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Debtwired!
ION Analytics
80 episodes
2 months ago
The restructuring podcast from the Debtwire editorial team.
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All content for Debtwired! is the property of ION Analytics and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The restructuring podcast from the Debtwire editorial team.
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Business
News,
Business News
Episodes (20/80)
Debtwired!
Clearlake’s Pade weighs in on deal flow, LMEs and reputation
In this episode of Debtwired!, James Pade, partner and managing director at Clearlake Capital Group, joins Debtwire co-managing editor, Madalina Iacob, to discuss investing opportunities after Clearlake consolidated its credit arms under one roof.
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2 months ago
30 minutes 15 seconds

Debtwired!
Houlihan Lokey's Gijs de Reuver on the erosion of creditor protections
Gijs de Reuver, managing director in Houlihan Lokey's restructuring team, discusses diminishing creditor protection and the rise in creditor-on-creditor violence.
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2 months ago
14 minutes 59 seconds

Debtwired!
GA Group’s Ryan Mulcunry on retailers’ increasing need for transition capital and the evolution of asset dispositions
Ryan Mulcunry of GA Group joined Debtwire's Senior Reporter Danielle Saba on Debtwired to talk about filling in the lending gaps for retailers and the evolution of asset dispositions.
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2 months ago
9 minutes 32 seconds

Debtwired!
Brigade Capital's Pavlin Kumchev on Solving Life
Debtwire's Jou Yu speaks to Brigade's Pavlin Kumchev on how credit strategies like cheap options and tail risks can be applied - to our lives, as he has detailed in his chart-topping book Solving Life: Mastering Decision Making with Investment Wisdom
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3 months ago
10 minutes 49 seconds

Debtwired!
Are Retail Companies Fixable in Modern Day Restructurings?
On the latest episode of #Debtwired podcast, AlixPartners Turnaround Specialist Holly Etlin joins Danielle Saba to share her insights on how retail companies are diversifying their supply base, negotiating with vendors to pay part of the bill when tariffs take effect, as well as how there needs to be a changes to assumption leases laws in court to see fewer liquidations. Tune in to hear her retail restructuring outlook for 2025 and beyond. #retailbankruptcies #retailrestructurings #assumptionleaselaw
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3 months ago
13 minutes 6 seconds

Debtwired!
NorthWall Capital’s Fabian Chrobog on protecting against the downside
Fabian Chrobog, founder and CIO of NorthWall Capital, discusses various opportunities in the European credit markets, including NPLs and legal assets, with Debtwired. #debtwire #europeancredit #privatecredit #highyield
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3 months ago
26 minutes 23 seconds

Debtwired!
SMBC's Ben Millard talks aviation credit despite turbulence
In this episode of Debtwired, SMBC Americas’ Ben Millard joins Debtwire’s reporter Melina Chalkia to break down how the aviation debt markets have evolved post-COVID, from loyalty-backed financings to the emergence of aircraft CLOs.
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3 months ago
18 minutes 53 seconds

Debtwired!
Rising distress in private credit with Interpath’s Robert von Finckenstein and Chris Hall
On the Debtwired! podcast, Robert von Finckenstein and Chris Hall at Interpath, join Johannes Koch, restructuring reporter at Debtwire, to delve into the mechanics of rising distress in European private credit – a trend both speakers expect will continue to captivate the market with more restructurings and debt-to-equity swaps.
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4 months ago
16 minutes 14 seconds

Debtwired!
Navigating the high yield autos sector
On the latest episode of the Debtwired! Podcast, James Hogarth, a Partner at long-short European credit fund PVTL Point, joins Debtwire Europe’s Head of High Yield Adam Samoon to discuss the outlook for the high yield automotive sector.
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4 months ago
19 minutes 37 seconds

Debtwired!
Restaurant Franchisees Navigating Restructuring Challenges
In this episode of Debtwired! Dan Dooley, CEO at MorrisAnderson, joins Debtwire senior reporter Danielle Saba, to discuss the state of burger and pizza restaurant brands and their franchisees, restructuring triggers and processes, along with what signs to watch for special situations to come.
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4 months ago
17 minutes 39 seconds

