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Reorg Radio

Latest episodes

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Jul 12, 2020 • 24min

Americas Core Credit: Sanchez Energy's Emergence from Chapter 11 (July 12, 2020)

The Americas Core Credit team at Reorg previews what's to come in the week ahead and director of credit research Mark Fischer interviews distressed debt legal analyst Sean Daly on Sanchez Energy’s emergence from chapter 11 and remaining litigation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jul 9, 2020 • 14min

EMEA Core Credit: Hema Consent Solicitation, OHL Potential Debt-for-Equity Swap (July 9, 2020)

Each episode of the EMEA Core Credit bi-weekly podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, the team takes a look at Dutch retailer Hema and Spanish construction group OHL. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Jul 7, 2020 • 28min

Covenants: A Conversation with Muzinich & Co’s Senan Kiran (July 7, 2020)

Senan Kiran from Muzinich & Co sheds light on the complex world of covenants in the financial landscape. He discusses the growing trend of covenant pushback and underscores the importance of understanding document flexibility. The conversation touches on how the pandemic reshaped corporate finances, emphasizing the need for transparency in reporting and the evolving nature of financial metrics post-COVID. Kiran also talks about the challenges of pricing covenants and the significance of adapting to new economic realities.
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Jun 30, 2020 • 10min

Covenants: Implications of Special Mandatory Redemptions Amid Merger Cancellations (June 30, 2020)

In this week's episode, hosts Peter Washkowitz and Shweta Rao discuss special mandatory redemption provisions in high-yield bonds in light of the increasing number of mergers that are being terminated due to Covid-19. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jun 28, 2020 • 44min

Americas Core Credit: Interview with Elliot Ganz, General Counsel of LSTA (June 28, 2020)

The Americas Core Credit team at Reorg previews what's to come in the week ahead and distressed debt legal analyst Kevin Eckhardt interviews general counsel and director of public policy of the LSTA Elliot Ganz on the details of the Kirschner case and the SDNY’s ruling. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jun 26, 2020 • 10min

EMEA Core Credit: Olympic Asset Transfer, McLaren Analysis & Wirecard Headlines (June 26, 2020)

The EMEA Core Credit team takes look at gaming services provider and casino operator Olympic Entertainment's asset transfer, analyzes British automotive manufacturer McLaren and discusses German payment processor and financial services provider Wirecard making headlines once again. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jun 23, 2020 • 24min

Covenants: A Conversation with Distressed Debt Expert Tim Alexander(June 23, 2020)

The podcast delves into the impact of the pandemic on secondary credit markets, the evolution of covenants, pitfalls for investors, opportunities for distressed investors, and the push for better protection and compensation. It highlights the importance of legal review, understanding covenant complexities, financial reporting challenges, and strategies for navigating weak documentation as a distressed investor.
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Jun 21, 2020 • 10min

Americas Core Credit: Recent Chapter 11 Bankruptcies Roundup (June 21, 2020)

The Americas Core Credit team at Reorg previews what's to come in the week ahead and reviews recent chapter 11 cases including 24 Hour Fitness, Extraction Oil and Gas, Pyxus International & Skillsoft If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Jun 16, 2020 • 12min

Covenants: Companies Hunt for Additional Liquidity, Creditors May Get Subordinated (June 16, 2020)

The podcast discusses the Serta controversy and how Apollo seeks to block the company from creating new tranches of super senior debt. It explores the concept of super senior debt in Europe and the methods used to obtain it. It explains the need for consent from lenders to alter the priority waterfall in the creditor system and how Swissport is using an English law scheme of arrangement. The podcast also explores the structure and documentation of super senior debt agreements and the importance of careful analysis during financial distress.
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Jun 14, 2020 • 36min

Americas Core Credit: Quorum Health's Bankruptcy & Post-Covid-19 Valuation Issues (June 14, 2020)

The Americas Core Credit team at Reorg previews what's to come in the week ahead and provides an analysis of Quorum Health’s bankruptcy and disputes over the company’s post-coronavirus valuation. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.

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