HeyJaredPortfolio Perspective: Managing Risk & Seizing Opportunity
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 2, 2026
- Audience
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- Earliest in this view
- Jul 21, 2026
Latest episodes
AI in Equipment Finance: Separating Real Value From the Hype (opens the original)
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In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity , Andrew Pace sits down with Dan Levin, Co-Founder and CEO at Liventus, to explore how equipment finance leaders can cut through AI and technology hype to find what actually drives operational improvement. Every lender and lessor today is hearing the same pitch: AI will transform your business, automation will fix your workflows, digital transformation is no longer optional. Dan Levin has spent 25 years watching techno
On the Side of the Facts: What Lenders Get Wrong About Repossession Risk (opens the original)
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In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity , Andrew Pace sits down with Mark Lacek, a nearly five-decade veteran of the recovery industry and one of the most frequently retained expert witnesses in wrongful repossession litigation, to explore what actually goes wrong in the field and how much of it traces back to decisions made at the lender level. Mark performed his first repossession in 1978, back when the work meant Slim Jims and hot-wiring rather than self-
Warrior, Not Survivor: Rethinking Resilience in Equipment Finance (opens the original)
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In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity , Andrew Pace sits down with Mike Toglia, founder and publisher of Equipment Finance Advisor and ABL Advisor, to explore how three decades inside the industry, from credit analyst to national sales leader to capital markets executive, now shape how he covers it from the outside. Mike walks through the arc of his career, starting as a formally trained credit analyst at Fidelity Bank, moving through GE Capital, and event
Scaling with Discipline: Culture, Operations, and the High-Tech High-Touch Model in Equipment Finance (opens the original)
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In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity , Andrew Pace sits down with Daryn Lecy, CLFP, MBA, Chief Operating Officer and Senior Vice President at Oakmont Capital Services, to explore what it actually takes to scale an equipment finance company the right way. Oakmont's growth story is not typical. In 2018, Daryn and his team joined Oakmont's Minnesota office as an 11-person operation. Today, the company is approaching 100 employees across two offices. That kin
Trust, Credit, and the Middle Market: What It Really Takes to Get Deals Done (opens the original)
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In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity , Andrew Pace sits down with Bruce Brandon, Vice President of Indirect Business Development and Training at TCS Equipment Finance, to explore how trust, credit discipline, and vendor relationships shape deal flow in the middle market broker channel. Most brokers spend their careers in small ticket, app-only territory, where a credit score and a Paydex number get a deal approved in 24 hours. Then, once or twice a year,
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