Consulting & Coaching
Please view this page as a formal disclosure of my outside non-academic activities and my commercial interests, as well as a bit of an advertisement…
Chief Retirement Architect
I am currently serving as the Chief Retirement Architect at Guardian Capital where I am collaborating with them on an exclusive Canadian basis to deliver insightful thought leadership and best-in-class solutions to address retirement income challenges. In particular, I am creating advisor-specific articles, non-academic commentary, white papers and investor-facing practice management tools focused on the decumulation phase of the lifecycle.
Managing Director, PILECO
I am managing director of PiLECo, which is a private consulting firm that develops algorithms, intellectual property and long-term investment strategy for extending any portfolio’s longevity. In essence, PiLECo is in the business of helping endowments, pension plans, family offices and individuals ensure their funds last for as long possible. We do this using a unique process of (i.) quantifying, (ii.) protecting, (iii.) extending and then (iv.) monitoring the many dimensions of financial longevity, to ensure they are aligned with the objectives of the trustees and sponsors.
Targeted White Papers
In addition to my formal academic writing, I write non-scholarly White Papers sponsored and paid for by organizations in the financial industry; mutual fund companies, insurance companies as well as trade organizations interested in furthering or promoting a particular viewpoint. These (non-peer reviewed) articles are effectively work-for-hire, confidentially negotiated on a case by case basis, but depend on my interests and availability. I’m partial and more amendable to companies willing to share some of their unique data. For a sample of White Papers, click on the below.
Presentation & Sales Coaching
I have delivered over 1,000 lectures to audiences all over the world and have amassed deep experience about the good, the bad and the ugly in presentations and sales pitches. In fact, for every lecture I have given, I have had to endure 2-3 speakers on either side. This gave me an idea, why not offer suggestions? So, I now act as an occasional coach on how to “better explain” your financial products and strategies quickly, clearly and effectively. Send me a video link and we can skype-it from there.
If you are interested in more information about any of the activities listed above, send a message by completing the form below.
Please be as specific as possible about the nature of your request – or the information you require – to help us determine whether we are the right fit. We will respond to you shortly.
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