Regional Member Briefing - New York - June 20, 2012

Overview

Wednesday, June 20, 2012 - 2:00pm to 6:00pm

Get a sneak preview of the latest FOX research, pick up some new ideas on Cyber Risk from Marcy Hall, HUB International Personal Insurance and Peter Piotrowski, Chartis, and enjoy conversation with your peers over lunch in a comfortable, private setting.

Location

New York, NY
Main Board Room on the 4th Floor
1065 Avenue of the Americas
New York  New York  10018
United States
  • Agenda
  • Speakers
  • FOX Facilitators
  • Materials

9:00 a.m. - 9:30 a.m.

Networking over Coffee

9:30 a.m. - 10:15 a.m.

FOX Welcome and Wealth Trends

10:15 a.m. - 11:00 a.m.

Cyber Risk Presentation

Marcy Hall, HUB International Personal Insurance

Peter Piotrowski, Chartis

11:00 a.m. - 11:45 a.m.

Peer Dialogue

11:45 a.m. - 1:00 p.m

Hosted Lunch 

1:00 p.m.

Adjourn

 

Marcy Hall, HUB International Personal Insurance

Marcy Hall is a Private Client Advisor for  HUB International Personal Insurance based out of Palm Beach, Florida. Marcy specializes in designing and implementing Personal Risk Management programs for high net worth individuals and families. Recognizing that affluent clients have broader insurance needs, Marcy works to assess unique exposures and develop strategies to mitigate risk using insurance products and risk reduction techniques. In addition, Marcy works with single and multi-family Offices to facilitate insurance placements for the both the families and business insurance needs.

Peter Piotrowski, Chartis

Peter Piotrowski joined Chartis in 2005 and has responsibility for all claims and risk management functions for personal lines high net worth market.  Before joining Chartis, Peter held various claims technical and management positions throughout the country with over 25 years of claims experience managing state, regional, national and worldwide claims programs. Peter began his career in 1986 with Continental Insurance where held a succession of assignments of increasing responsibility. After the merger of Continental and CNA Insurance, he held positions of National Catastrophe Claim Manager and Regional Claim Vice President.  Prior to joining Private Client Group, Peter worked at Chubb Insurance and Encompass Insurance.
 

 

Heather Asher, Senior Relationship Manager

Heather Asher is a senior relationship manager for Family Office Exchange (FOX). Part of FOX’s family office team, she provides a variety of member services and works to increase membership within the business-owning market. In addition, Heather has taken on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine their needs and priorities. She also works on FOX’s Next Generation Network by engaging younger family members with education and networking. 

David Lincoln, Managing Director of Research

David Lincoln joined Family Office Exchange as Managing Director of Research in April 2007. Formerly practice manager for The VIP Forum of the  Corporate Executive Board, which serves as a best practices research advisor to 400 leading financial organizations in 42 countries, Mr. Lincoln brings to his new role 13 years of research product development and delivery expertise.