Company

Event Information

KBRA's Ethan Heisler, CFA, Senior Director, Strategy, will speak on the Funding Strategies panel on October 18 at 10:30 AM EDT.

Additional Information

For more information, please contact events@kbra.com.

Event Information

VanHesserSenior Managing Director, Chief Strategist, Strategy, will speak on the ESG and Tech - The Evolution of Sustainable Development, Thursday, October 14th at 1:30pm ADT

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For more information, please contact events@kbra.com.

Event Information

KBRA is sponsoring Informa's SuperReturn North America conference, October 4-5, 2021

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For more information, please contact events@kbra.com

Event Information

KBRA is sponsoring the SFVegas Conference, October 3-6. KBRA staff will be sharing insightful thoughts on the conference panels.

Speakers:

• Fred Perreten, Senior Director, CMBS

• Cecil Smart, Senior Managing Director, ABS Commercial

• Eric Neglia, Senior Managing Director, ABS Consumer

• Rosemary Kelley, Senior Managing Director, ABS

Email contact@kbra.com to arrange a meeting with our team during the conference.

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For more information, please contact events@kbra.com.

Event Information

KBRA is sponsoring the Women in Public Finance Annual Conference, September 23-24.

Additional Information

For more information, please contact events@kbra.com

Event Information

KBRA is sponsoring SuperInvestor on 20-23 September 2021.

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For more information, please contact events@kbra.com.

Event Information

KBRA is sponsoring the Airline Economics Growth Frontiers London Dublin Covid Special, 19-22 September 2021.

Marjan Riggi, SMD, Global Head of Transportation and Commercial Finance, Transportation and Commercial Finance will speak on the Lessor Rating Panel at 3.30pm on 21 September.

Additional Information

For more information, please contact events@kbra.com

Event Information

KBRA is attending the Independent Bankers Association of Texas, 47th Annual Convention.

Additional Information

For more information, please contact events@kbra.com

Event Information

KBRA's Van Hesser, Senior Managing Director, Chief Strategist, will speak on the FFinTechs and Banks – Care to Partner? panel on September 17 at 2PM EDT.

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For more information, please contact events@kbra.com.

Event Information

KBRA is sponsoring the 4th Annual Private Equity Europe Forum on 14 September 2021.

Mauricio Noé, Co-Head of Europe, will be speaking at the conference.

Additional Information

For more information, please contact events@kbra.com

Event Information

KBRA's Gordon Kerr, Managing Director, Head of European Research, Ratings General, will speak on the Regulatory Developments panel on September 14 at 10:40 AM.

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For more information, please contact events@kbra.com.

Event Information

KBRA is sponsoring the 2nd annual Non-QM Forum on 9-10 September 2021.

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Event Information

KBRA's Miten Amin, Managing Director, Business Development and Gabriele Gramazio, Director, Structured Credit will be attending the CLO Symposium 2021 on 8 September 2021.

Additional Information

For more information, please contact events@kbra.com

Event Information

Missed our webinar? You can catch up by listening to our recording!

KBRA's Structured Credit team along with a highly esteemed group of market participants comprising of investors, managers, arrangers and traders for an update on current trends in the European CLO Market.

Key Topics:

• 2020 European CLO Market Overview

• KBRA European CLO Credit Outlook 2021

• European CLO Primary Market Outlook 2021 focusing on structural genesis, refi’s/reset prospects and investor evolution

• European CLO Secondary Market dynamics in 2021 including relative value, tiering, investor behavior and analytics

• European Leveraged Loan and HY market Outlook in 2021 focusing on COVID-19 correlated sectors, docs and macro rebound prospects

Panel:

Opening Remarks: Miten Amin, Senior Director, KBRA

Moderator: Eric Hudson, Senior Managing Director, KBRA

Panelists:

• Olivier Pons, Senior Portfolio Manager and Analyst, AXA Investment Managers

• Edwin Wilches, Senior Portfolio Manager, PGIM

• Nikunj Gupta, Head of European New Issue CLO, Deutsche Bank

• Tyler Wallace, Partner, Fair Oaks Capital

• Peter Cui, ABS/CLO Trader, Natixis

Additional Information

For more information, please contact media@kbra.com

Event Information

Missed our webinar? You can catch up by listening to our recording!

Key Topics:

• Performance of SFR deals

• What are we seeing in asset management and servicing?

• Are you underwriting and managing risk differently?

• What are the opportunities in a COVID-19 environment?

• What are the new issuance trends and forecasts?

Panel:

Moderator: Daniel Tegan, Senior Director, CMBS, KBRA

Panelists:

• Ashkay Maheshwari, Senior Director, CMBS, KBRA

• Trevor Moffitt, Executive Director, Morgan Stanley

• Matthew Orrino, Senior Vice President - Head of Capital Markets, CoreVest Finance

• William Dugger Schwartz, Senior Vice President - Real Estate Solutions, Midland Loan Services

• Bill Richard, Executive Vice President of Investments and Asset Management, Tricon American Homes

Additional Information

For more information, please contact media@kbra.com

Event Information

Missed our webinar? You can catch up by listening to our recording!

Key Topics:

• Broad view of current economy post-election

• Views on 3Q 2020 results of our portfolio of regional and community banks

• Asset quality trends including an update on COVID-vulnerable sectors and loan deferrals

• Updated rating outlook for the U.S. banking sector

Panel:

Moderator: Van Hesser, Chief Strategist, KBRA

Panelists:

• Ashley Phillips, Senior Director, KBRA

• Brian Ropp, Senior Director, KBRA

Additional Information

For more information, please contact media@kbra.com

Event Information

Missed our webinar? You can catch up by listening to our recording!

Key Topics:

• Structures: What is the leading structural innovation amid COVID-19? What is trending in interest diversion cushion breaches?

• Assets: Asset performance through lockdown – CCCs, WARF/risk-taking, NAV bounce, and sectoral focus. Where are defaults headed?

• Manager Performance: Benchmarking YTD, new managers, US managers setting up in Europe.

• Market Technicals: What are the critical milestones ahead for CLOs? Brexit, COVID-19 vaccine, 2020 US elections (will a democrat government be bearish on CLO prospects?), 2021 German elections?

• Relative Value: Where in the curve is there value and why? What point does the market price in the likelihood of refis and resets? Primary versus Secondary supply dynamics.

Panel:

Opening Remarks: Miten Amin, Senior Director, KBRA

Moderator: Eric Hudson, Senior Managing Director, KBRA

Panelists:

• David Altenhofen, Debt Investor, Pension Denmark

• Scott Duggal, Investment Director, Aberdeen Standard Investments

• Michael Htun, Portfolio Manager, Cairn Capital

Additional Information

For more information, please contact media@kbra.com

Event Information

Missed our webinar? You can catch up by listening to our recording!

Key Topics:

• The impact of financialization of the economy on growth in debt: Do we need to adjust our views of how much debt is too much debt?

• Leverage vs. debt service: What is the effect of ultra-low rates?

• The efficacy of government/central bank policy: Are we creating a debt bubble?

We will provide updated outlooks on:

• Bankruptcies and defaults

• The market's ability to absorb fallen angels

Speakers:

• Dr. Edward Altman, Max L. Heine Professor of Finance Emeritus at New York University, Stern School of Business, Director of the Credit and Fixed Income Research Program at the NYU Salomon Center, and Senior Advisor to KBRA

• Van Hesser, Senior Managing Director and Chief Strategist, KBRA

• Dr. Harry Mamaysky, Professor of Professional Practice and Director of the Program for Financial Studies at Columbia Business School, and Consultant to KBRA Analytics

Additional Information

For more information, please contact media@kbra.com

Event Information

Missed our webinar? You can catch-up by listening to our recording!

Key Topics:

• 2020 default and recovery rates for high-yield US issuers, with industry sector highlights

• Historical relationship between default and recovery rates

• Performance of bonds and loans of defaulted corporate issuers

• Historical performance of distressed credit following large sell-offs

• Future default rates projections using a macro forecasting approach

Speakers:

• Van Hesser, Senior Managing Director and Chief Strategist, KBRA

• Harry Mamaysky, Professor of Professional Practice at Columbia Business School, Director of the Program for Financial Studies

Additional Information

For more information, please contact media@kbra.com

Event Information

Missed our webinar? You can catch-up by listening to our recording!

Key Topics:

An update on the state of the consumer, including:

• Auto Loan ABS

• Consumer loan ABS

• Credit Card ABS

• Housing

Speakers:

• Introduction: Kristi Leo, President, Structured Finance Association

• Rosemary Kelley, Head of ABS

• Eric Neglia, Head of Consumer ABS

• Jack Kahan, Head of RMBS

• Brian Ford, Senior Director, Head of Structured Finance Research

• Melvin Zhou, Senior Director, Consumer ABS

Additional Information For more information, please contact media@kbra.com