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Reorg Radio

Latest episodes

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Jan 8, 2024 • 34min

Alice Cheng of Janney Montgomery Scott Discusses the Outlook for Municipal Market in 2024

This week, to kick off the new year, Reorg’s municipals reporter Hoa Nguyen joins Alice Cheng, vice president of the capital markets group at Janney Montgomery Scott, for a discussion about the 2024 outlook for the municipal market, the bright spots across sectors as well as signs for concerns as pandemic relief funds begin to sunset in the new year. 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 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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Dec 19, 2023 • 17min

Global Auto Industry Overview; Challenges Facing Germany’s GHD; Primary

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: -Reorg’s newly launched Global Auto Sector Quarterly; -Challenges facing German homecare provider GHD ahead of its 2026 maturities; and -The primary market, with a roundup of action that’s taken place since last 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 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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Dec 18, 2023 • 30min

Tom Kozlik of Hilltop Securities Discusses The Municipal Primary Market With Reorg

This week, Marvis Gutierrez speaks to Tom Kozlik, Head of Public Policy and Municipal Strategy at Hilltop Securities, about performance of the municipal primary market in 2023 and his forecast for issuance in 2024. 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 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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Dec 12, 2023 • 14min

Synlab’s New 2031s Sponsor-Friendly Flexibilities; Debt Collector Sector Review; Primary 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: -Our primary analysis of German medical diagnostics provider Synlab, which is marketing fixed rate senior secured notes due Jan. 31, 2031 to back its acquisition by Cinven; -Reorg’s review into the debt collector sector, examining a business model under strain due to rising funding costs and fewer discounted portfolios for sale by banks; and -The primary market, with a roundup of what’s taken place since last 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 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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Dec 11, 2023 • 1h 45min

Interview on Purdue Pharma Argument at U.S. Supreme Court

This week’s interview is a collaboration between the Harvard Law School Bankruptcy Roundtable and Reorg. Professor William Organek (Baruch College’s Zicklin School of Business), Professor Ralph Brubaker (University of Illinois College of Law) and Professor Anthony Casey (University of Chicago Law School) speak with Reorg’s Karen Leung about the Purdue Pharma appeal. Our guests discuss the Dec. 4 oral argument at the U.S. Supreme Court and the legality of nonconsensual nondebtor releases. And 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.
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Dec 5, 2023 • 19min

2023 Restructuring Wrap; Petrofac Looks to Boost Balance Sheet; Primary Highlights

This week's podcast discusses key restructuring trends of 2023, Petrofac's balance sheet strengthening efforts, and highlights from the primary market. Topics include consensual deals, debt for equity exchanges, and specific debt situations. Petrofac's declining equity and debt, cash-raising options, and investor impact are explored. The rush to the primary market and laboratory business challenges are also discussed.
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Dec 4, 2023 • 22min

Katie Binns of Morningstar Talks Leveraged Loan Performance And Outlook With Reorg’s Michael Haley

Katie Binns, director of fixed income and multi-asset indexes at Morningstar, discusses the performance of US leveraged loans in the past year with Reorg’s Michael Haley as well as her outlook on the year ahead for the asset class.
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Nov 28, 2023 • 13min

Italian Telcos Open Fiber, Eolo Struggle; J. Crew Blocker Trends; Primary 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: -Why Italian Telecom companies Open Fiber and Eolo are gaining the attention of distressed investors and restructuring advisors; -J.Crew Blocker Trends in European high-yield bonds; -The primary market, with a roundup of action that’s taken place since last 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 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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Nov 22, 2023 • 29min

Reorg Radio Expert View: Conversation with Oaktree’s Aman Kumar

Aman Kumar, Oaktree's managing director, discusses direct lending in the life science sector, public-to-private transaction opportunities, and Oaktree's private credit strategy. He explores various sub-sectors within life sciences, attractive investment areas like immuno-oncology, and key markets. Kumar explains deal structuring, equity upside participation, leverage complexities, and pricing structure in life sciences lending. He also discusses conservative spending, non-dilutive financing in biotech and bio pharma markets, and the increase in public to private deals in the sector.
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Nov 20, 2023 • 10min

Weakening Airline Financials; Rite Aid Seller Financing; PREIT Mulls Chapter 11

Discussion on Rite Aid's financing, challenging conditions for regional airlines, PREIT's maturity, and conflicts-of-interest scandal. Insights on court actions, bankruptcy preparations, and financial forecasts. Exploration of airline vulnerabilities and corporate events in the business world.

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