Stuff I do…

I am a finance professor at the Schulich School of Business at York University in Toronto, where I have been based for over 25 year. I am also a member of the graduate faculty in the Department of Mathematics and Statistics.

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.

During my sabbaticals from York University I have been a visiting professor of finance at ORT University in Montevideo (Uruguay); a visiting professor in actuarial studies at the University of Leuven (Belgium); a visiting scholar at the Department of Risk Management and Insurance at Wharton (Philadelphia, USA); a visiting scholar at the University of New South Wales (Sydney, Australia); and a visitor at the Cass School of Business (London, UK).

My current research interests revolve around the area of financial history and the evolution of (retirement) insurance & annuity products over the centuries. A few years ago I published a book called: King William’s Tontinee: Why the Retirement Annuity of the Future should Resemble Its Past (Cambridge University Press, Hardcopy 2015, Paperback 2017) and I recently published: The Day The King Defaulted: Financial Lessons from the Stop of the Exchequer in 1672. (Palgrave Macmillan, 2017) I am also working on various projects related to the design of retirement income products and risk management of the personal balance sheet. Finally, in the time that is left, I am writing a manuscript entitled: Retiring Age: Why Pensions should be linked to Biology and not Chronology