Applying Financial Engineering to Wealth Management

Highlights from the 2003 Private Wealth Management Conference (Private Clients V)

In this webcast, Mr. Zvi Bodie (Professor of Finance, Boston University) discusses:

  • Knowledge and product gap between institutional and personal investors
  • Applying institutional know-how to products and strategies for personal investing
  • Role of the financial intermediary in developing and adopting new strategies
  • Managing personal investment risk—what else besides diversification?


Photo of Zvi Bodie

Zvi Bodie is professor of finance and economics at Boston University School of Management. Previously, he served on the finance faculty at Harvard Business School and the Massachusetts Institute of Technology’s Sloan School of Management. Professor Bodie is the author of Foundations of Pension Finance, Pensions in the U.S. Economy, Issues in Pension Economics, and Financial Aspects of the U.S. Pension System. He is a member of the Pension Research Council at the Wharton School. Professor Bodie holds a Ph.D from the Massachusetts Institute of Technology.

This information is accurate as of the date of recording.