Bogleheads® Conferences: Difference between revisions

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{{The Bogleheads sidebar}}
{{Bogleheads® Conference}}
Day-to-day contact between Bogleheads® occurs online. However, some members take advantage of the social opportunities presented by national '''Bogleheads® Conferences''' and/or [[Bogleheads® local chapters|local meetings]]. Over the years, there has been significant growth in both types of events. [[John Bogle]] has attended all but one of the national meetings, the first of which (ultimately named Diehards I) occurred in Miami, Florida on March 10 - 11, 2000. In 2007, in honor and recognition of Mr. Bogle, and in acknowledgment of the forum community's shift to bogleheads.org., the reunion name was rechristened "Bogleheads" and the roman numeral designation was exchanged for common arabic numbers.


Day-to-day contact between Bogleheads<sup>&reg;</sup>occurs online. However, some members take advantage of the social opportunities presented by national and/or local meetings. Over the years, there has been significant growth in both types of events. [[John Bogle]] has attended eleven of the national meetings, the first of which (ultimately named Diehards I) occurred in March 2000. In 2007, in honor and recognition of Mr. Bogle, and in acknowledgment of the forum community's shift to bogleheads.org., the reunion name was rechristened "Bogleheads" and the roman numeral designation was exchanged for common arabic numbers.  
The conference was held at various venues across the United States from 2000 through 2009. Beginning in 2010 the conference has been held in Philadelphia, Pennsylvania, primarily due to a consideration of Mr. Bogle's advancing age and general health. A secondary effect of the Philadelphia setting is that the [[Vanguard Group]] has hosted a series of visits where conference attendees can see the Vanguard campus and enjoy presentations by Vanguard managers and staff.  


==National meetings==
==National meetings==
{{See also|Bogleheads® Conference history}}
Upcoming conference dates are announced in the Bogleheads forum; which usually occurs early in the year. Conference attendance is limited to approximately 200 attendees as a means of assuring that attendees get a chance to interact with John Bogle and the various authors and experts in attendance, rather than forgoing such intimacy by sponsoring a larger, impersonal gathering.
The conference, by tradition, spans three days and, in its current format, roughly adheres to the following agenda. The first day begins with a check-in followed by a wine and cheese reception in the afternoon. Day two begins in the morning, after breakfast, with John Bogle delivering a keynote address. Following his presentation, Bogle is joined by [[William Bernstein|Dr. Bill Bernstein]] for a “Fireside Chat”, followed by a Question & Answer session with a Panel of Experts. After lunch, there is a session of book signings and personal discussions. Usually  the book signing session is paired with a simultaneous breakout session and an ongoing wiki demonstration. The Vanguard visit takes place during the evening. The third day usually begins with a presentation, followed by an extensive Question & Answer session with John Bogle.
Recent third day presentations have included the introduction of academic papers and presentations from [[George Upham Sauter|George "Gus" Sauter]].
==Archive==
Conferences are attended by members who provide photographic and video services to the meetings. In addition, Morningstar records video interviews with John Bogle, and on occasion, other conference attendees.  News journal columnists and reporters often write articles about the conferences, and impressions and notes are recorded in blog and forum postings. These mementos are preserved in the conference archives below. 
{{Notice|
{{Notice|
Please note that links to Morningstar forums are archived to show only the initial post of a given conversation.  To see the expanded thread, click the '' View Complete Thread'' button at the bottom of the post.}}
Please note that links to Morningstar forums are archived to show only the initial post of a given conversation.  To see the expanded thread, click the '' View Complete Thread'' button at the bottom of the post.}}


