Private Client Risk & Resilience

By Kurt Thoennessen, CAPI

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Episodes: 37

Description

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.

Episode Date
Technology Conversation from The BIG I Connect CT 125th Anniversary Conference with - Casey Nelson, Director of Consulting Services, Catalyit, LLC
Nov 21, 2024
Exotic Car Conversation from The BIG I Connect CT 125th Anniversary Conference with- Kieran Buttrick, CT Territory Manager with Hagerty
Nov 08, 2024
Risk Conversations from The Private Risk Management Association Summit 2024 - Martin Hayek of Namara Water Technologies Inc.
Nov 01, 2024
Risk Conversations: The Private Risk Management Association Summit 2024 - with Jack McCall of Lindsey FireSense
Oct 25, 2024
Risk Conversations: The Private Risk Management Association Summit 2024 with David Shapiro of David Shapiro Fine Art Appraisers
Oct 24, 2024
Solving the 98% Cyber Problem for HNW Individuals and Families with HardTarget
Jul 23, 2024
Fine Art and Collectibles Insurance Insights and Risk Management Strategies with Ron Fiamma, President of Treadwell
Jun 04, 2024
Insights on Art Advisory and Art Valuation with David Shapiro of David Shapiro Fine Art
Apr 28, 2024
Hard Market Insights and The Mission of the CIPC with Richard Kerr, CEO of Novatae and CIPC Founder
Feb 29, 2024
Flood Risk and Insurance Solutions with Joe Rossi of Joe Flood Insurance
Jan 30, 2024
UK Private Client Insurance Landscape and the Value of International Networking with Giles Greenfield, CEO of Markham Private Client
Dec 03, 2023
Preparing for Wildfire Risk with Certified Wildfire Mitigation Specialist Mike Thayer
Nov 22, 2023
Demystifying Trustee Liability Risk and Wealth Transfer Vehicles with Judy Pearson, CEO of Nomadx
Oct 31, 2023
Unraveling Social Inflation and the Hidden Forces Behind Nuclear Verdicts with Chris Schon, Partner at Tyson and Mendes, LLP.
Oct 10, 2023
Mastering Family Governance: Navigating Wealth and Legacy with Susan Schoenfeld, CEO of Wealth Legacy Advisors
Sep 22, 2023
Planning and Executing High-end Home Renovations in the High-Net-Worth space with Zack Secilmis of Reis Contracting
Jan 31, 2023
Create a Competitive Advantage Using Industry Data with Paul Buse of Real Insurance Solutions Consulting
Dec 19, 2022
Property replacement costs are going up, up, up! Here's why with Skip Coan of e2Value
Dec 13, 2022
The Realities of Wildfire and How Science Can Help with OP Almaraz and Tim Bauer of Allied Disaster Defense
Oct 12, 2022
Are You Considered High Net Worth? Let's Find Out. with Nadeen Vella, CEO of NaVella Insurance
Oct 12, 2022
Direct, Captive, or Independent Agent. How you buy insurance makes a BIG difference! with Nadeen Vella, CIC of NaVELLA Insurance
Sep 30, 2022
The Art of Managing Valuable Articles in Normal Times and Through Crisis with Jennifer Garland Ross and Sharikay Sloboda of Art Peritus
Sep 28, 2022
Making Happy Customers in the Non-Admitted Market with Rick Lindsey of Prime Insurance Company
Sep 28, 2022
Big Challenges! Big Solutions! Excess and Surplus Lines Insurance in the Private Client Space with Kevin Madden of AMWINS
Sep 17, 2022
The Changing Dynamics of the HNW Insurance Marketplace with Tim Hogan of Peryls.com
Aug 22, 2022
A Passion For Collector Cars and Insuring Them with Trent Abbott of Hagerty Insurance Company
Aug 09, 2022
Household and Domestic Employee Risk with Teresa Leigh, CEO of Teresa Leigh Household Risk Management
Sep 01, 2021
Kidnap and Ransom Awareness, Risk Management and Coverage - Featuring Fritz Barjon of Highland House USA
Mar 15, 2021
Automatic Water Shutoff Valves - The Next Big Thing in Personal Risk Management and Sustainability featuring Mariel Devesa of Phyn
Jul 23, 2020
Cyber Risk in the High Net Worth Space feat. Joshua Harris, Manager of Concierge Support at Rubica
Jun 25, 2020
Protecting your most valuable assets: How to find home and auto insurance with the right combination of coverage, cost and service featuring Dan Karr founder and CEO of ValChoice.
May 15, 2020
Luxury Second Home Risk Management Tools and Technology feat. Dan Sweeney of Danco Management
Mar 31, 2020
Private Client Perspectives on COVID-19 and Telemedicine featuring Former White House Physician Dr. William Lang of WorldClinic
Mar 19, 2020
Luxury Second Home Risk: Property Preservation and Protection Featuring Dan Sweeney of Danco Management
Feb 18, 2020
Residential Automatic Water Shut Off Valves - A Silver Bullet in Personal Risk Management
Dec 19, 2019
What is personal risk management and how does it improve resilience to loss?
Dec 17, 2019
Volatility, Valuation and Protection for Contemporary Art feat. David Shapiro of Victor Wiener Associates, LLC
Nov 30, 2019