KBRA Origin
In what year was KBRA established?
2010
How many offices does KBRA have abroad and which ones are they?
2. Dublin and London
Which Sectors are considered unstructured?
CFG!
Project Finance, Public Finance, Funds, FI, Insurance, Corporates
Who is the head of Issuer Relations Business Development?
Dana
There are a few tasks piled up, Board slides, engagement request from client, helping your co-worker.... which one do we always prioritize?
the CLIENT always comes first! (Unless Jim says he needs something)
Who is the founder of KBRA?
Jules Kroll
How many total offices does KBRA have and name the U.S. offices
What is the highest rated entity by KBRA?
ABS
Which sectors do I cover
CMBS + RMBS and SFR (within CMBS)
Why is Thunderball important and when would you create a workflow
The analysts use TB for each transaction to keep track of their process. As soon as we are officially engaged so our analysts can start working on the deal!
Who was KBRA acquired by?
Parthenon Capital
Which groups within NYC office KBRA sit on the 29th floor
BD, Marketing, EP, Compliance, Legal, Finance, HR, KBRA Analytics
Which tool did KBRA create to access "insightful ratings & reseach"
KBRA Premium
Which tools do we use in our day to day (list 3)
Salesforce, Thunderball, OFAC, Power BI (pipeline), Adobe sign, Foxit PDF, Files, Word, KBRA.com, Outlook
Which 4 searches do we need to make in OFAC for each non-GSIB transaction?
Engaging entity, CEO, CFO, Signatory- if no CEO/CFO then someone from C-Suite
Is KBRA a private or public company?
Private
What two groups make up BD? Which group are we?
Issuer Relations (US!) and Investor Relations
Other than KBRA engagements which other "tool" does KBRA use when considering hitting billables?
KBRA Analytics!
Which 2 questions/parts of our job are the most important in our engagement process
Running OFAC and asking Shareholder Confirmation
Which 2 types of slides to we have to make for the Board and Parthenon?
Board Slides and Project K
Who is the CEO of KBRA and at which college did he study at for his undergrad?
Jim Nadler and the University of Kanas. He earned his MBS from Rutgers University
Who from Exec Comm sits on our floor?
Rebecca E/Angela L (legal), Kate K, Dana B, Van H (chief strategist), Dev P (finance), Jim!
Which office is KBRA planning to open that Serena is excited about
JAPAN
What is a type of entity we don't typically engage with and why
SPV because of legal reasons
What is the last step in the engagement process?
Input the transaction into the pipeline