===Diehards I - Miami===
===Diehards I - Miami===
The initial meeting between John Bogle and members of the Morningstar Diehards forum occurred on March 10, 2000 while Mr. Bogle was in Miami, Florida as the scheduled keynote speaker at the Miami Herald’s Making Money Seminar. Mr. Bogle joined twenty forum members for an evening Florida dinner hosted by future author [[Taylor Larimore]] and wife at the Larimore's condo residence in Miami.
On March 11, Mr. Bogle delivered his keynote speech at the money show.
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*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&convId=22888 Miami Herald Article on Bogleheads]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&convId=22888 Miami Herald Article on Bogleheads]
*Retrospective: [[A Thanksgiving to Remember]] by [[Mel Lindauer]]
*Retrospective: [[A Thanksgiving to Remember]] by [[Mel Lindauer]]
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===Diehards II - Pennsylvania===  
===Diehards II - Pennsylvania===  
The 2001 Diehards meeting was hosted by the Kirtland family on the Kirtland family farm in southeast Pennsylvania. After check-in on Friday, June 8, attendees gathered for an evening dinner where special guest, financial columnist Jason Zweig gave a presentation and answered questions. On Saturday morning, John Bogle and staff provided attendees with a guided tour of Vanguard facilities, along with a Q&A session with Mr. Bogle. The meeting was capped off by a picnic barbeque luncheon on the Kirtland farm.
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Jason Zweig attended Diehards II:
Jason Zweig attended Diehards II:
*Here Come the Bogleheads: [http://www.jasonzweig.com/uploads/9.01Bogleheads1.pdf Part 1] [http://www.jasonzweig.com/uploads/9.01Bogleheads2.pdf Part 2], Jason Zweig, September 1, 2001 (MONEY Magazine)
* [http://jasonzweig.com/a-golden-oldie/ Here Come the Bogleheads], Jason Zweig, September 1, 2001 (MONEY Magazine)
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===Diehards III - Chicago===
===Diehards III - Chicago===
The 2002 Conference was hosted by Morningstar and coincided with the annual Morningstar conference, where John Bogle was slated to speak.
The first day reception was prolonged by inclement weather, but was leavened by Mr. Bogle's presence and his hour-long impromptu Q&A  session with arriving guests.
Day two of the conference began with Mr. Bogle's address, [http://johncbogle.com/speeches/JCB_Morningstar_6-02.pdf The Telltale Chart]. After a brief interlude with the media, the conference continued with a panel discussion and Q&A with John Bogle, Dr. Bill Bernstein, [[Larry Swedroe]], and Don Phillips, one of Morningstar's managing directors. After the panel discussion, there was a book signing session. The day concluded with an evening banquet.
On day three  Morningstar CEO Joe Mansueto and Morningstar staff led attendees on a tour of Morningstar facilities. The tour was capped off by a luncheon at the Morningstar lunch room, an outdoor patio overlooking downtown Chicago.
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*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=20982 More reports from DH III]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=20982 More reports from DH III]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=21080 Jack's message after DH III]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=21080 Jack's message after DH III]
|}


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===Diehards IV - Denver ===
The 2004 Conference took place at the AIMR Group conference in Denver Colorado, where John Bogle was scheduled to make a speech. The conference began with a Sunday evening check-in. Monday morning, Mr. Bogle addressed the AIMR Group with his speech, [http://johncbogle.com/speeches/JCB_AIMR0504.pdf ''Creating Sound Governance: The Shareholder’s Perspective''], wherein he discussed corporate governance. After lunch there was a book signing session and a Q&A session with a panel that included Mr. Bogle, Dr. Bill Bernstein, and [[Rick Ferri]]. In the evening a banquet dinner concluded the conference.


===Diehards IV - Denver ===
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''Picture albums:''
''Picture albums:''
*[http://www.angelfire.com/sd2/dh4pix Pictures from DH IV - Paul's album]
*[http://www.angelfire.com/sd2/dh4pix Pictures from DH IV - Paul's album]
*[http://picasaweb.google.com/Bogleheads Sunny's album] (Bogleheads 4 ~ 2004 Denver, CO)
|}


''Videos of the Q & A session at Diehards IV:''
===Diehards V - Las Vegas===
*[http://video.google.com/videoplay?docid=-5038054029647812297 DH IV - Part 1 of 4]
The 2006 Conference took place as part of the Las Vegas Money Show, where John Bogle was scheduled to speakDay one of the conference began on May 15 with a check in shortly after noon. After the opening Money Show ceremonies, John Bogle delivered his address, [http://johncbogle.com/wordpress/2006/05/15/whats-ahead-for-stocks-and-bonds-and-how-to-earn-your-fair-share/ "What’s Ahead for Stocks and Bonds—And How to Earn Your Fair Share"]. The day concluded with an evening banquet.
*[http://video.google.com/videoplay?docid=6933685075217628731 DH IV - Part  2 of 4]
*[http://video.google.com/videoplay?docid=-2711838570994303014 DH IV - Part  3 of 4]
*[http://video.google.com/videoplay?docid=562785183566542751 DH IV - Part  4 of 4]


|}<br>
The second day of the conference began with a morning book signing session, followed by a Q&A session with Mr. Bogle. The conference concluded with a Q&A with a panel consisting of authors Rick Ferri, [[Michael LeBoeuf]], [[Mel Lindauer]], and [[Bill Schultheis]].--[http://discuss.morningstar.com/NewSocialize/forums/t/167651.aspx Diehards V announcement]


