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Insurance

Displaying 11 Results

Bradley A. Barros

Bradley A. Barros

CEO

My National Family Office, Inc.

Insurance, Asset Protection

Private Placement Life Insurance

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Danette Beck

Danette Beck

Senior Vice President

Marsh USA, Inc.

Insurance, Real Estate

Jumping on the Rebounding Real Estate Development Train

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Robert Di Paolo

Robert Di Paolo

EVP / Chief Marketing Officer - California

HUB International

Insurance, Marketing, Marketing Automation

Bryce W. Eddy

Bryce W. Eddy

Partner

Tolman & Wiker Insurance Services

Insurance, Risk Management

Cathy Kerhulas

Cathy Kerhulas

Managing Director - Business Management

HUB International Insurance Services, Inc.

Insurance, Asset Protection

Protecting Your Prized Possessions

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Martin Levy, CLU/RHU

Martin Levy, CLU/RHU

President & Founder

Corporate Strategies, Inc.

Insurance, Corporate Benefits, Life & Health

The Secret $30 Billion

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Karen Oxman

Karen Oxman

Executive Vice President

HUB International

Insurance, Business

Employment Issues in the Home

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Lars Rathje

Lars Rathje

Lockton Insurance Brokers, LLC

Insurance

2 Vital Tips for Effective Enterprise Risk Management

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Danone Simpson

Danone Simpson

President & CEO

Montage Insurance Solutions

Insurance, Corporate Benefits

On Diversity and Inclusion

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Robyn Welch

Robyn Welch

Managing Director

HUB International Insurance Services, Inc.

Insurance, Asset Protection

Five Security Standards to Protect Jewelry

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Scott Zimmerman

Scott Zimmerman

Principle

Corporate Strategies, Inc.

Insurance, Corporate Benefits, Life & Health

Articles

Putting Responsible Practices into Play

Evaluating ESG—­environment, social, government—is necessary for business today
By Charlie Ittner | Darien Group

2 Vital Tips for Effective Enterprise Risk Management

Starting in the middle of the process with a self-sustaining ERM light program
By Lars Rathje | Lockton Insurance Brokers, LLC

New York City Doubles Down

James Patchett, president and CEO of New York’s Economic Development Corporation, talks about how...
By James Patchett | NYCEDC

Smart Business Growth Sustained by HR Management

James Harwood of CoAdvantage explains that when expanding a ­business, precise HR management ­supports...
By James Harwood, MBA, SPHR | CoAdvantage

Steven F. Udvar-Házy Is Making the World a Smaller Place

After immigrating from communist Hungary and pioneering the airline leasing industry more than 40 years ago,...
By Jason Dean

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Rich Schuette, wealth manager at Avalan, discusses making the big exit from the work world easy and...
By Rich A. Schuette, CFP | Avalan

Unusual Flood Losses

Lars Rathje of Lockton Companies examines the importance of having the proper insurance
By Lars Rathje | Lockton Insurance Brokers, LLC

Private Placement Life Insurance

Bradley A. Barros discusses the financial benefits of PPLI and the various benefits it offers on a consumer's...
By Bradley A. Barros | My National Family Office, Inc.

Doing Well By Doing Good

Michael Packman, Principal of Keystone National Properties, analyzes the benefits of conservation easements...
By Michael Packman | Keystone National Properties

Protecting Your Prized Possessions

Cathy Kerhulas of HUB International offers advice on how to keep collections and valuables private with these...
By Cathy Kerhulas | HUB International Insurance Services, Inc.

The Secret $30 Billion

Martin Levy of Corporate Strategies, Inc. talks about McDonald’s, Disneyland, Foster Farms, and the $30B on...
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

On Diversity and Inclusion

Danone Simpson, President & CEO of Montage Insurance Solutions, explains how women-owned businesses are...
By Danone Simpson | Montage Insurance Solutions

Doing Well By Doing Good

Brian A. Sidman, Principal of Keystone National Properties, analyzes the benefits of conservation easements...
By Brian A. Sidman | Keystone National Properties

21st Century HR Strategies

Employers are recognizing these changing priorities, by investing in employee engagement, culture, and team...
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Big Data + Big AI = Big Results

Take advantage of data by unleashing the power of artificial intelligence
By Majid Abai | Concepts Rise, LLC

Personal Health Is Your Most Valuable Asset

The benefits of private concierge medicine
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Five Security Standards to Protect Jewelry

Analyzing the importance and impact of protecting your most prized possessions in the workplace
By Robyn Welch | HUB International Insurance Services, Inc.

