Stuff I do…

I am a tenured 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.

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 Tontine: Why the Retirement Annuity of the Future should Resemble Its Past (Cambridge University Press, 2015) and I am currently writing a book tentatively titled: The Day The King Defaulted: Financial Lessons on Risk & Return from the Stop of the Exchequer in 1672. (Palgrave, 2017) I am also working on various projects related to the design of retirement income products and the optimal management of the personal balance sheet at various (biological and chronological) ages.

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).