===Diehards V - Las Vegas===
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'''Las Vegas - May 15-17, 2006'''
'''Las Vegas - May 15-16, 2006'''
[[Image:Ryans_Gail_Eric_DHV.jpg|thumb|(L-R) Katie & Kathleen Ryan, Gail Cox, and Eric Haban at Diehards V. Photo by Jon Fortman.]]
[[Image:Ryans_Gail_Eric_DHV.jpg|thumb|(L-R) Katie & Kathleen Ryan, Gail Cox, and Eric Haban at Diehards V. Photo by Jon Fortman.]]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=50494 DH V report]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=50494 DH V report]
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*[https://plus.google.com/photos/108981735637005715238/albums/5901751247750673217?banner=pwa&authkey=CJuR0Lev68r6rQE Pictures from DH V - Familydoc's Album]
*[https://plus.google.com/photos/108981735637005715238/albums/5901751247750673217?banner=pwa&authkey=CJuR0Lev68r6rQE Pictures from DH V - Familydoc's Album]
*[http://www.flickr.com/photos/diehards/sets/72157594588605170 Pictures from DH V (Flickr - no registration required) - Kathleen Ryan's Album]
*[http://www.flickr.com/photos/diehards/sets/72157594588605170 Pictures from DH V (Flickr - no registration required) - Kathleen Ryan's Album]
*[http://picasaweb.google.com/Bogleheads Sunny's album] (Bogleheads 5 ~ 2005 Las Vegas, NV)
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===Diehards VI - Alexandria, VA===
The 2007 Conference was hosted with the help of members from the DC Bogleheads® local chapter.<ref>[https://finpage.blog/portfolio/dc-bogleheads/ DC Bogleheads®], Financial Page, a Bogleheads® blog</ref> The conference  started with a wine and cheese reception on the afternoon of June 10. The following morning John Bogle made an opening presentation and discussed asset allocation, international investments and Vanguard. A Q&A session with Mr. Bogle ensued.  A book signing session filled up the remainder of the afternoon. The evening concluded with a "fireside chat" session with Mr. Bogle and Dr. Bill Bernstein and an evening dinner.


''Videos of the Q & A session at Diehards V:''
The conference concluded on Tuesday morning with a Q&A session with a panel that included authors Bill Bernstein, Rick Ferri, Michael LeBoeuf, Mel Lindauer, Taylor Larimore, and [[Laura Dogu]]. The panel was also included Morningstar's Sue Stevens and Duke economics professor [[Edward Tower|Ed Tower]].
*[http://video.google.com/videoplay?docid=5325151185650026610 DH V - Part  1 of 5]
-- [http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=57685 Diehards VI announcement]
*[http://video.google.com/videoplay?docid=2521991761792130598 DH V - Part  2 of 5]
*[http://video.google.com/videoplay?docid=513750523410895824 DH V - Part 3 of 5]
*[http://video.google.com/videoplay?docid=-6791996075554885517 DH V - Part 4 of 5]
*[http://video.google.com/videoplay?docid=7298791355367021404 DH V - Part 5 of 5]
|}<br>


