In the latest installment of this Expert Views series, Reorg’s Legal Director, Shan Qureshi speaks to law firm Akin Gump’s Emma Simmonds, Sam Brodie and Clare Cottle. The lawyers took time out of their schedule to provide their expert view on liability management exercises and the considerations borrowers and lenders should take when pursuing them.

#leveragedfinance #highyield

Conversations With Reorg: Akin Gump Discusses Liability Management Exercises

Morgan Dean, a portfolio manager on Sound Point Capital Management’s Capital Solutions team, discusses areas of opportunity within asset-backed lending, and dry powder in the market vs. deal quality in private credit with Reorg’s James Holloway. Sound Point is a credit-focused asset manager, and pro forma for the recently announced acquisition from Assured Guaranty, will have $47 billion in assets under management. 
#privatecredit #directlending #highyield #leveragedloans #leveragedfinance

The Reorg Primary View: Private Credit Beyond Direct Lending

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 half-year report for 2023 on leveraged loans and high-yield bond covenants and what trends can be seen;
-Key credit metrics trends for European automotive issuers and the market prices of their debt instruments;
-TalkTalk’s RCF lenders who are taking pitches from financial advisors ahead of 2024 maturity; and
-Highlights of the primary market.

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

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

H1 Covenant Trends; Automotive Issuers Analysis; TalkTalk RCF Lenders Hold Pitches With Advisors

In the latest entry in Reorg’s Expert Views series, debt origination reporter Nick Krause speaks to DWS Group’s head of private credit Jens Witzke and head of structured income Marcus Herbig about fundraising in the current challenging macroeconomic environment, the right level of financial covenants, whether or not limited partners, or LPs, are seeking safety in larger funds, and the key trends to watch out for in the second half of the year.

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Conversations With Reorg: DWS’ Jens Witzke and Marcus Herbig from DWS Group

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:

-Belgian bathroom products manufacturer Ideal Standard’s recently completed Exchange Offer, Consent Solicitation and Scheme Solicitation;
-The merger of Norwegian seismic exploration companies PGS and TGS, which will trigger a change of control under PGS’s 13.5% 2027 bonds, giving creditors a put option at 101.
-Key highlights from the primary market, where pricing tightens on strong credits as rising supply seeks to meet pent up investor demand, while challenging deals falter. 



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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Ideal Standard Reap Benefit of Sharing the Upside; PGS, TGS Merger; 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:

-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.

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

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

Relevant Reports: 
Gaming Sector Review: https://go.reorg-research.com/gaming-sector-review-2023 📊
EMEA Restructuring Wrap 2023: https://go.reorg-research.com/emea-restructuring-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:
-Reorg’s inaugural review of the global gaming sector;
-The primary market, with a roundup of action that’s taken place so far in 2024; and
-The rising use of continuation funds in private credit.

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

Global Gaming Sector Review; The Rise of Continuation Funds; Primary Highlights

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

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Morgan Stanley Private Credit’s Ashwin Krishnan Talks Opportunistic Strategies, Outlook for 2024

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

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Harris Associates’ Adam Abbas Talks Leveraged Finance Market Tone

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

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#restructuring #insolvency #adler

Expert Views - Unpacking the Adler Court Victory - A New Rulebook for Part 26A.

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

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Greg Hardiman of 17Capital Discusses Growth and Use Cases of Net Asset Value Lending

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.

Investcorp’s Tom Shandell Discusses All Things CLO

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

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Heimstaden Bostad’s Planned Equity Raise; OQ Chemicals Update; Primary Market Highlights

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/

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Steward Health Chapter 11; Mobileum Restructuring; FTX Payment Plan

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.

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Conversations With Reorg: Deep Dive Interview with Freshfields’ Restructuring Expert for Mcdermott

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/

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Reorg Primary View: Columbia Threadneedle’s Ray & Shaifer on Leveraged Loans vs. Private Credit

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/ 

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State Tax Cuts with William Glasgall and CLO Market Outlook with Dagmara Michalczuk

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

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C Street’s Jon Henes: Insights into Corporate Communications in Restructuring

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/ 

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Gregory Makoff on NY Sovereign Debt Legislation

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/ 

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Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense

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.

Mastering Post-Reorg Boards with Jon Weber & Breaking Down the Purdue Pharma Ruling

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/ 

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Insights with Jeremy Burton of PineBridge Investments

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/ 

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Insights into European Direct Lending with Mike Dennis

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/ 

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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

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

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

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/ 

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

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/ 

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

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/ 

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Insights into European Direct Lending with Patrick Ottersbach

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.

Jim Schaeffer on Market Volatility, Dividends & Liability Management

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

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