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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, Mornginstar 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

Sep. 9  Chicago, IL, Morningstar ETF Conference

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

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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