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Moshe Milevsky, PhD

Finance Professor, Schulich School of Business, York University in Toronto

General Session 5: The Seven Most Important Equations for Retirement

In this session, Moshe reviews the seven 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 the investment portfolio and human longevity risk. Think of it as the college version of the course “Retirement Calculus for Poets.”


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 PI Longevity Extension Corp. (PILECO). Professor Milevsky has published 15 books (translated into six languages), more than 60 peer-reviewed scholarly papers, and hundreds of popular articles and blogs. 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.