Automotive manufacturers and parts suppliers: US/EMEA
View on the auto industry and impact of ESG risks into Moody's ratings
What we have discussed:
- Reshaped economies in the auto sector: How volumes will recover at times of continued supply chain bottlenecks
- Path to net zero: Trend towards alternative fuel vehicles has accelerated
- ESG impact on credit ratings: Our Issuer Profile and Credit Impact Scores improve transparency; overall high credit risks related to environmental and social; governance being a mitigant in many cases
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SpeakersMatthias Heck Vice President - Senior Credit Officer, Corporate Finance Moody's Ratings
Matthias Hellstern Managing Director, Corporate Finance Moody's Ratings
Falk Frey Senior Vice President, Corporate Finance Group Moody's Investors Service
Rene Lipsch Associate Managing Director, Corporate Finance Moody’s Ratings
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Matthias Heck is a Vice President –Senior Credit Officer within Moody’s European Corporate Finance Group, based in Frankfurt. He is Moody’s Lead Analyst for a portfolio of European large diversified industrial manufacturing companies and automotive parts suppliers.
Previously, Matthias covered European automotive original equipment manufacturers (OEMs). Matthias also coordinates Moody’s Global Automotive Industry Outlook and sector research. Previously, Matthias was responsible for a diverse portfolio of manufacturing, business services, real estate and consumer goods companies based in Europe.
Matthias has 25 years of experience in corporate ratings and financial analysis from a credit and equity perspective. He is a frequent speaker at investor conferences on Corporate Finance topics, especially on the automotive industry, application of rating methodologies and on supply chain finance. Matthias joined Moody’s in 2013, as a Senior Analyst of the Infrastructure Finance Team in London. Prior to this, Matthias worked for Macquarie, Sal. Oppenheim and Banco Santander as an equity research analyst focusing on European utilities. Matthias is a CFA charter holder and an Ambassador of the CFA Society to Moody’s. He also holds the CEFA qualification from the German Association of Financial Analysis and Asset Management (DVFA). Matthias has a degree in Business Administration from the Baden-Wuerttemberg Cooperative State University (DHBW), Mannheim, Germany.
| Matthias Hellstern, Managing Director, has been with Moody’s Deutschland GmbH in Frankfurt since October 2004. Matthias is Team Leader in the European Corporate Finance Group heading the Frankfurt-based analytical team focusing on manufacturing industries. The principal industries covered by his team include Auto, Capital Goods, Paper and Packaging, and Building Materials. He is also managing teams in London and Stockholm that are covering the Real Estate, Shipping and Airlines sectors. Prior to his appointment as Team Leader, Matthias was Moody’s lead analyst for European building materials companies and steel producers. Previously he spent around 10 years in the European banking industry as a corporate credit analyst with Commerzbank and ING in Germany and the UK. Matthias Hellstern has graduated from the University of Augsburg in Germany with a degree in Business Administration (Diplom-Kaufmann). |
Falk Frey is a Senior Vice President who has been working for Moody’s in Frankfurt since 1 March 2002. During that time, Falk has been responsible as Credit Analyst for corporates in various industries, including building materials industry, automotive suppliers, industrial manufacturers, heavy manufacturers as well as software companies and companies from the business and consumer services sector.
Falk is currently responsible for the automobile manufacturers in EMEA. In addition Falk plays an active role in Moody’s environmental risk initiatives. Falk also serves an alternate rating committee chair. Prior to joining Moody’s, Falk spent seven years at Julius Bär (Deutschland) AG where he managed the banks analytical research department as Co-Head of Research and worked as sell side analyst covering European auto makers and suppliers.
He started his professional career in 1993 as an analyst for BHF Bank AG in Frankfurt.
Rene Lipsch is an Associate Managing Director in the Corporate Finance Group at Moody’s Ratings, where he heads the US Automotive, Transportation & Capital Goods team.
Prio to his current role, Rene was a Senior Vice President in the same group, with responsibility for a portfolio of investment-grade and high-yield US automotive and capital goods issuers, following earlier coverage of the transportation sector.
Before joining Moody’s in 2013, Rene spent nine years in investment banking in London, working in Equity Capital Markets at Credit Suisse and in Corporate Finance at Merrill Lynch. Earlier in his career, he was a Dutch and international tax advisor with Loyens & Loeff in Rotterdam and Hong Kong.
Rene holds an M.Sc. in Finance from London Business School and a M.Sc. in Economics from Erasmus University in Rotterdam.