Asset Management Training, including Valuations,
Portfolio Management and Re-Marketing

TK Consultants offers a comprehensive range of in-depth training programs designed to increase profitability, decrease risk, and ensure efficient management of Asset Portfolios.

We have extensive experience of training personnel 'in-situ', thereby maximising the value of your training budget without disrupting work flow.

In addition to asset management teams, we train sales, risk, customer service and operations teams on asset management related activity.

Contact us for further information on costs, scheduling and customised course design.


Training Courses available:
“Terese was particularly interesting to listen to -– very enjoyable listening to someone who is so passionate about what they do!”
  1. The ABCs of Valuations
    • Terms of Reference and RV assumptions
    • Valuation methodology including Case Study
    • Factors affecting RVs
    • Return condition - influences on RV setting

  2. Portfolio Management
    • Proactive and Reactive in-life portfolio management

  3. Regulatory issues and asset management
    • IAS and asset management – beyond spreadsheets
    • BAL and asset management – what are the challenges and implications

  4. End of Term and asset management
    • Remarketing strategies
    • Risk mitigators – Personnel, Technology, Metric Management
    • Basic negotiation skills and end of term

* Source: Quote from attendee on a 2004 Operating Lease Asset Management course, in response to the survey question: ‘Were any of the training modules particularly successful?’



Asset Management Speaking

Terese’s expertise in asset-management-related subjects is well known. This expertise, woven together with case studies and anecdotes from around the world, make her a much sought-after speaker. Her enthusiasm is contagious. From Arizona to Athens, she provides stimulating yet practical asset management advice to her audiences.



A snapshot of Terese’s recent speaking engagements

Date Place Conference Organisation Topic
8 June 2006 Williams F1 Conference Centre, Oxfordshire, UK Machinery and Business Assets Annual Conference Royal Institute of Chartered Surveyors (RICS) Global Trends in Asset Management and Leasing
16-19 June 2005 Athens, Greece The International Finance and Leasing Association annual conference & AGM The International Finance and Leasing Association Asset Managment - Challenges and Trends
16 March 2005 Brussels, Belgium The European Vendor Finance Conference – From thought to Sales Leasing Life Conferences in association with Lease Europe Vendor Solutions – Captive vs. Independent – Asset Management
13-15 Feb 2005 Tucson, Arizona, USA Asset Management – Protecting your Investment, Enhancing your profits The Equipment Leasing Association, USA Business Intelligence for Asset Managers
24 November 2004 London Asset Efficiency: Innovation for Growth 9th Annual Operating Leasing Conference In association with the Finance & Leasing Association and Leasing Life The regulatory environment (BASEL II, IAS, leasing standards) and the impact on asset management
9 September 2004 London The 4th Annual Asset Management Convention In association with the Finance & Leasing Association and Leasing Life Regulation and Consolidation The Challenge for Asset Managers -In the next five years