Clarifying Longevity Math: The Past, Present and Future of Annuities

OCT
10
Monday, 4:30 pm - 7:00 pm
 
Location: Shutters on the Beach
1 Pico Blvd.
Santa Monica, CA 90405
 
Speakers: Moshe A. Milevsky
 
Time: 4:30 pm - 5:00 pm: Networking
5:00 pm - 6:00 pm: Presentation
6:00 pm - 7:00 pm: Networking/Cocktails
 
Dress: Business Casual
   
 
Add to Calendar 10/10/2016 4:30 PM 10/10/2016 7:00 pM America/Los_Angeles Clarifying Longevity Math: The Past, Present and Future of Annuities Shutters on the Beach 1 Pico Blvd. Santa Monica, CA 90405 CFALA info@cfala.org false MM/DD/YYYY
Part 9 of 10 in our First Wednesdays: The Wealth Management Excellence Series. This event is a stand-alone event; you do not need to have attended Parts 1-8 of the series to attend this event.

Signature Event: Clarifying Longevity Math: The Past, Present and Future of Annuities with special guest MOSHE MILEVSKY

The Wealth Management Excellence Series kicks into high gear, hosting best-selling author, internationally-renowned retirement quant, and world's leading researcher and authority on retirement income strategies, Moshe Milevsky. Practitioners who attend might end up years ahead of the competition in their understanding of how liquid assets can be paired with immediate and deferred annuities to solve the longevity puzzle for investors of any amount of wealth. For those not in the wealth management industry, the insights presented will be key to understanding how to confidently fund one's own retirement. This special, rare event will be strictly limited to the first 120 registrants.


Moshe A. Milevsky | Moshe Milevsky is a tenured professor – and currently chair of the Finance Area – at the Schulich School of Business at York University in Toronto, Canada, where he teaches courses in the MF, MBA and BBA program. He is also Managing Director of the Pi Longevity Extension (PiLE) Corporation and has consulted widely in the area of annuities, longevity insurance and retirement income planning. In 2013 he sold his software company QWeMA Group and the associated patents and I.P. to CANNEX Financial Exchanges and is currently a member of the CANNEX board of directors.

As part of his scholarly work he has published 12 books, over 60 peer-reviewed papers, hundreds of newspaper and magazine articles, and serves on the editorial advisory board of numerous academic journals. He has written for the Wall Street Journal, the Globe & Mail the National Post and Research Magazine.

Moshe has delivered over 1,000 keynote lectures and presentations to audiences around the world. His most recent book is: KING WILLIAM’S TONTINE: Why the Annuity of the Future Should Resemble Its Past (Cambridge University Press.)
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Registration Fees
$20 (Member) | $30 (Non-Member)

Part 9 of 10 in our First Wednesdays: The Wealth Management Excellence Series. This event is a stand-alone event; you do not need to have attended Parts 1-8 of the series to attend this event. 
Parking Information
Shutters on the Beach Valet: $15
Payment Information
We accept the following:

If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.

 

Mail check to: 
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
 
Chair: 
Thomas Mahoney, CFA, CAIA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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