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Portfolio Perspective: Managing Risk & Seizing Opportunity
Asset Compliant Solutions
12 episodes
3 weeks ago
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.
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Investing
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All content for Portfolio Perspective: Managing Risk & Seizing Opportunity is the property of Asset Compliant Solutions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.
Show more...
Investing
Business
Episodes (12/12)
Portfolio Perspective: Managing Risk & Seizing Opportunity
Beyond the Auction Block: Smarter Remarketing & Portfolio Strategy

In this episode of Portfolio Perspective, Andrew Pace welcomes Jim Ryan, Sales Manager at Sandhills Global, to unpack the current realities of equipment valuation, auction trends, and retail-first remarketing strategies. With oversight of all auction products and financial customer relationships at Sandhills, Jim brings an unmatched view into market cycles, recovery tactics, and the role of AI and data in driving smarter decisions.

Key Topics Discussed:

  • Equipment valuation trends post-COVID and sector-specific volatility
  • Inventory gluts in agriculture vs. normalization in transportation and construction
  • How auction values signal real-time market conditions
  • Strategic retail-first recovery paths that deliver 20%+ lift over auction
  • Lender timelines: Why delay is costing you money
  • Transportation finance: Opportunities for cautious re-entry
  • The role of AI in matching buyers and accelerating time-to-sale
  • Print vs. digital: Surprising data on buyer engagement

Notable Takeaways:


“If you have 10 assets and you retail 5 before auction, it boosts your bottom line. Why wouldn’t you?”

“We’re seeing a sweet spot—about 15–20% over auction value—for fast retail transactions right now.”

“Print is not dead for us. The more we print, the more web activity we get. It's our digital search engine.”

Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.


For more information, visit Asset Compliant Solutions.

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3 weeks ago
46 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Breaking the Machine: Culture, Credit, & Growth at Scale

John Gougeon didn’t just step into leadership at Unifi—he opened the gates for a high-performance team to run. In this episode, John joins Andrew Pace for a candid conversation about leading through transition, building a growth engine without sacrificing credit quality, and navigating today’s market with clarity, caution, and consistency.


From transitioning away from tranche business to tightening portfolio performance, John shares how Unifi has scaled volume, maintained top-tier credit metrics, and invested in service and culture—all while keeping one eye on macro indicators and market pressure.

Key Topics Discussed:

  • The “break the machine” leadership mindset
  • Why Unifi moved from tranche to direct origination
  • Aligning organizational design with expertise and empowerment
  • Building a culture of trust, communication, and shared goals
  • Early indicators Unifi watches for asset and portfolio risk
  • How Unifi achieved <0.3% delinquency without adding headcount
  • Tariffs, trade tensions, and how they reshape CapEx planning
  • Pricing discipline, service benchmarks, and sticking to strategy
  • Asset classes to watch in 2025, including CNC and construction

Notable Takeaways:


“I told the team, my goal is to break the machine—and see how fast we can run without losing control.”


“Credit quality comes first. Volume never trumps portfolio strength.”


“We haven’t thrown bodies at growth. We’ve just executed against the plan.”


“Service is more than fast funding. It’s being accessible, accountable, and easy to work with.”


Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.


For more information, visit Asset Compliant Solutions.

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1 month ago
47 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Credit Clarity in a Crowded Market: Technology, Relationships & Risk Management

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, Andrew welcomes Justin Pavek, Chief Credit Officer at Wallwork Financial. From his time in the Army to leading credit strategy at a fourth-generation finance company, Justin shares how long-term thinking, technology integration, and relationship-driven lending are helping Wallwork thrive—even in one of the most volatile transportation markets in recent years..


Key Topics Discussed:

  • Post-COVID market correction and why many lenders were caught off guard
  • Balancing growth with risk during a prolonged transportation downturn
  • Wallwork's commitment to customer relationships and direct lending
  • Strategic use of Salesforce and Power BI to improve underwriting
  • Managing broker relationships and setting expectations upfront
  • Early indicators of borrower distress and proactive collection strategies
  • Secondary market pressure and valuation challenges in used equipment
  • How third-party partnerships, like ACS, support lean internal teams


Notable Takeaways:


“We're in it for the long haul—through the good times and the bad.”


“If a customer misses their grace period, they're getting a phone call. We don’t wait until 30 days past due.”


“There’s value in being an advisor, not just a lender. We help our customers think beyond the deal.”

“With Power BI and Salesforce, we’re looking to make smarter credit decisions based on real data, not guesswork.”


Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.


For more information, visit Asset Compliant Solutions.

