Shows
IN-the-KnowComposing the Next Insurance Generation with Jim JonesJim Jones is the co-creator of the new In The Know podcast music and has been the Executive Director of the Katie School of Insurance & Financial Services at Illinois State University since 2001. The Katie School supports over 500 students majoring in Risk Management and Insurance (RMI), actuarial science, and other majors, who are interested in careers in insurance. Jones works with ISU faculty, staff, administration, and industry executives in helping to develop talent for industry and educate students at the velocity of change. He holds an MBA in International Business from Saint Louis University, a BSBA in Finance and Accounting...2025-05-0729 minIN-the-KnowIdentifying Emerging Issues and Exposures in the Insurance Industry with Tim FletcherTim Fletcher is Gen Re’s VP, Senior Emerging Issues Specialist, and an avid contributor to Gen Re’s blog, and he edits the UM/UIM Liability Laws Survey. He is a graduate of the University of Minnesota (Bachelor of Arts, Journalism) and the Michell-Hamline School of Law (Juris Doctor), and currently serves on CPCU’s Reinsurance, Excess & Surplus Lines Interest Group and as chapter governor for the Upper South Region. He is a founding member of the Atlanta Insurance Coalition for Change and a guest lecturer on Risk Management and Insurance at Georgia State University and many industry organi...2025-04-0929 minIN-the-KnowEthical Decision-Making Throughout the Claims Lifecycle with Lori HurkinLori Hurkin is the Director of Casualty Claims at Nationwide Insurance. Lori has over 31 years of experience and has worked for State Farm and Nationwide. Lori spent six years honing her leadership skills and facilitating effective communication within teams as a development trainer. She has 24 years of experience in auto claims and has navigated every stage of the claim life cycle in multiple leadership roles. Lori achieved her CPCU certification in 2003 and has remained involved with the Iowa chapter and the Ethics Committee at the national level. Lori holds several prestigious designations, including CLU, CFC, SCLA, and CIC. She...2025-03-2625 minIN-the-KnowEthical Decision-Making Throughout the Claims Lifecycle with Lori HurkinLori Hurkin is the Director of Casualty Claims at Nationwide Insurance. Lori has over 31 years of experience and has worked for State Farm and Nationwide. Lori spent six years honing her leadership skills and facilitating effective communication within teams as a development trainer. She has 24 years of experience in auto claims and has navigated every stage of the claim life cycle in multiple leadership roles. Lori achieved her CPCU certification in 2003 and has remained involved with the Iowa chapter and the Ethics Committee at the national level. Lori holds several prestigious designations, including CLU, CFC, SCLA, and CIC. She...2025-03-2625 minIN-the-KnowUnderstanding Ceded Risk and Reinsurance with Ryan WhiteRyan White serves as Assistant Vice President and Director of Ceded Reinsurance at UFG Insurance. He has held the roles of associate, commercial, and senior underwriter, underwriting supervisor, and the first underwriting manager of UFG Online. In 2021 he was named Assistant Vice President and recently transitioned into the newly created role of Director of Ceded Reinsurance. White holds extensive reinsurance experience, a BBA in Finance, and an MBA from the University of Iowa. He also holds the CPCU, ARe, AU-M, AU, and Associate in General Insurance (AINS) professional designations. He has served on the board of the Cedar Valley...2025-03-1224 minIN-the-KnowProduct Strategy in the Ever-Changing Insurance Environment with Marisol SchulteMarisol Schulte, CPCU, AIC, is a Senior Consultant of Personal Lines Strategic Planning and Insurance at TransUnion. Marisol supports in developing and executing TransUnion’s product strategy for the personal lines property and casualty markets. She has over 18 years of property and casualty insurance experience, beginning in claims, with additional positions in R&D and Product Management for State Farm, CSAA, and Farmers. Schulte attained her CPCU in 2017 and graduated cum laude from California State Polytechnic University, Pomona with a bachelor’s and master’s degree in Mathematics. In this episode of In the Know, Chris Hampshire and Marisol examin...2025-02-2627 minIN-the-KnowDeveloping Niche Products for Healthcare Providers with Maia JarvisAs Vice President of Operations at BLISCare, Maia Jarvis provides executive leadership for the company’s MGU activities, spearheads product development, and oversees the ever-evolving BLISCare insurance management platform. With over 10 years of experience in the insurance industry (focused on creating innovative, niche solutions) and more than two decades of leadership under her belt, Maia has mastered the art of problem-solving and resource-wrangling. A key player in the launch of the BLISCare captive, Maia now serves on its Board of Directors. Maia earned her BA from the University of Portland and her MBA in IT Management from Western Governors Un...2025-01-2926 min
IN-the-KnowA 2025 of Service and Growth for the CPCU Society with Sherry McFaddenThis episode of In The Know features incoming 2025 CPCU President Sherry McFadden. Sherry recently retired from her position as Director of Enterprise Customer Care in Phoenix, AZ. Throughout her 34-year career with State Farm, she held various leadership roles in human resources, personal lines underwriting, and claims. Ms. McFadden has completed several insurance designations including CPCU, CLU, ChFC, and FLMI. She also holds a Master of Science degree in Human Resources from the University of North Florida and a Bachelor of Science degree in Economics from Tougaloo College, MS. Sherry has served as a member of the executive board...2024-12-1127 min
IN-the-KnowUnlocking Insurance Careers with Rajesh NarayanRajesh Narayan is a seasoned insurance industry leader with experience in driving technology innovation, operations transformation, and business agility. In his early industry roles at Majesco, IDP, and ValueMomentum he has architected and deployed core insurance systems across on-premises, cloud, and SaaS environments. In the last decade, he has taken on global roles at Genpact (AVP, Underwriting Transformation), RMS (Sr. Director, Analytical Services), and Gartner (Senior Director Analyst). In these roles, he has led teams in underwriting transformation, digital-first operational transitions, and new product and distribution strategies and authored research on climate risk, IoT, and emerging technologies in P...2024-11-2725 min
IN-the-KnowAdvocating for Education and Inclusion in the Insurance Industry with Precious Norman-WaltonPrecious Norman-Walton is an Account Executive with EG Bowman Co, based in NYC, and the Agent Program Manager for NAAIA (National African American Insurance Association). With over 18 years of Insurance Industry experience, she has served in Personal Lines Claims, Commercial Underwriting, and Agency Management. Prior to her current role, Precious was Director of Underwriting at Harbor AI, VP of Account Management at Insureon, and Chief Operating Officer for Diamond National Insurance Advisors. Precious is a member of the CPCU Society Leadership Council, and was Vice Chair of the 2022 CPCU In2Risk Global Conference. She served as the 2020 President of the...2024-10-3025 min
IN-the-KnowThe Importance of Elevating the Adjuster with Nikki JacksonNikki Jackson is the Senior Vice President of Strategy & Marketing at MTI America. Nikki is a data-driven strategic executive leader with over 17 years of experience in the property and casualty insurance and benefits delivery industry. During her career, Nikki has affected almost every aspect of the claims management process, working with over 100 Fortune 500 companies, dozens of TPAs and carriers, and countless vendors in various roles from operations to strategy and marketing. She authored the insurance industry’s largest academic research study on the talent shortage and is passionate about attracting and retaining talent. She is also the founder of Th...2024-10-1622 min
