The Asset Insight Podcast

Bank Portfolio Management and the Client Relationship


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A discussion with Shelly Svoren about Portfolio Management, and overseeing the sizable portfolio of financed aircraft at First Republic Bank – a well-respected company within the Business Aircraft finance community. Areas covered include:

  • Defining Portfolio Management as it relates to Private Aircraft assets financed by First Republic.
  • Portfolio Management requirements to expect in the market today, especially as they relate to the impact of COVID-19?
  • Small business owners, many of whom are owner/pilots, and what is unique to Portfolio Management when it comes to aircraft financed by these individuals.
  • What are some of the changes to Portfolio Management as collateral size increases from a turboprop and to a jet?
  • Considerations people should keep in mind with respect to what a Portfolio Manager when the deal is initiated, or as the completed transaction progresses through its life.
  • What people should know about First Republic Bank's services within the Business and General Aviation community.

Shelley also discusses the International Aviation Women's Association (IAWA), including:

  • The group's global aviation & aerospace network representing women of achievement across the aviation industry.
  • IAWA's educational efforts and next generation development within the aviation industry.
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The Asset Insight PodcastBy Asset Insight

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