Longevity Analytics Explained
Moshe A. Milevsky is a leading authority on the intersection of wealth management, financial mathematics and insurance.
As a tenured professor in a business school he has one foot planted squarely in the ivory tower and the other in the commercial world, with a unique communication style and talent for explaining complex ideas clearly and with humor.
Speaking & Lectures
Learn about his public keynote presentations and availability for speaking engagements.
University & Research
Learn about his teaching and research at the Schulich School of Business, York University.
Books & Writing
Learn about popular books and scholarly articles he has recently published.
Consulting & Coaching
Prof. Milevsky has interests in a number of commercial ventures, which are explained and disclosed here.
Moshe A. Milevsky is a finance professor at the Schulich School of Business at York University in Toronto. He is also a member of the graduate faculty in the Department of Mathematics and Statistics and Managing Director of PiLECo.
Moshe A. Milevsky has published 13 books (translated into 6 languages) and over sixty peer-reviewed scholarly papers in addition to hundreds of popular articles and blog pieces. In addition to being an award-winning author, he is a fin-tech entrepreneur with a number of U.S. patents and computational innovations in the retirement income space. He was named by Investment Advisor magazine as one of the 35 most influential people in the U.S. financial advisory business during the last 35 years, and he received a lifetime achievement award from the Retirement Income Industry Association.
My day-job at the University revolves around teaching undergraduate, graduate and doctoral students, courses on wealth management, investments, insurance, pensions and retirement planning.
As part of my academic responsibilities, I publish books, popular articles and technical papers, many of which you can download or link-to from this website.
My current research interests revolve around the area of financial history and the evolution of (retirement) insurance & annuity products over the centuries.
[If consumers understood the "fees" they pay for car insurance vs. mutual funds for example, they would be outraged. It's time to shine light on WHY we pay WHAT we pay for car insurance.] https://t.co/dA2iqDX3uw
Are tontines a solution to Canada\'s decumulation challenges? - https://t.co/5NVc7PpC72
Or a tontine... https://t.co/NJQIkjMdaF
Thanks Richard. I do have a soft spot for that book... https://t.co/j9IRpJlK95
A World of Decumulation https://t.co/RQaUwaIwWf
[Required reading] "Our analysis shows that recent older Americans close to retirement hold more debt, and hence face greater financial insecurity, than earlier generations. This is primarily due to having bought more expensive homes with smaller down payments...." https://t.co/4sAlzm03KC
Other than their CPP, OAS and the value of the equity in their house, which for some reason is always ignored in these "alarming" stories. https://t.co/KQ3QOcuHFB
@AlanfromBigEasy Would you care to elaborate?