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.
I presume that another aspect of this work is just how bad the (log) normality assumption (with positive expected return) is when thinking about individual stock returns. Sorry. Yes. Geeky. I know. 😎 https://t.co/pYVYmQZOsH
One of the most interesting (finance) studied I’ve read lately. Worth 20 minutes of your time, if you live in the money management world https://t.co/j0xFQnm2XS
For historians of finance and economics, Google the “history of inflation measurement in Argentina” and you will get a sense of the statistical battle that’s brewing in the Northern hemisphere. https://t.co/sOqo28O9pP
Can’t believe I missed this one. Health professional all around the world now remind me of my Rabbi in seminary: “Well, to be safe, just don’t.” https://t.co/PTznVVaVG0
Interesting how this all erupts *after* the companies have invested and created the vaccines, not before. https://t.co/j9VxmzMtUH
Retirement planning industry, take note. CA \neq BA https://t.co/sAaewukGId
Solid move. I too plan to wait until I’m 90 (Chronologically) to name a “likely” successor. https://t.co/i7NaTDxenT
For anyone interested in #annuities, what is happening in #Chile is simply stunning. Annuitants post-retirement are withdrawing a fraction of reserves held against payout. For many years we used #chile as a great case study for annuities. Now we will use for other reasons. https://t.co/YhG0rdDbVo
#Fair is a challenging concept, but pensions should be #equitable. Either way, sadly “the young” are too busy worrying about careers, housing and the planet to pay much attention... https://t.co/AdPxC1AJqX
We are in a pandemic. No proper midterms & final exams. All students are getting A+ It’s called grade hyper-inflation. https://t.co/8HDJH1tb1L
@NormaCohen3 Publicly available? Can I get a link? I’m doing some historical research in a related area. Would love to see that work.
Note the difference between USING a “currency” versus investing versus just trading it. I’ll be very impressed (and will change my Keynesian mind) when 26% actually buy a latte or a yoga mat of flowers with it. #Waiting https://t.co/5cf5EdtOK5