Call for Papers:
CLICK FOR DETAILS

• To be announced...
  

• "MDRT Meeting, Main Platform Speaker"
  10 June, 2009, Indianapolis 16 KB

• "Lifetime Ruin Minimization: Should Retirees Hedge Inflation or Just worry About It?"
  30 January, 2009, NETSPAR Conference on Pensions (Amsterdam, Netherlands) 590 KB     
   
• "Are You a Stock or a Bond?"
  24 November, 2008, lecture at the FIRN Conference (Sydney, Australia) 976 KB    
   
• "A Blueprint for the Ruin-Contingent Life Annuity"
  16 October, 2008, seminar presentation at the Wharton School of Business, Insurance and Risk Management Department 2.06 MB   
   
• "The Frontier of Retirement Income"
  April, 2008, Montreal, Ottawa, Toronto, Vancouver 420KB   

• "A Gentle Introduction to the Calculus of Retirement Income"
  12 February, 2008, ASPPA 401(k) Summit 2008 (Orlando, FL) 629KB            

• Presentation to the Association of Canadian Pension Management impACT 2007 meeting on December 5th

• “Risk, Return and Longevity: The Role of Asset Allocation with Downside Protection”                                                   
  18 May, 2007, MFC Global Expo 2007, Hong Kong Polytechnic University, 1.14MB
   
• “An Introduction to the Calculus of Retirement Income…for Poets”                                                   
  25 April, 2007, Boomertirement Industry Summit (New York, NY) 136KB
   
• “Does a Variable Annuity Come with a License to Take on More Investment Risk”                                                   
  23 April, 2007, PRC Symposium (Philadelphia, PA) 159KB
   
• “Asset Allocation and Guaranteed Living Benefits  in Variable Annuities”                                                
  8 March, 2007, Morningstar, Ibbotson Associates Asset Allocation Conference (Miami, FL) 188KB
   
• “Killing the Law of Large Numbers: Using the Sharpe Ratio to Analyze Mortality Risk”
  24 April 2006, Second Annual Conference on Longevity Risk (Chicago, IL) 77KB
   
• “Some Behavioral Biases of Retirement Income Planning”
  27 February 2006, The 2nd Annual RIIA Conference (Boston, MA) 170KB
   
• “The Value, Price and Cost of a Pension Guarantee”
  April 2005, World Bank Conference (Washington, DC) 380KB
   
• “Beyond Sustainability: Retirement Income Tax Efficiency”
  January 2005, Ibbotson Associates Asset Allocation Conference (Orlando, FL) 653.67K

• “Optimal Asset Allocation Within & Without Payout Annuities”
  March 2003, NAVA 2003 Retirement Income Conference (Hilton Head) 477KB
   
• “Wealth Management and the Real Options in Your Life”
  April 2003, Schulich Alumni Event (Toronto) 330KB
   
• “Dollar-Cost Averaging: Accumulation vs. Distribution”
  May 2003, Ibbotson Retirement Income Conference (Chicago) 358KB
   
• “The Impact of Personal Income Taxes on Returns and Rankings of Canadian Equity Mutual Funds”
  April 2003, Press Conference (Toronto)144KB
   
• “Monte Carlo Simulation of Models in Actuarial Finance”
  November 2002, Canadian Institute of Actuaries (Toronto) 64KB
   
• “Financial and Actuarial Wealth Management”
  February 2002, Royal Association of Belgian Actuaries (lecture 1), (Brussels) 357KB
   
• “Financial and Actuarial Analysis of Retirement Savings Products”
  February 2002, Royal Association of Belgian Actuaries (lecture 2), (Brussels) 493KB
   
• “Personal Portfolio Allocation Using Actuarial Concepts”
  February 2002, Royal Association of Belgian Actuaries (lecture 3), (Brussels) 439KB
   
• “An Overview of the Real Options in Your Life”
  November 2001, Canadian Association of Insurance and Financial Advisors, (Toronto) 278KB
   
• “Optimal Annuitization Policies: Analysis of the Options”
  February 2000, SoA, (Washington) 151KB