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02-11-2021

Crossroads Podcast: KKR execs talk Asia-Pacific strategy

#infrastructure, #renewables, #datacentres, #kkr, #apac, #energy, #investmentopportunity

02-11-2021

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35 min.
04-04-2025

EC’s decision to mull FSR implications of Midea deal highlights new risk for European M&A

Natalie McNelis, Mergermarket’s new Brussels bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the potential scrutiny of this transaction was “surprising;” and how unexpected FSR reviews could throw deal timetables into disarray. Why are dealmakers in Europe nervous that Teresa Ribera, the new competition commissioner, might adopt a harder line than her predecessor, Margrethe Vestager?Why will Safran’s proposal to offer Phase I remedies in its takeover of Collins Aerospace's actuation and flight control business be an interesting test case?What can we expect to see in European scrutiny of Mars’ takeover of Kellanova and Prosus' acquisition of Just Eat Takeaway?All this and more in this week’s Dealcast.

04-04-2025

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16 min.
23-04-2025

Bain Capital’s Michael Ewald on private credit opportunities amid volatility

On this episode of the Debtwired! podcast, Michael Ewald, Bain Capital’s global head of private credit, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to unpack how one of the biggest players in the space is navigating a volatile credit environment. Ewald, who joined Bain Capital in 1998, is a Partner, Global Head of the Private Credit Group, Portfolio Manager for the Middle Market Credit and Senior Direct Lending strategies, and a Credit Committee member. He also serves as CEO of Bain Capital Specialty Finance, a registered business development company. In this conversation, Ewald discusses how Bain is deploying capital amid the volatility driven by President Trump’s tariff threats. He explains where he finds opportunities in today’s market, what sectors he avoids and his continued focus on the core middle market. The conversation also touches on key shifts in covenant protections and pricing. As syndicated deal flow slows, private credit continues to draw interest.

23-04-2025

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18 min.
05-05-2025

Credit opportunities during market volatility with Oaktree’s Hinchman and Parker

In this episode of Debtwired, Oaktree’s Brook Hinchman, head of North America for the global opportunities strategy, and Jared Parker, co-head of the team, join host Debtwire reporter Ayse Kelce to discuss credit strategies during macroeconomic volatility and their outlooks on different sectors. Oaktree raised USD 16bn with its Oaktree Opportunities Fund XII this year to invest in opportunistic liquid credits, rescue financings, debtor-in-possession financings, exit financings, loan portfolios, platforms and opportunistic capital solutions. In this conversation, Hinchman and Parker share their perspectives on how to create opportunities in public and private credit during market uncertainty. They share insights about sectors that are expected to experience more pressure and others that are more resilient to tariff and rate pressures.

05-05-2025

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16 min.
25 FEB

2026 Playbook: AI disruption, LME & Chapter 11 trends

In this episode of the Debtwired Podcast, host Madalina Iacob is joined by Wariz Anifowoshe, Head of Restructuring at Fortress Investment Group, Kevin Fortunato, Portfolio Manager at Benefit Street Partners, and Scott Greenberg, Global Head of Restructuring at Gibson Dunn. A central theme of the discussion is AI-driven disruption, particularly in software, and how investors are positioning defensively while selectively hunting for opportunities. Panelists emphasize that AI risk is already reshaping maturity extensions, underwriting assumptions, and liability management decisions, especially for businesses facing rapid technological change. The group also explores what’s driving the unprecedented speed at which loans are trading down from CLO technicals, group-formation risk, and growing familiarity with liability management exercises (LMEs). Speakers expect both more LMEs and an uptick in Chapter 11 filings this year, including failed LMEs from prior vintages where balance sheets were fixed, but businesses were not. They unpack why LMEs are neither inherently successes nor failures, why every situation is bespoke, and how sponsors and not creditors typically set these processes in motion. Finally, the speakers conclude that cooperation agreements (co-ops) remain an essential and widely used tool for collective creditor action, and there has been no meaningful slowdown in their use since Optimum filed an anti-co-op lawsuit against its creditors.

25 feb

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54 min.
21-07-2025

SMBC's Ben Millard talks aviation credit despite turbulence

In this episode of Debtwired, SMBC Americas’ Ben Millard joins Debtwire’s reporter Melina Chalkia to break down how the aviation debt markets have evolved post-COVID, from loyalty-backed financings to the emergence of aircraft CLOs. With airlines still focused on deleveraging and preserving credit ratings, Millard explains why non-traditional collateral like frequent flyer programs has become a mainstay in new deals and how investor appetite remains strong despite recent turbulence in the sector. Millard also explores the rise of aviation ABS and CLO issuance, highlighting SMBC’s role in several landmark transactions, including the American Airlines mileage-backed TLB and Carlyle’s aircraft ABS. He touches on restructuring dynamics in the sector, as well as what geopolitical risks like tariffs could mean for aircraft financing. Millard is a Director in the Transportation Department at SMBC Americas. SMBC has been a key player in aviation lending for a long time. SMBC is one of the largest financers of the new economy, from data centers to real estate, offering a debt-focused franchise with a global lens, according to Millard. SMBC Americas has evolved into a corporate and investment bank, while maintaining its efficiency in commercial banking and continuing to diversify its business model to best suit clients.

21-07-2025

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19 min.
23-12-2025

Debtwired Miami 2025: Takeaways and predictions for year's end

On-site at Debtwire's Restructuring Forum 2025, Legal Lens host and Deputy Courts Editor Andy Serbe interviews a series of restructuring experts on what their takeaways for this year were, and predictions for '26, from Altice lawsuits to key court rulings and sectoral challenges.

23-12-2025

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29 min.
12-12-2025

Private credit in the age of AI: Lender perspectives with DLA Pipers Matt Schwartz

In this episode, Debtwire's Amelia Weitzman sits down with DLA Piper’s Matt Schwartz to unpack the rapid rise of AI in private credit and what it means for lenders, borrowers, and the future of dealmaking. Private credit is entering a new era as AI tools rapidly change how information is used, risks are assessed, and agreements are negotiated. DLA Piper partner Matt Schwartz breaks down how these shifts are unfolding in real time and what they mean for the industry.

12-12-2025

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23 min.
10-07-2025

Actis carves niche as infrastructure investors flock to growth markets

Actis Partner Adrian Mucalov discusses how the firm views growth markets, and how these markets present opportunities to diversify in the infrastructure sector.

10-07-2025

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31 min.
12-12-2024

Paul Hastings' Jennifer Daly on private credit trends and deal structure

Jennifer Daly, head of private credit and special situations at Paul Hastings talks to Madalina Iacob, co-managing editor of Debtwire North America about trends in the private credit market and her outlook on deal environment under the Trump administration. She delves into deal structures and the latest covenant protections that private lenders are requesting.

12-12-2024

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33 min.

This channel contains a series of podcasts produced by ION Analytics. Here you will find editors and journalists from Mergermarket, Debtwire, and Infralogic discussing the topics and trends shaping the capital markets.