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2021 Bogleheads Local Chapter Speaker’s List

Post on: January 23, 2021 by Rick Ferri

The Bogle Center is pleased to present a vetted Speaker’s List as a resource for Bogleheads Local Chapter leaders. These authors and speakers have volunteered to make a virtual presentation or be part of a Q & A session during a chapter meeting. Local chapter leaders should contact and schedule guest speakers directly. See 2021 Bogleheads Local Chapter Speaker’s List for contact details. Prospective guests include:

William Bernstein

Dr. William (Bill) Bernstein is a medical doctor, author, investment adviser, and financial historian. Bill has published extensively on investing and finance. His first book, The Intelligent Asset Allocator, makes the case for broad diversification in a passive portfolio.

Christine Benz

Christine Benz, CFP®, is Morningstar’s Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She also co-hosts the Morningstar Long View Podcast.

Rick Ferri

Rick Ferri is an author, investment adviser, blogger, and host of the Bogleheads on Investing podcast. Rick has written several books on low-cost index fund and ETF investing. His All About Asset Allocation is a national bestseller.

Mel Lindauer

Mel Lindauer, CFS, WMS, was dubbed “The Prince of the Bogleheads” by Jack Bogle. He’s one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. He is the co-author of two Bogleheads books.

Allan Roth

Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic, hourly based investment advisory and financial planning firm. Allan’s book, How a Second Grader Beats Wall Street is a best-seller.

Paul White

Paul is a Relationship Executive and leader for Vanguard’s Flagship Select. He has over 20 years experience in the International markets including Europe, Asia, and Australia. He excels at recognizing critical gaps in company structures, regulatory environments, business operating procedures and market conditions.

Stephen Chen

Steve has helped millions of people find ways to improve their finances and life through his podcast, The NewRetirement Podcast and his retirement planning software. His goal is to simplify retirement planning through the aid of automation. Steve has founded venture backed companies in education and financial services and worked as a consultant at firms including Charles Schwab, Fidelity and Dimensional Fund Advisors.

Jim Dahle

The founder of The White Coat Investor when Jim isn’t in the ER he is running the Podcast and helping Physicians with their personal finance and retirement planning issues. Jim is available for a very limited number of Bogleheads Chapter meetings. Contact The Bogle Center for initial scheduling.

Alan Baker

Alan Baker is a Cybersecurity expert. Previously, Alan worked for IBM as a Senior Information Technology Specialist, and ran an internet service provider. Now he helps nonprofits with technology and speaks with community groups about internet security. He is a committed Boglehead and he co-founded the South Bay Bogleheads chapter in 2015.

Greg Dietrich

Greg Dietrich is a Local Chapter favorite giving presentations on a variety of subjects, including The Basics of Indexing, What to do in a Bear Market and How to avoid debt/Getting out of Debt. Greg’s been an investor for nearly 20 years and will admit to making foolish decisions only when pressed. With equal parts pragmatism and enthusiasm he managed to grow a portfolio of index mutual funds from $200 (initial contribution) to…a bit more than this, but enough to backstop his retirement five years ago. He launched Sacramento Area Bogleheads in 2015 because he wanted to know what a Boglehead looked like!–turns out they looked like everyone else.


About the author 

Rick Ferri

Investment adviser, analyst, author and industry consultant


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