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    Tyler Bisset

    Vice President and Equity Research Analyst at Goldman Sachs

    Tyler Roger Bisset is a Vice President and Equity Research Analyst at Goldman Sachs, specializing in the coverage of U.S. industrials with a focus on companies such as Xylem Inc and Universal Display Corp. Bisset has participated in high-profile earnings calls, asking incisive questions around margin guidance, tariff impacts, and strategic financial outcomes, and has gained recognition for his in-depth analyses in these sectors. He began his analyst career at Goldman Sachs and has steadily advanced into his current VP role, with no publicly listed prior firms in his track record. Tyler is a registered securities professional and holds relevant FINRA licenses as required for research analysts at Goldman Sachs.

    Tyler Bisset's questions to HA Sustainable Infrastructure Capital (HASI) leadership

    Tyler Bisset's questions to HA Sustainable Infrastructure Capital (HASI) leadership • Q2 2025

    Question

    Tyler Bisset from Goldman Sachs asked about the expected trend for adjusted ROE given the capital efficiency of the CCH1 structure and how the CCH1 debt will be treated on the income statement and by credit rating agencies.

    Answer

    President and CEO Jeffrey Lipson clarified that the ROE figures for CCH1 are illustrative for incremental investments and not directly comparable to the full company ROE. CFO Chuck Melko projected a gradual, steady increase in overall ROE rather than a large jump. Melko also explained that the CCH1 debt is held at the unconsolidated joint venture level, so it does not appear on HASI's balance sheet, and rating agencies do not factor it into HASI's leverage as long as the JV's leverage remains below 0.5x.

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    Tyler Bisset's questions to HA Sustainable Infrastructure Capital (HASI) leadership • Q4 2024

    Question

    Tyler Bisset, on for Brian Lee, asked about near-term opportunities from safe-harboring activities and if they contributed to Q4's transaction volume. He also questioned if transaction volume could increase in 2025 given the higher ROE.

    Answer

    Chief Client Officer Susan Nickey confirmed that clients took advantage of safe-harboring, which protects HASI's future pipeline, but these activities are not new safe-harboring facilities for HASI itself. President and CEO Jeffrey Lipson added that no Q4 transactions were direct safe-harboring deals and that 2025 volume guidance is based on flat to slightly increased levels, though exceeding that is possible.

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    Tyler Bisset's questions to Xylem (XYL) leadership

    Tyler Bisset's questions to Xylem (XYL) leadership • Q2 2025

    Question

    Tyler Bisset, on behalf of Brian Lee from Goldman Sachs, asked why the full-year adjusted EBITDA margin guidance was maintained despite a revenue guidance increase, questioning if it was due to conservatism or specific headwinds. He also inquired about the reason for the increased corporate expense guidance.

    Answer

    CFO William Grogan explained that the maintained margin guidance accounts for the slightly dilutive impact of tariffs, which are expected to create 10-25 basis points of pressure on year-over-year margin expansion. He stated the company is being cautious amid market volatility. The increase in corporate expense guidance was attributed to a combination of foreign exchange effects and higher variable compensation related to the company's stronger-than-expected performance.

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    Tyler Bisset's questions to UNIVERSAL DISPLAY CORP \PA\ (OLED) leadership

    Tyler Bisset's questions to UNIVERSAL DISPLAY CORP \PA\ (OLED) leadership • Q1 2025

    Question

    Tyler Bisset of Goldman Sachs inquired about the implications of LG Display's blue phosphorescent announcement, asking for a timeline to commercialization, milestones for pricing, and whether it would accelerate development among other customers.

    Answer

    CFO Brian Millard expressed pleasure with LG Display's announcement, stating it was a positive step. He noted that specific product timelines are up to customers and OEMs to disclose. Millard confirmed UDC is in constant dialogue regarding pricing and that other customers have their own ongoing development programs for blue.

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    Tyler Bisset's questions to JinkoSolar (JKS) leadership

    Tyler Bisset's questions to JinkoSolar (JKS) leadership • Q4 2024

    Question

    Tyler Bisset of Goldman Sachs inquired about the impact of recent U.S. AD/CVD tariffs on JinkoSolar's guidance, margins, and pricing strategy, and also asked for the company's U.S. shipment expectations for 2025.

    Answer

    Gener Miao, CMO, stated that JinkoSolar has prepared solutions and does not expect a significant negative margin impact from the AD/CVD tariffs, as its U.S. factory is at full utilization and it can leverage alternative supply chains. However, he noted that overall weak U.S. demand could be a headwind. Mr. Miao added that it is too early to provide specific U.S. shipment volumes for 2025 due to ongoing policy uncertainty.

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    Tyler Bisset's questions to Sunrun (RUN) leadership

    Tyler Bisset's questions to Sunrun (RUN) leadership • Q4 2024

    Question

    Tyler Bisset, on for Brian Lee, asked about the specific drivers for the revised cash generation guidance assumptions and whether to expect further cash outlays for safe harboring equipment.

    Answer

    CFO Danny Abajian detailed that guidance revisions were due to a delayed ITC ramp in the affiliate channel, more conservative cost of capital assumptions, and updated volume outlooks. He clarified that future safe harbor activity would be a run-rate item, and the current guidance does not assume additional large, one-time purchases.

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