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Netflix Sports Club Podcast


1 America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48
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America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…
Greg Hardiman of 17Capital Discusses Growth and Use Cases of Net Asset Value Lending
Manage episode 406078656 series 1947315
Content provided by Octus Podcast Network (formerly Reorg) and Octus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus Podcast Network (formerly Reorg) and Octus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week, Seth Brumby, deputy managing editor at Reorg joins Greg Hardiman, a managing director at 17Capital, for a discussion about the growth and use cases for net asset value, or NAV lending. Seth and Greg discuss the evolution of NAV lending, its relationship to other forms of fund financing and how it can improve overall private equity realizations. 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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577 episodes
Manage episode 406078656 series 1947315
Content provided by Octus Podcast Network (formerly Reorg) and Octus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus Podcast Network (formerly Reorg) and Octus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week, Seth Brumby, deputy managing editor at Reorg joins Greg Hardiman, a managing director at 17Capital, for a discussion about the growth and use cases for net asset value, or NAV lending. Seth and Greg discuss the evolution of NAV lending, its relationship to other forms of fund financing and how it can improve overall private equity realizations. 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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Octus Radio

1 UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility 43:16
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This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment. Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets. 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 this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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1 Jim Schaeffer on Market Volatility, Dividends & Liability Management 37:53
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This week on The Reorg Primary View, Reorg's Katherine Schwartz speaks to Jim Schaeffer of Aegon Asset Management, where Jim is the global head of leveraged finance and serves as a portfolio manager for the various leveraged finance strategies. They discuss the recent volatility in markets, how anticipated rate changes might affect the market and M&A, the recent trend of dividend recaps, liability management exercises and their effect on the secondary loan market and much more. 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 this week.…
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Octus Radio

1 Insights into European Direct Lending with Patrick Ottersbach 22:19
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Join Oscar Laurikka, Deputy Head of Private Credit and Deal Origination at Reorg, as he sits down with Patrick Ottersbach, Head of Macquarie Capital Private Credit in Europe, to delve into the intricacies of European direct lending. In this episode, Patrick talks about the history and evolution of direct lending at Macquarie, the importance of a flexible investment strategy and their rationale for selectively making investments in covenant-lite debt instruments. This insightful conversation is a must-listen for anyone interested in the forces shaping European credit markets, brought to you exclusively by the Reorg Podcast. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities 32:03
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This week on The Reorg Primary View, Reorg's Hoa Nguyen speaks with Mohammed Murad, director of municipal credit research at PT Asset Management about high-yield muni performance in the first half of 2024 and what to expect in the upcoming months. Hoa and Mohammed also discuss criteria for an attractive healthcare or industrial development deal and where high-yield muni investors can look for opportunities in the second half of the year. 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 this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 SunPower's Chapter 11 Rumors, MultiPlan's Strategic Moves, and Steward Health's Hospital Closures 9:04
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This week SunPower Corp. is preparing to file chapter 11 to pursue in-court asset sales, Steward Health plans to close two Massachusetts hospitals in the absence of viable bids, MultiPlan is working with Guggenheim Securities to explore balance sheet options because of mounting legal battles, and other interesting developments in the restructuring world. And, as always, a preview of what’s on tap for this week. We’re taking a brief recess from our weekly interview segment, but we’ll be back next week with more premium content. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Javier Garibay Discusses Navigating Unique Challenges of M&A and Commercial Bankruptcy in Mexico 35:02
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This week on The Reorg Primary View, Javier Garibay, a senior associate at Mayer Brown in Mexico City specializing in M&A and restructuring, talks with Reorg's Maria Abreu about the challenges in restructuring Mexican companies that have issued bonds governed by U.S. law and are navigating commercial bankruptcy in Mexico, as well as strategies for bondholders to safeguard their interests before and during the bankruptcy process. 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. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice 26:11
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This week on The Reorg Primary View, Alex Belgrade, managing partner at Valitana, joins Reorg’s Hugh Minch to discuss how CLO managers and tranche investors have reacted to periods of volatility in the credit markets. Belgrade discusses strategies that involve a combination of information asymmetry and quick reaction time, with particular focus on the start of the Covid-19 pandemic, the LIBOR to SOFR transition and the downgrade of Altice to triple-C earlier this year. 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. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Insights into European Direct Lending with Mike Dennis 22:01
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Join us for an exclusive interview with Mike Dennis, the co-head of European Credit at Ares, which manages nearly €70 billion in assets. In this episode, Mike shares his insights on the current state of the direct lending market, the impact of syndicated loans, fundraising challenges, and emerging trends in private credit. Listen to gain valuable perspectives on how private credit continues to evolve and shape the financial landscape. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Insights with Jeremy Burton of PineBridge Investments 31:27
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This week on The Reorg Primary View, host Katherine Schwartz sits down with Jeremy Burton, a portfolio manager on the leveraged finance team at PineBridge. Together, they delve into the current mood of the high-yield and leveraged loan markets this summer. Key topics include the impact of the upcoming election on new-money issuance, the rise of liability management exercises, and the effects of dividend recaps. Burton, who manages both high-yield bond and leveraged loan portfolios, provides valuable insights into the nuances between these two markets and current investor appetites. Additionally, we bring you our weekly summary of notable developments in the restructuring world, along with a preview of what’s coming up this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Mastering Post-Reorg Boards with Jon Weber & Breaking Down the Purdue Pharma Ruling 32:55
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This week, Jon F. Weber speaks with Reorg’s Jason Sanjana about how post-reorganization boards of directors differ from boards in other contexts and can be vital to a successful reorganization. Weber helps creditors manage operationally intensive investments and recently published an article on optimizing board searches, which we discuss. 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. Last week included a number of major court decisions, most notably the Supreme Court’s decision in Purdue Pharma, which found that bankruptcy courts lack the power to grant nonconsensual third-party releases.…
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Octus Radio

