CSFB's Special Situation Conference

Yesterday, CSFB held its annual Special Situation conference. As usual, the event showed me the sheer number of people I have to compete with on a daily basis in distressed land. I saw a run from a CSFB trader that mentioned there were over 700 people in attendance! That's a lot of capital chasing after a fairly small set of opportunities. Nonetheless, I have the utmost respect for the desk analysts at Credit Suisse and think they are some of the best in the business. Because there was a multiple series of tracks going on, I couldn't make it to each of the presentations. With that said, for those that are interested in the names the desks are talking about these days, here are the list of credits that were discussed:

Lightsquared

AMF Bowling

Penton Media

Quiznos

Contech

Spirit

Marsico

Coach America,

Oriental Trading

Cargo 360

Wastequip

Yellow Roadway

Hawker Beechcraft

Vitruvian

US Powergen

Education Media

ATPG

OTE

Norske Skog

Tronox

Harrah's

TXU

Clear Channel

Cengage

Travelport

Eastman Kodak

Lehman Brothers

First Data

EIX

If you were in attendance, and thought one of the presentations was particularly compelling, and would allow me to use your notes (anonymously of course), it would be greatly appreciated. More importantly, I would like to post on each of these names (excluding the ones I/affiliated parties have an interest in) and would love help from other distressed analysts. If you are interested, let me know.