Debtwired!

Debtwire's Laura Gardner speaks to Yvette Babb, emerging market debt portfolio manager at William Blair, about the risks facing sovereigns with upcoming debt maturities in a challenging funding environment.Yvette discusses the recent bright spots coming out of Nigeria, Kenya, Egypt and Tunisia, and explains why there is growing optimism that a systemic debt crisis can be avoided. She also delves into some of the options available to countries beyond Eurobond markets, including loans, multilateral guarantees, and debt-for-nature swaps.Yvette Babb is a hard and local currency portfolio manager on William Blair’s emerging markets debt team. She is also a member of the ESG leadership team for William Blair Investment Management.#emergingmarkets #sovereign #debt #distressed #restructuring

David Turetsky of White & Case discusses lender tension, rescue financing, cryptocurrency collapse, and challenges faced by distressed companies in this informative podcast.

Co-managing editor Reshmi Basu speaks with Michael Korengold, president and CEO at Enhanced Capital. On this podcast, Michael hits on several topics, including his firm’s investment strategy amidst rising interest rates and a challenging macroeconomic environment. He also provides insight into how the private-credit asset class could find a home in a recessionary environment. And relatedly, he delves into what an upcoming distress cycle means for middle-market investing. Enhanced Capital is an impact investment firm focused on the lower middle-market, real-estate projects, and climate-related initiatives. As well as being president and CEO, Michael serves on the firm’s investment committees and Board of Directors. #distressed #debtwire #middle-market

Jeffrey Stevenson, VSS Managing Partner, explores the impact of market volatility on private credit, navigating labor costs in healthcare, and strategic positioning amid market challenges. Topics cover distressed cycle implications, sector shifts, resilient investment opportunities, and de-risking strategies in the middle market space.

On the latest episode, Sidley partner Thomas Califano delves into the current state of market volatility and the potential for a distressed cycle. Relatedly, he also discusses which industries are most vulnerable, as well as providing a deep dive into pressure points impacting the health care space.#Restructuring #Distressed cycle #Healthcare

Michael Handler, Partner at King & Spalding, discusses hot-button topics in the restructuring world, including minority lender rights, DIP financing, and creditor-on-creditor violence. The podcast explores strategic incentives and concerns in restructuring transactions, the scrutiny of DIP financing, the complexities of Chapter 11 cases, and expectations for an increase in filings in 2022.

Exploring niche and private credit markets, off-the-run opportunities, high returns, and diversification. The two stages of the 2020 distressed cycle and HighVista's investing approach. Financing challenges in biotechnology and retail sectors, opportunities in pharmaceutical royalty financing and asset-backed financing. Exploring socially useful assets, ESG evolution, and HighVista Strategies' investment approach.

Patrick Johnson, a seasoned partner at Akerman, shares his expertise in commercial litigation and bankruptcy. He dives into the intricate world of adversary proceedings, detailing their unique challenges, especially for secured lenders. Johnson discusses the importance of decision-making during mediation and the risks associated with fraudulent actions. He also highlights the trends in bankruptcy filings and the complexities of proving debtor insolvency. This insightful conversation emphasizes the evolving landscape of legal strategies in the financial sector.

#ESG investing #Investing #middle market #capital markets

Learn how companies can rise from the ashes of bankruptcy with insights into capital recovery and growth strategies. Discover the tough landscape of maintaining liquidity amid a labor crunch and the role of capital structures in post-bankruptcy success. Explore how negotiations with stakeholders can set the stage for future growth across sectors. Gain a strategic playbook for navigating the tumultuous waters of bankruptcy and discover sustainable methods for thriving in an ever-shifting economic environment.