Monday, September 18

8:00 AM to 9:40 AM
Jim Otar,

CFP® Inc.

What’s important and what’s not when considering the math of retirement?  Using market history since 1900 and a non-Gaussian...

10:00 AM to 11:40 AM
Daniel Crosby,


Nocturne Capital

Although behavioral finance has enjoyed some notoriety in the recent past, practical systems for integrating its academic...

12:30 PM to 1:45 PM
Don Ezra
Don Ezra Consulting Services, Ltd

Learn the fundamental principles of investment decumulation by focusing on ways to generate sustainable income from a lump sum...

2:00 PM to 3:15 PM
Moshe Milevsky,


Schulich School of Business, York University

Decumulation can be challenging for clients who have spent their entire lives accumulating. Learn the latest research on the...