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.
Not much new, to be honest, but if you happen to be stuck in traffic (or quarantine), worth 45 minutes of your time. Long live Andrey Nikolaevich Kolmogorov. https://t.co/IRrGgjQ6Bi
Quiz question: How many of you spent LESS than $500 in the last 6 months, trying to make your home office workable? (Hint: WiFi, toner, paper, computers, earphones, lighting, proper chairs & desks, coffee, etc.) https://t.co/HmMiSvdWCQ
Surprise! Your annuity is now “guaranteed” by a private equity firm. https://t.co/DxWiyFrSNr
Or, just link retirement rules to Biological (vs Chronological) Age, and leave number as is. https://t.co/wsJslzfnXZ
Double stress for PHD students looking for positions and un-tenured faculty. Very sad. https://t.co/4MTHNwYcB6
Brilliant. God’s work. https://t.co/paOTTUcPtm
a.k.a. The maximum value of a set of random variables is greater than the mean value. 🙄 https://t.co/SeYPEB4WPt
I agree with my brother, for the most part. https://t.co/XDel2Ko8Ng
RT @JournalRiskIns: What are the implications of tontine-like qualities in modern pension plans? Yikang Li and Casey Rothschild provide val…
Trump vs. Gompertz Should be interesting...