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1 month ago
37 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Mentorship, Market Shifts, & Mission-Driven Leadership in Equipment Finance

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace welcomes Donna Yanuzzi, Executive Vice President at 1st Equipment Finance and recipient of the ELFA’s 2024 Michael J. Fleming Distinguished Service Award. With nearly 30 years of industry experience, Donna unpacks the leadership principles, market foresight, and people-first mindset that have shaped her legacy—and continue to fuel her passion for mentoring the next generation of equipment finance professionals.


Key Topics Discussed:

  • Attracting and retaining talent in a competitive hiring landscape
  • Building culture in entrepreneurial vs. institutional environments
  • Donna’s 5-day outreach strategy to manage delinquency and risk
  • Transportation and construction sector insights, including tariffs and rentals
  • Why vocational vehicles and used construction assets are outperforming
  • Shifts in small business leasing and the decline of the TRAC lease model
  • Succession planning, college outreach, and industry mentorship programs
  • The integration of AI tools in finance without losing the human touch


Notable Takeaways:

“Culture is everything. You have to build a place where younger people feel ownership and impact—like they’re running their own business.”

“We don’t wait for a 30-day delinquency to act. We start outreach at day five. It’s about relationships, early insight, and helping the customer avoid escalation.”

“Vocational vehicles and used equipment with wheels are outperforming. That mobility gives us flexibility—and better risk management.”

“AI isn’t about replacing people. It’s about scaling smarter so our people can do more meaningful, high-impact work.”

“I came out of retirement because I wasn’t done helping others grow. If I can make a difference in someone’s life or career, that’s the success of my career.”


Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions.

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2 months ago
44 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Data, Deals & Decarbonization: The Evolving Role of Asset Managers in Equipment Finance

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace sits down with Nick Coscia, ASA Equipment Manager at DLL, to explore how the role of asset managers is expanding amid evolving economic, technological, and sustainability trends. From using AI to streamline operations to navigating volatility in the secondary market, Nick offers practical insights and a global perspective on the tools, strategies, and partnerships that shape success in today’s equipment finance environment.


Key Topics Discussed:

  • How AI is transforming asset management operations
  • Time-saving tools and practical uses of Microsoft Copilot
  • Market volatility: pricing pressures, dealer inventories & COVID’s lingering effects
  • Tariffs, trade deals, and their influence on asset values
  • Percentage vs. dollar-based residual calculations
  • DLL’s sustainability strategy and energy transition initiatives
  • Regulatory uncertainty and its impact on customer behavior
  • How third-party partnerships like ACS support efficiency and scale


Notable Takeaways:

“AI is like a superpower for pulling together and analyzing data faster and smarter than ever, which is enormous for delivering real value to our customers.”

“The transportation market has definitely softened over the past 6, 12, even 18 months. That’s put a lot of pressure on portfolios.”

“At DLL, our sustainability strategy is fully integrated into our business model — we’re committed to being the transition partner for our customers and vendors.”

“Third-party vendors like ACS bring us a ton of value. They free us up to focus on higher-impact work while helping us execute with speed and scale.”


Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions.

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2 months ago
21 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Relationships Over Rates: Building Broker Trust & Portfolio Resilience

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace welcomes Kit West, a Wyoming-based business development leader with a deep entrepreneurial background and a national view of broker success. Together they explore how CH Brown grew originations during industry slowdowns, why relationships trump rates, and how proactive support can drive loyalty—even in a transactional world.


Key Topics Discussed:

  • Why CH Brown leaned in while competitors pulled back
  • Market outlook for transportation and equipment finance
  • Scaling a national broker network from a small-town HQ
  • Day-one contact strategies and early intervention
  • Balancing automation with real human connection
  • Supporting brokers with coaching, marketing, and AI-powered tools
  • How associations build trust and community in the industry
  • The mindset of a problem solver in asset-based lending


Notable Takeaways:


“When everyone else is running away from the fire, you lean into it—that’s how we’ve always operated.”


“Client service isn’t just answering the phone. It’s calling the borrower the day after a missed payment and asking how they’re doing.”


“Our brokers know they can text me directly. We’re not just another funding source—we’re a partner who shows up.”


“You don’t need a degree to do this. You need to listen, sell, and solve problems. That’s the opportunity.”


Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.


For more information, visit Asset Compliant Solutions.

