8A — August 11 - 24, 2017 — Financial digest — M id A tlAntic

Real Estate Journal


F inancial D igest

Responsible for leading Morningstar’s CMBS and commercial real estate rating initiatives Morningstar Credit Ratings, llC names Overby head of CMBS Research and Analytics


oversee the ongoing manage- ment and development of Morningstar’s CMBS busi- ness, including new issue and surveillance ratings, CMBS research, and CMBS analyti- cal products. Overby is based in 1ew

ratings process, methodologies, and models. We’re confident that /ea·s strong bacNground and tremendous Nnowledge of CMBS and the structured finance marNets will position our CMBS business for future success.” Overby is responsible for leading Morningstar’s CMBS and commercial real estate (CRE) rating initiatives, in- cluding the management and ongoing development of ana- lytical staff, rating methodolo- gies, criteria, and models, and leading the group’s effort to produce insightful analytical

output while ensuring a high level of integrity, transpar- ency, and accuracy in Morn- ingstar’s CMBS ratings. Previously, Overby was managing director, research at Morningstar Credit Rat- ings, a position she held since she joined the company in August 06. Overby has more than 5 \ears of experience in structured finance as both an investor and a sell-side researcher. Before joining Morningstar, she served as head of CMBS and asset- bacNed securities A%6 re-

search at Nomura Securities, where she developed a well- regarded publishing platform focused on CMBS and both consumer and commercial ABS. Prior to Nomura, she served as a junior portfolio manager overseeing a port- folio of primarily CMBS for BNY Mellon Treasury. Overby holds a bachelor’s degree in mathematics from the University of North Caro- lina at Chapel Hill and a mas- ter’s degree in mathematics from Vanderbilt University and has completed doctoral research in mathematics. Overby replaces Charles Citro, who has left Morning- star to pursue other oppor- tunities. About Morningstar Credit Ratings, llC Morningstar, Inc. Morningstar Credit Rat- ings, LLC is a nationally recognized statistical rating organization (NRSRO) offer- ing a wide array of services including new-issue ratings and anal\sis, operational risN assessments, surveillance services, data, and technology solutions. Morningstar Credit Rat- ings, LLC is a subsidiary of 0orningstar, ,nc. 1asdaq MORN), a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar, Inc. is a lead- ing provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital marNets. Morningstar provides data and research insights on a wide range of investment offerings, including man- aged investment products, publicly listed companies, private capital marNets, and realtime global marNet data. Morningstar also offers in- vestment management ser- vices through its investment advisory subsidiaries, with more than 00 billion in as- sets under advisement and management as of March 3, 0. 7he compan\ has operations in  countries. Morningstar, Inc. is not an NRSRO and does not issue NRSRO credit ratings. n

EW yORK, Ny — Morningstar Cred- it Ratings, llC , a

na t i o na l l y recogn i zed s t a t i s t i c a l ratings or- gan i za t i on ( N R S R O ) , announc ed t h a t l e a Overby has b e e n a p -

Lea Overby

pointed head of commercial mortgagebacNed securities (CMBS) research and analyt- ics. In her new role, Overby will

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