IN-the-KnowThe Innovation of RiskTech with Jo Lynn ClemensJo Lynn Clemens, CPCU, ARM, is the CEO and Founder of RiskKarma.io, a strategic risk intelligence solution to reduce claims and improve workplace culture. Jo Lynn has over 20 years of experience in risk, compliance, and litigation, which includes her role as president of JJC Insurance Services, LLC and her past experiences as an auditor for Underwriters at Lloyds of London, director of legislation and research for Arizona CPCU Society, regional chair for Claim Litigation Management Alliance (CLM), 2010 Delegate Ambassador to China for global Society of CPCU and special examiner to the insurance commissioner of Arizona’s Department of In...2024-10-0223 min
IN-the-KnowDeciphering the Surety Space with Kara SkinnerJo Lynn Clemens, CPCU, ARM, is the CEO and Founder of RiskKarma.io, a strategic risk intelligence solution to reduce claims and improve workplace culture. Jo Lynn has over 20 years of experience in risk, compliance, and litigation, which includes her role as president of JJC Insurance Services, LLC and her past experiences as an auditor for Underwriters at Lloyds of London, director of legislation and research for Arizona CPCU Society, regional chair for Claim Litigation Management Alliance (CLM), 2010 Delegate Ambassador to China for global Society of CPCU and special examiner to the insurance commissioner of Arizona’s Department of In...2024-10-0223 min
IN-the-KnowEmbarking on a Career in Insurance with Ben BoasBen Boas is an Underwriting Trainee for Markel Specialty’s Environmental team in Richmond, VA. He graduated from the University of South Carolina’s Darla Moore School of Business in 2023 with a degree in Risk Management and Insurance, with a concentration in Business Analytics. Throughout his academic career, Ben completed various internships with Wholesale & Specialty groups as well as the Philadelphia Insurance Companies. He served as the University of South Carolina’s Gamma Iota Sigma chapter president and was a CPCU Society student member. He currently holds an ARM designation from The Institutes and is pursuing both his CPCU and AS...2024-09-0426 minIN-the-KnowThe Future of Insurance Talent with Connor ThomsonConnor Thomson is a second-year law student at Villanova University Charles Widger School of Law. After graduating summa cum laude with University Honors from Saint Joseph’s University’s Maguire Academy of Insurance and Risk Management in 2022, he matriculated to Villanova University Charles Widger School of Law. In March 2023, at the age of twenty-three, Connor earned the Chartered Property Casualty Underwriter (CPCU) designation and began his tenure at Stickley Law, LLC, a boutique insurance defense firm that specializes in fighting fraud. In this episode of the In The Know podcast, Chris Hampshire and Connor consider what Gen-Z is looking for...2024-08-2126 minIN-the-KnowLiving By the CPCU Code with Bruce McEwanWelcome to the 100th episode of the In The Know podcast! Today’s guest Bruce McEwan is the principal of PROMANCON, an insurance and risk management consulting organization specializing in management, risk management, conflict management, and related organization change projects. Based in Hawaii, Bruce is a retired executive manager for Young Brothers, Limited, a Marine freight transportation company. During his 29-year career as a risk manager, Bruce identified, analyzed, and evaluated risks and developed plans for mitigating and managing risks of many types. In this milestone episode of the In The Know podcast, Chris Hampshire and Bruce discuss his li...2024-07-2427 min
IN-the-KnowDigital Transformation in the Insurance Industry with Paul RoderickPaul Roderick is a digital product owner and operations manager at Midwest Employers Casualty (a WRB company), where he’s deeply involved in digital transformation and process improvement initiatives, as well as bringing technical and business colleagues together. Previously, he led a public entity risk management and insurance program, using a technology-forward approach to streamline operations. He is a current member of the CPCU Society’s Technology and Innovation Committee. In this episode of the In The Know podcast, Chris Hampshire and Paul discuss the current state of the carrier side of the insurance industry, Paul’s experience with workin...2024-06-2624 min
IN-the-KnowClaiming Resilience in the Insurance Industry with Kristi FoxKristine A. Fox, CPCU, AIC-M, ARM, AIC, API, AINS, SCLA-Gold, is the Midwest regional claims manager for the Property Americas Division of Sedgwick, where she organizes deployment of field resources and oversees client accounts. Fox has over 20 years of experience in property-casualty claims, ranging from homeowners and auto losses to general liability, and has also supervised commercial trucking liability claims. She is a past president of the Omaha CPCU Society Chapter. In this episode of the In The Know podcast, Chris Hampshire and Kristi discuss all things claims, from the onset of Kristi’s career to the future of cl...2024-05-2928 minIN-the-KnowLitigative Problem-solving in the Insurance Industry with Matthew SwaffordMatt Swafford is Senior Litigation Counsel at Shelter Insurance Companies, where he manages litigation across the United States for Shelter and affiliated companies and provides general counsel to Shelter’s claims branches. He practiced law in Kentucky for over ten years with a focus on insurance, business, and employment litigation, clerked for Justice Will T. Scott at the Supreme Court of Kentucky, and was a Staff Attorney for Jefferson County Circuit Court Judge Barry Willett. At Northern Kentucky University – Salmon P. Chase College of Law, Matt graduated in the top ten percent of his class; was a member of the...2024-05-1525 min
IN-the-KnowThe Evolving Homeowners Market in Florida with Melissa Burt DeVrieseMelissa Burt DeVriese is the President at Security First Insurance Company. She has been with Security First Insurance Company since 2009 and has been President since March 2020. Before serving as President, she held a variety of roles, including Chief Administrative Officer and General Counsel. Melissa holds an undergraduate degree from the University of Miami and a Juris Doctorate from Georgetown Law Center and is a licensed attorney in Florida, Washington D.C., and California. Before working at Security First, Melissa held a variety of legal and regulatory roles in Washington D.C. In today’s episode of the In The Kn...2024-04-1725 min
IN-the-KnowCultivating Leadership in Insurance with Michael KoscielnyMichael Koscielny, MBA, CPCU, CIC, ARe, AIC, API, AIS, AINS, is chief executive officer and founder of Born2Lead, LLC. He has over 40 years of experience creating effective teams and innovative processes for underwriting and pricing for various insurance companies. He currently serves as Director of Marketing for Graduate Programs at The University of Olivet. He is an instructor for The National Alliance CISR and CIC designations and a Facilitated CPCU Study Group Leader for The Institutes. Koscielny has held many roles for The Institutes CPCU Society, including 2017 global president of the CPCU Society Leadership Council, 2017‒2018 President of the Un...2024-03-2031 min
IN-the-KnowAn Inclusive and Engaging 2024 for the CPCU Society with Traci AdedejiTraci Adedeji is the incoming 2024 President and Chair of The Institutes’ CPCU Society and works as a Vice-President at JP West, Inc., where she heads the firm’s personal and small commercial lines insurance operations. Her insurance career began in 1984, and her experience includes leadership roles with several national carriers. Her professional affiliations include membership in the Society for Insurance Trainers & Educators (SITE) and the National African American Insurance Association (NAAIA) — Boston chapter, where she serves as a board member. In addition to CPCU, Traci holds the Institutes’ ARM, API, and AIDA designations, and IRMI’s TRIP designation. In today’s ep...2023-12-2028 min
IN-the-KnowLeading the Lumber Mutual Insurance Industry with John SmithJohn Smith is President and Chief Executive Officer at Pennsylvania Lumbermens Mutual Insurance Company (PLM). With more than 40 years in the insurance business, he was a property underwriter at Aetna Casualty, a branch manager at CNA, and the Northeast Regional Vice President at General Accident. John has served on the Board of Directors of both PLM and Indiana Lumbermens Mutual Insurance Company (ILM) since the companies affiliated in 2013 and has served on many boards of directors including the National Association of Mutual Insurance Companies (NAMIC), the Insurance Society of Philadelphia (ISOP), The Institutes, and the Hardwood Federation. John was...2023-12-0627 min
IN-the-KnowEliminating Hidden Costs in Workers Comp Programs with Brian ChanceBrian Chance is a Senior Vice President, Claims and Risk Manager in the Cost Based Efficiency division at Stephens Insurance, LLC. In this role, he engages with clients to develop strategies to eliminate hidden costs inside their workers’ compensation programs. Brian has 30+ years of experience in the insurance industry with a focus on large employer self-insured workers’ compensation programs. He specializes in developing processes to identify, quantify, and eliminate hidden costs in large workers’ comp programs. Brian holds an MBA from Drexel University in Philadelphia and a bachelor’s degree from Rutgers University as well as CPCU and AIC designat...2023-11-2124 min
IN-the-KnowThe Post-Career Phase with Greg MasseyDescription: After 39 years on the carrier side of the industry, Greg Massey retired from Zurich and launched GJM Advisors, LLC in 2022. Now he provides Property & Casualty product, strategy, portfolio management, education, and leadership advisory & consulting. In today’s episode of the In The Know podcast, Chris Hampshire welcomes Greg for a conversation about the post-career phase of life. As soon as he retired, Greg found himself entertaining offers for consulting, advising, and staying active in the insurance industry. He highlights the variety of work that he has done, how the industry can better attract and retain talent, and his ad...2023-09-1328 min
IN-the-KnowTechnology and Coastal Property Insurance with Manohar PradhanManohar Pradhan is Vice President and Chief Technology Officer with responsibility for Insurance Products and IT operations at Cabrillo Coastal. He joined Cabrillo as a systems analyst in 2009 and grew his career through a series of leadership roles of increasing responsibility, including Assistant Vice President, Applications and Technology, Vice President, Applications, and Infrastructure Operations. In 2017, he was named Chief Information Officer and today he holds both CPCU and ARe designations. In this episode of the In The Know podcast, Manohar joins Chris Hampshire for a look at what it means to work for a coastal company in the insurance...2023-07-1227 min
IN-the-KnowFinance in the Insurance Industry with Amanda SulkoskyAmanda Sulkosky is a senior analyst for the business, planning, and analysis department at NJM Insurance Group. Amanda earned the CPCU designation in 2022 and is actively involved in the Central Jersey Chapter of the CPCU Society, where she assists with volunteer recruitment and development. She is also a member of the Emerging Leaders Committee and Tech & Innovation Committee, where she brings her expertise and insights to help drive innovation and progress within the organization to the global CPCU society. In today’s episode of the In The Know podcast, Chris Hampshire welcomes Amanda for a conversation about the finance si...2023-06-1428 minIN-the-KnowInsurance in Ghana with Justice Peprah AgyeiJustice Peprah Agyei is the Regional Manager of the National Insurance Commission in Ghana, a Chartered Property Casualty Underwriter (CPCU), and an Associate of the Chartered Insurance Institute of the United Kingdom and Ghana (ACII, ACIIG). He holds an MPhil in Enterprise Risk Management and Business Consulting from Kwame Nkrumah University of Science and Technology. In today’s episode of the In The Know podcast, Chris Hampshire and Justice discuss insurance in Ghana and Africa and the positive ways his CPCU designation has impacted his career. Key Takeaways Highlights of Justice’s professional journ...2023-05-3128 min
IN-the-KnowData Science in Insurance with Dr. Simi GeorgeDescription: Dr. Simi George is the Chief Data Scientist and Product Officer at NeuralMetrics, which enables actionable and transparent risk-assessment intelligence for P&C carriers, brokers, and agents. She has more than 20 years of experience in data science, descriptive statistics, and analytics, delivering global impact via cutting-edge products and data-driven management. Previously, she headed the Data Science and Applied AI organization at AXA XL. In today’s episode of the In The Know podcast, Chris Hampshire and Simi sit down for a conversation about how data science is driving decision-making in the insurance industry today. Key...2023-05-1726 minIN-the-KnowThe Career Journey to Reinsurance with Eric HubickiEric Hubicki is a Senior Vice President of Underwriting for North Carolina-based Topsail Reinsurance Underwriters, LLC. He has more than 25 years of experience in primary and reinsurance underwriting operations. After spending time on the primary side in underwriting and management roles, Eric started his reinsurance career with SCOR Reinsurance. He was an integral member of a specialty lines unit at Munich Re and BMS Intermediaries. Before joining Topsail Re, he was a Director at Arch Reinsurance Company. Eric’s reinsurance responsibilities included marketing, underwriting, and account management for national, regional, specialty, and niche insurance companies. In today’s episode of t...2023-05-0329 min
IN-the-KnowGrowing Up in the Insurance Industry with Erin DopErin Dop is a multi-line insurance producer and third-generation insurance professional at Fullenkamp Insurance, the agency her grandfather started in 1963. She is the latest CPCU designee in her family and is active in the Independent Insurance Agents of Iowa (IIAI) association. Erin was the recipient of the C. Daniel Fullwider Young Agents of the Year award for the state of Iowa in 2021. She continues to promote the industry through her efforts with the IIAI on various committees including the education committee and as the current young agent committee chair. In today’s episode of the In The Know podcast, Er...2023-04-1927 minIN-the-KnowCompassionate Claims Handling with Tony LaRoccaTony LaRocca is a claim specialist for FCCI Insurance Group who specializes in handling litigated commercial auto and liability claims. Tony is a lifelong learner who works diligently to handle claims with compassion and empathy. Tony is also a self-proclaimed coverage nerd. Tony obtained his CPCU in 2014, has volunteered and served the Dallas Chapter CPCU in various volunteer roles including as the 2021 Dallas Chapter president and he currently serves the Claims Interest Group as the vice chair. On today’s episode of the In The Know podcast, Tony joins Chris Hampshire for a conversation about the state of litigation, ho...2023-04-0525 min
IN-the-KnowNavigating the Corporate World with Fela AbioyeFela Abioye has spent the last 13 years working in the commercial insurance industry, mostly for The Hartford. From workers’ compensation claims representative to general property and casualty production underwriter, Fela also continued his education, securing a Senior Claim Law Associate, SCLA designation, and a Chartered Property Charter Underwriter and CPCU designation. Fela is currently a Managing Director responsible for the profit, loss, and growth of a middle market book of business while leading a team of production underwriters. In 2021, Fela launched The How to Corporate podcast, a show dedicated to helping working professionals advance their careers. Fela joins Chris Ham...2023-03-2228 minIN-the-KnowThe Evolution of the CPCU Designation with Adam CarmichaelAdam Carmichael is the President of The Institutes Knowledge Group, where he leads strategic development and delivery of courses and associated exams for the Institute’s Risk Management and Insurance Designation programs, including the CPCU program. With over 20 years of experience at The Institutes, Adam is highly experienced in the Risk Management and Insurance industry as well as in public policy research related to property, casualty, and insurance issues. As a holder of the CPCU designation, Adam has joined the podcast today to discuss with Chris Hampshire the CPCU, The Institutes, and the future of professional development. ...2023-03-0829 min