===Diehards VI - Alexandria, VA===
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''' Alexandria - June 10-12, 2007'''
''' Alexandria - June 10-12, 2007'''
[[Image:TaylorLauraMel.jpg|thumb|(L-R) [[Taylor Larimore]], [[Laura Dogu | Laura]], and [[Mel Lindauer]] at Diehards VI. Photo by family_doc.]]
[[Image:TaylorLauraMel.jpg|thumb|(L-R) [[Taylor Larimore]], [[Laura Dogu | Laura]], and [[Mel Lindauer]] at Diehards VI. Photo by family_doc.]]
*[http://www.bylo.org/temp/DH_VI_Notes_20070618_Final.pdf Minutes from the Diehards VI Reunion]
*[https://boglecenter.net/wp-content/uploads/2020/08/DH_VI_Notes_20070618.pdf Minutes from the Diehards VI Reunion]
*[http://www.bogleheads.org/forum/viewtopic.php?t=3288 Diehards VI Report]
*[http://www.bogleheads.org/forum/viewtopic.php?t=3288 Diehards VI Report]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=59312 Jack's message after DH VI]
*[http://socialize.morningstar.com/NewSocialize/asp/FullConv.asp?forumId=F100000015&lastConvSeq=59312 Jack's message after DH VI]
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''Picture albums:''
''Picture albums:''
*[https://plus.google.com/photos/108981735637005715238/albums/5901760036328164113?banner=pwa&authkey=CMfrp5vc683iTQ Pictures from DH VI - Familydoc's Album]
*[https://plus.google.com/photos/108981735637005715238/albums/5901760036328164113?banner=pwa&authkey=CMfrp5vc683iTQ Pictures from DH VI - Familydoc's Album]
*[http://www.kodakgallery.com/Slideshow.jsp?mode=fromshare&Uc=amogdyj.1xawp2nr&Uy=-swo3a7&Ux=0 More Pictures from DH VI - PaulG (sddiehard)'s Album]
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===Bogleheads<sup>&reg;</sup> 7 - San Diego ===
===Bogleheads<sup>&reg;</sup> 7 - San Diego ===
The 2008 Conference was hosted with the help of members from the San Diego Bogleheads® local chapter.<ref>[https://finpage.blog/portfolio/san-diego-bogleheads/ San Diego Bogleheads®], Financial Page, a Bogleheads® blog</ref> The conference began on Monday September 22 with an afternoon wine and cheese reception. On Tuesday morning John Bogle delivered his presentation. He discussed the economy and markets, Vanguard, some personal reflections, and his most recent book, ''Enough''. A Q&A session occurred after the presentation. A "fireside chat" between Mr. Bogle and Dr. Bill Bernstein followed the Q&A.
After lunch there was a book signing session. The evening was filled with a banquet dinner.
Wednesday  morning concluded the conference with a Q&A session with a Panel of Experts. The panel included authors Bill Bernstein, Rick Ferri, Taylor Larimore, Michael LeBoeuf, Mel Lindauer, Laura Dogu and Bill Schultheis. The authors were joined by Morningstar's Sue Stevens and Professor Ed Tower of Duke University.  -- [https://www.bogleheads.org/forum/viewtopic.php?p=127150#p127150 Bogleheads<sup>&reg;</sup> 7 Conference announcement]
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'''San Diego - September 22-24, 2008'''
'''San Diego - September 22-24, 2008'''
[[Image:Diehards VII.jpg |thumb| (L-R) [[William Bernstein]], [[Laura Dogu | Queen Laura]], and [[Rick Ferri]] at Bogleheads 7. Photo by Rich Guerra]]
[[Image:Diehards VII.jpg |thumb| (L-R) [[William Bernstein]], [[Laura Dogu | Queen Laura]], and [[Rick Ferri]] at Bogleheads 7. Photo by Rich Guerra]]
*[http://www.bylo.org/bogleheads/DH_VII_Notes_20081007.pdf  Report]
*[https://boglecenter.net/wp-content/uploads/2020/08/DH_VII_Notes_20081007.pdf  Report]
*[http://www.bogleheads.org/forum/viewtopic.php?t=25959 Bogleheads® 7 2008 Reunion DVD Package]
*[http://www.bogleheads.org/forum/viewtopic.php?t=25959 Bogleheads® 7 2008 Reunion DVD Package]


''Picture albums:''
''Picture albums:''
*[http://www.kodakgallery.com/PhotoView.jsp?Uc=15rqx3v7.bcy6f4e7&Uy=a3a2nu&UAUTOLOGIN_ID=10602606908&Ux=1&UV=94906691966_849495540308&collid=10602606908.416476540308.1222394517732&photoid=316476540308&folderid=0&amp;view=1&amp;page=1&amp;sort_order=0&amp;albumsperpage=&amp;navfolderid=2008 Bogleheads® 7 Photo Album, San Diego, CA - Kathleen Ryan's Album]
 
*[http://www.kodakgallery.com/PhotoView.jsp?collid=637439847107.313085404307.1222676695125&photoid=213085404307&folderid=0&UV=996989979153_162490504307 Bogleheads® 7 Photo Album, San Diego, CA - Gail's Album]
*[https://plus.google.com/photos/108981735637005715238/albums/5901764012774252609?banner=pwa&authkey=COWnjcvkiZL0YA Bogleheads® 7 Photo Album, San Diego, CA - Family Doc's Album]
*[https://plus.google.com/photos/108981735637005715238/albums/5901764012774252609?banner=pwa&authkey=COWnjcvkiZL0YA Bogleheads® 7 Photo Album, San Diego, CA - Family Doc's Album]
*[http://gallery.mac.com/velo724x#100342&bgcolor=black&view=mosaic&sel=0 Bogleheads® 7 Photo Gallery - Rich Guerra's Album]
 


