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 15 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.
Well, it is non-correlated with the rest of the market ... 🤔 https://t.co/Qwy31U25RK
Kudos to @TontineTrust for willingness to “call a tontine a tontine” when everyone else is scared of using the word, but obviously inspired by the concept. Then again, Lorenzo Tonti did spend the last years of life in the #Bastille jail in Paris. Longevity risk. https://t.co/0VqkQ0G7Yw
Also the extent of actuarial knowledge among most MBA students, sadly. https://t.co/AxRjZQRoiO
As a finance professor, I feel stigmatized. https://t.co/msM17AThrT
Agency: “The maximum mortgage we allow is A x B, and we have reduced A to save Canadians.” Me: “Uhm, what about B?” Agency: “B isn’t in our mandate. We only regulate A.” Me: “Besides attorneys, do you have any economists on staff?” https://t.co/b7yelTDkuc
If logic doesn’t work, try appealing to emotions. https://t.co/F6S7xzTFS4
Does anyone believe, after restrictions we “lived” thru during COVID, that governments will “allow” this business to continue? Seriously. Try getting a simple haircut in Ontario. https://t.co/YmQdtQzXYW
@GertjanV_ Very interesting! Combines actuarial insurance, corporate finance and history in one paper. Kudos.