IN-the-KnowThe Attorney’s Role in Insurance Law with Paul RosnerPaul Rosner, J.D., CPCU, is a managing shareholder with Soha & Lang who has worked in the property and casualty field since 1989. He is a former casualty adjuster, large loss property adjuster, claims supervisor, and claims manager. As an attorney, he focuses his practice on property and casualty insurance coverage and bad faith litigation. He has also served as an expert witness on insurance bad faith and claims handling. Together with Chris Hampshire, he dives into the attorney’s role in insurance law, the increase of litigation in today’s climate, and the impact that insurance has on every aspe...2023-02-2227 min
IN-the-KnowThe Innovation and Technology Gap with Rachel PerryRachel Perry is the chief innovation officer for Aon’s North America Commercial Risk Solutions. In this role, she leads risk innovation and works closely with key external and internal stakeholders to meet unmet client needs and growth. Together with Chris Hampshire, she offers a look at the future of innovation and technology in risk management, including increased diversity and inclusion, attracting the next generation of talent, and the many areas where the industry is working to innovate and improve. Key Takeaways Success for Rachel began as a first-generation college graduate. Rac...2023-02-0832 min
IN-the-KnowEntering the Wholesale Distribution Market with Danielle StewartDanielle Stewart currently serves as the National Head of Wholesale Distribution for Everest Insurance. Prior to joining Everest, Danielle served over a decade at Liberty Mutual Insurance across multiple roles and geographies including Underwriting, Field Distribution, Leadership, and Corporate Strategy positions. Together with Chris Hampshire, she shares the benefit of saying “yes” in her career, the power of networking in the wholesale distribution market, the value of the CPCU designation, and what it means to be a woman working in today’s fast-changing insurance industry. Key Takeaways A successful career path includes a lot of...2023-01-2533 min
IN-the-KnowInclusive Leadership in Insurance with Liz KramerElizabeth Kramer is the Chief Underwriting Officer for Munich Re Specialty Insurance, their primary specialty insurance operation for property, casualty, and specialty lines. Liz is also the president of the Association of Professional Insurance Women (APIW) and a CPCU designee. She joins the podcast for a conversation with Chris Hampshire about inclusive leadership in insurance. They discuss Liz’s experience as a female executive in the insurance industry, what attracted Liz to reinsurance and specialties, and the advice that she has for attracting and retaining talent to the insurance industry. Key Takeaways Liz shares the...2023-01-1131 minIN-the-KnowInclusive Leadership in Insurance with Liz KramerDescription: Elizabeth Kramer is the Chief Underwriting Officer for Munich Re Specialty Insurance, their primary specialty insurance operation for property, casualty, and specialty lines. Liz is also the president of the Association of Professional Insurance Women (APIW) and a CPCU designee. She joins the podcast for a conversation with Chris Hampshire about inclusive leadership in insurance. They discuss Liz’s experience as a female executive in the insurance industry, what attracted Liz to reinsurance and specialties, and the advice that she has for attracting and retaining talent to the insurance industry. Key Takeaways Liz...2023-01-1131 min
IN-the-KnowDeveloping Leadership Through the CPCU Society with Brett ClausenDescription: Beginning in 2023, Brett Clausen will serve as president and chair of the CPCU Society’s Leadership Council. He also works as the Government Relations and Process Improvement Vice President for Farm Bureau Financial Services. He has joined the podcast for a conversation with Chris Hampshire about the CPCU Society and his goals for the upcoming year. Together they address goals for the future and ways to overcome the current challenges of the CPCU Society, including engagement beyond retirement, expanding membership, learning from the pandemic and solidifying growth for the future. Key Takeaways Bre...2022-12-1433 minIN-the-KnowThe Diversity of Underwriting in Reinsurance with Andrea GarciaCareer options available within the insurance industry are vast and rewarding but widely unknown, especially at the undergraduate level. Regardless, many in the industry would argue that the earlier one can get involved in insurance, the better. On today’s podcast, Andrea Garcia joins Chris Hampshire to discuss her experience as a female in the reinsurance sector. Andrea is a Senior Underwriting Specialist and Second Vice President for General Reinsurance Corporation, underwriting casualty facultative business on behalf of Berkshire Re. She offers her thoughts on how to better attract business talent to the insurance industry as well as her in...2022-11-0128 minIN-the-KnowStarting the First Minority-Owned Reinsurance Brokerage Firm with Kael ColemanConversations about diversity, equity, and inclusion are improving in the insurance industry every day and today’s CPCU Society podcast guest has witnessed the benefits of those strides firsthand. Kael Coleman is the CEO and founder of Protecdiv, the only minority-owned tier-one reinsurance broker in the market. Kael formed Protecdiv to directly address the lack of supplier diversity options and to increase the diverse offerings available within the market. On today’s podcast, Kael joins Chris Hampshire for a conversation about reinsurance, why Kael decided to strike out on his own, and the opportunities that can be found at the...2022-10-1927 minIN-the-KnowThe Growing Insurance-Linked Securities (ILS) Market with Ethan NadorlikInsurance-Linked Securities are the next frontier of the insurance industry, and Ethan Nadorlik is at the forefront of this rapidly developing financial innovation. Ethan has worked exclusively on insurance programs during his career and is a seasoned property and casualty insurance underwriter, leader, and strategist. On today’s podcast, Ethan and Chris Hampshire sit down for a look at Ethan’s career path in insurance, particularly in the Insurance-Linked Securities (ILS) space — what’s new, what’s changing, and what we can expect from this advancing technology in the future of the insurance space. Key Takeaways2022-09-2127 minIN-the-KnowThe Underwriters of Tomorrow with Ramya SunadInsurance expert Ramya Sunad has worked in all segments of the industry. She is a lead property underwriter for USAA and also serves on both the executive and the Global Leadership Council for the CPCU Society. Ramya joins Chris Hampshire on today'’s podcast for a conversation about the future of underwriting, changes in the insurance marketplace, and the value of getting involved with the CPCU Society. Key Takeaways “I’m excited to be at work every single day.” Ramya shares her journey into insurance. Adjusting and evolving from life in India to life in Americ...2022-09-0728 minIN-the-KnowWhat’s Changing in the World of Claims? with Gregg GolsonIn this episode of In the Know, host Chris Hampshire is joined by Gregg Golson, Vice President and Program Director at J.S. Held University. Gregg has over 25 years of comprehensive experience in claims management and has resolved over 12,500 property claims in his career. In their conversation, Gregg and Chris discuss all that is changing in the world of claims, from technologies and leadership to exciting changes that the future holds. Key Takeaways A little bit about Gregg’s career path and what attracted him to claims. The challenging aspects of training others on clai...2022-08-2427 minIN-the-KnowBroadening the Talent Base in the Insurance Industry with Dr. Brad