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3 months ago
48 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
AI, Intrapreneurship, and the Future of Equipment Finance

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace sits down with RJ Grimshaw, CEO of The AI CEO and former CEO of Unifi Equipment Finance. RJ shares his unique journey from leading high-growth finance teams to helping businesses embrace AI with a human-first approach. From demystifying AI adoption to empowering teams through intrapreneurship, RJ offers actionable strategies for leaders looking to innovate while staying rooted in relationship-driven business.

Key Topics Discussed:

  • RJ’s pivot from equipment finance CEO to AI-focused strategist
  • The difference between AI hype and real-world applications
  • Overcoming AI fatigue and cutting through the noise
  • Building strong SOPs as the foundation for successful automation
  • The three-bucket model for AI adoption: prompting, automation, and data
  • Why intrapreneurs are the game-changers in modern organizations
  • Success stories where AI improved efficiency without losing the human touch
  • How leaders can overcome fear and resistance to AI integration


Notable Takeaways:

“AI won’t fix a poor team, but it can make your best people exceptional by freeing them to focus on what truly matters.”

“Precision prompting is the skill that separates top performers—it’s about asking smarter questions, not just more questions.”

“Automation should start internally before extending it to clients; AI is a teammate, not a replacement for human connection.”


Subscribe
to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions.

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3 months ago
45 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Mitigating Risk: Protecting Recovery Operations in a High-Litigation Environment

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, Andrew Pace sits down with Mike Peplinski, Vice President at Harding Brooks Insurance Agency, to unpack key legal and insurance challenges in today’s asset recovery space. As litigation pressure continues to rise, Mike provides actionable guidance for lenders, agents, and service providers on how to manage risk, protect themselves, and operate compliantly — even as legal, regulatory, and contract pressures evolve.

Key Topics Discussed:

  • The rising trend in wrongful repossession lawsuits and litigation funding
  • Invalid assignments and contract enforcement challenges
  • How indemnification language creates exposure for recovery vendors
  • The growing importance of documentation, body cams, and video evidence
  • Insurance claim denials: where contracts often go wrong
  • Vendor management, subcontracting risks, and ensuring proper licensing
  • The role of bank consolidation and shifting dynamics in recovery partnerships
  • The importance of safety culture, training, and proactive risk mitigation

Notable Takeaways:

“You know, five years ago, you’d get one or two claims here and there. Now you get multiple claims every single month on invalid assignments.”

“Probably 40% of the claims that we have going on today are invalid assignment issues, and most of them are no fault of the recovery agent.”

“When you don’t have any type of audio or video, you are basically negotiating with your checkbook because you have nothing to defend yourself with.”

“If you're subcontracting out a lot of your work, you better know who you're working with, because if you're going to indemnify a client, and you're having a subcontractor do the work, you are taking all the responsibility if something goes wrong.”

Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions.

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4 months ago
49 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Scaling Smarter: Independent Lending, Vendor Relationships & Managing Market Volatility

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, Andrew Pace sits down with Dominick Cevet, CLFP, Assistant Vice President of Portfolio Management at Auxilior Capital Partners. Dominick shares how Auxilior has scaled from startup to over $2 billion in assets in just four years — leveraging deep vendor partnerships, independent decision-making, portfolio diversification, and a service-first approach that keeps both vendors and borrowers engaged.


Key
Topics Discussed:

  • The benefits of operating as an independent lender
  • Deep vendor/manufacturer relationships and program building
  • Managing rapid portfolio growth while maintaining discipline
  • Adjusting to transportation sector volatility (without fully exiting)
  • Pivoting into new sectors like motor coach and franchise lending
  • The role of seasonality in portfolio structuring and payment modifications
  • Leveraging technology for efficient customer engagement (automation, texting, portals)
  • Navigating consumer vs commercial borrower behavior
  • Early warning signs in market shifts (spot rates, equipment values, student loan defaults)
  • The role of culture, internship programs, and office collaboration in driving growth

Notable Takeaways:


“We’re managing over $2 billion in assets. It’s pretty exciting.”


“When you don’t have enough clarity, you have to make decisions to protect the portfolio. Sometimes it’s not about getting out of a sector — it’s about waiting until you have enough information.”


“We can implement something in weeks that might take others months. That nimbleness is a huge competitive advantage.”

“Our independence allows us to pivot quickly, respond to vendor needs, and make decisions without layers of bureaucracy.”

“We invest in young talent through our intern program — it’s become a huge pipeline for long-term success.”


Subscribe
to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions. 