Let’s Get Together

Weighing the variables involved in M&A deals – from lawyers to investment bankers, tax considerations, and...
By William Mark Levinson | Thompson Coburn LLP

It’s Prenup Season

A pair of anecdotes and five best-practice methods explore the necessity of a prenup in divorce and estate...
By Stacy D. Phillips | Blank Rome LLP

Cyber Liability – From Headlines to Reality

What you need to do protect your company from cyber threats
By Lars Rathje | Lockton Insurance Brokers, LLC

Demystifying the Virtual Family Office

Identifying the keys to maximizing the effectiveness of a Virtual Family Office
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

The Boomer Impact on the U.S. Bottom Line

Examining the rising costs of an aging American population
By Danone Simpson | Montage Insurance Solutions

Therese Tucker: Bring on the SaaS

From a farm in Illinois to the first female founder and CEO of a venture-backed LA public company: How...
By Jason Dean

Dr. Robert K. Ross: Rebranding Healthcare

When health and social issues collide, The California Endowment leads the way in addressing the cause rather...
By Whitney Vendt

Patrick Soon-Shiong: Moonshot Man on a Mission

As the wealthiest person in Los Angeles (and the smartest person in the room), Patrick Soon-Shiong is fully...
By Jason Dean

Is It Better to Eat Well or Sleep Well?

The real reason insurance still matters is as obvious as it’s ever been
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Servicing the Heart, Soul and Spirit of the Company

Moving beyond the “why” and “how” of business processes and policies will greatly affect morale...
By Danone Simpson | Montage Insurance Solutions

Troy Carter: American Visionary

From Lady Gaga to Uber, Troy Carter’s sixth sense for recognizing potential has earned him a dual position...
By Jason Dean

Scott Minerd: A Formidable Figure

After achieving incredible wealth on Wall Street, Scott Minerd retired at 37 to live the California dream....
By Kirk Hawkins

Growing Pains Are Real

Managing the costs of employees through  providing safe and healthy workplaces
By Danone Simpson | Montage Insurance Solutions

Love in the Workplace

It’s not happening enough. We need more of it. Way more.
By Jason Hughes | Hughes Marino, Inc.

The World’s Most Progressive ‘Meet’ and Retreat Destinations

When it comes to settings for the most memorable trade shows, industry conferences, and executive retreats,...
By Elyse Glickman

The 2015 Disruptors: 11 Companies. 18 Entrepreneurs. $350M Raised. 1 City.

These companies, presented in ascending order, reinforce the fact that Los Angeles is a welcoming landscape...
By Andrea Zarczynski

NextGen10: Innovation & Technology [2016]

This year’s Innovation & Technology NextGen 10 are as eclectic as the innovation space they encompass.
By CSQ Staff

Three Steps to Help Mitigate Digital Risk

Every organization needs to create and implement an effective risk strategy
By Jeremy Sucharski, CISA, CRISC | Armanino LLP

Disruptive Innovation Is Driving Investments

A spate of successful startups are fueling M&A activity and capital investment
By Adam Abramowitz | Intrepid Investment Bankers

Who Do You Love?

Buying a mattress and buying life insurance – Are they the same?
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Cyber Security Due Diligence in M&A Transactions

Tips for conducting a robust and meaningful process
By Jennifer Archie | Latham & Watkins LLP

Disruptive Innovation Is Driving Investments

A spate of successful startups are fueling M&A activity and capital investment
By Jim Freedman | Intrepid Investment Bankers

Building a Culture of Leadership

Internal Branding in Harmony; Adding Value to Others Developing a brand takes understanding of what makes the...
By Danone Simpson | Montage Insurance Solutions

Michael Kelly: Channeling the Spirit of Dorothy Buffum Chandler to Catalyze Change in Los Angeles

Philanthropist and arts activist Dorothy Buffum Chandler graced Time’s cover in December 1964. The article...
By Michael Kelly

David Bohnett: The Avatar of Don Quixote

The tech boom of the ’90s catapulted the rapid spread of information, produced early stage social...
By Allana Baroni

One Investment for All Ages

Real estate can be one of the most complicated investment tools you choose to engage in your lifetime. Or you...
By James Engel | JV Property & Brokerage, Inc.

