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2014 Summit

Thank you to our Founding Members, Speakers, Sponsors, Exhibitors and Guests for a memorable inaugural Summit.  

To download a copy of the Summit presentations, please login to your PRMA account.  

President’s Welcome and Introductory Remarks - Sandra Bravo, President, PRMA
“A Macro View of the High Net Worth Universe”: The Dynamics of This Consumer Segment”
- Hannah Shaw Grove, Co-Founder and Executive Editor, Private Wealth

“Behavioral Differentiation: Creating Client Delight”
- Andrew Crawford, CEO, Crawford Consulting International, Inc.
“A Brave New Digital World: The Future of Personal Insurance”: Town Hall Interactive Session
- Ron Berg, Executive Director Agents Council for Technology, Independent Agents & Brokers Association
- Spencer Houldin, Partner Ericson Insurance
- James P. Kane, Senior Vice President, USI Insurance
“Demystifying the Family Office”
- Christine K. Galloway, President and CEO, Okabena Family Office
- Mariann Mihailidis, Managing Director, Family Office Exchange

“High Net Worth Global Risk Management”: The Pitfalls of Managing International Risks
- Dr. Daniel Carlin, Chief Executive Officer, World Clinic
- Robert H. Courtemanche, Chairman, ACE Private Risk Services
- Brian Valenza, President, The Guidry Group
“The Complexities of Insuring Private Aircraft & Private Yachts”: What You Don’t Know Will Hurt You!
- Cindy Hales, Vice President, Aviation Practice Leader, HUB International
- Nancy Poppe, National Yacht Practice Leader, Willis Marine
“The Strategic Value of Assurance: Advising the HNW on Security Related Issues”
- Arnette F. Heintze, CEO and Co-Founder, Hillard Heintze
Closing Remarks and Member Update
- Sandra Bravo, President, PRMA
- James P. Kane, Chair, Membership Committee, PRMA