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14 THG 1

ConvergeOne ruling: What it means for excluded lenders and the future of RSAs

Proskauer’s Global Co-Chair of Restructuring, David Hillman, joins Debtwire reporter Ayse Kelce to discuss the recent ConvergeOne ruling where excluded lenders secured a victory in the US District Court for the Southern District of Texas. In this episode, Hillman, who represented the minority lender group, breaks down how the bankruptcy plan was overturned due to an exclusive backstopping opportunity granted to majority lenders—ultimately violating the equal treatment requirement. Hillman shares his perspective on what this decision could mean for the future of liability management exercises, restructuring support agreements and creditor negotiations.

14 thg 1

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14 phút
16 THG 1

FOMC members may not embrace Trump’s pick for Fed chair – Federated Hermes deputy CIO of fixed income R.J. Gallo

R.J. Gallo, deputy CIO of fixed income at Federated Hermes, addresses the recent DOJ move to investigate Federal Reserve chairman Jerome Powell and the possible impact on monetary policy, on the latest episode of ‘Credit Exchange with Lisa Lee’. Gallo, who will take up the fixed income CIO role in May, says we might see a more divergent FOMC where the votes actually matter. “Does that make them more hawkish? I don’t know. I’ll tell you this. It certainly won’t make the hawks more dovish,” he says. “It’s important to realise that many presidents get frustrated with the Federal Reserve,” adds Gallo, who prior to joining Federated Hermes in 2000, was at the Federal Reserve Bank of New York. But what has been extraordinary in the Trump administration has been the full-on verbal assault of the Federal Reserve and the resultant “feud between the White House and the Fed.” And the most recent development of the DOJ subpoena has to be viewed in that context. On fixed income, Gallo takes a bit more of a cautious view. While his base case is for the US economy to grow in 2026, he is keeping some powder dry to reassess, in case there’s spread widening. “We don’t just want to chase an already highly-valued market.” Another thing to watch is AI, which has accounted for a large portion of equity returns and stimulated the US economy through high capex spending. If we see poor returns to AI capex, that could challenge equity and credit valuations, Gallo says.

16 thg 1

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38 phút
2 NGÀY TRƯỚC

We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller

“It’s going to be a slow build, and we think a sustained multi-year increase in activity,” says David Miller, head of private credit and equity at Morgan Stanley Investment Management, on the latest episode of Credit Exchange with Lisa Lee, speaking about M&A and LBOs. The geopolitical headlines haven’t yet changed the economic picture, says Miller. But over time, they may impact on confidence and fan uncertainty. “As uncertainty rises, risk premium will rise. So that can change the calculus - but we’re not seeing it in the markets yet,” he observes. Miller also discusses running both the private equity and private credit businesses at Morgan Stanley’s asset management arm, a team that numbers more than 150 strong, and what it’s like being part of a global bank.

2 ngày trước

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36 phút
19/12/2025

Understanding today’s restructuring playbook, in and out of the courtroom, with Jayme Goldstein and Tyler Cowan

In this episode of Debtwired! Jayme Goldstein, co-chair of Paul Hastings financial restructuring group, and Tyler Cowan, global head of restructuring and liability management at Lazard, join Debtwire co-managing editor, Madalina Iacob, to discuss how the restructuring landscape has evolved over the past decade and what’s shaping the next wave of restructurings. Expect more in-court processes in 2026 with lenders willing to “take the keys” as tight documents hinder further LMEs. The podcast explores the rise of cooperation agreements as a critical tool for creditors, and the surprising wave of non-sponsor private company bankruptcies, including First Brands and Pine Gate Renewables.

19/12/2025

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57 phút
01/12/2025

First Brands: Red flags missed, fights ahead, and what creditors can recover

This episode of the Debtwired podcast explores the swift collapse of auto parts company First Brands Group into Chapter 11, the overlooked warning signs on Wall Street, and the high-stakes legal and financial battles now unfolding. Featuring insights from Debtwire’s head of research Tim Hynes, reporter Kunyi Yang, global head of legal analysis, Sara Tapinikes, and court team editor Taylor Harrison, the discussion breaks down what’s at stake for secured lenders, unsecured creditors, and trade claim holders as the case navigates a protracted and fiercely contested restructuring. The episode also delves into the potential for substantive consolidation—a move that could significantly reshape recoveries across creditor classes.

01/12/2025

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29 phút
04/11/2025

Blackstone's Rob Horn discusses private credit in infrastructure

Rob Horn, Global Head of Infrastructure and Asset Based Credit for Blackstone Credit and Insurance, discusses trends in private credit as well as the continued growth of data centers, LNG infrastructure, and renewables.

04/11/2025

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28 phút
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 phút
20/12/2025

Unpacking First Brands, rise of coercive restructurings – Eagle Point founder Tom Majewski

While credit is “probably a four-letter word right now,” it is doing reasonably well, says Tom Majewski, founder and managing partner at Eagle Point Credit Management. “But headlines around the space will continue, and perhaps that unto itself creates some credit challenges,” he adds on the latest episode of Credit Exchange with Lisa Lee. Majewski unpacks the First Brands collapse and fraud in general, noting there’s been a significant decline of occurrences of fraud in the US economy since the Sarbanes-Oxley Act of 2002. He also discusses liability management exercises (LMEs), or coercive restructurings, sharing Eagle Point’s upcoming research that shows there’s been over 100 LMEs in the last five years. “If there’s a little over 1,000 loans, that’s about a 2% LME rate per year, separate from defaults.”

20/12/2025

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32 phút
12/12/2025

Meridiam exec discusses evolving American infrastructure opportunities

Meridiam has invested in greenfield infrastructure in the US for over 15 years and this summer led the consortium (SR 400 Peach Partners) that closed financing for the USD 11bn SR 400 Express Lanes project in Georgia, one of the largest US P3s in history.Partner and COO for the Americas Omri Gainsburg joins Crossroads to share where the firm is looking for the next opportunity, how local authorities and the federal government can continue to support infrastructure development, and what LPs find attractive about his firm's approach to the US market.

12/12/2025

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23 phút
15/12/2025

Cordiant's Steven Marshall discusses data center investment

Infralogic's Talya Misiri speaks with Cordiant's Steven Marshall about the firm's approach to data centre investment and the advantages of edge facilities in tier 2 markets.

15/12/2025

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27 phút

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.