Sinopsis
Reorg Research provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks and law firms.
Episodios
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EMEA Core Credit: Schur Flexibles Restructuring, Ideal Standard Cash Flow Model
03/03/2022 Duración: 11minEach episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak about Austrian packaging group Schur Flexibles and Belgian sanitaryware company Ideal Standard.
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European Stressed and Distressed Credit Market Outlook for 2022 (Feb. 25, 2022)
03/03/2022 Duración: 01h05minFeatured this week: Envision Healthcare, Cooper Standard Automotive, Transocean and Valaris. We also discuss Reorg’s analysis of chapter 11 plan recoveries in 2020 and 2021 cases. And for our deep dive you can hear a webinar replay where EMEA Managing Editor Luca Rossi speaks with Antonio Casari of Northlight and Bruce Bell of Latham & Watkins about the European stressed and distressed credit market outlook for 2022.
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EMEA Core Credit: Ukraine Special Report, Options for Saipem
16/02/2022 Duración: 18minEach episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we speak in depth about the impact of the tensions in Ukraine on the credit markets, and also hear about the options available for Italian oilfield services company Saipem. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Current State of Play of 3rd-Party Releases in Bankruptcy (Feb. 11, 2022)
14/02/2022 Duración: 01h11minFeaturing: Peloton, AMC, Mallinckrodt and Surprise Medical Billing legislation. For this week’s Deep Dive, Reorg’s Mike Legge, Karen Leung and David Mayo join us to discuss the current state of play of third-party releases in bankruptcy, reviewing recent decisions in Purdue Pharma, Ascena Retail and Mallinckrodt, as well as reviewing the ongoing case of LTL Management and other “Texas two-step” bankruptcies. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Americas Core Credit: Grupo Aeroméxico and LATAM Bankruptcies (February 4, 2022)
07/02/2022 Duración: 15minFeaturing Puerto Rico, Cineworld, Transocean and Mallinckrodt. And for our Deep Dive, Americas Core Credit Legal Analyst Sean Daly returns to follow up last week’s discussion of bankruptcy lockup and voting agreements in the Grupo Aeroméxico and LATAM bankruptcies to give an update on some important recent developments in both cases. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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'Part 26A and Company Voluntary Arrangements: Is the CVA Here to Stay?'
07/02/2022 Duración: 22minConnor Lovell speaks to Jessica Walker and James Hollingshead from law firm Latham & Watkins about Part 26A and Company Voluntary Arrangements. Our panelists consider recent court challenges to CVAs and consider - “Is the CVA Here to Stay?” If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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EMEA Core Credit: 2022 So Far in Primary Market, Takko Refi Prospects Improve
03/02/2022 Duración: 13minEach episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at the year so far for the European primary market and catch up on changes to Reorg's waterfall model for German fashion retailer Takko.
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EMEA Core Credit: Smile Telecom with guests from Linklaters (Jan. 31, 2022)
31/01/2022 Duración: 12minReorg’s Shan Qureshi and industry experts -- Rebecca Jarvis and Damien Gomez -- from Linklaters as we examine the first use of s901C(4) in Smile Telecoms’ Part 26A to exclude out of the money creditors from voting. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Americas Core Credit by Reorg Podcast (Jan. 28, 2022)
31/01/2022 Duración: 37minThis week the Reorg editorial team in the Amercias takes a look at Purdue, Moby and LBO-backing loans from McAfee, Athenahealth and Scientific Games. And for the week’s Deep Dive, Legal Analyst Sean Daly joins to discuss some recent developments in the Grupo Aeroméxico and LATAM Airlines bankruptcies that question the viability of certain types of bankruptcy lock up and voting agreements.
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Americas Core Credit by Reorg Weekly Podcast (Jan. 21, 2022)
25/01/2022 Duración: 37minThis week we cover Puerto Rico, Cineworld and Alix vs. McKinsey litigation. And in our Deep Dive, Reorg senior legal analyst Kevin Eckhardt discusses recent developments in the Toys “R” Us creditor litigation and how they relate to broad shifts in the landscape of Delaware corporate law and third-party releases.
