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The Future of Life-Cycle Saving and Investing, Second Edition

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Overview

The Research Foundation of CFA Institute teamed with Boston University and the Federal Reserve Bank of Boston to present a conference exploring the frontiers of life-cycle finance. Insights from such leading thinkers as Paul Samuelson, Robert Merton, and Zvi Bodie are captured in this proceedings of the conference.

About the Author(s)

Zvi Bodie PhD

Zvi Bodie is professor of finance and economics at Boston University School of Management. Previously, he taught at Harvard Business School and Massachusetts Institute of Technology's Sloan School of Management. Professor Bodie has written articles on pension finance and investment strategy for leading professional journals, and he is the author of "Foundations of Pension Finance", "Pensions in the U.S. Economy", "Issues in Pension Economics", "Financial Aspects of the U.S. Pension System", Finance (with Robert C. Merton), and "Investments", which is used in the certification programs of the Financial Planning Association and the Society of Actuaries. His latest book is "Worry Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals". He is a member of the Pension Research Council of the Wharton School at the University of Pennsylvania. Professor Bodie holds a PhD from Massachusetts Institute of Technology.

Dennis W. McLeavey
Laurence Siegel
Laurence B. Siegel

Laurence B. Siegel is the Gary P. Brinson Director of Research at CFA Institute Research Foundation and an independent consultant. He has authored, edited, or co-edited six CFA Institute Research Foundation monographs and is currently writing a new book, Fewer, Richer, Greener, to be published by Wiley in 2019. Mr. Siegel serves on the editorial boards of several prominent journals and on the board of directors of the Q Group and the American Business History Center. He has assisted a variety of nonprofit organizations in the role of investment committee chair or member. Previously, Mr. Siegel was director of research in the Investment Division of the Ford Foundation. Before that, he served as a managing director at Ibbotson Associates (now Morningstar). His website is www.larrysiegel.org. Mr. Siegel received a BA in urban geography and an MBA in finance from the University of Chicago.

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