Asset Management in the Leasing Industry


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Asset Management in the Leasing Industry

  1. 1. Contact us! Web A practical two-day course covering: Asset management function Residual approval process Residual value analysis Residual risks documentation On-going administration of assets Portfolio management and problem leases End of lease term options and strategies Equipment re-marketing course director Alastair Day 2 day course London Asset Management in the Leasing Industry 20 -21 October 2008
  2. 2. Day 1 Monday 20th October 09.00 Registration Asset management function – Asset management function within the leasing company – Does it matter what equipment is leased? – Asset acquisition model – Finance versus operating leases – Exercise: Risk profiles for different types of leases Residual approval process – Equipment knowledge and expertise – Balancing asset and lease types – Formalising internal approval procedures and control – Exercise: Stages in review process Lunch Biography Asset Management in the Leasing Industry Residual value analysis – Pre-evaluation audit procedures – Determination of residual evaluation variables – Impact of residual evaluation variables on anticipated residual – Sources of residual information – Forecasting process – Quantifying residual values – Guaranteed versus unguaranteed residual – Case study:Analysis of different asset types Residual risks documentation – Inspection rights (initial and subsequent) – Maintenance provisions – Return provisions – Third party and manufacturer purchase guarantees – Case study: Planning documentation framework course overview Participants of this Euromoney Lease Training course will learn the fundamentals of asset management in the leasing industry. The course has been specifically designed to present and explain the essential tools and techniques used in evaluating equipment for current value and anticipated residual value. Insight into addressing equipment issues that arise during the term of a lease, end of lease term options and strategies and equipment re-marketing concerns will all be addressed. why you should attend Participants attending this course will: Learn the key techniques for accurately evaluating the current and residual value of the equipment Review end of lease term options and re-marketing strategies Develop a structured approach to controlling asset quality Understand the importance of on-going portfolio management © Copyright Euromoney Legal Training 2008 Agenda Enquire or register your interest today! Web Alastair Day Course director Alastair Day is a finance professional with extensive experience of treasury and funding activities, risk and portfolio management, business analysis, accounting, taxation and documentation. In 1983, Alastair joined Technology Group Limited (TGL) where he established the treasury function and organised individual transaction funding together with installing rental receivable and administrative systems for this rapidly expanding leasing company. In addition, he designed business systems for performance analysis, pricing, deal structuring and evaluation. As a director of TGL, Alastair was also responsible for managing marketing teams and establishing relationships in new areas and products. The company grew rapidly and the directors
  3. 3. London Day 2 Tuesday 21st October On-going administration of assets – Rollovers – Upgrades – Equipment swaps – Accounting and tax treatment – Residual acceleration – Opportunity cost/benefits – Exercise: Reviewing on-going lessor options Portfolio management and problem leases – Monitoring the balance of leases, asset types and industry sectors – Use of lease portfolio acquisitions – Risk grading systems to assess risk of default – Early detection systems for potential leases – Case study: Problem lease detection Lunch End of lease term options and strategies – Options – Purchase (buy) and renewal options – Return provisions – Different strategies available – Case study: Planning end lease strategy Equipment re-marketing – Value, level of demand and re-marketing costs – Management reviews – GAAP required reviews – Environmental, legal and regulatory risk associated with leased assets – Regulatory action by the FT – Case study: Review a complete case for opportunities End of course who should attend? Equipment managers and analysts Credit managers Risk analysts and managers Pricing and structuring executives Lease marketing personnel Anyone involved in residual establishment and the re-marketing of off-lease equipment in-house training In-house training is an efficient, cost effective and targeted way to ensure that your employees are equipped with the knowledge and skills needed to provide your clients with as professional a service as possible. So why not save time and money? Let us provide this training in the comfort of your own working environment. Training can be arranged for small groups or entire divisions and will take place at a time chosen by and convenient to you. If you would like to discuss possible co-operation in developing in-house training please contact: Julie Shield, General Manager of Sales Tel: +44 (0)20 7779 8562 Fax: +44 (0)20 7779 8599 Email: Email Telephone Facsimile +44 (0)207 779 8601 +44 (0)207 779 8599 20 - 21 October 2008 negotiated a sale to a PLC in 1988. In 1990, Alastair established Systematic Finance Plc as an independent lessor and financial consultancy. At Systematic, he has conducted consulting and contracting assignments on data analysis, portfolio management, debt collection, budgeting and reporting systems. In addition, Alastair works as a consultant with Euromoney Lease Training designing and delivering tailored courses covering accounting, taxation, pricing, lease evaluation and financial modelling. Alastair has a degree in German and Economics from London University and an MBA from the Open University Business School specialising in corporate finance, performance measurement and medium term forecasting. He is the author of Lease and Finance Evaluation and the Euromoney Financial Calculator both of which are published by Euromoney Publications Plc and is an associate lecturer with the Open University Business School.
