Webinar replay — No country for old CDS — Altice, Ardagh and the Future of Credit Protection
- 9fin team
In a market where traditional assumptions about CDS no longer hold, this webinar cut straight to the heart of what every trader and investor needs to know.
Our expert panel dissected landmark cases like Altice France and Ardagh, unpacking how restructurings, lock-ups, and equity-laden settlements are testing the limits of CDS mechanics — and challenging the very notion of a reliable hedge. From the inner workings of Determinations Committees to the evolving viability of single-name CDS, we explored the real risks, the improvised fixes, and the opportunities that emerge when conventional rules break down. For anyone navigating high-yield and distressed markets today, these discussions are essential: the insights shared could mean the difference between capturing alpha or getting caught flat-footed.
Our 9fin host Dan Alderson was joined by Orlando Gemes, CIO at Fourier Asset Management, Clark Nicholls, CIO at Aucit Investment Management and Mark Rieder, CIO at La Mar Assets.
Watch the webinar on demand below, or click here to read the key takeaways.