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Americas Core Credit: Seadrill, Diamond Sports Group, Nordic Aviation (Jan. 14, 2022)
17/01/2022 Duración: 01h09minThis week we take a look at Seadrill, Diamond Sports Group, Nordic Aviation and the U.S. Trustee fee litigation that has now reached the U.S. Supreme Court. Given the Environmental Protection Agency’s recent release of proposed renewable fuel volume targets and extensions of certain renewable fuel standards, or RFS, for this week’s deep dive we offer listeners a replay of our September 2021 Webinar on PBF Energy, which has over $700 million of accrued and future-incurred renewable fuel standard liabilities for 2020 and 2021. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Americas Core Credit: Illusory Protections in Credit Agreements (Jan. 7, 2022)
10/01/2022 Duración: 35minFeatured this week: Purdue, PBF Energy, SmileDirectClub and Puerto Rico. And deep dive, Peter Washkowitz and Julian Bulaon, from our America’s Covenants team, join David Zubkis to discuss the continuing erosion of lender protections in credit agreements including voting protections, most-favored-nation rights, IP transfer prohibitions and restrictions on raising structurally senior debt. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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Americas Core Credit: Deep Dive - Student Housing: Building Boom or Bust? (Dec. 17, 2021)
20/12/2021 Duración: 50minThis week we take a look at Purdue, Talen, Intelsat and All Year Holdings. For this week’s Deep Dive, we feature a webinar replay where Reorg’s Municipals team discusses current trends in higher education finance. Deputy Managing Editor Seth Brumby, Legal Analyst Mike Guippone, and Kristin Going, partner at McDermott Will & Emery, tackle subjects including recent workouts, student housing new issuances, and the evolution of higher education following the Covid-19 pandemic.
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Americas Core Credit: Mallinckrodt, Intelsat, Ferrellgas, CM Group (Dec 10, 2021)
13/12/2021 Duración: 08minOn this week's Americas Core Credit podcast we take a look at Mallinckrodt, Intelsat, Ferrellgas Partners, CM Group and American Physicians.
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EMEA Core Credit: Restructuring Proposals From Lowen Play, Amigo
09/12/2021 Duración: 15minEach episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at new restructuring proposals from German gaming group Lowen Play and U.K. consumer lender Amigo. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Americas Core Credit: Confessions of a Forum-Shopper, Interview with Andy Dietderich
06/12/2021 Duración: 35minThis week we take a look at LATAM Airlines, Intelsat, Talen and Cooper Standard. For this week’s Deep Dive, Reorg Middle Market Legal Analyst David Zubkis speak to Andy Dietderich, co-head of global finance and restructuring at Sullivan & Cromwell, about his recent article in the ABI Journal, “Confessions of a Forum-Shopper,” which discusses why providing corporate debtors with flexibility in venue choice can be instrumental in executing successful reorganizations.
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EMEA Core Credit: Funds Eye Telecom Italia, Marks and Spencer
25/11/2021 Duración: 09minEach episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at potential bids for Telecom Italia and Marks and Spencer. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.
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Americas Core Credit: Riverbed Technology, Alto Maipo, Middle Market DIP Structures (Nov. 18, 2021)
22/11/2021 Duración: 01h07minOn this week's Americas Core Credit podcast our experts discuss Riverbed Technology, Chilean Hydroelectric project Alto Maipo and the healthcare sector as well as replay a recent Reorg webinar discussing middle market DIP financings.
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Americas Core Credit: Webinar Replay - Enforcement Mechanisms in Keepwell Notes (Nov. 14, 2021)
14/11/2021 Duración: 01h09minOn this week’s podcast, our Americas Core Credit team replays our Enforcement Mechanisms in Keepwell Notes webinar from October. Discussing the developments around mechanisms for enforcing keepwell deeds for offshore notes, implications for creditors, and other considerations. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial
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EMEA Core Credit: Haya Maturity Negotiations, Flakt Covenant Reset
11/11/2021 Duración: 08minEach episode of Reorg's biweekly EMEA Core Credit podcast series features a deep dive on issues and companies in the distressed and high-yield space. This week, we take a look at Spanish real estate company Haya and German ventilation, heating and cooling systems company Flakt Group. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial.