[Past Event] How to Protect Yourself, Your Family and Your Assets in the Rapidly Evolving Risk Environment
Guest Speakers: Dale Buckner, CEO of Global Guardian, Ashley M. Hunter, Managing Director at HM Risk Group LLC, Dale Brooks, Director at Hawque Protection Group, Kathleen Entwistle, Private Wealth Advisor at Morgan Stanley Private Wealth Management / Moderated by: Jim McCann, Founder of 1-800-FLOWERS
REGISTRATION CLOSED
Watch the full recording:
- When
- Thursday, September 17, 4 p.m. ET/1 p.m. PT
- Where
- Zoom
Speakers
Dale started his career as a professional firefighter. Excelling in the fire service, he became the WMD point of contact and trainer for the fire department and city. Dale was accepted into one of the new counter-terrorism programs soon after the creation of the Department of Homeland Security. He received training and certifications and worked with multiple federal agencies, including the FBI’s Join Terrorism Task Force and NE Florida Federal Fusion Center.
Being an instructor for the Department of Homeland Security, Dale has trained hundreds in counter-terrorism classes. He had the pleasure of speaking to thousands of both government and civilian audiences in security and counter-terrorism related topics.
Dale has brought those skills and training into consulting for a wide range of clients. His professional training & experience includes CARVER – critical infrastructure assessments, significant stadium events, working with the Film & Entertainment Industry, complex venue security, counter-terrorism protocols, executive protection, working with high profile clients, pandemic certifications, working with clients on stalker cases, schools, church campuses, and working with the hospitality industry.
Ashley M. Hunter is the Managing Director of HM Risk Group, an international insurance, reinsurance and risk management firm.
Prior to founding HM Risk Group, Ashley worked in various claims and underwriting management positions for State Farm Insurance Companies and AIG Insurance Company. In her role as Managing Director of HM Risk Group, Ashley has assisted many startups and corporations with alternative risk transfer schemes and reinsurance placement globally. Under Ashley’s leadership, HM Risk Group has become a leader in the development of niche insurance products for the sharing and assistive reproductive technology industry. In addition to working with industry leaders, HM Risk Group has been instrumental in the creation and development of policy forms for several multinational insurance companies. Ashley frequently contributes on risk and the implications on emerging markets to many global publications.
Ashley has a BM in Music Theory and Composition from Centenary College of Louisiana and a MBA in Finance from Texas A&M University. Ashley is also an accomplished concert violinist.
Dale Buckner is the President of Global Guardian, LLC in Arlington, Virginia. He has been leading Global Guardian since its inception in March 2012 and is directly responsible for the day-to-day operations and its growth.
He is a decorated Combat-Commander with multiple combat tours and classified operations in Iraq, Afghanistan, Colombia, Haiti and Cuba and executed deployments to Russia, El Salvador, Honduras, Chile, Panama, Kuwait, and Qatar.
Dale served in the United States Army Infantry (9 years), Military Intelligence (2 years), and Special Forces Green Berets (13 years). He commanded 5 organizations including an Infantry Reconnaissance Platoon, Special Forces Scuba Team, Special Force Counter-Terrorism Team, a Special Forces Counter-Terrorism Task Force, and a Special Troops Battalion.
Dale has Bachelor’s Degrees in Criminal Justice and Business, Master’s Degrees in Public Administration and Business Administration, a Masters Certificate in Strategic Leadership from Cornell and was a Senior Fellow at the Tufts University School of Law and Diplomacy.
Dale earned a total of 27 awards and decorations highlighted by his combat Bronze Star Medal and Defense Meritorious Service Medal.
A leader in private wealth management for successful families, women and business owners.
Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders.
With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service.
Experience
Officer in Corporate Trust Department, Manufacturers Hanover Trust
Vice President and Wealth Advisor, Morgan Stanley
Credentials
Certified Financial Planner, (CFP®)
Certified Divorce Financial Analyst (CDFA®)
Forbes “Top Women Wealth Advisor,” 2018, 2019
Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020
Forbes “Top 200 Women Advisors,” 2017, 2018
M.B.A., Fordham University
Life
Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary.
She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy.
In her free time, she enjoys golfing, spending time with family and relaxing at the beach.
Jim McCann is a successful entrepreneur, business leader, author, media personality and philanthropist whose passion is helping people deliver smiles. Jim’s belief in the universal need for social connections and interaction led to his founding of 1-800-FLOWERS.COM, Inc., which he has grown into one of the world’s leading floral and gourmet gifting companies.
Jim’s willingness to embrace new technologies that enhance customer engagement, such as 800 phone numbers and e-commerce, often long before other retailers, has consistently kept 1-800-FLOWERS.COM, Inc. ahead of the curve and positioned it as a leading innovator in the marketplace. These innovations have played a vital role in strengthening customer engagement, something that has always been a key element of Jim’s business philosophy.
Jim’s strategy for growth has included an effective combination of birthing and acquiring new businesses and brands that resonate with customers for their gifting and celebratory occasions. The company’s gift offerings include iconic brands such as Harry & David®, Wolferman’s®, Cheryl’s® Cookies and The Popcorn Factory®, as well as Simply Chocolate®, Personalization Universe® and 1-800-Baskets.com®, among others.
Jim is also deeply involved in philanthropy and is especially devoted to helping individuals with developmental disabilities. This includes his continued work as Founder and Chairman of Smile Farms, a 501(c)3 organization established in 2015. Smile Farms provides meaningful jobs in agricultural settings to young adults and adults with developmental disabilities, allowing them to master new skills, experience teamwork, contribute to their community and, importantly, take home a paycheck. As a result, Jim was honored with a Lifetime Achievement Award at the Long Island Business News 2019 Corporate Citizenship Awards.
In 2018, Jim established Clarim Holdings, a private holding company that expands market opportunities for clients by providing capital along with an extensive network of high-tier support partners. Jim also serves as a director for The Scotts Miracle-Gro Company, Amyris and International Game Technology PLC, as well as a variety of private and not-for-profit boards.