1 Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense 9:40
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Last week’s highlights include Fisker’s chapter 11 filing, Hertz’s $1 billion debt raise, a ruling in the Invesco/Robertshaw dispute over “required lender” status and David Boies joining former bankruptcy judge David R. Jones’ defense team. And, as always, we provide a preview of what’s on tap for this week. We’re taking a brief recess from our weekly interview segment this week but will be back next week with more premium content. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Gregory Makoff on NY Sovereign Debt Legislation 22:38
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This week on The Reorg Primary View, Gregory Makoff, senior fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School and author of Default: The Landmark Court Battle Over Argentina’s $100 Billion Debt Restructuring, talks with Reorg’s Simon Schatzberg about his view on recent proposed legislation governing sovereign debt in New York state. 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. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 C Street’s Jon Henes: Insights into Corporate Communications in Restructuring 33:37
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In this episode of The Primary View, senior reporter Geoff Burrows sits down with Jon Henes, CEO of C Street Advisory Group, to discuss the crucial role of corporate communications firms in the restructuring world. They explore C Street's rapid expansion, the intricacies of managing communications for liability management transactions, and the impact of AI innovations on strategic communications. Additionally, the episode includes a weekly summary of key developments in the restructuring sector and a preview of what's ahead. Tune in for an insightful conversation and the latest industry updates. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey: https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Foundever AI Risks; Zenith Analysis; European Sustainability-Linked Debt 14:00
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Welcome to the EMEA Core Credit Weekly podcast by Reorg. This episode covers: The risks U.S. call center operator Foundever faces from AI advancements An analysis of vehicle outsourcing firm Zenith Recent changes in European sustainability-linked loans and bonds We value your 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. Credits mentioned in this episode include Foundever and Zenith For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 State Tax Cuts with William Glasgall and CLO Market Outlook with Dagmara Michalczuk 51:39
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In this special double feature, Reorg senior reporter Hoa Nguyen sits down with William Glasgall of the Volcker Alliance to discuss post-pandemic state tax cuts. Glasgall delves into the risks of budget shortfalls and the evolving tax policy landscape in a volatile year. Next, Dagmara Michalczuk, co-chief investment officer at Tetragon Credit Partners, joins Reorg’s Hugh Minch to explore the technical dynamics of the CLO market. Michalczuk shares insights on the supply/demand imbalance, tighter liability spreads, and forecasts for the second half of 2024, along with the fundraising landscape for CLO equity. Plus, don’t miss our weekly summary of key developments in the restructuring world and a preview of what’s ahead this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

