Podcasts

Every week Reorg reporters and financial and legal analysts provide recaps, previews of what's to come, interviews with experts and deep dives on topical credit situations.

Podcasts

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UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility

August 26, 2024

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.

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Jim Schaeffer on Market Volatility, Dividends & Liability Management

August 19, 2024

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.

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Insights into European Direct Lending with Patrick Ottersbach

August 13, 2024

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.

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Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities

August 12, 2024

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.

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SunPower’s Chapter 11 Rumors, MultiPlan’s Strategic Moves, and Steward Health’s Hospital Closures

August 5, 2024

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.

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Javier Garibay Discusses Navigating Unique Challenges of M&A and Commercial Bankruptcy in Mexico

July 29, 2024

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.

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Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice

July 22, 2024

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.

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Insights into European Direct Lending with Mike Dennis

July 16, 2024

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.

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Insights with Jeremy Burton of PineBridge Investments

July 15, 2024

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.

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