Residential solar has suddenly become a very hot topic with the advent of SolarCity’s inaugural solar securitization two months ago. kWh Analytics CEO Richard Matsui will be speaking on “A Residential Solar ABS Case Study: Analyzing Challenges and Solutions” with other industry luminaries Jorge Vargas (Morgan Stanley), Richard Mull (KPMG), Winston Chang (S&P), and Andrew Giudici (Kroll).
The panel represented an insightful cross-section of the industry, with the rating agency, investor, and data viewpoints:
Historical industry experience with equipment failures
Historical industry experience with delinquency and defaults
Ratings agency concerns and SolarCity deal mitigants
Lease transfers