Moshe Arye Milevsky

Moshe Arye Milevsky

With the impending aging of the baby boomers and the possibility of little or no government pensions, it is becoming increasingly important for individuals to take retirement fund management into their own hands. Moshe Milevsky believes that sometimes "risky is safer than safe" when it comes to investments.

As an Assistant Professor in the Finance area at the Schulich School of Business at York University, he teaches MBA and BBA students Finance with an emphasis on stocks, bonds, and derivative securities.

HOW TO AVOID OUTLIVING YOUR MONEY This one or two hour lecture geared to retirees and older baby boomers discusses structuring an investment portfolio to maximize the chances of having enough to consume for the rest of one’s natural life. Individuals, especially females, in their 50’s, 60’s, and 70’s, should have a large portion of their investments in equity, instead of fixed income and GIC’s. These (counter intuitive) results are backed up with solid academic research and presented in a non-technical and very intuitive fashion. OPTIMAL ASSET ALLOCATION OVER THE LIFE-CYCLE This is a one or two hour lecture geared to knowledgeable consumers in their 30’s and 40’s on how to structure an investment/savings portfolio throughout the life-cycle. The format is interactive and casual with an emphasis on examples and case studies. TARGETING RETIREMENT: HOW TO INVEST FROM HERE TO THERE. A one-two hour lecture geared towards older baby boomers on how to build a portfolio that "targets" retirement. Topics include: setting goals, the investment choices, finding a financial planner. TEN THINGS EVERY INVESTOR SHOULD KNOW ABOUT THEIR MUTUAL FUND. A one hour lecture geared towards investors who are new to mutual funds Answers the basic questions that most people forget to ask their broker/planner. It introduces important themes such as setting reasonable performance expectations and handling market volatility. FINANCIAL RISK MANAGEMENT This one hour lecture or six hour course on financial risk management can be tailored to the needs of the client. The essence is to teach the audience how to manage financial risks using the tools of modern finance. The audience is in middle management in the financial services industry. PREVENTIVE FINANCIAL PLANNING: ADVICE FROM THE DOCTOR. A one hour lecture geared towards retirees. Works well when a medical doctor talks about health issues at the same event. INDEXED LINKED GIC'S: IS IT THE RRSP FOR THE 21ST CENTURY? A one hour lecture geared towards the conservative GIC crowd. What are ILGICs? How do they work? What are the different types? Should you own them?

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