Octus Radio

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: -French care home operator Orpea following the release of an independent valuation report and how it may impact the group’s restructuring; -Swedish property group SBB’s new deal with Brookfield to sell its rem...

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: - Primary market updates; - Reorg’s new waterfall analysis of U.K. petrol station and convenience retail company EG Group; and - Portability trends in European high-yield bonds in 2023. If you are not a Reorg...

We’re taking a brief recess from our weekly interview segment this week but will be back next week with more premium content. This week’s episode includes recaps of Judge David R. Jones’ hotly anticipated opinion confirming Serta’s chapter 11 plan and ruling that the debtors’ 2020 uptier exchange transaction was permitted under the company’s credit agreement, Cineworld and National CineMedia’s set...

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: - French care home provider Orpea ahead of the deadline for creditors to vote on its restructuring proposal on June 22 and why some dissenting creditors are urging fellow creditors to reject it; - Why alternat...

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: Updates on French retailer Casino French retailer Casino, which earlier today received consent from the required majority of its 2026, 2027 noteholders to effect waivers to events of default and to make amendm...

To celebrate pride month, Bill Derrough of Moelis, Carol Flaton, and Nick Kaluk of Debevoise, discuss how they navigate the workplace and client relationships as professionals that identify as LGBT with Reorg’s Harvard Zhang. The speakers are members of workOUT, a group of lawyers, bankers, financial advisors and buysiders within the distressed debt and restructuring industry that get together reg...

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 sale of the majority of U.K.-based petrol station forecourt empire EG Group UK and Ireland fuel, foodservice and grocery business to U.K. supermarket chain Asda; - Why the loans of the France-based priva...

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: - Latest developments of German cable TV group Tele Columbus and German reusable transit packaging group Schoeller; - The comeback of bank risk appetite to back deals and the space of #privatecredit; - UK broa...

Lee Buchheit, a former partner at Cleary Gottlieb and a veteran of sovereign debt restructuring, discusses the history and future of value recovery instruments. During his 43-year career at Cleary Gottlieb, Buchheit advised governments in many of the biggest sovereign restructurings, including Iraq, Argentina and Greece. #restructuring #distresseddebt #desbtrestructuring

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: Luxembourg-based metals and mining group Metalcorp’s #restructuring proposal; The #refinancing of German autoparts supplier Adler Pelzer; French retail group Casino’s consent solicitation deadline on May 19; a...

Morgan Dean, a portfolio manager on Sound Point Capital Management’s Capital Solutions team, discusses areas of opportunity within asset-backed lending, and dry powder in the market vs. deal quality in private credit with Reorg’s James Holloway. Sound Point is a credit-focused asset manager, and pro forma for the recently announced acquisition from Assured Guaranty, will have $47 billion in assets...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - European real estate market, as companies grapple with decreasing valuations and transaction volumes; - Latest on global resin-based consumer products group Keter after its minority shareholder PSP Investments...

This week, Kevin Eckhardt, deputy managing editor at Reorg, returns to the pod to talk through the debtor/creditor dynamics that drive the Diamond Sports Group chapter 11 cases, highlighting the increasingly contentious relationship between Major League Baseball and the debtors, and how a dispute over the payment of administrative claims could shape the final outcome of the chapter 11 cases. This...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Norwegian home security system group Sector Alarm’s #liquidity concerns; - Italian steel product manufacturer Cimolai’s concordato proposal; - Spandex maker Lycra’s #refinancing; and - Highlights of the Europe...

Michael Gibbons, managing director of municipal strategy and trading at Conning, discusses the taxable municipal bond market, as well as the relative value between municipal bonds and corporate bonds with Reorg’s Seth Brumby. Based in Hartford, Conn., Conning manages investments on behalf of insurance companies and pension funds with $191 billion of assets under management. #municipalbonds #munila...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - The English High Court’s judgment on Adler Group’s restructuring plan judgment; - The latest updates on Atalian’s refinancing process; - Hilding Anders’ interim restructuring transaction to shore up liquidity;...

Andrew Sung, head of research at Atlas Credit Partners, discusses middle-market financing, the opportunity set following the collapse of Silicon Valley Bank and lending against intellectual property with Reorg’s James Holloway. Atlas Credit Partners is a private credit firm focused on secured direct lending and illiquid secondary credit opportunities based in Houston, Texas. If you are not a Reorg...

On April 18, Reorg’s Editor Luca Rossi with Francesco Castelli Head of Credit Strategy and Fund Manager at Banor Capital discussed the future of additional tier 1 notes and banks’ cost of funding following the Swiss regulator Finma’s unprecedented decision to write down 16 billion Swiss francs ($17.5 billion) of Credit Suisse AT1 debt. The experts covered: What is the outlook for additional tier 1...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - French biscuit producer Biscuit International after it saw its loans drop to the low 70s last month; - German fashion retailer Takko’s restructuring agreement; and - An overview of the private credit space in...

Reorg's municipals reporter Hoa P. Nguyen speaks with Cooper Howard, director of fixed income strategy at Schwab Center for Financial Research, about the recent movements in the municipal bond market. What's the impact of the Silicon Valley Bank's collapse and the Fed policies on the munis market? Why are we seeing an increase in ESG bond issuances? #municipalbonds #muniland

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: - Primary highlights for the week; - French food retailer Casino’s planned merger with Teract; and - Cable maker Leoni’s financial restructuring implementation. We're looking for feedback to improve the podcas...

Brendan Hall, director and research analyst at Brean Capital Management in New York, talks with Reorg’s James Holloway about the SVB Financial filing, including the valuation of the investment bank and asset management businesses, the FDIC’s claims, NOIs and the trading prices of the bonds. #SVB #restructuring #bankruptcy #assetmanagement

This week, we feature a preview of the week ahead including continued coverage of the recent banking turmoil; potential restructurings and refinancings from Bed Bath & Beyond, Lumen and Carvana; in-court developments in Serta Simmons, Cineworld, Voyager Digital and SunEdison; and the Catalina Marketing chapter 11 filing. Chapters in this podcast include: 00:43 - Weekly recap 09:53 - Week’s top...

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: Trends in European high-yield bonds that were assigned a double B rating in 2022; Topical restructuring updates on companies including Biotronik, SLV and Flint; New reports of Asda acquiring EG Group’s U.K. fo...

Reorg’s Gaurav Sharma speaks with Sam Maizel, who leads Dentons’ healthcare industry restructuring practice as a partner in the firm’s Los Angeles office, about the issues facing companies operating in the healthcare industry, which is struggling with labor shortages and higher wage inflation. #restructuring #healthcare #distresseddebt