CEMP Webinar 02 Strategic Portfolio Management: Enhancing Value Through Comprehensive Analysis
Includes a Live Web Event on 04/30/2025 at 1:00 PM (EDT)
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- Non-Member - $119
- Member - $79
Wednesday, April 30, 2025
1:00 p.m. - 3:00 p.m. Eastern
Description
Join us for an in-depth webinar on Web Portfolio Management, where we will explore the critical components of effectively managing and monitoring your portfolio. This session is designed for finance professionals, asset managers, and anyone involved in portfolio oversight who seeks to enhance their understanding of key processes and best practices.
Key Topics:
- Reporting Requirements: Understand the essential reporting protocols and how to ensure compliance with industry standards.
- Residual Realization Analysis: Gain insights into analyzing and maximizing the residual value of assets within your portfolio.
- Annual Impairment Review: Learn the nuances of conducting annual impairment reviews, including assessments under CECL, ASC 360, and ASC 842 standards, with a focus on end-of-term values.
- Credit Downgrades: Explore strategies for assessing and managing the impact of credit downgrades on current asset values.
- Portfolio Risk Analysis: Delve into comprehensive risk analysis techniques to safeguard your portfolio against potential downturns.
- Monitoring Portfolio Concentrations: Discover how to effectively monitor and manage portfolio concentrations across industries, equipment types, and customer segments to mitigate risks and optimize returns.
Whether you're looking to refine your existing portfolio management practices or gain new insights, this webinar will provide valuable knowledge and actionable strategies.
Learning Objectives
- Understand Reporting Requirements Participants will be able to identify and apply essential reporting protocols to ensure compliance with industry standards in portfolio management.
- Analyze Residual Value of Assets Participants will gain the ability to conduct residual realization analysis and maximize the residual value of assets within their portfolio.
- Conduct Annual Impairment Reviews Participants will learn how to perform annual impairment reviews in alignment with CECL, ASC 360, and ASC 842 standards, with a focus on assessing end-of-term asset values.
- Manage Credit Downgrades Participants will develop strategies to assess and mitigate the impact of credit downgrades on the current value of portfolio assets.
- Perform Portfolio Risk Analysis Participants will be able to execute comprehensive risk analysis techniques to protect their portfolios against potential market downturns.
- Monitor and Manage Portfolio Concentrations Participants will learn methods for effectively monitoring and managing portfolio concentrations across industries, equipment types, and customer segments to minimize risks and maximize returns.
These objectives will help attendees gain practical knowledge and tools to optimize portfolio management strategies.
Course Audience
Leasing companies, credit officers, banks, attorneys, management associations, ELFA, equipment managers
General Webinar Information
Login to ASA's webinars are through your Education Dashboard on the ASA website. In addition, this presentation will not be recorded or made available post-webinar for purchase via the ASA Marketplace
System Requirements
To ensure the best ASA webinar experience, be sure to download the Zoom app on your device before the webinar begins.
Continuing Education (CE) Information
This webinar will award 2.4 CE hours.
If you are a designated member of the American Society of Appraisers, CE credit will automatically be entered into your record ONLY if you participate in the live webinar. Please allow approximately 2 weeks post-webinar for ASA to notify participants via email regarding a certificate of completion.
Mark Polis
Senior Vice President of Asset & Portfolio Management
Auxilior Capital Partners
Current Position – Mark current role is with Auxilior Capital Partners. He joined this team in June 2023 as a Senior Vice President of Asset & Portfolio Management. Here, Mark has managed both the Asset and Portfolio Management (Collections) teams. As of August 2024, his primary focus has focused on expanding and growing the Asset Management functions for this independent finance company. Here, he created and manages his third equipment appraisal desk. His major responsibilities include, but are not limited to, the following: residual setting and forecasting; program residual management; internal equipment valuations and appraisals; external appraisals, portfolio reporting; equipment dispositions; end of lease negotiations; renewals; lease payoffs; inspections; documentation negotiations; developing policies and procedures; compliance; budgeting projections; industry and vendor studies and concentration limits reporting. He regularly interacts with executive leadership, senior management, sales, credit, risk, audit, operations, collections, and IT. ACP’s portfolio consists of $1.6 billion in assets with concentrations in construction, tractors, trailers, buses, aircraft and marine equipment.
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Experience – Mark has been engaged in the equipment finance industry for over 31-years, where most of his experience has been focused on Equipment Management in both independent and bank owned finance company environments. From May 2015 to June 2023 Mark worked for Capital One Equipment Finance. There he was a Senior Director of Asset Management. From August 2001 to May 2015 Mark worked for Commerce Commercial Leasing which later became TD Equipment Finance. There, he was a founding member of TDEF and the Director of Asset Management. From March 1999 to August 2001, he worked for American Equipment Leasing a division of EAB Bank (ABN Amro) which was purchased by CitiCapital. There, he was a VP/Asset Manager. From 1992 to 1999, he worked for Copelco Capital which was purchased by CitiCapital. There, he was an AVP/Asset Manager. At Copelco, he started his career in financial services as a remarketer and was quickly promoted to Asset Manager. Prior to his career in equipment finance, he held various positions as an electronic engineer.
Education & Associations - Mark holds Associates in Science in Business Administration degree from Rowan College where he was a member Of the Phi Theta Kappa National Honor Society with a GPA 3.75. He also holds an Associate Degree in Specialized Technology in Electronic Engineering from Pennco Technical Institute where he graduated with honors. Mark has also attended classes at Rutgers University towards a Bachelor of Science Degree in Finance. He is a candidate member of the American Society of Appraisers (ASA) and has successfully completed Machinery and Equipment ME201, ME202, ME203, ME204, USPAP & Ethics Exam. He has held positions as the President and a board member for the ASA’s South Jersey Chapter and has been part of their executive board. He is currently a member of the Equipment Leasing Association (ELA) and has attended the ELA Equipment Management Conference for over the last 25 plus years. Previously, he has been a member of the International Association of Medical Equipment Remarketers and Services (IAMERS) and has attended many of their annual conferences. He is also actively involved in his local community coaching Little League and street hockey and is currently an executive member of the Westville Little League and holds the position as the safety director.
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