General Topic
When Does Corporate Optimism Become Securities Fraud?
Matteo Aliboni
Where optimistic guidance ends and fraud begins, through Tapestry/Capri and Elon Musk's Twitter deal: the line between being wrong and being fraudulent.
Publications
Research, investment pitches, and written work by UCG members on credit, investing, and special situations. A few sample pieces are public; the full archive is available to members.
All publications
3 publications
Showing 2 public samples. One more piece is available to members — sign in to the member portal to read it.
Distressed Investing
AMC 6.125% Senior Subordinated Notes Pitch
Emanuel Medows, Sahm Taguchi
UChicago Distressed Bond Pitch winner. A long recommendation on AMC's remaining 6.125% Senior Subordinated Notes due 2027, trading near 86 cents, with a 14.75% target IRR.
Restructuring
The Next Era of Restructuring: Transnational Bankruptcy
Sahm Taguchi
The global law of debt, how cross-border restructuring got here, the U.S. and U.K. regimes compared, and what it means for the future of restructuring.
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