Bill Chait: Main Course of Action

Bill Chait was 25 years old and his experience in the restaurant industry was limited to the driver’s seat...
By Matthew Seukunian

Fifty Shades of Capital

Searching for the right capital provider, in many ways, is like searching for a perfect mate. It can be...
By Jonathan Zucker | Intrepid Investment Bankers

Fifty Shades of Capital

Finding the right financing partner
By Jim Freedman | Intrepid Investment Bankers

Demographic Changes Are Key to Commercial Real Estate Success

With shifting lifestyle choices from generation to generation, real estate investing is more critical than...
By Scott M. Sachs, CPA | CohnReznick, LLP

The Science of Fun

Fresh off the success of STEAM Carnival, Two Bit Circus is innovating the interactive learning experience
By Whitney Vendt

Protecting Against the Very Real Costs of Virtual Attacks

The virtual threat is real
By Peter K. Rosen | Latham & Watkins LLP

Employment Issues in the Home

When was the last time you discussed employment issues with your insurance agent and/or other trusted...
By Karen Oxman | HUB International

Protecting Against the Very Real Costs of Virtual Attacks

The virtual threat is real
By Bob Steinberg | Latham & Watkins LLP

Switzerland: The World Is Watching

Swiss Hospitality You Can Bank On What makes Switzerland tick? Its inner workings include global leadership...
By Elyse Glickman

Doing Good, and Doing It Right

Aristotle once said, “To give away money is an easy matter and in any man’s power. But to decide to whom...
By Marc Pollick

In-Office Balloon Sinuplasty™

Examining what is fact and what is fiction
By Alen N. Cohen, MD, FACS | Southern California Sinus Institute

Mergers & Acquisitions Insurance

There is intrinsic and financial value in planning for the known and unknown
By Lawrence M. Braun | Sheppard Mullin

Mergers & Acquisitions Insurance

The good news is that you can insure almost anything! In M&A transactions, buyers and sellers spend a great...
By Zachary M. Turke | Sheppard Mullin

Life Insurance as an Investment

The most overlooked financial planning instrument in your portfolio
By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Pitch to Win

Recently, we coached four high school students in a competition to sell their restaurant concept and win...
By Deborah Shames | Eloqui

Jumping on the Rebounding Real Estate Development Train

If you take a drive through southern California, it’s exciting to see the number of tower cranes visible...
By Danette Beck | Marsh USA, Inc.

Land: Innovations From the LA Auto Show

Since 1907, the LA Auto Show has been a landmark feature of the city’s pre-holiday attractions. During the...
By CSQ Staff

Private Equity Firms and Portfolio Companies

Spotlighting the role a risk management firm plays on portfolio analysis for private equity firms
By Scott M. Sachs, CPA | CohnReznick, LLP

Complying with the Affordable Care Act

Assessing healthcare costs employers face and examining best first steps to reducing costs
By Scott M. Sachs, CPA | CohnReznick, LLP

How To Position Your Company in a Transitioning Insurance Marketplace

Risk is inherent in what developers/builders and contractors do every day as they seek to grow their...
By Danette Beck | Marsh USA, Inc.

Eli Broad: Unreasonable to Perfection

 Following in Eli Broad’s footsteps (quite literally), it’s impossible not to marvel at the gait of the...
By Jason Dean

The “Perfect Storm” For Estate Planning

Assets are shifting following the implementation of the Tax Relief, Unemployment Insurance Authorization, and...
By Kyle deVries

Invest in Your Health Now or Save for Later?

Taking a closer look at the consumer benefits of long-term care
By Paul Block

How To Enjoy Your Money

A two part examination of how to find balance between spending and saving
By Justin Krane, CFP | Krane Financial Solutions
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