Max is a credentialed actuary (FSA CERA MAAA) and CFA charterholder who develops and peer reviews pragmatic enterprise risk management programs and investment strategies for institutional investors. He offers continuing education and research through newsletter, articles, webinars and podcasts (Crossing Thin Ice) with current topics focused on climate change, demographics, emerging risks and improving decision making over longer time horizons. An award winning author and private investor, Max is an adjunct Professor with Creighton University and served as a board member for CFA Nebraska and the Society of Actuaries. Max leverages this knowledge and experience to help financial service firms make better decisions. Recent research projects have been related to ERM, ALM, low economic growth, emerging risks, pandemics and climate change topics. No retail clients.Specialties: Enterprise risk management, asset-liability management, strategic scenario planning, pandemics, emerging risks, continuing education, institutional investing, value investing, strategic planning, climate change, demographics.
Listed skills include Enterprise Risk Management, Financial Risk, Actuarial Science, Alm, and 36 others.