challenges facing Heimstaden Bostad, ahead of its first-quarter earnings release; -A rally in German chemicals producer’s OQ Chemicals’ term loans; and -The primary market, with a roundup of action that’s taken place since last 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: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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Apr 22, 2024 • 22min

Michelle Handy of First Eagle Discusses Middle Market Direct Lending Trends

Michelle Handy, Senior managing director and chief investment officer at First Eagle, discusses direct lending in the middle market, deal terms in private credit, and expectations for increased deal volume and a rate cut. Topics include shifts in M&A volume, impact of interest rate increases on enterprise value multiples, distinctions between cash flow financing and asset-based lending, and dialogue between private equity firms and LPs in the current environment.
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Apr 15, 2024 • 23min

David of MacKay Shields Talks High Yield Municipal Bonds and Redemption of Building America Bonds

This week, Seth Brumby, deputy managing editor at Reorg, speaks with David Dowden, a managing director at MacKay Shields, about the outperformance of high yield municipal bonds in the first quarter, the redemption of Building America Bonds and the overall evolution of taxable bonds for municipal investors.
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Apr 9, 2024 • 12min

Intrum Restructuring; OQ Chemicals Refi; Primary Market Highlights

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 developments regarding Swedish debt collector Intrum’s restructuring; OQ Chemicals’ own refinancing risks, after its parent company withdrew planned equity support; and The primary market, with a roundup of action that’s taken place since last week. 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. 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/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans
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Apr 8, 2024 • 39min

Investcorp’s Tom Shandell Discusses All Things CLO

This week, Tom Shandell, head of US broadly syndicated loans and CLOs at Investcorp Credit Management, joins Reorg’s Hugh Minch to discuss triple-C concentrations in CLO portfolios following the Altice France downgrade. Shandell discusses which CLOs risk failing an overcollateralization test this quarter and shares his views on which other credits are concerning amid a rise in lender on lender violence in workout situations.
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Apr 1, 2024 • 20min

FTI’s Cynthia Romano Talks US Economic Resilience, Unique Restructuring Challenges and More

Cynthia Romano, Senior managing director at FTI, discusses the economy's resilience, unique restructuring challenges in healthcare and real estate, and FTI's diverse services. Topics include market predictions, industry challenges in healthcare and cannabis, adapting firm strategies to economic conditions, and innovative financial structures amidst liquidity challenges.
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Mar 27, 2024 • 2min

Reorg Special Podcast: Altice France - Creditors Mobilize as Drahi Tries to Wield the Stick

Altice France's attempt to fix its capital structure through potential discounted buybacks has caused a stir among investors, leading to the formation of opposing creditor groups. The podcast covers the market reaction to an investor call, management's guidance, asset drop-downs, and implications for creditors. It also explores French restructuring laws and director duties.

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