Debtwired!
How trade credit insurers could gate crash restructurings with Horst Fuerpass
In this episode of the Debtwired! Podcast, Horst Fuerpass, partner at Falkensteg, joins Johannes Koch, restructuring reporter at Debtwire, to talk about the precarious and often overlooked role of trade credit insurers in financial restructurings.
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4 months ago
10 minutes 33 seconds

Debtwired!
High Yield trade thoughts with Clark Nicholls
On the latest episode of the Debtwired! Podcast, Clark Nicholls, CIO of Aucit Investment Management, joins Debtwire Europe’s Head of High Yield Adam Samoon to discuss trade ideas in European high yield. #highyield #highyieldbonds #bonds #debtwired
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5 months ago
9 minutes 7 seconds

Debtwired!
Davis Polk's Brian Resnick on LMEs, restructurings and his music passion
In this episode of Debtwired!, Brian Resnick, partner in Davis Polk's restructuring group and head of the firm’s Liability Management & Special Opportunities practice, joins Debtwire co-managing editor, Madalina Iacob, to discuss the current state of restructurings, how LMEs have evolved in the past year, what creative workaround structures he has seen post the Fifth Circuit decision in Serta, and the evolution of Davis Polk’s preeminent restructuring practice.
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5 months ago
28 minutes 58 seconds

Debtwired!
Weil’s Justin Lee weighs in on LMEs amid market uncertainty
In this episode of the Debtwire podcast, Justin Lee, partner at Weil, Gotshal & Manges, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to unpack the evolving landscape of liability management exercises.
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5 months ago
21 minutes 29 seconds

Debtwired!
Scott Greenberg on the state of LMEs, group formation and cross border co-ops
In this episode of Debtwired, Scott Greenberg, global chair of Gibson Dunn’s restructuring practice and a member of the firm's executive committee, joins Debtwire co-managing editor, Madalina Iacob, to discuss how the shifting market dynamics are influencing deal activity, liability management exercises (LMEs), and the restructuring outlook for the year.
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6 months ago
35 minutes 39 seconds

Debtwired!
Credit opportunities during market volatility with Oaktree’s Hinchman and Parker
In this episode of Debtwired, Oaktree’s Brook Hinchman, head of North America for the global opportunities strategy, and Jared Parker, co-head of the team, join host Debtwire reporter Ayse Kelce to discuss credit strategies during macroeconomic volatility and their outlooks on different sectors.
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6 months ago
16 minutes 10 seconds

Debtwired!
From Data Centers to Solar ABS – Inside Esoteric ABS with Conning’s Nowakowski
In this episode of the Debtwired! podcast, Mike Nowakowski, Head of Structured Products at Conning, joins Melina Chalkia to break down why esoteric ABS has become one of the most compelling areas of the credit market for 2025.
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6 months ago
21 minutes 26 seconds

Debtwired!
Bain Capital’s Michael Ewald on private credit opportunities amid volatility
On this episode of the Debtwired! podcast, Michael Ewald, Bain Capital’s global head of private credit, joins Melina Chalkia to unpack how one of the biggest players in the space is navigating a volatile credit environment.
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6 months ago
18 minutes 4 seconds

Debtwired!
Private Capital, Public Interest: The Rise of Alternative Investing with Claire Madden
In this episode of Debtwired, Claire Madden of Connection Capital discusses the evolving private capital market in the UK and the impact of recent economic and political factors on investor behavior.
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6 months ago
17 minutes 37 seconds

Debtwired!
Private Credit and Real Estate: Gravis’s Albane Poulin on Infrastructure Debt
In this episode of Debtwired, Albane Poulin, Head of Private Credit at Gravis, discusses the evolving role of private credit in infrastructure and real estate finance.
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6 months ago
14 minutes 34 seconds

Debtwired!
The restructuring podcast from the Debtwire editorial team.