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The Future of Life-Cycle Saving and Investing: The Retirement Phase

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Overview

Building on the themes from the 2006 conference, this proceedings of the 2008 conference explores what the modern science of life-cycle finance implies for households, businesses, and government with a focus on the retirement phase.

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.

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.

Rodney Sullivan
Rodney N. Sullivan CFA

As executive director of the Richard A. Mayo Center for Asset Management, Rodney Sullivan has primary leadership and managerial responsibility for the administration and oversight of all of the center’s activities. Sullivan joined the Darden School from AQR Capital Management, the Greenwich, Connecticut, based investment management firm where he served as vice president and head of investment content. An investment industry publishing leader with an extensive track record of developing and communicating innovative research and ideas, Sullivan helped establish and led the firm’s editorial board and also was a founding member of the AQR Asset Management Institute at London Business School. Prior to joining AQR, Sullivan worked as head of publications and editor of the Financial Analysts Journal at the CFA Institute for more than 10 years, including oversight responsibilities for a suite of publication services aimed at the investment community. A Chartered Financial Analyst, Sullivan holds a bachelor’s and master’s degree in economics from Virginia Commonwealth University. He lives in Charlottesville with his family and currently serves on the editorial board of the Journal of Alternative Investments.