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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
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Credits mentioned in this episode include Foundever and Zenith
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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/

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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

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

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

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/

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.