Private Client Risk & Resilience – Détails, épisodes et analyse

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Private Client Risk & Resilience

Kurt Thoennessen, CAPI

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Technologie

Fréquence : 1 épisode/51j. Total Éps: 37

Join Kurt Thoennessen, CAPI to learn about the risks that successful individuals and families face today. He will discuss risk management strategies to prevent losses and ideas to help you be more resilient to losses when they occur. He will explore everything from the risks to property, such as homes, art and yachts, to how to become more resilient in the face of loss by having the right insurance coverage in place. Episodes will feature expert knowledge from subject matter experts and/or insights from Kurt's personal experience as a risk manager for successful individuals and families.

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Données mises à jour le 21/09/2026

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Fine Art Claims Conversation with Brooke Mellen of Markel Insurance

mardi 7 janvier 2025 • Durée 34:42

Brooke Mellen
Executive Claims Specialist
Brooke.Mellen@Markel.com

Technology Conversation from The BIG I Connect CT 125th Anniversary Conference with - Casey Nelson, Director of Consulting Services, Catalyit, LLC

Saison 1 · Épisode 38

jeudi 21 novembre 2024 • Durée 08:22

Exotic Car Conversation from The BIG I Connect CT 125th Anniversary Conference with- Kieran Buttrick, CT Territory Manager with Hagerty

Saison 1 · Épisode 37

vendredi 8 novembre 2024 • Durée 10:28

Risk Conversations from The Private Risk Management Association Summit 2024 - Martin Hayek of Namara Water Technologies Inc.

Saison 1 · Épisode 36

vendredi 1 novembre 2024 • Durée 10:08

Risk Conversations: The Private Risk Management Association Summit 2024 - with Jack McCall of Lindsey FireSense

Saison 1 · Épisode 35

vendredi 25 octobre 2024 • Durée 20:13

Risk Conversations: The Private Risk Management Association Summit 2024 with David Shapiro of David Shapiro Fine Art Appraisers

Saison 1 · Épisode 34

jeudi 24 octobre 2024 • Durée 17:20

Solving the 98% Cyber Problem for HNW Individuals and Families with HardTarget

Épisode 33

mardi 23 juillet 2024 • Durée 42:47

According to some sources, social engineering is used in 98% of cyber attacks, while others say it's involved in 70–90% of successful attacks. Social engineering is a critical part of an attack that uses manipulation or tricks to coerce victims into sharing sensitive information. Attackers may pretend to be a known person or legitimate entity, or use other tactics like impersonating a brand, using current events, or offering something the victim wants or needs. Social engineering can occur through email, phone, face-to-face, or the web.

In this episode of the Private Client Risk & Resilience podcast Kurt Thoennessen begins with introductions of the guests, Bill Roth and Anwar Visram, who share their extensive backgrounds in entrepreneurship and cybersecurity, respectively. Anwar emphasizes his experience in building cyber defense plans for high net worth families, while Bill highlights his expertise in visual thinking and experience design.

Kurt and his guests delve into the complexities of cybersecurity for affluent families, discussing the growing threat landscape and the importance of proactive risk management. They highlight the need for high net worth families to adopt comprehensive cybersecurity strategies, which include regular education, simulation exercises, and clear rules of engagement. The conversation also touches on the unique challenges faced by high net worth individuals, such as the increasing attack surface due to multiple generations and the involvement of numerous advisors and staff.

Highlights:

Proactive Cyber Defense:
- Emphasis on creating cyber defense plans tailored to high net worth families.
- Importance of regular education and simulation exercises to prepare families for potential cyber threats.
Human-Centered Approach:
- Cybersecurity as a human-centered problem, integrating technology and focusing on the human element.
- Social engineering and human error account for 98% of cybersecurity issues.
Innovative Solutions:
- Hard Target's approach to cybersecurity through gamification and tabletop exercises.
- Development of mental models for cybersecurity similar to playing a board game, enhancing understanding and retention.

Fine Art and Collectibles Insurance Insights and Risk Management Strategies with Ron Fiamma, President of Treadwell

Saison 1 · Épisode 32

mardi 4 juin 2024 • Durée 46:53

In this episode of the Private Client Risk & Resilience podcast, host Kurt Thoennessen, a high net worth insurance specialist and CEO of RiskRevu, is joined by Ron Fiamma, President of Treadwell Fine Art, an insurance carrier specializing in high value fine art and collectibles insurance. The discussion dives deep into the world of high net worth insurance, exploring the risks, challenges, and opportunities associated with protecting valuable collections.