Join Maryna Irkliyenko, Head of Deal Origination and Private Credit at Reorg, as she delves into the dynamic world of European direct lending in this exclusive series, "The Future of European Direct Lending." In this episode, Maryna is joined by Anthony Fobel, founder and CEO of Arcmont, a leading European private debt asset management firm with nearly 30 billion in AUM. They explore the origins, growth, and future of direct lending in Europe, discussing the market's evolution, key trends, and the forces driving its expansion. With insights from a pioneer in the industry, listeners will gain a comprehensive understanding of why the private debt market is set to double over the next 3 to 4 years. Are you curious about the rapidly evolving landscape of European direct lending and what it means for investors? Tune in to uncover the latest developments and opportunities in this exciting field. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey…
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Octus Radio

1 Reorg Primary View: Columbia Threadneedle’s Ray & Shaifer on Leveraged Loans vs. Private Credit 33:30
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This week on The Primary View, Columbia Threadneedle’s Stanton Ray, head of the US loan platform and senior portfolio manager, and Mary Shaifer, head of CLO business development, join Reorg’s Hugh Minch to discuss the trends impacting private credit and leveraged loans, as well as similarities and differences between the two asset classes amid rapid spread compression. 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. 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, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record…
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Octus Radio

1 Conversations With Reorg: Deep Dive Interview with Freshfields’ Restructuring Expert for Mcdermott 39:28
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In the latest installment of our Coversation with Reorg series, Reorg’s Legal Director, Shan Qureshi, interviews Freshfields' restructuring expert, Michael Broeders, about his role in McDermott’s WHOA this year. 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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1 EMEA Core Credit Weekly: Debt Collector Roundup, iQera, Intrum, DomusVi, Lottomatica 14:16
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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 key developments in the debt collector sector including iQera’s consent solicitation, Intrum’s looming maturities and DoValue’s upcoming earnings; The potential for French care home operator DomusVi to refinance its 2026 maturities after the group reported results for 2023; and Italian gaming operator Lottomatica’s refinancing deal. 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.…
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Octus Radio

1 Steward Health Chapter 11; Mobileum Restructuring; FTX Payment Plan 11:17
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We’re taking a brief recess from our 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 taking a brief recess from our Primary View interview series this week, but we'll be back next week with more industry-leading discussions on leveraged finance and more. Meanwhile, enjoy our weekly summary of interesting developments in the restructuring world and a preview of what's coming up 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, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record…
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Octus Radio

1 RAINY Leaders Talk AAPI Community Building with Harvard Zhang 1:02:51
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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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1 Kloeckner Refinancing, Petrofac Debt, and Market Highlights 13:54
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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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Octus Radio

1 2U's Potential Bankruptcy, Third Circuit on Sanofi’s Royalty Claims, Jane Street Drops Injunction 7:17
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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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Octus Radio

1 Heimstaden Bostad’s Planned Equity Raise; OQ Chemicals Update; Primary Market Highlights 10:08
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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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Octus Radio

1 Michelle Handy of First Eagle Discusses Middle Market Direct Lending Trends 22:24
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This week on The Primary View, Seth Brumby, Deputy Managing Editor at Reorg sits down with Michelle Handy, a senior managing director and chief investment officer at First Eagle, to discuss direct lending in the middle market, the evolution of deal terms in light of expanding private credit, and her expectations for increased deal volume and a rate cut in the back half of the year. 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 #middlemarket…
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Octus Radio

