2014 Upcoming FPA Central Ohio Programs

Tuesday, August 12, 2014

Click Here to Register Today!

A Case For Index Fund Portfolios

7:30 AM – 9:40 AM, The Fawcett Center

ABOUT THE PROGRAM:
Rick Ferri presents his award winning research paper (co-authored with Alex Benke of Betterment) on the hidden benefits of combining all index funds in a portfolio.
The success of index investing in individual asset class categories has been widely documented; however, surprisingly little research is available that compares the performance of diversified portfolios of index funds with portfolios of actively managed funds. The analysis has been hindered by the relatively short length of time index funds have been available in most asset classes and a survivorship bias that existed in most commercially available mutual fund databases. The research is unique in that the actual performance of index funds and actively managed funds are used throughout the study. Each portfolio was formed using the CRSP Survivor-Bias-Free US Mutual Fund Database, which includes funds that have failed or merged over the years. This robust database enabled the replication of the real-world experience of investors who could not forecast which funds would survive at the time they made their investment decisions.

ABOUT THE SPEAKER:

Richard (Rick) Ferri is responsible for research and education at Portfolio Solutions®, and is also a member of the firm's investment committee. Rick has over 25 years of experience in the investment industry including more than ten years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a B.S. degree in business and from Walsh College with an M.S. degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively including six books on low-cost investing using index funds and ETFs. His blog is www.RickFerri.com. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps where he flew fighter aircraft. He retired from the USMC reserves.

For those of you who are not familiar with Rick Ferri's work, he's a leading expert in the field of passive investing using low cost index funds and ETFs.

Rick, a Chartered Financial Analyst, and former consultant at two major Wall Street investment firms, has written six authoritative investment books, including "The Power of Passive Investing," "All About Asset Allocation," "The ETF Book," "Protecting Your Wealth in Good Times & Bad," and others.

Besides his popular Internet blog, "A Practical Approach to Low Cost Investing," Rick writes frequently for Forbes, the Wall Street Journal, Barron's, and many other major financial publications. He has been interviewed frequently for TV, and internet video appearances, including Fox News, Morningstar, WSJ, CNN, Huffington Post, and others.

Meeting attendees will find Rick to be a passionate, and well-versed speaker, who welcomes questions about this sometimes controversial approach to investing money.

 

7:30am - Registration, 8:00am - 9:40am - Breakfast & Programs

Location:

The Fawcett Center,2400 Olentangy River Rd.,Columbus, OH 43210

Click here to print Fawcett Center Parking Pass 2014 - 3rd Quarter

Click Here to Register Today!

Member: $25/Non-Member: $50

Season Pass Holders: free!

CE Credits:

We have applied for 1.5 hours of CFP CE credit and CE in Ohio Insurance credits.

 

 

 

 

FPA of Central Ohio 2014 Calendar of Events

January 14  

Economic & Real Estate Outlook, Ethan Russman

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
February 11

Planning for Same Sex Couples in Light of Windsor, Russel Kessler

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
March 11

State Teachers Retirement System, Gary Russell

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
April 8 Succession Planning, Rob Blevins
  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
May 13

State Residency Planning, Tom Zaino

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
June 10 Financial Planning Seminar, Michael Kitces, CFP
  7:30am - 11:00am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
July Golf Outing
  TBD
   
August 12

Active vs. Passive Investing, Rick Ferri

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
September 9
Symposium 2014
  The Fawcett Center
 

2400 Olentangy River Rd.

Columbus, OH 43210

October 14 Successful Practice Management, Skip Murray
  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
November 4
Tax Update - GBQ Partners
  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
December 9 Behavioral Finance, Joseph Exner & Holiday Party
  3:30pm - 5:00pm 
  5:00pm - 6:30pm
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210

 

 

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