31 episodes

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.

Private Client Risk & Resilience Kurt Thoennessen, CAPI

    • Education

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.

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

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

    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 R...

    • 46 min
    Insights on Art Advisory and Art Valuation with David Shapiro of David Shapiro Fine Art

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

    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 ma...

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

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

    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 insight...

    • 29 min
    Flood Risk and Insurance Solutions with Joe Rossi of Joe Flood Insurance

    Flood Risk and Insurance Solutions with Joe Rossi of Joe Flood Insurance

    In this enlightening episode of the "Private Client Risk & Resilience" podcast, host Kurt Thoennessen, CEO of RiskRevu, is joined by Joe Rossi, the CEO of Joe Flood Insurance Brokerage. They delve into the intricate world of flood insurance, highlighting the unique challenges and solutions facing owners of high value properties.Key Highlights:Joe Flood's Background: Discover Joe's journey from community activism to leading a flood-only insurance brokerage, advocating for more affordable i...

    • 27 min
    UK Private Client Insurance Landscape and the Value of International Networking with Giles Greenfield, CEO of Markham Private Client

    UK Private Client Insurance Landscape and the Value of International Networking with Giles Greenfield, CEO of Markham Private Client

    In the latest episode of "Private Client Risk & Resilience," Kurt Thoennessen, CAPI, a Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, sat down with Giles Greenfield, CEO of Markham Private Client, for an in-depth exploration of the private client insurance market across the UK and the US.Thoennessen kicked off the episode by introducing himself and expressing his enthusiasm about having Giles Greenfield as a guest, someone he met at the Private Risk Management As...

    • 39 min
    Preparing for Wildfire Risk with Certified Wildfire Mitigation Specialist Mike Thayer

    Preparing for Wildfire Risk with Certified Wildfire Mitigation Specialist Mike Thayer

    In this information-packed episode, host Kurt Thoennessen and certified wildfire mitigation specialist, Mike Thayer provides invaluable insights on wildfire risks and prevention strategies. As wildfires continue to rise in severity across the Western U.S., homeowners must get prepared.Key topics discussed:The role of wind events in driving large, fast-moving wildfires that rapidly spreadHow extended drought and historical fire suppression have built up fuel loads, contributing to more severe ...

    • 48 min

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