Private Client Risk & Resilience

Kurt Thoennessen, CAPI
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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.

  1. 07/01/2025

    Fine Art Claims Conversation with Brooke Mellen of Markel Insurance

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

    35 min

  2. 21/11/2024

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

    Private Client Risk & Resilience

    8 min

  3. 08/11/2024

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

    Private Client Risk & Resilience

    10 min

  4. 01/11/2024

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

    Private Client Risk & Resilience

    10 min

  5. 25/10/2024

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

    Private Client Risk & Resilience

    20 min

  6. 24/10/2024

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

    Private Client Risk & Resilience

    17 min

  7. 23/07/2024

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

    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.Real-World Scenarios:Anwar shares examples of cyber threats, including virtual kidnapping and social media exploitation.Importance of creating a family cyber committee to enforce governance and rules of engagement.Emotional Resilience:Focus on building emotional and relational resilience within families to handle cyber threats.Preparing families for the emotional impact of cyber incidents.Cyber Literacy for All:Vision of expanding cybersecurity awareness and education beyond high net worth families to the broader public.Importance of cyber preparedness in reducing vulnerabilities and making everyone a hard target.Conclusion: Bill Roth and Anwar Visram provide valuable insights into the evolving landscape of cybersecurity for high net worth families. Their innovative approach, combining human-centered strategies with advanced training methods, offers a comprehensive solution to protect against the growing threat of cyber attacks. Thank You and Resources: A heartfelt thank you to Bill Roth and Anwar Visram for sharing their expertise and experiences. For more information about Hard Target, visit hardtarget.ai. Connect with Bill and Anwar on LinkedIn to stay updated on their latest content and initiatives. Thank you for listening to this episode of the Private Client Risk & Resilience podcast. Stay tuned for future episodes as we continue to explore innovative solutions for protecting high net worth individuals and their families.

    43 min

  8. 04/06/2024

    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 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.Strategies to manage and mitigate aggregation risks in high-net-worth insurance.Development of Specialized Products:Launch of couture insurance for high-value fashion collections.On-track motorsports insurance for clients with valuable car collections.Importance of creativity and flexibility in developing new insurance products.Vendor Vetting and Client Support:Rigorous vetting process for vendors to ensure high standards.Providing clients with trusted referrals for various services.Importance of helping clients protect their valuable assets through expert advice.Conclusion: Ron Fiamma's extensive experience and insights into the high-net-worth insurance space provided a wealth of knowledge for listeners. His emphasis on proactive risk management, innovative product development, and the importance of client relationships highlighted the complexities and opportunities within this niche market. Thank You and Resources: A heartfelt thank you to Ron Fiamma for sharing his expertise and experiences. For more information about Treadwell Fine Art, visit Treadwell.co. Additional resources and vendor recommendations can be obtained by reaching out to Ron directly at rfiamma@treadwell.co. Thank you for listening, and stay tuned for future episodes exploring new and innovative approaches to risk management for high-net-worth clients.

    47 min
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Sobre

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.

Informação

  • Autoria
    Kurt Thoennessen, CAPI
  • Anos em atividade
    2019 - 2025
  • Episódios
    37
  • Classificação
    Para todos
  • Copyright
    © 2026 Private Client Risk & Resilience
  • Site do programa
    Private Client Risk & Resilience