Synopsis
Covering High Yield and Leveraged Finance
Episodes
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Absolute Priority: Skadden Arps Workout Team On Makewholes, Backstops and Derivative Standing
23/03/2020 Duration: 39minRichard Goldman sits down with Skadden Arps restructuring and litigation experts Lisa Laukitis, Joseph Larkin and George Howard to discuss some recent judicial decisions and the impact they may have on 2020's restructuring landscape.
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Absolute Priority: Pre-emptive Revolver Draws in the COVID-19 Era
19/03/2020 Duration: 23minRichard Goldman sits down with McGuireWoods bankruptcy partner Ken Noble and Debtwire associate editor and head of primary markets coverage Will Caiger-Smith to discuss pre-emptive revolver draw considerations in light of COVID-19.
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Absolute Priority: Shearman & Sterling Finance Experts On Cross-Border Anti-Net Short Trends
18/03/2020 Duration: 28minRichard Goldman sits down with Shearman & Sterling finance partner Philip Stopford and special associate Maria Cornilsen to discuss how anti-net short investor language has developed in the US primary issuance market and started to migrate to the European market.
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APAC Explorer: Debtwire's 2nd India Symposium panel on choosing the right work-out process
18/03/2020 Duration: 49minThis podcast features the second panel discussion of Debtwire's 2nd India Distressed Debt Symposium held on 25 February 2020 in Mumbai. Following up on the first panel’s probe of investment opportunities in Indian distressed debt. Given all the changes in India’s work out regimes just since June—from the Supreme Court’s Essar Steel India ruling to the RBI’s 7 June notification—wading through the work-out options is no simple matter. Getting it right could be the difference between a successful trade and an aggravating dud. The panellists: Anurag Das, International ARC MD & CEO Ankit Thaker, SC Lowy India business head Ashwin Bishnoi, Khaitan & Co. Partner Siddharth Suri, KPMG India Partner, Special Situations Group Moderator: Pallavi Ail, Debtwire India Senior Correspondent
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2020-03-17-MUNI LOWDOWN - American Nightmare
17/03/2020 Duration: 19minDebtwire Municipals Head of Municipal Research Greg Clark and Senior Reporter Kathleen O'Donnell discuss how holders of bonds sold for the American Dream retail and entertainment project in New Jersey’s Meadowlands were looking forward to Thursday 19 March, when the mall’s first retail stores and the DreamWorks Water Park were supposed to open. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com
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ABS in Mind: ESG faces new test in slowing economy; hotel and retail vulnerable in CMBS, episode 13
16/03/2020 Duration: 34minIn this episode, Debtwire ABS hosts Sharadiya Dasgupta, a consultant for Flat Rock Global, to provide an update on ESG lending. In addition, the team provides an overview of the challenges ahead for hotel and retail values in the wake of the store closures and travel disruptions due to the coronavirus.
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Absolute Priority: Proskauer Restructuring Duo Tackles Postpetition Interest Rate Trends
11/03/2020 Duration: 18minRichard Goldman sits down with Proskauer Rose bankruptcy partner Vincent Indelicato and associate Daniel Desatnik to discuss recent developments concerning unsecured creditors' right to receive postpetition interest on account of their prepetition claims.
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Muni Lowdown: Coronavirus Concerns
10/03/2020 Duration: 24minDebtwire Municipals reporters Caitlin Devitt, Simone Baribeau, Maria Amante and Patrick Ferguson discuss how states and territories are bracing for revenue hits and volatility as the coronavirus spreads throughout the country. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com
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APAC Explorer: Debtwire's 2nd India Symposium, investing opportunities panel
10/03/2020 Duration: 54minThis podcast features the first panel discussion at Debtwire's 2nd India Distressed Debt Symposium held on 25 February 2020 in Mumbai. The panel focused on opportunities for distressed debt investors in India in light of the ever-evolving Corporate Insolvency Resolution Process under the three-year-old Insolvency & Bankruptcy Code and central bank regulations. While offshore funds were initially largely limited to trading corporate loans, a world of new possibilities has emerged recently from troubles in the country's financial sector. The panelist: Amit Agarwal, Edelweiss Alternate Asset Advisors Senior Executive VP Eshwar Karra, Kotak Special Situations Fund CEO Mihir Chandra, Deutsche Bank Distressed Products Group Head of Trading Strategies, APAC Manish Aggarwal, KPMG India Partner & Head of Special Situations Group Supratim Sarkar, SBI Capital Markets Executive VP & GH (Project Advisory & Structured Finance), Moderator: Pallavi Ail, Debtwire India Senior Correspondent http://www.mergermarket.com/p
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Absolute Priority: Dechert ESG Taskforce Tackles Growing Initiatives and Obstacles
04/03/2020 Duration: 45minRichard Goldman sits down with members of Dechert LLP’s ESG taskforce to discuss the ongoing ESG initiatives in the US and Europe.
