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Speaking Calendar

Portfolio Solutions founder Richard Ferri is a recognized authority on index fund and ETF investing. He is a frequent speaker at public seminars and financial industry conferences. The following are planned and select past speaking events:

2010

Jan. 11-13  Boca Raton, FL, Inside ETFs Conference

Jan. 29  Chicago, IL, Morningstar Advisor Panel

Feb. 4-6  Santa Barbara, CA, client meetings

Mar. 9  Dallas Texas, Allied Pilots Assoc. Retirement Conference

Mar. 24  Boston, MA, IMN World Series of Indexing & ETFs

May 13  Chicago, IL, Allied Pilots Assoc. Retirement Conference

May 26  Washington DC, FINRA Conference

May 27  Wilmington, DE, client meetings

Jun. 3-5  Las Vegas, NV, Investfeast 2010 Conference

Jun. 15   Albany, NY, Tull Lecture at The College of Saint Rose

Jun. 17   Toronto, Canada, IMN Conference on Investing

Aug. 19  San Antonio, TX, TSCPA Advanced Estate Planning Conference 

Sep. 9  Chicago, IL, Morningstar ETF Conference

Oct. 13-15, Philadelphia, PA, Bogleheads' Conference

Oct. 24-27  Eureka Springs, AR, Garrett Planning Conference

Nov. 17-18 Orlando, FL, Advisor Money Show

Dec. 5-8 Phoenix, AZ, 2010 Super Bowl of Indexing

Dec. 13-14, New York, NY, The World Cup of Trading ETFs 

2009

Feb. 27 Pensacola, FL, Gulf Coast Financial Planning Assoc.

Mar. 30-31 Miami, FL, IMN World Series of ETFs - East

April 23, Albany, NY, Northwest NY Financial Planning Assoc.

Jun. 4, Los Angeles, CA, Peak Performance Seminar

Aug. 6-9 Kansas City, KS, Garrett Planning Network Annual Retreat

Aug. 21-23 San Francisco, CA, The MoneyShow

Oct 1-3, Dallas, TX, 8th Annual Bogleheads' Reunion

Oct. 5-6, Phoenix, AZ, CFDD Advisor Conference

Oct. 7, Phoenix, AZ, CFA Phoenix CFA Society

Oct. 10, Anaheim, CA, FPA Conference

Nov. 8-13, NY, PA, Wilmington, DE and Washington DC

Dec. 1-3 Phoenix, AZ, 2009 Super Bowl of Indexing

2008

Dec. 7-10    Phoenix, AZ, 13th Annual Super Bowl of Indexing

Oct. 20    Minneapolis, MN, FPA of Minnesota's 2008 Symposium

Sep. 23-24    San Diego, CA, Vanguard Diehards Reunion

Sep. 22-23    Phoenix, AZ, IMN U.S. World Series of ETFs – West

Sep. 18-19    Plymouth, MI, FPA of Michigan Annual Fall Symposium

Aug. 1-2    Kansas City, MS, Garrett Financial Planning Conference

Jun 26-27    Chicago, IL, 2008 Morningstar Investment Conference

June 23-24    New York, NY, FRA Investing Advisors' ETF Summit

May 26    Phoenix, AZ, FPA of Greater Phoenix Spring Symposium

Mar. 26-28    Miami, FL, IMN U.S. World Series of ETFs – East

2007

Dec. 5-7    Scottsdale, AZ, 2007 IMN Super Bowl of Indexing

Oct. 24-26    San Diego, CA, Alliance of Cambridge Advisors

Oct. 19    Chicago, IL, The Bank Retirement Plan Coalition

Oct. 14-16    Scottsdale, AZ, IMN U.S. World Series of ETFs – West

Sep 17-18    Washington, DC, 5th Annual Art of Indexing Summit

Sep 8-10    Seattle, WA, FPA 2007 National Conference

Aug. 2-5    Kansas City, MS, Garrett Financial Planning Conference

Jun. 10-12    Alexandria, VA, Vanguard Diehards Reunion

May 16    Chicago, IL, J.P. Morgan Wealth Management Symposium

May 2-5    Chicago, IL, NAPFA 2007 National Conference

Mar. 26-27    Miami, FL, IMN's World Series of ETFs

Feb. 21    St. Petersburg, FL, NAPFA 2007 Advanced Planners Conference

Feb. 26-27    Miami, FL, Trends in Exchange Traded Funds

Jan. 18    Dallas, TX, NAPFA Study Group

Jan. 19    Mobil, AL, FPA of the Gulf Coast

Jan. 8-10    Las Vegas, NV, AICPA Personal Financial Planning Conference

2006

Nov. 6    East Lansing, MI, FPA of Michigan

Sep. 17-18    Washington, DC, 5th Annual Art of Indexing Summit

Sept. 5-7    Seattle, WA, FPA National Conference

Aug. 23    Irvine, CA, FPA Orange County

Aug. 8-12    Kansas City, MS, Garrett Financial Planning Conference

May 15-17    Las Vegas, NV, Vanguard Diehards Reunion

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