GronkeHost Chris Hampshire is joined today by Dr. Brad Gronke, technical training manager for Gallagher Bassett and founder of Ignite P3. Dr. Brad is an outcomes-driven influential claims leader and public speaker with over 20 years of industry experience. He has joined the podcast for a conversation about diversity, equity, and inclusion and how the CPCU Society is working to broaden the talent base in the insurance industry. Dr. Brad shares the progress the insurance industry has made on diversity, equity, and inclusion, as well as some of the key areas that still have room for growth. He also offers...2022-07-1335 minIN-the-KnowHow To Make Sure Everyone Is Involved with Cindy BarowayCindy Baroway joins the conversation this week from the exhibit hall floor at Risk World. Cindy is the Executive Director for the University of Colorado Denver’s risk management program and is a past Global President of the CPCU. She gives her thoughts on how the industry can attract new talent, how we can better hire and retain diverse talent, and her best advice for new graduates looking for an internship or career in insurance. Cindy also talks about why she joined the CPCU society, and the rewards her involvement has brought to her professionally and personally. ...2022-06-1528 minIN-the-KnowHow Do You Underwrite in the Virgin Islands and the Caribbean? With Theresa FabelaTheresa Fabela is the President of Dorchester Insurance Company and is accountable for Underwriting, Claims, Accounting, Budget, and Reinsurance. She leverages the company's expertise in writing island-based property and casualty exposures to profitably grow the business. She is also the President of the Virgin Islands Insurance Guaranty Association and Virgin Islands Association of Admitted Property & Casualty Insurers. In today’s episode, she shares how she solidified the company's presence in the Caribbean, while successfully guiding the Company through two Category 5 hurricanes that devastated the Caribbean in 2017. Key Takeaways A little bit about Theresa and tod...2022-04-2034 minIN-the-KnowWho Are the Real Disruptors? With Ari ChesterAri Chester is the Chief Operating Officer of Americas Reinsurance at SiriusPoint, a global reinsurer with over $3 billion in capital. In this week’s episode, we learn a little bit about Ari, the three things SiriusPoint looks for when investing in products and companies, why Ari is proud of getting his CPCU certification, and so much more! Key Takeaways A little bit about Ari and how he discovered insurance. Why did Ari choose to work at SiriusPoint? Ari shares what’s different about leaving the consulting/McKinsey world vs. working within the insurance industry. Where...2021-11-1928 minIN-the-KnowWhy Is Discussing Diversity and Inclusion So Uncomfortable? With Traci AdedejiTraci Adedeji is the Insurance Operations Program Lead at AIPSO and a fellow member of the CPCU Society Leadership Council. With over 30 years of experience, Traci has specialized knowledge in the auto insurance industry. In this episode, she talks about diversity, how to start a conversation about inclusion, where self-driving vehicles are headed, and what the world of insurance will look like as more of these types of vehicles are seen on the road. Key Takeaways A little bit about Traci and how she got started. Traci attributes her willingness to learn in helping h...2021-11-0530 minIN-the-KnowWhat New Changes are Happening in the CPCU Society? With Spenser VillwockSpenser Villwock is the Executive Director & President of the CPCU Society! He has over two decades of leading purpose and mission-driven organizations to achieve greater outcomes. In this special episode, Spenser dives into the latest updates and changes happening within the CPCU Society and what members can look forward to in the upcoming year. Key Takeaways A little bit about Spenser and how he found himself in insurance. As a new President, what attracted Spenser the most about the CPCU Society? Spenser’s challenge for the CPCU Society is to...2021-10-0132 minIN-the-KnowWhat’s Life Like After Leaping In? With Abi Potter CloughAbi Potter Clough, MBA, CPCU, is a Keynote Speaker, Author, and Business Consultant focused on leadership and strategy, personal branding, insurtech, and international risk management. She has over 15 years of experience at a Fortune 500 company and currently chairs the International Insurance Interest Group of the CPCU Society. Today, she talks about what it’s like starting her business in 2020, why insurance is an exciting place to be, and so much more! Key Takeaways A little bit about Abi and how she discovered Insurance After getting laid off, Abi decided to make the...2021-09-1528 minIN-the-KnowWhere’s the Best Place to Get Mentored in the Insurance Industry? With Sean NoonanSean Noonan is the Underwriting Supervisor at EMC Insurance Companies and shares his experience with us in this week’s episode. He talks about the dynamic and diverse aspects of the insurance industry, offers his thoughts on what it’s like to be a leader, and what the insurance industry needs to do differently to attract the next level of talent! Key Takeaways A little bit of Sean and how he got involved in insurance! The great thing about insurance is that there is a personality that matches every professional opening within the industry. What...2021-09-0125 min
The Multifamily Journey for Working Professionals33. Transparent Check-in with my Listeners (June 28, 2021)Where have I been!?!? It's been 3 months since I last published an episode. Listen to find out, and get a quick update on how my investments have performed along with the future of my podcast. Enjoy.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)To be a guest on the show, or for more information about our Podcast:Shannon J. Lud...2021-06-2815 minIN-the-KnowHow Do You Create Diversity in Risk Management? With Storm WilkinsStorm Wilkins, ESQ., CPCU is the Executive Director of the Maguire Academy of Insurance and Risk Management (MAIRM). She brings more than 25 years of experience and deep technical knowledge, previously working in the insurance industry as a former trial attorney. In this week’s episode., Storm shares what she sees in young risk management professionals and students, why it’s critical to be proactive in your outreach to attract talent, and how to bridge the diversity and inclusion gap in the industry. Key Takeaways A little bit about Storm and how she got her start...2021-06-0926 minThe Multifamily Journey for Working Professionals31. Deal Deep Dive Investment 4 (1,423 Unit Multifamily Investment Fund)In this episode I share my experience investing in a 1,423 Unit Multifamily Investment Fund. This is a short but educational episode in which I speak about how I found this fund, the assets within the fund, projected returns, etc. I also speak about how this investment nearly doubled my personal Limited Partner portfolio, and how its less risky then the other investments. I also uncover some underwriting concerns I missed before I investing in this fund! (you can't win them all) Unfortunately, there's not a lot of information out there on investing in...2021-03-1518 minThe Multifamily Journey for Working Professionals30. Invest in Your First Multifamily Syndication in 6-Months or Less (Part 3 of 4)SPECIAL EDUCATIONAL SERIES: This episode is 3 of a 4 part special educational series to help anyone invest in their first Multifamily Syndication in 6-Months or less. Part 3 covers how to find a good GP group to invest with. Bear in mind, this is probably the most important task you will face as a Passive Investor. You can invest in the very best asset, but if the GP group is incompetent you can lose a lot more than money. (i.e. more money and time) So, be sure to check out this episode...2021-03-0119 minThe Multifamily Journey for Working Professionals29. Limited Partner Confidential with Sandhya SeshadriThis week I interview Sandhya Seshadri. Sandhya's invested in over 17 multifamily syndications as a passive investor before syndicating her own deals as a GP. She shares her worst and best investments, talks about "capital raisers" and why she decided to become a full-time syndicator. Not only is Sandhya one of the smartest people I've had on my Podcast, but she's 100% transparent like me. So if you're interested in learning from someone who's invested in over 17 syndications and lived to see another day you absolutely cannot miss this episode. ****FUTURE...2021-02-151h 02The Multifamily Journey for Working Professionals28. Why I Bought my First RolexIn this episode, I share with my listeners "why" I bought my first Rolex watch. I explain the crazy story of "what happened" to make me finally pull the trigger, a rude awakening on the Rolex buying process (there's a waitlist and you can't just go buy one), and how I actually purchased the watch.