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Overview

Zvi Bodie discusses a new starting point for evaluating client needs, approaching wealth management as an exercise in risk management, and implementing asset liability management.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

About the Speaker(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.