KBRA Podcasts

・

頻道・共 7 個節目

投資

投資

每月更新兩次
商業

商業

每月更新
商業新聞

商業新聞

每月更新
商業

商業

2025/11/06更新
商業新聞

商業新聞

每週更新
投資

投資

每週更新
投資

投資

2024/05/20更新

2025/01/28

Unpacking the New Digital Euro with the Central Bank of Ireland

In this episode of ESG Talks, Arianne Schreier from KBRA’s ESG team is joined by Jason Roche from the Central Bank of Ireland. Jason, who heads up the team within the digital euro unit at the Central Bank of Ireland, and Arianne discuss the digital landscape in the euro area, and specifically, the ECB’s new digital euro. When introduced, the digital euro will impact everything from banking to liquidity to cybersecurity and essentially, will impact how we pay for things. The digital euro represents an exciting new dynamic for the marketplace, and we are pleased to bring to you a conversation on the latest new technology.
2025/02/13

The ECB’s New Digital Euro: A KBRA Perspective

In this episode of ESG Talks, Arianne Schreier from KBRA’s ESG team is joined once again by Gordon Kerr, European Macro Strategist and host of KBRA’s Conversations in European Credit podcast. As a follow up to a previous episode titled “Unpacking the New Digital Euro with the Central Bank of Ireland”, Arianne and Gordon discuss KBRA’s perspective on the ECB’s new digital euro initiative. They dive into the risks, opportunities, and implications of a central bank digital currency (CBDC) from a credit and macroeconomic standpoint.
2025/03/14

Fed Cuts, Airline Read-Across, Syndicated Loan Quality

This week, our 3 Things are: 1. Fed cuts. The decisions won’t be just data driven—it’ll be behavioral. 2. Airline read-across. Markets and managements seem to disagree about the near-term outlook. 3. Syndicated loan quality. There are some surprising developments in a recently released regulatory report.
2024/08/23

Debt Buildup, Travel Blues, Jackson Hole

This week, our 3 Things are: 1. Debt buildup. Keep an eye on the public sector. 2. Travel blues. An upcoming grounding. 3. Jackson Hole. A lot of topics, one course of action.
2024/04/18

Introducing the New Host of ESG Talks

In this episode of ESG Talks, Emilie Nadler introduces Arianne Schreier, an Associate on KBRA’s ESG team, who will be taking over as host of the ESG Talks podcast as Emilie transitions to a new role within KBRA. The two will also be joined by Pat Welch, KBRA’s Chief ESG and Ratings Policy Officer, to chat about the outlook for ESG over the next year and how KBRA’s approach makes the firm uniquely prepared for what’s to come.
2024/09/05

ESG Metrics and Management in the Airport Industry

In this episode of ESG Talks, Arianne Schreier, an Associate Director on KBRA’s ESG team, interviews Chris Poinsatte, the Executive Vice President and Chief Financial Officer for the Dallas Fort Worth, or DFW, Airport. Chris is a leader of ESG in the airport industry, with responsibilities that include finance, strategic planning, performance measurement and information technology at DFW. Chris is also leading an industry-wide effort to develop an ESG framework and metrics for North American airports as chair of a task group working within the Airports Council International North America, or ACI-NA. In April of this year, this task group published a white paper titled “Environment, Social and Governance: An Introduction to Performance and Risk Management Metrics for North American Airports” to be used as a guide to address the growing demand for ESG information from financial stakeholders within the airport industry, and to help North American airports better understand ESG and the types of ESG information North American airports may want to track and report.
2024/07/18

Governance Issues and Risks in the Funds Space

In this episode of ESG Talks, Arianne Schreier, an Associate Director on KBRA’s ESG team chats with Andrea Torres Villanueva, an Associate Director on KBRA’s Funds team. Arianne and Andrea discuss the issues and risks surrounding governance controls in the funds space from the perspective of a credit rating analyst. They highlight a notable example of what can happen when a fund does not have appropriate operational management in place to control for these risks, as well as the due diligence that KBRA employs through the credit rating process to mitigate and safeguard against these risks.
2025/06/18

The International Association of Insurance Supervisors (IAIS) and Alternative Assets

In this episode, Emilie Nadler chats with Ryan Mensing, Associate General Counsel who covers Regulatory Affairs for KBRA’s legal team. Ryan and Emilie discuss a Draft Issues Paper by the International Association of Insurance Supervisors (IAIS), Structural Shifts in the Life Insurance Sector, which was published in March 2025. The Draft Paper focused on life insurers’ increased allocation to alternative assets and the rising adoption of cross-border asset-intensive reinsurance (“AIR”) transactions. The IAIS just closed their public consultation period for the paper on June 2 and KBRA submitted a formal comment given our leadership in the private credit space. Ryan and Emilie provide an overview of the IAIS paper and also walk listeners through KBRA’s comment letter.
2024/02/15

The EU Climate Transition: Cost Burden and Risk of Slowing Progress

In this episode of ESG Talks, Emilie Nadler, a Director on KBRA’s ESG team chats with Ken Egan, from KBRA’s Sovereigns team. Ken and Emilie recently published a research report, “European Climate Transition: Cost Burden and Risk of Slowing Progress.” The piece provides an overview of the EU’s climate transition plan and then delves into the cost for the region to transition, including at the member-state level. Amid high inflation and the increased cost of living in the EU, it also highlights the growing backlash against climate regulation in the region, given the high cost of implementation and the often-burdensome regulation requirements. Ken and Emilie talk through the key takeaways from the piece and go through the implications of the report’s findings.
2024/01/18

The ESG IDP: Harmonizing ESG Disclosure

In this episode of ESG Talks, Pat Welch, KBRA’s Chief ESG and Ratings Policy Officer, interviews Michael Kashani, Managing Director and Head of ESG Credit at Apollo. Michael is responsible for supporting ESG integration across the Credit business as well as further incorporating ESG into Apollo’s lending and other non-control investments processes. Michael currently represents Apollo across several industry initiatives, including as the inaugural Steering Committee Chair of the ESG Integrated Disclosure Project (IDP). The ESG IDP is an industry initiative bringing together leading lenders in the private credit and syndicated loan markets to improve transparency and accountability. The group’s goal is to promote greater harmonization and consistency of disclosure of key ESG indicators by borrowers in private credit and syndicated loan transactions.

As we continue to globally expand, our podcasts are a go-to source for timely briefings directly from our knowledgeable team members. We cover topical research discussions, industry commentary, market news and more.