Challenging financial performance and plummeting liquidity have brought covenant compliance to the forefront of discussions between institutional investors and not-for-profit hospital and healthcare systems. In this webinar, hear directly from veteran buy-side analysts on how they will respond to requests for waivers, amendments, and consultant turnaround reports in the event of covenant violations or near misses. The panelists discuss how unpredictable volumes, revenue instability, and unprecedented labor challenges are affecting the process of determining a buy or sell decision. They also will share best practices for how to build a solid relationship with investors, and will discuss how they incorporate Environmental, Social, and Governance (ESG) issues into their buying decisions.
Panelists:
Jennifer J. Soule
Wellington Management, Managing Director and Fixed Income Credit Analyst
Karen E. Hogan
Director at BlackRock and a Senior Credit Research Analyst for the Municipal Fixed Income business in BlackRock's Portfolio Management Group
Thomas Dunleavy
Whitehaven Asset Management, Investment Professional
Moderators:
Lisa Goldstein
Kaufman Hall, Senior Vice President
Matt Robbins
Kaufman Hall, Managing Director