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)...2021-02-0121 minThe Multifamily Journey for Working Professionals27. Transparent Check-in with my Listeners (January 25, 2021)In this episode, I give my listeners a quick update on yours truly. I talk about football, work, passive investments, family and a new hobby I'm extremely passionate about! No celebrity guest interview here, or educational content. Just me talking to you, my listeners as if I was talking to a good friend. These episodes are more "me" than any other, and although they are not as popular as other content these are the episodes I enjoy making the most.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER...2021-01-2516 minThe Multifamily Journey for Working Professionals26. Invest in Your First Multifamily Syndication in 6-Months or Less (Part 2 of 4)SPECIAL EDUCATIONAL SERIES: This episode is 2 of a 4 part special educational series to help anyone invest in their first Multifamily Syndication in 6-Months or less. Part 2 covers six important concepts every Limited Partner should be aware of! From Illiquid vs. Liquid investments to how GP's are compensated you'll want to tune-in to this episode. If you're like me and you want to invest in Real Estate but don't want to be a landlord, and don't know where to start then this special educational series is 100% made for you!****FUTURE LISTENERS...2021-01-1832 minThe Multifamily Journey for Working Professionals25. A Rare Interview with Multifamily Legend Joe FairlessOur first episode of the New Year won't disappoint, as we sit down for a rare interview with Multifamily Legend Joe Fairless! Joe is someone whom needs no introduction, however we're happy to share some of his major accomplishments:Joe Fairless is the Co-founder of Ashcroft Capital with over $1 Billion (yes Billion) assets under management.In addition to his responsibilities with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest-running daily real estate podcast in the world and generates over 500,000 monthly downloads!Joe is also a proud...2021-01-1138 minThe Multifamily Journey for Working Professionals24. Make it Rain with Luc D'Abreau & Daisy SerranoIn this week’s episode I interview husband and wife team Luc D'Abreau & Daisy Serrano. They're millennial go getters whom have already invested as Limited Partners in over 445 Units in San Antonio, TX, founders and hosts of the Make it Rain Podcast and future General Partners in a Multifamily Syndication! I always love interviewing other MF Podcast hosts to get their perspective on the market, investing and life. If you want a little more about this dynamic duo, and hear all about their big plans in 2021 please check-out this podcast today!****FUTURE LI...2020-12-2154 minThe Multifamily Journey for Working Professionals23. Invest in Your First Multifamily Syndication in 6-Months or Less (Part 1 of 4)SPECIAL EDUCATIONAL SERIES: This episode is 1 of a 4 part special educational series to help anyone invest in their first Multifamily Syndication in 6-Months or less. Part 1 covers the top-20 terms Limited Partners should know prior to investing in a Multifamily Syndication. Consider this first episode to be a foundation of which all other education shall be built upon. If you're like me and you want to invest in Real Estate but don't want to be a landlord, and don't know where to start then this special educational series is 100% made for you!2020-12-1435 minThe Multifamily Journey for Working Professionals22. Deal Deep Dive Investment 3 (447 Unit Class B Asset)As promised, this podcast offers listeners a behind-the-scenes look into all of my multifamily syndication investments as a Limited Partner! In this episode I share how I found this deal and why I love this GP group. I review their qualifications, portfolio and resume. I talk about the pros and cons of their business strategy, and how I'm mitigating that. Lastly, I spend the rest of the podcast reviewing the pitch deck. Tune-in as I share everything about Investment 3! ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL...2020-12-0740 minThe Multifamily Journey for Working Professionals21. Transparent Check-in with my Listeners (November 23, 2020)In this episode, I continue to make good on filling in my listeners on my personal journey passively investing in multifamily syndications. I update my listeners on my 3 1/2 month old podcast, family life, my W2 and of course my passive investments. You'll also especially enjoy the Jerry Maguire rant at the end regarding risk vs. return.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)2020-11-2300 minThe Multifamily Journey for Working Professionals20. Exclusive Interview with Ex-Real Estate Rookie's Co-host Felipe MejiaIn this week’s episode I do an EXCLUSIVE interview with Real Estate celebrity and mentor, Felipe Mejia! Felipe is one of the fastest rising stars in the Real Estate Investing world, with over 15K Instagram followers and a ever growing YouTube channel he's certainly in high-demand. When Felipe's not pumping out high value content, he's a family man first and a Real Estate investor second.This episode is personal, intimate and 100% unchained. Hear Felipe talk about his family, his motivators, his predictions on the Real Estate market and why he left the BPs Re...2020-11-1600 minThe Multifamily Journey for Working Professionals19. Keeping it Real and Discussing Burn OutThis week we have another short episode where I discuss how I'm dealing with burn out studying and investing in Multifamily Syndications. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)To be a guest on the show, or for more information about our Podcast:Shannon J. Ludlow, MBA, CPCU, AICshannon@themultifamilyjourney.comOur Podcast WebsiteFollow-us...2020-11-0200 minThe Multifamily Journey for Working Professionals18. Against All Odds with Millennial Mastermind Diego CorzoThis week I interview a good friend of mine, Diego Corzo. Against all odds, Diego was able to achieve financial independence by the ripe age of 26. Fast forward 4 years, Diego has a respectable real estate portfolio, has given 3 Ted Talks, is a Mentor to close to 100 eager investors, and has been featured by BiggerPockets (episode 352). If that's not impressive enough, Diego came to his country at the age of 9 undocumented. Because of his Dreamer status, he could not get the paperwork necessary to get a Driver's License or qualify for a Student Loan. Despite...2020-10-2600 minThe Multifamily Journey for Working Professionals17. The Worst Thing About Passive Investing...So FarThis week we have rather short and to the point episode where I discuss "The Worst Thing" about passive investing so far. I'd like to say more but I don't want to ruin the surprise. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)To be a guest on the show, or for more information about our Podcast:Shannon J. Ludlow, MBA...2020-10-1900 minThe Multifamily Journey for Working Professionals16. Everything Multifamily with John Fortes (Part 2 of 2)This week I interview John Fortes. John founded The Fortes Company because of his passion for working with investors. Partnering with working professionals, John has helped families invest in over $70 million in multifamily apartments. Helping families secure financial security through real estate passive opportunities in multifamily syndications has been a passion that compelled John to start the company. John is also the host of one of my favorite multifamily podcasts, the Passive Investor Show. This is Part 2 of 2 Episodes.