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 & Disclosure
Prof. Milevsky has interests in a number of commercial ventures, which are explained and disclosed here.
Moshe A. Milevsky is a tenured Professor of Finance at the Schulich School of Business and a member of the graduate faculty in the Department of Mathematics and Statistics at York University in Toronto, Canada.
Moshe A. Milevsky has published 17 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.
And with very little correlation to other "risky" asset classes... https://t.co/E9Rppa5M32
“…CS had an $8B market value…and $45B tangible book value…” And the accountants still run my school. Go figure. https://t.co/WYH5gboPiS
#DailyDuh “…to determine how much PE assets are worth…they rely on estimates…produced by PE managers…” 🧐 https://t.co/FTW0pGNhCs
@gutijuancg @YouTube Finally !
@divine_dividend Entire balance, every year, forever. Just like an MER or AUM fee, expect this 1% gets sent to Ottawa, not Bernie...
The real "annuity puzzle" is how a record $1.5 billion was allocated every single day in 2022, to a product that pension economists don't really consider annuities... https://t.co/2yUT30eOdS
Or, perhaps eliminate them entirely and “tax” the assets in the RRIF at a rate of 1% per year (same as advisor takes) and send to Ottawa for better healthcare (in theory.) https://t.co/ZjoBPguKlw
#CongresoAsofondos2023 See you in Cartageña. https://t.co/8hoAqfHfCF via @YouTube
Ok, $7 more dollars to go down, and we’re under the #Russia cap Should be an interesting time in #China https://t.co/x56ggOyjRs
Somebody been binging on Top Gun, eh? #AfterBurner https://t.co/WOHigU4lay
#Chronological #Age #Doesnt #Count https://t.co/rRBG95EtOU
Unreal… I can just imagine all the depositors, employees, investors, suppliers and stakeholders who were just dazzled by the prestige of the board members..and thought “heck, this guy wrote the rules, so I’m sure it’s safe…” Then…poof. https://t.co/r2SzZjrGDg
If we could stop #marking to #market on all assets, and forced everyone to use antiquated #cost #accounting, the world would be a much safer (fairytale) place… https://t.co/yCKOsxY3t0
#wsj #BiologicalAge #Telomeres https://t.co/LNJazSWE5J
…as long as you cite them, properly. https://t.co/Yhdm4PyaJr