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.
True CPI is capital intensive but fixed COLA should not be. It’s mostly behavioral “What? My initial payment will be how much lower? Forget it. I’ll go nominal.” https://t.co/ITnt26jRUc
Fascinating that despite unprecedented inflation, 97% of SPIAs & DIAs are NON-inflation protected. Not even COLA adjusted (?!?) Go figure. Thanks to @CannexTweets for great data. https://t.co/hbJOT6sPum
Either that, or it wasn’t fixed properly in Canada… https://t.co/1PtLRKrsRa
Let’s see if they can learn from Moody’s and SP… https://t.co/Wj9vuKpice
Yes. Active management is costly (And wasteful.) https://t.co/WTnIUSCUYC
My favorite line was the very last one. “He is currently writing a physics textbook” Yes. That’s what billionaire geeks do. https://t.co/aSVbaDY2OK