- Derivative Pricing
- Finance - Derivatives
- Finance - Econometrics
- Finance - Insurance
- Finance - Pensions
- Finance - Wealth Management
- Financial Engineering
- Financial Investments
- Financial Planning
- Financial Services
- Human Capital
- Insurance Products
- Personal Finance
- Retirement Planning
- Risk Management
- Tax and Taxation
I am a tenured professor at Schulich and a member of the Graduate Faculty of Mathematics & Statistics at York University. My research interests are at the intersection of pensions & retirement, actuarial mathematics and the history of financial products. In addition to academic research work, I am a fin-tech entrepreneur with a number of U.S. patents and computational innovations in the field of retirement income financing.
You can visit my personal website here.
2017 Ranked among the top 10% of Authors on Social Science Research Network
2017 Winner of the Kulp-Wright Book Award from American Risk and Insurance Association for: King William’s Tontine: Why the Retirement Annuity of the Future Should Resemble its Past
2015 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
2013 Schulich Research Fellowship, Teaching Reprieve to research and work on book manuscript, partially at National Archives in London
2009 Named by Investment Advisor magazine as one of the 25 most influential people in the U.S. financial advisory business.
2008 “Financial Industry Innovator” Award given by Jefferson National Insurance Co.
2008 Lifetime Achievement in Applied Retirement Research Award from RIIA (Retirement Income Industry Association). Previous winners include Zvi Bodie (2007), Larry Kotlikoff (2009), Olivia Mitchell (2010), Richard Thaler (2011) and James Poterba (2012).
2007 Kenneth Black Jr. Award for Best paper in Journal of Financial Services Professionals
2006 Graham and Dodd Scroll award from the Financial Analysts Journal, 2006 for the paper “Human Capital, Asset Allocation and Life Insurance” (joint with P. Chen, R. Ibbotson and X. Zhu)
2003-2004 Schulich Research Scholar
2003 National Magazine Awards Foundation, Gold Award for best article in Personal Finance and Business (National Post Magazine).
2003 National Magazine Awards Foundation, Honorable Mention for article in General Business (National Post Magazine)
2000 Recipient of the best paper award at the Canadian Institute of Actuaries - Society of Actuaries Symposium on Variable Annuities and Segregated Mutual Fund Guarantees, (with S. Posner)
FINE6860: Pensions and Retirement
FINE6800: Derivative Pricing
FINE4050: Introduction to Personal Finance for BBAs
FINE6050: Wealth Management for MBAs
FINE4060: Advanced Personal Finance (Using R) for BBAs
Project Title Role Award Amount Year Awarded Granting Agency Project TitlePersonal Finance in Turbulent Times RolePrincipal Investigator Award Amount$46,000.00 Year Awarded2020-2022 Granting AgencyThe IFID Centre Project TitleAre Tontine Annuities Feasible in the 21st Century? RolePrincipal Investigator Award Amount$18,000.00 Year Awarded2016-2017 Granting AgencySociety of Actuaries Project Title Role Award Amount$ Year Awarded2012-2013 Granting AgencyNETSPAR Project TitleLife Annuities- From Valuation to Allocation RolePrincipal Investigator Award Amount$30,000.00 Year Awarded2012-2013 Granting AgencyCFA Research Institute - Research Grant Project TitleActuarial finance and risk management for pensions RolePrincipal Investigator Award Amount$50,626.00 Year Awarded2003-2006 Granting AgencySocial Sciences and Humanities Research Council - Standard Research Grant Project TitleFinancial analysis of the Canadian annuity market RolePrincipal Investigator Award Amount$34,000.00 Year Awarded2000-2003 Granting AgencySocial Sciences and Humanities Research Council - Standard Research Grant Project Title RoleCo-Investigator Award Amount$ Year Awarded1999-2003 Granting AgencyMITACS Project TitleTax-adjusted valuation of the real option to annuitize wealth at retirement RolePrincipal Investigator Award Amount$19,170.00 Year Awarded1997-2000 Granting AgencySocial Sciences and Humanities Research Council - Standard Research Grant