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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
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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: 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 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/

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, 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.

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: 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 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/

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