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Octus Radio

by Octus Podcast Network · English · Business

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

New episodes: Weekly
Typical length: 23 min
Latest: 26 Aug 2024
Language: English

Latest episode

26 Aug 2024 · 43 min

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

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…

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Earlier episodes 29 most recent

E1 · 19 Aug 2024 · 38 min
Jim Schaeffer on Market Volatility, Dividends & Liability Management
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…
E1 · 13 Aug 2024 · 22 min
Insights into European Direct Lending with Patrick Ottersbach
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…
E1 · 12 Aug 2024 · 32 min
Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities
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.…
E1 · 5 Aug 2024 · 9 min
SunPower's Chapter 11 Rumors, MultiPlan's Strategic Moves, and Steward Health's Hospital Closures
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…
E1 · 29 Jul 2024 · 35 min
Javier Garibay Discusses Navigating Unique Challenges of M&A and Commercial Bankruptcy in Mexico
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…
E1 · 22 Jul 2024 · 26 min
Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice
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…
E1 · 16 Jul 2024 · 22 min
Insights into European Direct Lending with Mike Dennis
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:…
E1 · 15 Jul 2024 · 31 min
Insights with Jeremy Burton of PineBridge Investments
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.…
E1 · 1 Jul 2024 · 33 min
Mastering Post-Reorg Boards with Jon Weber & Breaking Down the Purdue Pharma Ruling
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…
E1 · 24 Jun 2024 · 10 min
Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense
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:…
E1 · 17 Jun 2024 · 23 min
Gregory Makoff on NY Sovereign Debt Legislation
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,…
E1 · 10 Jun 2024 · 34 min
C Street’s Jon Henes: Insights into Corporate Communications in Restructuring
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…
E1 · 4 Jun 2024 · 14 min
Foundever AI Risks; Zenith Analysis; European Sustainability-Linked Debt
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…
E1 · 3 Jun 2024 · 52 min
State Tax Cuts with William Glasgall and CLO Market Outlook with Dagmara Michalczuk
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…
E1 · 24 May 2024 · 43 min
Direct Lending in Europe: A Growing Force
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…
E1 · 20 May 2024 · 33 min
Reorg Primary View: Columbia Threadneedle’s Ray & Shaifer on Leveraged Loans vs. Private Credit
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!…
E1 · 16 May 2024 · 39 min
Conversations With Reorg: Deep Dive Interview with Freshfields’ Restructuring Expert for Mcdermott
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/
E1 · 15 May 2024 · 14 min
EMEA Core Credit Weekly: Debt Collector Roundup, iQera, Intrum, DomusVi, Lottomatica
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…
E1 · 13 May 2024 · 11 min
Steward Health Chapter 11; Mobileum Restructuring; FTX Payment Plan
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…
E1 · 6 May 2024 · 1 hr 3 min
RAINY Leaders Talk AAPI Community Building with Harvard Zhang
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…
E1 · 30 Apr 2024 · 14 min
Kloeckner Refinancing, Petrofac Debt, and Market 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: 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…
E1 · 30 Apr 2024 · 7 min
2U's Potential Bankruptcy, Third Circuit on Sanofi’s Royalty Claims, Jane Street Drops Injunction
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…
E1 · 23 Apr 2024 · 10 min
Heimstaden Bostad’s Planned Equity Raise; OQ Chemicals Update; Primary Market 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: -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…
E1 · 22 Apr 2024 · 22 min
Michelle Handy of First Eagle Discusses Middle Market Direct Lending Trends
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:…
E1 · 15 Apr 2024 · 23 min
David of MacKay Shields Talks High Yield Municipal Bonds and Redemption of Building America Bonds
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.
E1 · 9 Apr 2024 · 12 min
Intrum Restructuring; OQ Chemicals Refi; Primary Market 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: 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…
E1 · 8 Apr 2024 · 39 min
Investcorp’s Tom Shandell Discusses All Things CLO
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.
E1 · 1 Apr 2024 · 20 min
FTI’s Cynthia Romano Talks US Economic Resilience, Unique Restructuring Challenges and More
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…
E1 · 27 Mar 2024 · 2 min
Reorg Special Podcast: Altice France - Creditors Mobilize as Drahi Tries to Wield the Stick
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…

About Octus Radio

Octus Radio is a English business podcast from Octus Podcast Network. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Octus Podcast Network
Language: English
Category: Business
New episodes: Weekly
Typical length: 23 min
Latest episode: 26 Aug 2024
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1326289731

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