I am a tenured finance professor at the Schulich School of Business at York University in Toronto, where I have been based for over a quarter of a century. I am also a member of the graduate faculty in the Department of Mathematics and Statistics.
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 and a visiting scholar at the Department of Risk Management and Insurance at Wharton, Philadelphia. During the 2015/2016 academic year I will be on Sabbatical from York University and plan to spend part of this time visiting the University of New South Wales (Sydney).
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.
I am also the Executive Director of the non-profit IFID Centre, at the Fields Institute for Research in Mathematical Sciences (Toronto.) As part of my activities at IFID Centre, I organize conferences, seminars and presentation on all aspects of quantitative wealth management for individuals. In fact, I have delivered well-over 1,000 seminars and keynote presentations during the last 20 years.
Recently I have developed an interest in the history of finance, insurance and pension products, with particular emphasis on England during the (late) 17th and (early) 18th century. In 2015 I published: King William’s Tontine: Why the Retirement Annuity of the Future Should Resemble Its Past, with Cambridge University Press. My current research revolves around optimal debt management and my next project is very tentatively entitled: The Day The King Defaults.