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Octus Podcast Network
The Reorg Podcast Network is evolving into something new. This feed will no longer be updated as we transition to the Octus Podcast Network. Our new platform offers exclusive interviews, fresh insights, and deeper analysis on the latest trends in finance.
Follow us on the Octus Podcast Network for a richer experience, and stay tuned as we continue to grow and deliver content that keeps you informed and ahead of the curve. Subscribe to our new feed to continue your journey with us!
Follow us on the Octus Podcast Network for a richer experience, and stay tuned as we continue to grow and deliver content that keeps you informed and ahead of the curve. Subscribe to our new feed to continue your journey with us!
Episodes
Mentioned books

Apr 26, 2022 • 16min
EMEA Core Credit: Potential Russian Default; Primary Market Signs of Life; Hunt for SMCP Shares
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion of on issues and companies across the credit lifecycle. This week, we speak about:
- French care home operator Orpea and the allegations made in the book “The Gravediggers”;
- The latest impact of Russia's invasion of Ukraine on investors;
- The slow return of the European primary market; and
- The search for the 12 million missing shares in French fashion group SMCP.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

Apr 25, 2022 • 1h 9min
Americas Core Credit: GWG Holdings, Endo International, and others (Apr. 22, 2022)
This week we take a look at GWG Holdings, Endo International, Johnson & Johnson and Serta Simmons.
For this week’s Deep Dive, we offer a webinar replay from January in which the Reorg team provides an overview of the No Surprises Act’s provisions, including the rules shaping implementation of the law’s independent dispute resolution features, which are facing litigation challenges from multiple provider-related groups. We also discuss the law’s potential impact on multiple healthcare subsectors with profiles of specific companies.

Apr 19, 2022 • 16min
EMEA Core Credit: Smile Telecom with guests from Linklaters (Part 2)
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we're joined by Rebecca Jarvis and Damien Gomez from Linklaters for a follow up conversation on Smile Telecom's Part 26A restructuring plan.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
"Help me, help you!". LJ Snowden explains: Creditors who oppose a plan must actively participate and provide basis of challenge in court. Smile Telecoms' Part 26A Sanctioned.

Apr 4, 2022 • 8min
Reorg Americas podcast (April 1, 2022) Valeant Pharmaceuticals/Bausch Health, Incora, Talen Energy .
This week includes former Valeant/Bausch investors bring fraudulent transfer claims in NJ; Talen bonds plunge; analysis of US credits with heavy exposure to Russia/Ukraine; Incora reaches deal on uptier exchange.

Mar 31, 2022 • 13min
EMEA Core Credit: Primary Market Reopening; Double-B Bond Trends
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak about the cautious reopening of the European primary market and the trends we observed in double-B issuance in 2021.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

Mar 28, 2022 • 1h 17min
Reorg Americas Podcast (March 25, 2022) LATAM, Mallinckrodt, Footprint Power, Cooper Standard
Featured this week: LATAM, Mallinckrodt, Footprint Power and Cooper Standard. Also a replay of Reorg’s February Webinar where Reorg’s First Day team and Kirkland & Ellis’ Joshua Sussberg, in a conversation moderated by John Hartgen, public affairs officer at the American Bankruptcy Institute.

Mar 21, 2022 • 53min
Reorg Americas Podcast (March 18, 2022) Aircraft Finance and Enhanced Equipment Trust Certificates
Americas Core Credit Weekly Podcast for March 18, 2022. This week, we take a look at LATAM, Talen Energy, Cineworld and Ultra Petroleum. For this week’s deep dive, Reorg’s Sean Daly and Evan Wallach, president and CEO of Global AirFinance Services Inc., discuss enhanced equipment trust certificates, or EETCs, a tax-efficient security utilized in aircraft finance. Evan and Sean discuss the structure of EETCs and the benefits to airline issuers and investors, and take a close look at two recent EETC issues that were subject to rejection in chapter 11.

Mar 17, 2022 • 13min
EMEA Core Credit: Russian Sanctions Impact Technip Energies, Boparan Faces Liquidity Crisis
Each episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak about French engineering group Technip Energies and U.K. chicken producer Boparan.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

Mar 14, 2022 • 8min
Reorg Americas Podcast (March 11, 2022) Party City, Purdue, Puerto Rico, Envision
Americas Core Credit Weekly Podcast for March 11: Party City Faces Global Helium Shortage; Purdue Judge Approves Sackler Settlement With 8 States, DC; Puerto Rico Abandons PREPA RSA; Envision Contemplates New-Money Debt Raise

Mar 7, 2022 • 39min
Impact of Russia Sanctions on Aircraft Asset-Backed Securitiations
This week we take a look at Vyaire Medical, Intrado, Diamond Sports Group and the No Surprises Act.
Also featuring an interview with Evan Wallach, president and CEO of Global AirFinance Services Inc., an advisor to institutional investors and aircraft leasing companies, discussing how the legal ramifications of the Russian sanctions interact with aviation asset-backed securities.
Editor’s Note: Each episode of Reorg’s weekly podcast series features a look back at highlights and top stories from the week in review and a preview of what’s to come in the week ahead, followed by a deep dive on issues and companies in the high-yield and distressed markets.
If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial