KBRA
KBRA’s Consumer ABS Breakfast Briefing

May 6, 2025 | 8:00 AM - 11:30 AM EDT


New York, NY

About the Event

Join us on May 6th in New York for KBRA’s Consumer ABS Breakfast Briefing, where industry leaders will come together to discuss key market trends shaping the consumer ABS landscape. With macroeconomic uncertainties, regulatory shifts, and consumer credit dynamics impacting the ABS market, this discussion will provide valuable insights into emerging risks and opportunities across asset classes. Our program of experts will provide a deep dive into the state of the market across major consumer sectors.


Discussion Topics 
  • Autos – Evolving performance trends, residual values, and rising credit union issuance
  • Home Improvement – Dimensioning an emerging sector – issuance, product, risk, and performance relative to unsecured consumer.
  • Solar – Deep dive on the shifting landscape: leases to loans, performance, and industry health

Where
Ease 1345
1345 6th Ave, New York, New York 10105
*RSVP by April 29, 2025. 
This event is closed to press and media. Registrations will be reviewed regularly. Email events@kbra.com for more information.

Register

Agenda

8:00 - 8:45 AM EST

Breakfast & Conference Registration


8:45 - 9:00 AM EST

Opening Remarks & Welcome Address


Speakers

Rosemary Kelley, Senior Managing Director, Business Development, KBRA
Van Hesser, Senior Managing Director, Chief Strategist, KBRA

9:00 - 9:45 AM EST

Roadmap for Auto ABS: Credit Performance, Originations & Issuance Outlook

  • Residual values – Trends and Tariff effects
  • Loan Performance: Prime and Subprime Auto DQ and Extension Trends
  • Trends in Originations (i.e. pricing, term, credit)
  • Credit Unions and Auto ABS Issuance Expectations
Moderator
Hollie Reddington, Senior Director, KBRA

Panelists
Theresa O'Neill, Managing Director, Bank of America
Pushan Sen Gupta, Chief Executive Officer, First Help Financial
Rahel Avigdor, Managing Director, KBRA
Robert Smith, Managing Director, Stifel

9:45 - 10:30 AM EST

Emergence of Home Improvement ABS

  • Issuance Trends and Market Conditions
  • Product Types & Performance
  • Merchant/Installer Performance
  • Unique HI Features – Purchase Windows & Promotional Products
  • Performance of HI vs Other Consumer Products
Moderator
Jack Kahan, Senior Managing Director, Global Head of ABS & RMBS, KBRA

Panelists
Vishal Elijah, Managing Director, Blackstone
Alex Mladek, Chief Executive Officer, Foundation Finance
Brendan Keane, Head of Strategic Relations and Capital Markets, GreenSky
Matt Myers, President and CEO, Goal Solutions
Maxim Berger, Senior Director, KBRA

10:30 - 10:45 AM EST

Networking Break


10:45 - 11:30 AM EST

Powering Growth: Key Trends and Drivers in Solar ABS

  • Prepayment Speeds and Performance Trends
  • Shifting mix of lease vs loan
  • Origination Trends (i.e. pricing, term, credit)
  • Lender Financial Health and Who Succeeds
  • Changing Investor Base
Moderator
Brian Ford, Managing Director, KBRA

Panelists
Noah Cooper, Chief Investment Officer, Head of Capital Solutions Group, Cross River Bank
Kevin Ling, Portfolio Manager, Structured Products, Prosperity
Matt Myers, President and CEO, Goal Solutions
Nick Rogers, Managing Director, ABS Origination, RBC
Melvin Zhou, Managing Director, KBRA

KBRA Speakers

Rahel Avigdor

Managing Director
ABS Consumer
KBRA

Maxim Berger

Senior Director
ABS Consumer
KBRA

Brian Ford

Managing Director
Ratings General
KBRA

Van Hesser

Senior Managing Director
Chief Strategist
KBRA

Jack Kahan

Senior Managing Director
Global Head of ABS & RMBS
KBRA

Rosemary Kelley

Senior Managing Director
Business Development
KBRA

Hollie Reddington

Senior Director
ABS Consumer
KBRA

Melvin Zhou

Managing Director
ABS Consumer
KBRA

KBRA Business Development 

Rosemary Kelley

Senior Managing Director
+1 646-731-2337

Arielle Smelkinson

Senior Director
+1 646-731-2369

Gabriela Hodara

Managing Director
+1 646-731-2499

KBRA’s Consumer ABS Breakfast Briefing

May 6, 2025 |New York, NY

Related Research 

KBRA

KBRA is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings. KBRA provides market participants with an alternative solution by delivering in-depth research across various sectors within the US, UK and European markets. We strive to provide the investment community with the products and tools needed to make informed investment decisions.

CONNECT WITH KBRA

© 2010- Kroll Bond Rating Agency, LLC. All Rights Reserved. Kroll Bond Rating Agency, LLC is not affiliated with Kroll Inc., Kroll Associates Inc., KrollOnTrack Inc., or their affiliated businesses.