1 David of MacKay Shields Talks High Yield Municipal Bonds and Redemption of Building America Bonds 23:05
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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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1 Intrum Restructuring; OQ Chemicals Refi; Primary Market Highlights 12:27
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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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1 Investcorp’s Tom Shandell Discusses All Things CLO 38:49
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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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1 FTI’s Cynthia Romano Talks US Economic Resilience, Unique Restructuring Challenges and More 19:40
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This week, Reorg’s Dia Gill Joins Cynthia Romano, senior managing director at FTI, for a broad ranging discussion that includes the economy’s resilience in the face of dire predictions, unique restructuring challenges facing the health care, commercial real estate and cannabis industries, recent trends in liability management and how FTI is working to diversify its portfolio of service offerings. Due to the Easter Holiday, we’re taking a short hiatus from our weekly summary of new developments in the restructuring world and our week ahead preview. Our full featured podcast will be back 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/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans…
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1 Reorg Special Podcast: Altice France - Creditors Mobilize as Drahi Tries to Wield the Stick 1:53
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Listen now: https://go.reorg-research.com/reorg-special-podcast-altice-france Altice France’s attempt to fix its capital structure through potential discounted buybacks is threatening to spiral out of control. The slide in the group’s unsecured bonds on the back of management’s likely intentionally bearish investor call galvanized investors into organizing, with two groups forming, raising the potential for creditor-on-creditor violence. In the podcast, we discussed the market reaction after last week's earnings call and Reorg’s view on management’s guidance and Altice France’s valuation. We also explain how asset drop-downs are permitted under the terms of the bonds and the implications for creditors. Finally, we delve into the French restructuring regime and French director duties.…
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1 Andrzej Skiba, RBC Global Asset Management, on Dynamics in the 2024 Leveraged Finance Market. 26:14
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This week, Reorg's senior primary market reporter Michael Haley speaks with Andrzej Skiba, managing director and head of US fixed income at RBC Global Asset Management, about what dynamics will impact the leveraged finance market in 2024. The episode includes Skiba's views on how healthy market conditions will hold up for the rest of the year for leveraged loans and high-yield bonds as well as what will happen with defaults moving forward. 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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1 BNP Paribas’ Laleh Bashirrad Discusses the Mood of the Leveraged Loan Market 27:46
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This week, Laleh Bashirrad, managing director of BNP Paribas’ leveraged syndicate desk, joins Reorg’s Katherine Schwartz to discuss the mood of the market, including the M&A pipeline, the LBO market and the ongoing rivalry between private credit and broadly syndicated loans. 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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1 Egypt’s Sovereign Debt; Europe’s Care Homes Sector Challenges; Primary Market Highlights 14:56
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Relevant Reports: EMEA Primary Market Wrap 2023: https://go.reorg-research.com/emea-primary-market-2023-full-year-wrap 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: -Egypt’s local-currency sovereign debt instruments after last week’s rate hike; -Europe’s care homes sector after a challenging 2023 for operators; 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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1 Greg Hardiman of 17Capital Discusses Growth and Use Cases of Net Asset Value Lending 34:19
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This week, Seth Brumby, deputy managing editor at Reorg joins Greg Hardiman, a managing director at 17Capital, for a discussion about the growth and use cases for net asset value, or NAV lending. Seth and Greg discuss the evolution of NAV lending, its relationship to other forms of fund financing and how it can improve overall private equity realizations. 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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1 Aggregate High Court Ruling; Seqens Earnings Under the Microscope; Primary Highlights 11:08
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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 results from French specialty chemical producer Seqens; -The English High Court declines to sanction Aggregate’s latest restructuring plan; 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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1 The Reorg Primary View: Nuveen’s Himani Trivedi Discusses the Outlook for CLO Equity Investing 34:12
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This week on the Reorg Primary View, Himani Trivedi, head of structured credit at Nuveen, joins Reorg’s Hugh Minch for a deep dive on investing in CLO equity. Trivedi discusses how CLO equity correlates with other asset classes within the leveraged finance universe and how different profiles of equity will perform in a range of future macroeconomic scenarios. 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. 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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1 Egypt’s Sovereign Debt Situation; GHD Underperformance; Primary Market Highlights 14:11
