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Great chart from Houlihan Lokey - The BDC index has dramatically under performed. The next few weeks will be interesting with BDCs reporting their NAVs. The Middle Market team @Reorg has been focusing on these BDCs and other MM companies where there feels like a lot of pain

We put in front of the paywall this important scoop that we broke last Friday so you could see why our clients say Reorg has the best #distresseddebt and #bankruptcy coverage in Asia.

If #covenant is your thing, you have to subscribe to @Reorg

Big ups to my friend and colleague, Jody Henry, for penning this deeply thought out covenants piece on Transocean, which was recently cited in their litigation with Whitebox/PIMCO. app.reorg.com/v3#/items/inte…

Trade de jour in the credit markets: creditor on creditor violence. See: Serta, Boardriders, TriMark See also: Terrible to be a minority lender these days

Thanks to my former colleague Scott Austin. Folks, please read, share and WEAR MASK!

I just finished reading the article. Well done and thank you Dave Benoit !

I wanted to know more about the covid vaccines and development. I didn't find medical journals accessible so I worked with an amazing journalist to produce a podcast. Want to dive deeper on mRNA vaccines...we got that for you here: podcasts.apple.com/gb/podcast/3-t…

I am so excited to see the CoVax Files, a podcast I produced with @surfernan, on the charts! The CoVax Files gives smart intelligence on the COVID-19 vaccine, distribution, manufacturing that caters to people wanting to learn more. Listen here: podcasts.apple.com/us/podcast/the…

Everyday I get to work with such remarkable people at @Reorg - I can't tell you how lucky I am to lead such a tremendous group of individuals that raise the bar beyond my wildest expectations. Our customers are better for all of their hard work and effort

I am excited to have such great speakers on a timely topic. Come join us!

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Reorg has put together an extensive long form analysis report on China Evergrande. The analysis also highlights potential challenges around the keepwell protection offered under some of the offshore bonds. Request trial access here: ow.ly/CiOW50G6O7f #ChinaEvergrande

Thank you Martin Farrer for the mention. Let's see how the restructuring plays out.

Pleasure working with Financial Times Live at #FTAltCredit event. Couldn't have asked for a better speaker than Andrew.

It’s ⁦@Reorg⁩ time linkedin.com/posts/kent-col…

Takeaway Tuesdays... distressed-debt-investing.com/2022/08/tuesda…

I had ChatGPT write a story about hedge funds donating money to politicians to block raising the debt ceiling limit while also shorting government bonds...