Summary: The episode begins with Ron Fiamma sharing his unconventional journey into the insurance industry, starting from his early career on Wall Street to his eventual transition into fine art and high value collectibles insurance. He highlights his experiences at AIG Private Client Group and the entrepreneurial spirit that led him to co-found Treadwell. Throughout the conversation, Ron emphasizes the importance of understanding and managing the unique risks associated with high value collections, from fine art to couture and collector automobiles.

The discussion covers a range of topics, including the critical role of proactive risk management, the challenges of aggregation in high-risk areas, and the development of specialized insurance products to meet the needs of affluent clients. Ron also shares insights into the vetting process for vendors and the importance of maintaining up-to-date inventory systems for valuable collections.

Highlights:

Ron Fiamma's Career Journey:
- Started on Wall Street and transitioned to insurance.
- Played a key role in AIG's Private Client Group and later founded Treadwell.
- Emphasized the entrepreneurial spirit driving his career decisions.
Proactive Risk Management:
- Importance of detailed information for underwriting high value collections.
- Training brokers to gather comprehensive data about clients' collections.
- Emphasizing the need for up-to-date inventory systems for clients.
Aggregation Challenges:
- Impact of high-value aggregations in areas like South Florida and California.
- Issues arising from clients' growing collections and increasing asset values.

Insights on Art Advisory and Art Valuation with David Shapiro of David Shapiro Fine Art

Saison 1 · Épisode 31

dimanche 28 avril 2024 • Durée 28:03

Kurt Thoennessen, CAPI and David Shapiro of David Shapiro Fine Art discussed the intricacies of art valuations and investments, emphasizing the importance of accurate appraisals and navigating the complex art market. Thoennessen highlighted the role of technology in streamlining the appraisal process, while Shapiro shared his expertise as an art appraiser and advisor. Later, Thoennessen and Shapiro discussed building art collections, understanding the market, and navigating the complex art market. They emphasized the importance of following USPAP standards, charging differently for services, and evaluating the best market for selling art. Thoennessen and Shapiro also discussed the role of art advisors in guiding clients through the market and providing comprehensive understanding of the market.

Website - Davidshapirofineart.com

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Hard Market Insights and The Mission of the CIPC with Richard Kerr, CEO of Novatae and CIPC Founder

Saison 1 · Épisode 30

jeudi 29 février 2024 • Durée 29:06

In this episode, Kurt Thoennessen, CAPI, Founder and CEO of RiskRevu, discusses with Richard Kerr, CEO of Novatae, various challenges and solutions within the high net worth insurance space. Topics range from overcoming the hard market, networking strategies, the significance of quality submissions to underwriters, and the importance of specialization in the insurance industry. Kerr also delves into the foundation and goals of the Council for Insuring Private Clients (CIPC) and shares insights on the upcoming conference.

Highlights:

Challenges in High Net Worth Insurance Space: Discusses specific regional insurance challenges like finding hurricane coverage in Florida and fire coverage in California.
Networking and Support: Emphasizes the importance of reaching out and networking within the industry, particularly through organizations like CIPC.
Novatae's Strategy: Kerr details Novatae's approach in the insurance market, focusing on acquisitions and service improvement.
Importance of Quality Submissions: Kerr stresses the need for agents to provide underwriters with clear and complete submissions to secure capacity.
Council for Insuring Private Clients (CIPC): Discussion on the foundation and objectives of CIPC, highlighting its role in education, advocacy, and networking for insurance professionals.
Upcoming Conference Details: The conference takes place May 1 and 2 in Dallas, TX at the Warwick hotel. Key themes include artificial intelligence in the high net worth space, capacity finding strategies, and building effective teams in the high net worth sector.
Professional Development: Highlights the Certified Personal Risk Manager (CPRM) designation and its benefits for professionals in the industry.

For more information or to register for the CIPC conference, visit the Council for Insuring Private Clients website: https://privateclientcouncil.com/.
For more details about Novatae, visit their website: https://novatae.com/.
For more details about the CPRM designation visit: https://www.scic.com/programs/cprm/

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Private Client Risk & Resilience – Détails, épisodes et analyse

Détails du podcast

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Qualité et score du flux RSS

Historique des publications

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Podcasts Similaires Basées sur le Contenu

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