Watch on YouTube:

Speakers:

Luke Millar, Global Editor-in-chief at LevFin Insights
Sandrine Bradley, Managing Editor at LevFin Insights
Alastair Gillespie, J.D., Senior Director at Covenant Review

Timestamps:

Introduction
Overview of the Special Situations Dataset
The Importance of the Special Situations Universe
Current Market Trends and Statistics
Factors Affecting Deal Flow
Emerging Deal Opportunities
The Climate of Fear in Transactions
Focus on Major Players: Merlin Entertainments
Restructuring Outcomes and Market Implications

Related Resources:

Watch on YouTube:

Speakers:

Todd Duvick, Head of Autos at ÂÒÂ׶ÌÊÓƵ
Karl Kruppa, Senior Automotive Solutions Consultant at Experian
Erin Keating, Executive Analyst at Cox Automotive
Joe McCabe, President and Chief Executive Officer at AutoForecast Solutions

Timestamps:

– Introduction
– Auto Finance Market Deep Dive
– Credit Risk & Delinquencies
– Macro Trends Shaping Autos
– Affordability Squeeze Explained
– Hybrid Boom vs EV Slowdown
– Production Outlook & Pressures
– Global EV & Hybrid Shift
– EV Profitability & China Threat
– Audience Q&A
– Conclusion & Key Takeaways

Related Resources:

Watch on YouTube:

Speakers:

Mark Lightner, Head of Legal Strategy, ÂÒÂ׶ÌÊÓƵ
Winnie Cisar, Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Jory M. Eisenberg, Head of U.S. Special Situations, ÂÒÂ׶ÌÊÓƵ
Ian Feng, Senior Covenant Analyst, Covenant Review
Patrick Holohan, Managing Editor, Bankruptcy, LevFin Insights

Timestamps:

– Introduction
– Market Outlook Overview
– Sector Themes
– LME Documentation Trends
– LME Evolution & Bankruptcy Trends
– Legal & Supreme Court Cases
– Bankruptcy Filings & Dynamics

Related Resources:

Listen on Spotify:

Listen on Apple Podcasts:

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Zachary Griffiths, Head of IG & Macro Strategy, ÂÒÂ׶ÌÊÓƵ
Logan Miller, Head of European Strategy, ÂÒÂ׶ÌÊÓƵ
Davis Hebert, Co-Head HY Research, ÂÒÂ׶ÌÊÓƵ
Hunter Martin, Head of Media/Cable, ÂÒÂ׶ÌÊÓƵ

Timestamps:

– Introduction
– IG Issuance Trends
– High Yield Outlook
– European Credit Overview
– Media and Telecom Discussion
– M&A and Financing Trends
– Cable Sector Risks
– Satellite and Tech Trends
– Industry Consolidation
– Conclusion & Key Takeaways

Related Resources:

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Zachary Griffiths, Head of IG & Macro Strategy, ÂÒÂ׶ÌÊÓƵ
Logan Miller, Head of European Strategy, ÂÒÂ׶ÌÊÓƵ
Peter Simon, Head of Banks, ÂÒÂ׶ÌÊÓƵ
Iris Shi, Senior Analyst, Banks, ÂÒÂ׶ÌÊÓƵ

Timestamps:

Global Market Overview and Fed Policy Expectations
Duration and Yield Trends in Global Markets
Primary Market Activity and New Issuance Trends
Risk Tolerance and Spread Predictions
BDC Sector Insights and Recommendations
Navigating Market Sentiment and Fundamentals
Key Metrics for Assessing BDC Health
Understanding BDCs vs. Banks
Redemption Requests and Market Implications
Debt Maturities and Refinancing Trends
The Software Apocalypse: Risks and Opportunities

Related Resources:

Watch on YouTube:

Speakers:

Kerry Kantin, US Bureau Chief, LevFin Insights
Jessica Reiss, Head of U.S. Loans Research, Covenant Review
Anthony P. Canale, Global Head of Research, Covenant Review

Timestamps:

– Introduction
– Sealed Air Covenant Pushback
– Lender Resistance Trends
– High Yield Covenant Issues
– Audience Poll & Discussion
– Portability and Change of Control
– Conclusion & Key Takeaways

Related Resources:

Watch on YouTube:

Speakers:

Jane Gray, Head of European Research, Covenant Review
Shoshanna Harrow, Senior Director, Covenant Review

Timestamps:

– Introduction
– Bond market volume and terms
– Loan market trends and flex
– LMT blockers and Flighter
– Select LMT litigation
– Audience Q&A
– Conclusion & Key Takeaways

Related Resources:

Watch on YouTube:

Speakers:

Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at ÂÒÂ׶ÌÊÓƵ
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates at ÂÒÂ׶ÌÊÓƵ
Nicholas Chen, Analyst, East Asia Corporates, at ÂÒÂ׶ÌÊÓƵ
Zerlina Zeng, CFA, Head of APAC Credit Strategy at ÂÒÂ׶ÌÊÓƵ
Dhiraj Bajaj, CIO, Asia Fixed Income Equities at Lombard Odier

Timestamps:

– Introduction
– US rates and Treasury outlook
– Asia credit strategy and AUD bonds
– APAC financials and GCC banks
– South and Southeast Asia corporates
– Hong Kong property and Macau gaming
– GLP and Korean credits
– Audience Q&A
– Conclusion & Key Takeaways

Related Resources:

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Zachary Griffiths, Head of IG & Macro Strategy, ÂÒÂ׶ÌÊÓƵ
Logan Miller, Head of European Strategy, ÂÒÂ׶ÌÊÓƵ

Timestamps:

– Introduction
– 2026 outlook themes
– Rates repricing and yields
– Europe vs US credit
– Audience Q&A
– Market opportunities outlook
– Conclusion & key takeaways

Related Resources:

US IG & Lev Fin 2Q26 Outlook: TACO Trap: This US IG & Leveraged Finance Outlook examines how shifting macro forces influence credit conditions and market resilience. /insights/us-ig-lev…

Listen on Audio:

Watch on YouTube:

Speakers:

Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at ÂÒÂ׶ÌÊÓƵ
Regis Chatellier, Head of EM Sovereign Strategy at ÂÒÂ׶ÌÊÓƵ
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates at ÂÒÂ׶ÌÊÓƵ
Pius Xue, CFA, Senior Analyst at ÂÒÂ׶ÌÊÓƵ
Zerlina Zeng, CFA, Head of APAC Credit Strategy at ÂÒÂ׶ÌÊÓƵ

Timestamps:

– Introduction
– Strait of Hormuz & GCC Impact
– APAC Financial Institutions Analysis
– GCC Corporate Sector Overview
– East Asia Energy Dependencies
– Australia & Japan Corporate Impact
– Audience Q&A
– Closing Remarks

Related Resources:

Iran Tensions: Credit Risks, Resilience & Spread Drivers: Cross‑sector analysis of spreads, funding conditions, and issuer resilience amid rising geopolitical risk. /insight…