''Video:''
''Video:''
*Morningstar: [[Bogleheads® 7 Videos | Video interviews from Bogleheads® 7]]
*Morningstar: [[Bogleheads® 7 Videos | Video interviews from Bogleheads® 7]]
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===Bogleheads<sup>&reg;</sup> 8 - Fort Worth===
===Bogleheads<sup>&reg;</sup> 8 - Fort Worth===
Illness and hospitalization forced John Bogle to miss the 2009 Fort Worth conference, hosted with the help of members of the Dallas/Fort Worth Bogleheads® local chapter.<ref>[https://finpage.blog/portfolio/dfw-bogleheads/ Dallas/Fort Worth Bogleheads®], Financial Page, a Bogleheads® blog</ref>  The conference began on Wednesday September 30 with an afternoon wine and cheese reception, where a letter from Mr. Bogle was read. After breakfast on Thursday morning, a call was made to Mr. Bogle. Afterward, Bogle's assistant, Kevin Laughlin made a brief presentation on the tenth anniversary of the publication of Bogle's book, ''Common Sense on Mutual Funds''. This was followed by a presentation from Dr. Bill Bernstein centered on bond performance during the 2008 -2009 financial crisis. After lunch there was a book signing session.
On Friday, after breakfast, Duke economics professor Ed Tower presented a paper, [https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1504756 ''Vanguard versus DFA & WisdomTree, and the Value Added by Dan Wiener'']. After the presentation, Dr. Tower joined Morningstar's Sue Stevens and authors Bill Bernstein, Rick Ferri, Taylor Larimore, Mel Lindauer and Laura Dogu on a  Panel of Experts for a Q&A session.  -- [https://www.bogleheads.org/forum/viewtopic.php?p=382054#p382054 Bogleheads<sup>&reg;</sup> 8 Conference announcement]
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'''Dallas - September 30 - October 2, 2009'''
'''Dallas - September 30 - October 2, 2009'''
[[Image:Fireside Lounge BH8-1.jpg|thumb|Fireside Lounge at Bogleheads® 8. (L-R) Norma, Lily, Gail, Ramesh. Here's to Jack Bogle!]]
[[Image:Fireside Lounge BH8-1.jpg|thumb|Fireside Lounge at Bogleheads® 8. (L-R) Norma, Lily, Gail, Ramesh. Here's to Jack Bogle!. Photo by Kathleen L. Ryan]]
*[http://www.bylo.org/bogleheads/BH-8_Reunion_Notes_20091027.pdf Bogleheads® 8 Report-Reunion Notes]
*[https://boglecenter.net/wp-content/uploads/2020/08/BH-8_Reunion_Notes_20091027.pdf Bogleheads® 8 Report-Reunion Notes]
*Allan Roth's Blog Reports
*Allan Roth's Blog Reports
:*[http://moneywatch.bnet.com/investing/blog/irrational-investor/i-am-a-boglehead-and-will-be-posting-live-from-bogleheads-viii/578/?tag=col1;blog-river/ I am a Boglehead — And Will Be Posting Live From Bogleheads® 8]
:*[http://moneywatch.bnet.com/investing/blog/irrational-investor/i-am-a-boglehead-and-will-be-posting-live-from-bogleheads-viii/578/?tag=col1;blog-river/ I am a Boglehead — And Will Be Posting Live From Bogleheads® 8]
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''Picture albums:''
''Picture albums:''
*[http://picasaweb.google.com/bogleheads Bogleheads® 8 Picture Gallery - Sunny]
*[http://s901.photobucket.com/albums/ac212/Kathleenr88/?start=0&mediafilter=images Bogleheads® 8 Pictures - Kathleen]
*[http://s901.photobucket.com/albums/ac212/Kathleenr88/?start=0&mediafilter=images Bogleheads® 8 Pictures - Kathleen]
*[http://pongophotos.zenfolio.com/f154590292 Bogleheads® 8 Pictures - Pongo]
*[http://pongophotos.zenfolio.com/f154590292 Bogleheads® 8 Pictures - Pongo]
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*[https://plus.google.com/photos/108981735637005715238/albums/5904312877612779777?banner=pwa&authkey=CPrEo4mBgt-l3gE Bogleheads® 8 Pictures - Family_Doc]
*[https://plus.google.com/photos/108981735637005715238/albums/5904312877612779777?banner=pwa&authkey=CPrEo4mBgt-l3gE Bogleheads® 8 Pictures - Family_Doc]
*[http://www.bogleheads.org/w/images/6/6e/Fireside_Lounge_BH8-1.jpg Fireside Lounge] - Full size version of image on right
*[http://www.bogleheads.org/w/images/6/6e/Fireside_Lounge_BH8-1.jpg Fireside Lounge] - Full size version of image on right
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===Bogleheads<sup>&reg;</sup> 9 - Philadelphia===
===Bogleheads<sup>&reg;</sup> 9 - Philadelphia===
The 2010 Conference, and all subsequent Philadelphia conferences, are set in Philadelphia. <ref> [https://finpage.blog/portfolio/philadelphia-bogleheads-local-chapter/ Philadelphia Bogleheads®], Financial Page, a Bogleheads® blog</ref>  The 2010 Convention began on Wednesday October 13 with an afternoon wine and cheese reception with John Bogle. After breakfast on Thursday morning, John Bogle presented a keynote address, "Bogle Welcomes the Bogleheads", followed  by an extended Q&A session.  Bogle and Dr. Bill Bernstein then had a "fireside chat". After lunch, there was a book signing session. The evening was filled with a visit to Vanguard, where conference attendees had a Q&A session with Vanguard senior staff.
Friday concluded with a Q&A session with the Panel of Experts:  authors Bill Bernstein, Rick Ferri, Bill Schultheis, Taylor Larimore, Mel Lindauer and Laura Dogu, along with Professor Ed Tower of Duke University’s Economics Department.
