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VALLARIS ADVISORS
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Our "6th Generation" approaches and specialty expertise in complex, fast changing Cybersecurity challenges, objectives-matched Investment Programs and outcomes-based support for Defined Contribution and Defined Benefit Retirement Plans are specifically tailored to the needs of Boards of Directors and C-Suite leaders, especially of public companies.


These are critical areas where new thinking may be required to get the organization through uncharted waters.


A current example is how to transition to Efficacy-based approaches to cybersecurity, especially in the face of the kinds of severe threats that can lead to material impacts and multi-billion dollar shareholder value loss in just days.


Another important current example is the implementation and proper integration of Disclosure teams into severe cyber event, incident response playbooks and live exercises for the handling of potentially material types of events.


Cybersecurity

  • Measuring and Managing your Security and Risk Posture - Best Practices

  • Complying with the new SEC Cyber Regulations

  • Communicating with your Security Teams, Insurers and Investors

  • Implementing new, efficacy-based cyber underwriting standards

  • Board roles and preparation

  • Getting out ahead of severe incidents before they happen

  • Efficacy-based insurance

  • Projects requiring a Clearance

  • And more...

Investment Security

  • Matching investment programs to short and long term investment objectives - Best Practices
  • Liability matching approaches
  • Investment Policy Statement and Investment Advisor Mandates
  • Advisory monitoring and best practice governance
  • And more...

Retirement Program Security

  • Defined Benefit and Defined Contribution Governance - Best Practices
  • Asset class coverage
  • Fee reduction through proper advisor scopes and proper selection of the right type of fund structures
  • Investment objectives matching
  • Implementation of patented Covered Liability Managed Risk (CLMR) investment programs
  • And more...

 

Important Leaders on Key Projects



EDIT

Brad Smith, Microsoft's Vice Chairman and President

"Quantum Computing, Privacy and Artificial Intelligence are the key challenges for the Center for Information Technology Policy."


Brad Smith,

Microsoft's Vice Chairman and President

EDIT

Jan Tighe, Vice Admiral (Ret.) and former Director of Naval Intelligence

"Nation states and criminal organizations now have the capabilities to be very disruptive to the companies and industries on which we depend."


Jan Tighe,

Vice Admiral (Ret.), Director of Naval Intelligence

EDIT

Brad Belt, Orchard Capital's Vice Chairman, former CEO of the PBGC, and Senior Managing Director of The Milken Institute

"Systemic risk is all around us and we needed great policy innovation to confront important transitions in the airline industry."


Brad Belt,

Orchard Capital's Vice Chairman

 

  • Management
  • Consulting
  • Planning
  • Advisory
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