  4. 4. Enhance your understanding of the asset management function within a leasing company Develop a sophisticated understanding of the crucial techniques and tools used in equipment evaluation Analyse key equipment issues that arise during the term of the lease Examine end of lease term options and strategies Understand basic legal issues Delegate details Surname Mr/Mrs/Ms First name Position Department Company Address Telephone Fax Email I have read and understood the booking terms and conditions Signature Date Payment details (please tick as appropriate) VAT exempt EU no. cheque credit card invoice Card holder name Credit card number Expiry CV2 no. Card holder address Signature Date Registration form Yes, please register me for Asset Management in the Leasing Industry, London on 20 - 21 October 2008 Fees £2,250.00 + (VAT @ 17.5%) Total £2,643.75 Fees include tuition documentation, lunch and refreshments. Delegates are responsible for their own accommodation. An invoice will be sent upon receipt of registration form. Please note, payment must be received prior to course start. venue All of our non-residential UK training courses are held in 4 – 5 star venues throughout central London. The training venues are selected by both their location and training and refreshment facilities. This ensures that you will only learn in comfortable and convenient environments. Due to the variation of delegate numbers, confirmation of the venue, full address and details of how to get there can only be sent to you approximately three weeks prior to the course start. Sponsor details we wish to register Surname Mr/Mrs/Ms First name Position Department Signature Date 2 day course Asset Management in the Leasing Industry 20 -21 October 2008 Central London, UK Cancellation policy Cancellation or transfer requests must be made in writing (letter or fax) and reach this office 20 working days before the course commencement date. A full refund less a £100 administration fee will be given. Delegates who cancel less than 20 days before the course commencement date, or who do not attend, are liable to pay the full course fee and no refunds will granted.If you wish to transfer to a different course within a six month period, and you have paid your course fee in full, you will be invoiced a 25% additional charge to transfer your registration and any difference in course prices. You will not incur any additional charges if you wish to send a replacement delegate and your registration meets the above terms. VAT The type of supply provided by Euromoney Training is that of a delegate space. Under the EU 6th Directive, Article 9.2 c, the place of supply of this type of service is where they are physically carried out. Since, the events are held in the UK, the place of supply is the UK and therefore UK VAT has to be charged at 17.5%. A VAT reclaim form will be provided upon request. Incorrect mailing Please accept our apologies for mail which is incorrectly addressed. Should you wish to amend the address/ addressee details, please send or fax us a copy of the relevant mailing label (on the envelope or brochure) and we will update our records accordingly. Data protection The information you provide will be safeguarded by the Euromoney Institutional Investor PLC group whose subsidiaries may use it to keep you informed of relevant products and services. We occasionally allow reputable companies outside the Euromoney Institutional Investor PLC group to contact you with details of products that may be of interest to you. As an international group we may transfer your data on a global basis for the purposes indicated above. If you object to contact by telephone , fax or email please tick the relevant box. If you do not want us to share your information with other reputable companies please tick this box . Disclaimer Euromoney Training reserves the right to change or cancel any part of its published programme due to unforeseen circumstances. A division of Euromoney Institutional Investor PLC Registered Office: Euromoney Training Nestor House, Playhouse Yard London EC4V 5EX, United Kingdom Registration No. 954730 England recommend this course to a colleague and ensure they too are up-to-date with the latest techniques. 4 easy ways to register Please quote reference EIL1329WEB 1. Web 2. Email 3. Telephone +44 (0)207 779 8601 4. Facsimile +44 (0)207 779 8599