At this conference, John C. (Jack) Bogle authorized  the set up of a non-profit organization to expand and carry on his work. The culmination of this effort was the establishment of [https://boglecenter.net/ The John C. Bogle Center for Financial Literacy].<ref>[https://boglecenter.net/2017/02/01/questions-and-answers/ Questions and answers], The John C. Bogle Center for Financial Literacy</ref> --[https://www.bogleheads.org/forum/viewtopic.php?p=696077#p696077 Bogleheads<sup>&reg;</sup> 9 Conference announcement]
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'''Philadelphia - October 13 - October 15, 2010'''
'''Philadelphia - October 13 - October 15, 2010'''
[[File:Bogleheads9photo.jpg|thumb|Ed Tower, [[Rick Ferri]], [[Laura Dogu]], [[Bill Schultheis]], [[William Bernstein]] at Bogleheads® 9. Courtesy of Pongo.]]  
[[File:Bogleheads9photo.jpg|thumb|Ed Tower, [[Rick Ferri]], [[Laura Dogu]], [[Bill Schultheis]], [[William Bernstein]] at Bogleheads® 9. Courtesy of Pongo.]]  
*[http://www.bylo.org/bogleheads/BH-9_Reunion_Report_20101026.pdf Bogleheads® 9 Reunion Report]
*[https://boglecenter.net/wp-content/uploads/2020/08/BH-9_Reunion_Report_20101026.pdf Bogleheads® 9 Reunion Report]
*Paul Douglas Boyer's Blog Reports
*Paul Douglas Boyer's Blog Reports
:*[http://madmoneymachine.com/2010/10/14/some-observations-from-bogleheads-9-and-from-jack-bogle-himself/ Some Observations From Bogleheads® 9 and From Jack Bogle Himself]
:*[http://madmoneymachine.com/2010/10/14/some-observations-from-bogleheads-9-and-from-jack-bogle-himself/ Some Observations From Bogleheads® 9 and From Jack Bogle Himself]
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*[[Bogleheads 9 Videos | Video interviews from Bogleheads® 9]]
*[[Bogleheads 9 Videos | Video interviews from Bogleheads® 9]]
*[http://vimeo.com/channels/bogleheads The Bogleheads Conference Proceedings on Vimeo - Ricardo Guerra] (enable browser cookies to view)
*[http://vimeo.com/channels/bogleheads The Bogleheads Conference Proceedings on Vimeo - Ricardo Guerra] (enable browser cookies to view)
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===Bogleheads<sup>&reg;</sup> 10 - Philadelphia===
===Bogleheads<sup>&reg;</sup> 10 - Philadelphia===
The 2011 Conference started on Wednesday October 12 with registration and an afternoon wine and cheese reception with John Bogle. After breakfast on Thursday morning, the day's events began with presentations by Duke professor Ed Tower, who presented a new paper,“Reflections on Jack Bogle’s First Mutual Fund,” and John Bogle, "Bogle Welcomes the Bogleheads Again... at X!", followed by an extended Q&A session with Mr. Bogle. After lunch, the day continued with  book signings. An evening visit to Vanguard concluded Thursday's proceedings. The main feature of the visit was a panel discussion among Vanguard senior staff.
On Friday after breakfast, the conference concluded with a "fireside chat" with John Bogle and Dr. Bill Bernstein, followed by a  Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, [[Allan Roth]], Mel Lindauer and Laura Dogu.  -- [https://www.bogleheads.org/forum/viewtopic.php?p=979431#p979431 Bogleheads<sup>&reg;</sup> 10 Conference announcement]
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'''Philadelphia - October 12 - October 14, 2011'''
'''Philadelphia - October 12 - October 14, 2011'''
[[File:Groupphoto.jpg|thumb|Group photo, courtesy of Family Doc]]
[[File:Groupphoto.jpg|thumb|Group photo, courtesy of Family Doc]]
*[http://www.bylo.org/bogleheads/BH-10_Report_20111106.pdf Report from the Bogleheads 10 (BH-10) Reunion], proceedings transcript
*[https://boglecenter.net/wp-content/uploads/2020/08/BH-10_Report_20111106.pdf Report from the Bogleheads 10 (BH-10) Reunion], part one proceedings transcript
*[https://boglecenter.net/wp-content/uploads/2020/08/BH-10_Report_20111106_v2.pdf Report from the Bogleheads 10 (BH-10) Reunion], part two proceedings transcript
*[https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B8VSNcUR-B6IYWM1NTM1ZWMtZjFmYy00YWIyLWE4ZjgtMzc4ZGUzNzhkYzNm&hl=en_US Comments by Jack Bogle (Slide presentation)] (approved for public distribution)
*[https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B8VSNcUR-B6IYWM1NTM1ZWMtZjFmYy00YWIyLWE4ZjgtMzc4ZGUzNzhkYzNm&hl=en_US Comments by Jack Bogle (Slide presentation)] (approved for public distribution)
*[http://www.bogleheads.org/forum/viewtopic.php?t=84344 Jack's message after Bogleheads® 10]
*[http://www.bogleheads.org/forum/viewtopic.php?t=84344 Jack's message after Bogleheads® 10]
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*[[Bogleheads® 10 Videos| Video interviews from Bogleheads® 10]]
*[[Bogleheads® 10 Videos| Video interviews from Bogleheads® 10]]
*[http://vimeo.com/channels/bogleheads The Bogleheads Conference Proceedings on Vimeo - Ricardo Guerra] (enable browser cookies to view)
*[http://vimeo.com/channels/bogleheads The Bogleheads Conference Proceedings on Vimeo - Ricardo Guerra] (enable browser cookies to view)
|}<br>
|}


