Although my day job revolves around teaching undergraduate and graduate students, I do enjoy stepping outside the ivory tower and speaking to financial practitioners and audiences in the real world. I have delivered over 1,500 such presentations in the last 25 years and hope to give just as many in the next quarter century, although perhaps a bit more via video conferencing.
Tontines at MIT.
Swimming with Sharks.
Here is a sample some of the lectures and topics I have spoken about in the past, and feel free to reach out and inquire about the topics and subjects I’m focused on for the future.
Human Capital, Asset Allocation and Life Insurance.
Discusses the role of human capital on the personal balance sheet and how the stability or riskiness of one’s career should impact their investment asset allocation. Emphasizes the importance of life insurance in hedging human capital. A profession or job is likely one’s largest financial investment and this presentation focuses on the memorable question: Are you a Stock or a Bond?
The Seven Most Important Equations for Retirement
Reviews the 7 most important conversations or principles around sound retirement income planning, by presenting the scientific breakthroughs that are at the core of providing a sustainable retirement income, with an emphasis on investment portfolio and human longevity risk. Think of it as the college version of the course “Retirement Calculus for Poets.”
Pensionize Your Nest Egg with Life Annuities
A 401(k) is a number, not a pension. Retirement planning is more than just accumulating a large nest egg. It’s what you do with that number that counts, especially now that most companies have eliminated their traditional pension plans and replaced them with Defined Contribution (DC) plans. Retirees are exposed to market and sequencing risk, what should they do about it?
Why Retirement Should be Linked to Biology, not Chronology
Recent scientific advances enable us to measure our true biological age with much greater precision than ever before. The backward-looking metric of chronological age has become passé. In the not-too-distant future your phone, watch or even clothes will determine how old you really are. This presentation will review the implications for personal finance and especially retirement income planning.
The Past, Present and Future of Longevity…Insurance
Millennia ago pension annuities were paid with bread and wine. A century from now they might be in Bitcoin or some other form of cryptocurrency. From obscure tontines to contemporary DIAs, this lecture covers the assorted ways in which members of society have insured themselves against the high, and unanticipated, cost of living longer than expected.
Lessons from 500 Years of Annuity Mispricing: Historical Follies in the Design of the World’s Oldest Financial Product
For hundreds of years, affluent consumers have purchased annuity-like products to finance and generate income during their golden years. And, for just as long these products have been linked to controversy and apprehension by buyers as well as issuers. This presentation examines the role of life annuities through the prism of financial history. Along the journey Professor Milevsky advocates for a return to a bygone era of annuity simplicity, transparency and pricing rationality. If you are in the business of retirement income planning, this material will help you explain and position annuities — with their guaranteed lifetime income — not as a reckless or expensive bet, but as a prudent and natural hedge against longevity risk. This is the first in a series of lectures presented by Professor Milevsky. Available for purchase on Amazon
If you would like to reserve Moshe A. Milevsky for a speaking engagement or video lecture, or to inquire about his availability on a particular date, please complete and submit the form below, noting the city/location and the topic/title of the presentation you would like.
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