Managing Director and Senior Research Analyst at Baird
Ben Kallo is a Managing Director and Senior Research Analyst at Robert W. Baird & Co., specializing in sustainable energy and mobility sector research. He covers major companies in the alternative energy and electric vehicle spaces, consistently earning recognition for his insights and investment calls, with a notable track record supported by rankings on industry platforms. Kallo began his career as a financial advisor at Merrill Lynch, before transitioning to equity research roles at Stanford Group Company and Pacific Growth Equities, and has been with Baird for over a decade. He holds both a BA in Economics from Humboldt State University and an MA in Economics from the University of California, Santa Barbara, and is a CFA charterholder.
Asked for details on the timing and visibility of future sales of non-solar and accessory loans for the remainder of the year and into the next.
Sunnova expects to sell more loans, including solar loans, likely on a forward flow or batch basis with existing and new partners. They are confident in their loan product, which includes service, and plan to turn this part of the business into a fee-based model.