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Muni Lowdown: Up in smoke
03/03/2020 Duration: 19minDebtwire Municipals reporter Patrick Ferguson looks at a pair of bills in the North Carolina and South Carolina state legislatures could fundamentally change the states’ electricity markets. Debtwire's Maria Amante discusses in a market hungry for paper and yield, how the USD 5.23bn refinancing of the Buckeye Tobacco Settlement Financing Authority’s debt is an opportunity to satisfy those cravings. Finally, DC-based Debtwire’s Chuck Stanley looks at the Ports of Los Angeles (POLA) and Long Beach (POLB) and how they are showing indications of significant declines in freight volume, as the effects of the coronavirus outbreak in China add to mounting headwinds at the two San Pedro Bay facilities. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com
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ABS in Mind: Macro pressures, ESG and Libor top of mind at SFVegas, ep. 12
02/03/2020 Duration: 23minThe crowd at this year’s SFVegas left the conference less optimistic this year, as macro trends — including concerns about the spread of coronavirus — left investors wondering whether the long-anticipated economic downturn is underway.
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Muni Lowdown: Lights! Camera! Action!
25/02/2020 Duration: 22minDebtwire Municipals reporter Caitlin Devitt looks at an Illinois lawsuit seeking to void USD 14.3bn of the state’s general obligation bonds that was filed too late, failed to name bondholders as a party, and misreads the Constitution, the state argued in a 14 February brief filed with the state appellate court. Debtwire's Maria Amante discusses the USD 100m debt issuance to fund the Academy of Motion Picture Arts and Sciences museum in Los Angeles which is leaving some market participants cynical about the project’s essentiality given the use of tax-exempt financing. Finally, San Juan-based Debtwire’s Eva Llorens looks at the latest that’s been going on in Puerto Rico last week. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com
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Episode 6: No Country for Old Men
21/02/2020 Duration: 17minThe Last Tranche is a podcast from the editorial team at Creditflux, which provides forward looking intelligence on structured and synthetic credit in the US and Europe.
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Talking private credit in 2020 with White Oak CEO
20/02/2020 Duration: 20minDebtwire Middle Market reporters Bill Weisbrod and Catherine Perloff spoke with White Oak Global Advisors CEO Andre Hakkak about his firm’s strategy and the overall landscape for middle market corporate credit in 2020.
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Muni Lowdown: Schools out!
18/02/2020 Duration: 18minDebtwire reporter Caitlin Devitt looks at two charter schools in Arizona, American Leadership Academy and Odyssey. The former spent more than expected this year while the latter expects to see a small boost in funding next year. Caitlin also talks about Ohio-based Better Housing Foundation which filed for Chapter 11 protection for one of their housing portfolios. Debtwire's Patrick Ferguson discusses the latest on South Carolina Public Service Authority (Santee Cooper) with bids in to purchase the public utility as well as the settlement over assets at the defunct VC Summer nuclear project. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market For comments or questions contact paul.greaves@acuris.com
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ABS in Mind: Toorak CEO on fix & flip; Simon’s M&A strategy; debt and distress in cannabiz, ep. 11
13/02/2020 Duration: 23minIn this episode, Debtwire ABS hosts John Beacham, CEO of Toorak Capital Partners, to provide an update on fix and flip lending. In addition, the team provides an overview of Simon Group’s “contrarian” strategy in the retail space. Also, we give a sneak-peak of an upcoming story on challenges in cannabis debt investments.
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Muni Lowdown: Garbage in, garbage out
11/02/2020 Duration: 26minDebtwire reporter Simone Baribeau looks at Aemerge Redpak, California’s only medical waste treatment facility which shut down last year because the state continued to allow haulers to take medical waste out of the state even when there was a local option. Debtwire's Eva Llorens discusses the new Puerto Rico general obligation bond deal with the Financial Oversight and Management Board (FOMB). Debtwire's Head of Municipal Research Greg Clark breaks down the London Economics International analysis regarding the future of the Puerto Rico Electric Power Authority (PREPA). Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market For comments or questions contact paul.greaves@acuris.com
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Muni Lowdown: Crazy train
04/02/2020 Duration: 16minDebtwire reporter Simone Baribeau looks at Florida’s Virgin Trains 2019 ridership which were short from a 2017 projection Debtwire's Chuck Stanley discusses the New York Metropolitan Transportation Authority’s plans on bringing USD 8.2bn debt in FY20. He also talks about the US Congressional Budget Office and their report on transportation and water infrastructure public private partnerships. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market For comments or questions contact paul.greaves@acuris.com
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ABS in Mind: Non-QM on pace for 10x growth; new issuers, tokenized deals in WBS, ep. 10
31/01/2020 Duration: 31minIn this episode, Debtwire ABS hosts Brent Houston, co-founder of non-QM lender ALTRA Mortgage Capital, for a discussion around the recent trends in the non-QM sector. In addition, Nelson Chu, CEO of the digital securitization platform Cadence, gives us a rundown on the inaugural rated tokenized whole business ABS transaction. The team also discusses top trends in the traditional WBS space.