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET...2020-10-1200 minThe Multifamily Journey for Working Professionals15. Everything Multifamily with John Fortes (Part 1 of 2)This week I interview John Fortes. John founded The Fortes Company because of his passion for working with investors. Partnering with working professionals, John has helped families invest in over $70 million in multifamily apartments. Helping families secure financial security through real estate passive opportunities in multifamily syndications has been a passion that compelled John to start the company. John is also the host of one of my favorite multifamily podcasts, the Passive Investor Show. This is Part 1 of 2 Episodes.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET...2020-10-0500 minThe Multifamily Journey for Working Professionals14. Data, Disruption & Dominance with Neal BawaThis week I interview Neal Bawa. Neal is a technologist and an entrepreneur who is universally known in the real estate circles as The Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $320+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million...2020-09-281h 01The Multifamily Journey for Working Professionals13. An Hour with "The Master" Passive Investor Jeremy RollThis week we sit down with master passive investor Jeremy Roll. Jeremy has invested passively in over 100 private placements and is currently active in over 60! If you're serious about becoming a passive investor, you'll want to listen to this episode on repeat.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)To be a guest on the show, or for more information about our...2020-09-211h 05The Multifamily Journey for Working Professionals12. Deal Deep Dive Investment 2 (416 Unit Class B Asset)In this podcast I do a deep dive into my 2nd multifamily syndication investment as a Limited Partner! Tune-in as I share everything about Investment 2. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****Sponsor Information:Rat Race to Financial Independence (Listeners Discount Link)To be a guest on the show, or for more information about our Podcast:Shannon J. Ludlow, MBA, CPCU, AICshannon@themultifamilyjourney.comOur Podcast...2020-09-1838 minThe Multifamily Journey for Working Professionals11. The Rise of Multifamily Syndicator Spencer GrayAfter a much needed week-long hiatus, we're back with another guest interview featuring Multifamily Syndicator Spencer Gray. Spencer is the CEO of Gray Capital, LLC. His firm pursues Limited Partner, Joint Venture and General Partner co-investment opportunities to acquire stabilized cash flowing real estate assets throughout the Midwest and the Southeastern United States. This episode is jam packed with thought provoking technical discussions on everything multifamily. You won't want to miss this one, check it out today!****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE...2020-09-1458 minThe Multifamily Journey for Working Professionals10. Should you Join a Mastermind?This week we take a pause from guest interviews to circle back to my personal journey. Specifically, I'll talk about Masterminds. They've been extremely popular the past several years, and more and more people are not only joining them but starting them as well! So, with so many Masterminds out there how do you know which ones are good or bad? If you've been following my podcast since Episode 0, you've probably picked up that I'm a non-BSer. Basically, I tell it like it is. I want to front load this episode...2020-09-0342 minThe Multifamily Journey for Working Professionals9. Failing Forward with DeRosa Group Asset Manager Justin FraserThis week we interview Real Estate Investor, Coach, Mentor, Speaker, Syndicator and DeRosa Group Asset Manager Justin Fraser. Did I mention Justin is also the host of one of my favorite new podcasts True Multifamily? This episode is packed with stories you won't hear on other podcasts! Justin shares with us his first major syndication, and how things got off to a rough start! But, instead of giving up he worked hard to get the asset stabilized and back on track for his investors. He also talks about some things he's going...2020-08-3135 minThe Multifamily Journey for Working Professionals8. No B$ Tax Advice for Passive Investors with Ana KleinThis week we interview Real Estate Investor, CPA and Tax Advisor/Account Rockstar Ana Klein! Ana has been making the rounds on many popular podcasts including BiggerPockets and others to share her knowledge with Real Estate investors. I Ana how best to set-up a business, what accounting software Passive Investors should use, we talk about the benefits of investing in Real Estate, the tax benefits of Cost Segregation studies, paper losses, carrying over paper loses, and much more. You don't want to miss this episode! ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND...2020-08-2852 minThe Multifamily Journey for Working Professionals7. 22 Year-old Syndicator and Future REI Rockstar Dante' BelmonteThis week we interview a 22-year old multifamily syndicator Dante' Belmonte. Although Dante' is young he's an old soul taking action and crushing it in real estate investing. We ask Dante' to share why he chose real estate as his profession. He gives us the scoop on his syndication aspirations, and how launching a meet-up in Syracuse, NY led to establishing high-quality contacts. Lastly, we get into the launch of his podcast Make Money Make Sense in Real Estate. This interview is full of knowledge sharing and laughs. ****FUTURE LISTENERS...2020-08-2457 minThe Multifamily Journey for Working Professionals6. Transparent Check-in with my Listeners (August 20, 2020)In this episode, I make good on filling in my listeners on my personal journey passively investing in multifamily synidcations. I talk about deal one, deal two and yes deal three! I also give an update on my podcast, work-life balance and an update on the free content I promised on my website.****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****To be a guest on the show, or for more information about our Podcast:Shannon...2020-08-2133 minThe Multifamily Journey for Working Professionals5. From 0 to 228k Instagram followers with Baskal KorkisI purposely interviewed local real estate guru and financial expert Baskal Korkis to prove an important point. Investing in buy-and-hold residential real estate is not passive! Baskal shares his journey investing in real estate, how he acquired 23 doors by 23 years old (yes you read that right). He gives an update on the impact Covid had on his personal portfolio, and why he's hoarding cash now (and why you should too). We briefly cover when a future recession may occur, and Baskal reminds us of his prediction on the economy the first time we...2020-08-171h 08The Multifamily Journey for Working Professionals4. Deal Deep Dive Investment 1 (165 Unit Class C+ Asset)As promised, this podcast offers listeners a behind-the-scenes look into my very first multifamily syndication investment as a Limited Partner! I'll share exactly how I found this deal, how I vetted the General Partnership group, things I liked about the investment and touch-on potential investor returns. Tune-in as I share everything about Investment 1. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****To be a guest on the show, or for more information about our Podcast:...2020-08-1535 minThe Multifamily Journey for Working Professionals3. Why I'm Investing in Syndications (Part 2 of 2)Your host and working professional Shannon Ludlow shares his personal reasons why he's investing passively in Multifamily syndications. He gets technical, and covers a multitude of comparisons between investing in multifamily syndications and single-family homes. This is the last of a 2 part series. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****To be a guest on the show, or for more information about our Podcast:Shannon J. Ludlow, MBA, CPCU, AICshannon@themultifamilyjourney.com2020-08-1332 minThe Multifamily Journey for Working Professionals2. Best Ever Passive Investor Tips with Travis WattsFor our shows first ever guest interview we sit down with full-time passive investor Travis Watts! Travis is a journeyman who held several positions in various industries before retiring at 25 to become a full-time passive investor. Travis has invested in over 30 multifamily syndication deals, and looks to share his vast experience with the world via multiple social media platforms. He generously offers up his time in free 15-minute increments to speak literally to anyone curious about investing passively in multifamily syndications In this episode, Traivis gives our listeners a little background on his life, his...2020-08-1047 minThe Multifamily Journey for Working Professionals1. Why I'm Investing in Syndications (Part 1 of 2)Your host and working professional Shannon Ludlow shares his personal reasons why he's investing passively in Multifamily syndications. This is the first of a 2 part series. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****To be a guest on the show, or for more information about our Podcast:Shannon J. Ludlow, MBA, CPCU, AICshannon@themultifamilyjourney.comOur Podcast WebsiteFollow-us on InstagramDisclaimer: This podcast...2020-08-0437 minThe Multifamily Journey for Working Professionals0. Why I'm Sharing my JourneyFollow along as working professional Shannon Ludlow shares his personal journey investing passively in Multifamily Real Estate. In this introductory episode, he briefly discusses his background, early failures investing in real estate, his career path, and why he's skipping investing in residential real estate and going straight for Multifamily Real Estate. ****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****To be a guest on the show, or for more information about our Podcast:Shannon J. Ludlow...2020-08-0332 min
Podcast Episodes Archives - AssociatePICPCU® 556 Part 2: CPCU® 556 Exam DifficultyCPCU® 556 Part 2: CPCU® 556 Exam Difficulty Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part two of the four part CPCU® 556 podcast series. In this episode we will review the CPCU® 556 exam difficulty and breakdown why this is one of the most failed CPCU® exam (hint: taxes are important!). Disclaimer CPCU®, ARM™, […]
The post CPCU® 556 Part 2: CPCU® 556 Exam Difficulty appeared first on AssociatePI.2019-12-0505 minPodcast Episodes Archives - AssociatePICPCU® 556 Part 1: CPCU® 556 Exam Format And OverviewCPCU® 556 Part 1: CPCU® 556 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 556 podcast series. In this episode we will review the CPCU® 556 exam format and overview including the following topics: CPCU® 556 Exam Pass Rate CPCU® 556 Chapters CPCU® 556 Exam Format CPCU® […]
The post CPCU® 556 Part 1: CPCU® 556 Exam Format And Overview appeared first on AssociatePI.2019-12-0511 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 540 Part 2: CPCU® 540 Exam DifficultyCPCU® 540 Part 2: CPCU® 540 Exam Difficulty Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part two of the four part CPCU® 540 podcast series. In this episode we will review the CPCU® 540 exam difficulty and breakdown why this is one of the most failed CPCU® exam (hint: formulas are important!). Disclaimer CPCU®, ARM™, […]
The post CPCU® 540 Part 2: CPCU® 540 Exam Difficulty appeared first on AssociatePI.2019-12-0306 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 540 Part 1: CPCU® 540 Exam Format And OverviewCPCU® 540 Part 1: CPCU® 540 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 540 podcast series. In this episode we will review the CPCU® 540 exam format and overview including the following topics: CPCU® 540 Exam Pass Rate CPCU® 540 Chapters CPCU® 540 Exam Format CPCU® […]
The post CPCU® 540 Part 1: CPCU® 540 Exam Format And Overview appeared first on AssociatePI.2019-12-0308 minPodcast Episodes Archives - AssociatePICPCU® 530 Part 2: CPCU® 530 Exam DifficultyCPCU® 530 Part 2: CPCU® 530 Exam Difficulty Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part two of the four part CPCU® 530 podcast series. In this episode we will review the CPCU® 530 exam difficulty and breakdown why this is one of the most failed CPCU® exam (hint: definitions are important!). Disclaimer CPCU®, ARM™, […]
The post CPCU® 530 Part 2: CPCU® 530 Exam Difficulty appeared first on AssociatePI.2019-08-2106 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 530 Part 2: CPCU® 530 Exam DifficultyCPCU® 530 Part 2: CPCU® 530 Exam Difficulty Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part two of the four part CPCU® 530 podcast series. In this episode we will review the CPCU® 530 exam difficulty and breakdown why this is one of the most failed CPCU® exam (hint: definitions are important!). Disclaimer CPCU®, ARM™, […]
The post CPCU® 530 Part 2: CPCU® 530 Exam Difficulty appeared first on AssociatePI.2019-08-2106 minPodcast Episodes Archives - AssociatePICPCU® 530 Part 1: CPCU® 530 Exam Format And OverviewCPCU® 530 Part 1: CPCU® 530 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 530 podcast series. In this episode we will review the CPCU® 530 exam format and overview including the following topics: CPCU® 530 Exam Pass Rate CPCU® 530 Chapters CPCU® 530 Exam Format CPCU® […]
The post CPCU® 530 Part 1: CPCU® 530 Exam Format And Overview appeared first on AssociatePI.2019-08-2108 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 530 Part 1: CPCU® 530 Exam Format And OverviewCPCU® 530 Part 1: CPCU® 530 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 530 podcast series. In this episode we will review the CPCU® 530 exam format and overview including the following topics: CPCU® 530 Exam Pass Rate CPCU® 530 Chapters CPCU® 530 Exam Format CPCU® […]
The post CPCU® 530 Part 1: CPCU® 530 Exam Format And Overview appeared first on AssociatePI.2019-08-2108 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 520 Part 2: CPCU® 520 Exam DifficultyCPCU® 520 Part 2: CPCU® 520 Exam Difficulty Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part two of the four part CPCU® 520 podcast series. In this episode we will review the CPCU® 520 exam difficulty and breakdown why this is the second most failed CPCU® exam. Disclaimer CPCU®, ARM™, and API™ are trademarks of […]
The post CPCU® 520 Part 2: CPCU® 520 Exam Difficulty appeared first on AssociatePI.2019-07-2605 minPodcast Episodes Archives - AssociatePICPCU® 520 Part 1: CPCU® 520 Exam Format And OverviewCPCU® 520 Part 1: CPCU® 520 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 520 podcast series. In this episode we will review the CPCU® 520 exam format and overview including the following topics: CPCU® 520 Exam Pass Rate CPCU® 520 Chapters CPCU® 520 Exam Passing Grade […]
The post CPCU® 520 Part 1: CPCU® 520 Exam Format And Overview appeared first on AssociatePI.2019-07-2606 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 520 Part 1: CPCU® 520 Exam Format And OverviewCPCU® 520 Part 1: CPCU® 520 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 520 podcast series. In this episode we will review the CPCU® 520 exam format and overview including the following topics: CPCU® 520 Exam Pass Rate CPCU® 520 Chapters CPCU® 520 Exam Passing Grade […]
The post CPCU® 520 Part 1: CPCU® 520 Exam Format And Overview appeared first on AssociatePI.2019-07-2606 minAssociatePI Podcast - Passing Your Insurance Designation ExamsCPCU® 500 Part 2: CPCU® 500 Exam DifficultyCPCU® 500 Part 2: CPCU® 500 Exam Difficulty Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part two of the four part CPCU® 500 podcast series. In this episode we will review the CPCU® 500 exam difficulty and breakdown why this is the second most failed CPCU® exam. Disclaimer CPCU®, ARM™, and API™ are trademarks of […]
The post CPCU® 500 Part 2: CPCU® 500 Exam Difficulty appeared first on AssociatePI.2019-07-1607 minPodcast Episodes Archives - AssociatePICPCU® 500 Part 1: CPCU® 500 Exam Format And OverviewCPCU® 500 Part 1: CPCU® 500 Exam Format And Overview Practice Exam: https://associatepi.com/practice-exam-download/ Welcome to part one of the four part CPCU® 500 podcast series. In this episode we will review the CPCU® 500 exam format and overview including the following topics: CPCU® 500 Exam Pass Rate CPCU® 500 Chapters CPCU® 500 Exam Passing Grade […]
The post CPCU® 500 Part 1: CPCU® 500 Exam Format And Overview appeared first on AssociatePI.2019-07-0809 min