

Debtwired!
ION Analytics
The restructuring podcast from the Debtwire editorial team.
Episodes
Mentioned books

Jan 6, 2022 • 25min
Taking the pulse of health care with Alvarez & Marsal’s Paul Rundell
#distressed #healthcare # restructuring

Dec 23, 2021 • 15min
Weakening lender protections, restructuring trends and ESG talk with Mayer Brown’s Lucy Kweskin
Lucy Kweskin, a Partner at Mayer Brown specializing in corporate restructurings, dives into the shifting landscape of lender protections and restructuring trends. She discusses the post-pandemic evolution of bankruptcy practices, highlighting the balance between debtor leniency and stricter standards. Kweskin addresses the risks of excessive leverage in competitive capital markets and how ESG factors are reshaping strategies. Additionally, she sheds light on the progress and challenges women face in the restructuring field, showcasing their unique contributions to this traditionally male-dominated sector.

Dec 17, 2021 • 11min
Talking retail sector turning points with A&M’s Goulding and Ritter
#distress #restructuring #supply chain #retail

Dec 8, 2021 • 16min
PODCAST: Jeffrey Stevenson of VSS talks investment strategy, infrastructure, industry multiples and more
Jeffrey Stevenson, Managing Partner at VSS, shares insights on investment strategies targeting growth sectors like healthcare and tech-enabled services. He discusses how COVID-19 reshaped due diligence processes and led to rising market multiples influenced by Federal Reserve policies. Stevenson highlights the influx of credit funds in the lower middle market and the evolution of deal practices post-pandemic. He also touches on the opportunities presented by the U.S. infrastructure bill, particularly for cloud services and data centers.

Oct 21, 2021 • 23min
Bain’s Michael Ewald on private credit strategy
#private credit #middle market #restructuring

Oct 19, 2021 • 22min
Talking supply chain and commodity disruption with Carl Marks MD Peter Keogh
#distressed #restructuring #supplychain

Jul 14, 2021 • 31min
Talking inflation concerns and investment strategies with M-3 Partners MDs Adams and Lall
On this timely and relevant podcast, our guests discuss the latest buzzword on Wall Street: Inflation. The conversation touches on Fed policy and corporate risk, such as which sectors are the most vulnerable to rising costs. Relatedly, they also provide insight into potential investment opportunities as inflation picks up. Colin Adams is a senior managing director at M-3 Partners. He brings more than 20 years of experience in the restructuring arena and has been involved in multiple high-profile workouts including American Airlines; Cengage Learning; General Motors; Skillsoft; TXU and United Airlines. Keshav Lall is a managing director at M-3 Partners and has been involved in corporate debt restructurings for more than 15 years as an investment banker, principal investor and corporate executive. Keshav previously served as the president of Global Special Opportunities and the CEO and chairman of Essar Capital Americas. Prior to Essar, Keshav spent 10 years as an investor in distressed companies at Balyasny Asset Management, Citadel Investment Group and Deutsche Bank.

Jun 9, 2021 • 42min
A&M’s Rick Kozole and Chuck Moore on auto industry challenges
#Debtwire #Debtwired! #autoindustry #automotive #tesla #A&M

May 24, 2021 • 15min
André Wright of Standard International Group on comeback potential for cruise industry and Caribbean economy
#rescuefinance #covidreopening #leveragefinance #cruise

May 5, 2021 • 18min
FTI's Dave Katz and Sanjeev Khemlani discuss findings of 2021 US loan market survey
#debtwire #leveragefinance #FTI #ESG