===Bogleheads<sup>&reg;</sup> 11 - Philadelphia===
===Bogleheads<sup>&reg;</sup> 11 - Philadelphia===
The 2012 Conference began on Wednesday October 17 with registration and a wine and cheese reception with John Bogle in the afternoon.  After breakfast on Thursday morning, John Bogle and Dr. Bill Bernstein had a "fireside chat", followed by a Bogle presentation, "Bogle Meets the Bogleheads— The Rouser Meets the Rabble". Next came an extended Q&A session with John Bogle. After lunch, there was a book signing session. Duke professor Ed Tower presented a paper on [http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2179188 Vanguard performance]. The evening was capped by a visit to Vanguard, where conference attendees had a Q&A session with senior Vanguard staff.
Friday after breakfast, the conference received a presentation from Vanguard chief economist, Joseph Davis, and concluded with a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Allan Roth, Christine Benz, Mel Lindauer and Laura Dogu. -- [https://www.bogleheads.org/forum/viewtopic.php?p=1322518#p1322518 Bogleheads® 11 Conference announcement]
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'''Philadelphia - October 17 - October 19, 2012'''
'''Philadelphia - October 17 - October 19, 2012'''
[[File:Bogleheads 11Bogle Message.jpg|thumb|John Bogle's message to Bogleheads from Bogleheads<sup>&reg;</sup> 11, ''"Press on, regardless!"'',  [http://www.facebook.com/photo.php?fbid=539092436107389&set=a.203581286325174.61148.170182579665045&type=1&relevant_count=1 Bogleheads.org. Facebook]]]
[[File:Bogleheads 11Bogle Message.jpg|thumb|John Bogle's message to Bogleheads from Bogleheads<sup>&reg;</sup> 11, ''"Press on, regardless!"'',  [http://www.facebook.com/photo.php?fbid=539092436107389&set=a.203581286325174.61148.170182579665045&type=1&relevant_count=1 Bogleheads.org. Facebook]]]
*Convention minutes: [http://www.bylo.org/bogleheads/BH-11.Report.20130103.final.pdf Report from the Bogleheads 11 (BH-11) Reunion], compiled by VictoriaF
*Convention minutes: [https://boglecenter.net/wp-content/uploads/2020/08/BH-11.Report.20130103.final_.pdf Report from the Bogleheads 11 (BH-11) Reunion], compiled by VictoriaF
*Verfasser's blog reports (Taiwan):
*Verfasser's blog reports (Taiwan):
:*[http://greenhornfinancefootnote.blogspot.com/2012/10/2012111-greenhorn-at-bogleheads-reunion.html Greenhorn at Bogleheads Reunion- Today is the Day] ([http://translate.google.com/translate?client=firefox-a&hl=en&ie=UTF8&oe=UTF8&u=http://greenhornfinancefootnote.blogspot.com/2012/10/2012111-greenhorn-at-bogleheads-reunion.html Google Translate])
:*[http://greenhornfinancefootnote.blogspot.com/2012/10/2012111-greenhorn-at-bogleheads-reunion.html Greenhorn at Bogleheads Reunion- Today is the Day] ([http://translate.google.com/translate?client=firefox-a&hl=en&ie=UTF8&oe=UTF8&u=http://greenhornfinancefootnote.blogspot.com/2012/10/2012111-greenhorn-at-bogleheads-reunion.html Google Translate])
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|}
|}