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4 months ago
35 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Securing the Future: Technology, Compliance, and Control in Asset-Based Lending

ACS CFO and CIO Greg Meyer joins host Andrew Pace for a deep dive into the operational backbone of modern recovery and collections. With nearly two decades of leadership at ACS, Greg discusses the growing overlap between finance, IT, and compliance—and what it means for lenders today. From securing sensitive data to building scalable frameworks for regulatory risk, this episode covers how smart technology and proactive controls create a competitive advantage in asset-based lending.

Key Topics Discussed:

  • Why clean, consistent data is the foundation of effective decision-making
  • Turning past data into forward-looking insights
  • The risks and rewards of system integrations and automation
  • Real-world cybersecurity threats facing collections and recovery
  • What SOC2 compliance means in practice for vendors and lenders
  • The balance between security and usability when sharing sensitive data
  • Adapting tech strategies for multi-state regulatory complexity
  • How automation and APIs improve efficiency—without losing the human touch

Notable Takeaways:


“No data, no clue. If your data isn’t clean, your insights are suspect—and your risk goes up.”

“Technology isn’t a cost center. It’s an edge—when it’s used to increase security, reduce friction, and scale compliance.”


“SOC2 has made us better. It’s more than a certification—it’s a way to meet client expectations and stay ahead of evolving threats.”


Subscribe
to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions. 

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5 months ago
44 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Bridging the Gap: Empathy, Intelligence, and Impact in Asset Recovery with Chris Norman

In this episode, Andrew Pace welcomes Chris Norman, ACS’s Client Support Manager, for an in-depth conversation on the human side of collections, strategic lender support, and navigating complex borrower situations with empathy and professionalism. With more than 30 years in the recovery space and a reputation for transforming distressed accounts into proactive recoveries, Chris shares firsthand stories and strategies that combine operational insight with a deep respect for the borrower experience.

Key Topics Discussed:

  • The evolution of recovery from a back-office operation to a frontline risk management tool
  • How client expectations have shifted toward professionalism, transparency, and trust
  • The rise of reputation risk and why recovery needs to be handled with precision
  • Best practices in borrower communication and de-escalation
  • Balancing client mandates with borrower realities in high-stress situations
  • The role of empathy in asset recovery and how it leads to better outcomes
  • Insights from ACS’s proactive outreach efforts to identify at-risk assets before default
  • Real-time market trends and what early signs lenders should watch for in distressed portfolios

Notable Takeaways:
"Every client doesn’t define success the same way. Relationship management means understanding what matters most to each one—and delivering on that."
"Being kind doesn’t cost you anything. In collections, it often gets you further than pressure ever could."
"Proactively identifying accounts at risk before they become problems is the future of portfolio protection."

Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.

For more information, visit Asset Compliant Solutions.

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5 months ago
56 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Asset Intelligence in Lending: SOC2, Risk Mitigation & Recovery Strategy with Brian Noble

In this inaugural episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace sits down with Brian Noble—CEO, co-founder, and industry trailblazer behind Asset Compliant Solutions. With over 25 years of experience, Brian shares his unique perspective on how the asset recovery and collections space has evolved from transactional services to strategic partnerships rooted in compliance, innovation, and brand protection.

Key Topics Discussed:

  • Culture as a Competitive Advantage: How ACS’s culture of collaboration and compliance drives innovation and long-term client success
  • Economic Cycles & Lending: Navigating the impact of inflation, interest rates, and borrower behavior on portfolio performance
  • Risk Mitigation: Why proactive, earlier-stage service provider engagement is key to protecting asset value
  • Compliance & Technology: SOC2 isn’t just a checkbox—it’s foundational to trust and operational efficiency
  • Strategic Partnerships vs. Vendor Relationships: How ACS positions itself as an extension of the client’s team
  • The Role of APIs & Automation: Creating seamless client experiences and reducing costly human error through smarter tech
  • Talent & Empathy: Why hiring for emotional intelligence and problem-solving abilities is essential in collections and recovery
  • The Future of Lending & Recovery: Embracing AI, data-driven decision-making, and end-to-end service capabilities

Executive Takeaways:
"Today’s market conditions require a more sophisticated approach to managing at-risk assets. The traditional recovery model focuses too late in the cycle."

"Your recovery partner’s actions directly impact your brand reputation in an era of instant feedback."

"SOC2 compliance isn’t optional—it’s protection against regulatory and reputational risk."

"Time-to-resolution is the KPI that most directly impacts your portfolio’s NPV."

Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more conversations with leaders across lending, recovery, and compliance.

For more information, visit Asset Compliant Solutions.

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6 months ago
29 minutes

Portfolio Perspective: Managing Risk & Seizing Opportunity
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.