Moshe Arye Milevsky

Moshe A. Milevsky is a tenured Professor of Finance at York University in Toronto and the Executive Director of The IFID Centre. He is also a Fellow of the Fields Institute for Research in Mathematical Sciences and has lectured at universities in the U.S., Europe, South America, and Asia. Milevsky has consulted for global pension funds and insurance companies and is currently a member of numerous corporate advisory councils. His expertise spans finance, insurance, and financial planning, with a particular focus on retirement planning and the science and mathematics of longevity annuities.

Dr. Milevsky has published ten books and over 50 peer-reviewed articles on insurance, investments, pensions, retirement, and annuities. Among his well-regarded publications are "The 7 Most Important Equations for Your Retirement: The Fascinating People and Ideas Behind Planning Your Retirement Income," "Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life," and "Are You a Stock or a Bond?: Create Your Own Pension Plan for a Secure Financial Future." His forth-coming book is titled "Lifecycle Wealth and Risk Management: Strategic Financial Planning From Grave to Cradle."

Milevsky is recognized in North America as a sought-after speaker on issues related to investment management and retirement planning. He has received accolades for his scholarly contributions, including two National Magazine awards in 2003 and a Graham and Dodd scroll award for a 2006 article in the Financial Analysts Journal. Additionally, he has been awarded by Investment Advisor magazine in their 'IA25' list of most influential people in the financial advisory business in May 2009 and was chosen as one of the 'Investment News 20 of 2010' by Investment News magazine.

Milevsky advocates for individuals to incorporate all life risks—career, portfolio, housing, inflation, and longevity—into their financial planning. His presentations, such as "How to Avoid Outliving Your Money," "Is Your Client a Stock or a Bond? Taking Asset Allocation to the Next Level," and "Optimal Asset Allocation Within & Without Payout Annuities," provide practical and comprehensible guidance on managing financial future by considering one's career and job as personal human capital and aligning financial capital investment choices with the nature and security of one's job.