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Relevant Reports: European Sustainability Linked Bonds and Loans Wrap - https://go.reorg-research.com/european-sustainability-linked-bonds-and-loan-wrap-2023 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: -Underperforming German nursing home care provider GHD; -The likelihood of an Egyptian sovereign default; 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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1 Hornblower Chapter 11, Rite Aid's ‘Toggle’ Plan, Supreme Court: Syndicated Loans Not 'Securities' 9:21
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This week on The Reorg Primary View, Hornblower files chapter 11 with RSA providing for $300 million senior DIP, $285 million junior DIP and $345 million rights offering, U.S. Supreme Court declines to consider request from Millennium Health lender claim trustee to review August 2023 ruling from the U.S. Court of Appeals for the Second Circuit that syndicated loans qualify as securities under federal and state laws and Rite Aid debtors file an amended plan with “toggle” allowing a pivot to a sale transaction. 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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1 Inter Milan’s Loan Talks; McDermott Sanction Trial Update; Primary Market Highlights 11:38
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Relevant Reports: EMEA Leveraged Loans Wrap 2023: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 EMEA High-Yield Bonds Wrap 2023: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 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: -Italian football club Inter, as owner Suning Group looks to extend its loan with Oaktree; -McDermott’s ongoing restructuring process; 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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1 Intrum Slides Into Distress; Ardagh Upcoming Maturities; Altice’s Deleveraging Push; Primary 19:40
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Relevant Reports: -EMEA Leveraged Loans Wrap: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 -EMEA High Yield Bonds Wrap: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 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: -Swedish debt collector Intrum, as its notes continue to slide downwards; -Ardagh Group and its own looming debt maturities; -The latest developments in Altice’s ongoing deleveraging plans; 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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1 Lúcio Feijó Lopes Discusses Investment Opportunity in Brazil’s Distressed Debt Market 47:10
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This week on The Reorg Primary View, Lúcio Feijó Lopes, the founding partner of Feijó Lopes Advogados, a premier corporate law firm that specializes in capital markets, M&As, trade finance, project finance and corporate governance, talks with Reorg's Maria Abreu about the opportunities awaiting foreign investors in Brazil's distressed debt market, highlighting why the current market conditions present an optimal moment for investment. 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/…
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1 Expert Views - Unpacking the Adler Court Victory - A New Rulebook for Part 26A. 29:50
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In the latest entry in Reorg’s Expert Views series, Industry Experts Mandip Englund, Partner at law firm Fried Frank and Jo Hewitt, Managing Director at Alvarez and Marsal join Reorg's Legal Director, Shan Qureshi to dissect the Court of Appeal Judgment overturning the sanction of Adler’s Restructuring Plan and consider what this means for the future of the restructuring & insolvency industry. 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/ #restructuring #insolvency #adler…
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1 Harris Associates’ Adam Abbas Talks Leveraged Finance Market Tone 27:33
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This week, Reorg’s senior primary market reporter Michael Haley spoke with Harris Associates’ Adam Abbas, who is the head of fixed income at the firm, about the tone of the leveraged finance market so far in 2024 as well as what other other factors will impact the primary market. The episode includes Abbas’ thoughts on how the anticipated rate cuts by the Fed this year will impact corporate issuance as well as how private credit has rivaled the broadly syndicated loan market recently. 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 next 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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1 Isabel Marant’s Bond Slides; Hurtigruten, United Group Refinance 11:36
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Relevant Reports: European Direct Lender Rankings FY23: https://go.reorg-research.com/reorg-european-direct-lender-rankings 2023 CEEMEA Credit Wrap: https://go.reorg-research.com/ceemea-credit-wrap-2023 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 French luxury fashion retailer Isabel Marant’s senior secured notes caught the attention of hedge funds. -And Norwegian cruise ship operator Hurtigruten is working to refinance its €285 million senior secured notes due 2025 with a new private debt instrument. -European telecoms provider United Group recently tapped the primary market to refinance existing debt. 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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1 Morgan Stanley Private Credit’s Ashwin Krishnan Talks Opportunistic Strategies, Outlook for 2024 24:24
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This week on The Reorg Primary View, Ashwin Krishnan, co-head of North America Private Credit and head of opportunistic credit at Morgan Stanley joins Reorg’s Catarina Moura for a discussion on the outlook for opportunistic private credit in 2024 and investment strategies that span a spectrum of opportunities between performing and distressed credits. 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. 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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