===Bogleheads<sup>&reg;</sup> 12 - Philadelphia===
The 2013 Conference began on October 16 with check-in followed by a wine and cheese reception with John Bogle on Wednesday afternoon.  After breakfast on Thursday morning, Mr. Bogle gave his keynote presentation and was joined by Dr. Bill Bernstein for a "fireside chat". This was followed by an extended Q&A session. After lunch, there was a book signing session. Duke professor, Ed Tower distributed an update on his paper introduced at the 2012 conference. An evening visit to Vanguard capped the day's proceedings.
On Friday, Gus Sauter, the recently-retired Chief Investment Officer of Vanguard, joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, [[Mike Piper]], Allan Roth, Bill Schultheis, Laura Dogu on the Panel of Experts for a Q&A session.-- [https://www.bogleheads.org/forum/viewtopic.php?p=1628287#p1628287 Bogleheads® 12 Conference announcement]


===Bogleheads<sup>&reg;</sup> 12 - Philadelphia===
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'''Philadelphia - October 16 - October 18, 2013'''
'''Philadelphia - October 16 - October 18, 2013'''
[[File:Taylor Larimore with the Vanguard three-fund managers.jpg|thumb|Taylor Larimore (2nd from right) with the ''Three-fund portfolio'' Vanguard fund managers, Bogleheads<sup>&reg;</sup>12, [http://www.bogleheads.org/forum/viewtopic.php?p=1840030#p1840030 Ref]]]
[[File:Taylor Larimore with the Vanguard three-fund managers.jpg|thumb|Taylor Larimore (2nd from right) with the ''Three-fund portfolio'' Vanguard fund managers, Bogleheads<sup>&reg;</sup>12, [http://www.bogleheads.org/forum/viewtopic.php?p=1840030#p1840030 Ref]]]
* [[Wade Pfau | Wade Pfau's]] blog report: [http://wpfau.blogspot.com/2013/10/bogleheads-conference-2013.html Bogleheads Conference 2013]
* [[Wade Pfau | Wade Pfau's]] blog report: [https://retirementresearcher.com/bogleheads-conference-2013/ Bogleheads Conference 2013]
* [http://www.bogleheads.org/forum/viewtopic.php?f=1&t=125149 Jack's message after Bogleheads<sup>&reg;</sup> 12]
* [http://www.bogleheads.org/forum/viewtopic.php?f=1&t=125149 Jack's message after Bogleheads<sup>&reg;</sup> 12]


''Forbes article on Bogleheads® 12'':
''Forbes article on Bogleheads® 12'':
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* [http://www.forbes.com/sites/laurashin/2013/10/29/10-investing-tricks-that-will-help-you-outperform-most-investors/print/ Investing tricks that will help you outperform most investors] by Laura Shin
* [http://www.forbes.com/sites/laurashin/2013/10/29/10-investing-tricks-that-will-help-you-outperform-most-investors/print/ Investing tricks that will help you outperform most investors] by Laura Shin
* [http://www.forbes.com/sites/laurashin/2013/11/01/5-big-mistakes-investors-make-and-how-to-avoid-them/  5 Big mistakes and how to avoid them], by Laura Shin
* [http://www.forbes.com/sites/laurashin/2013/11/01/5-big-mistakes-investors-make-and-how-to-avoid-them/  5 Big mistakes and how to avoid them], by Laura Shin


''Picture albums:''
''Picture albums:''
*[http://pongophotos.zenfolio.com/bh12 Pongo's B12 picture album]
*[http://pongophotos.zenfolio.com/bh12 Pongo's BH12 picture album]
*[https://plus.google.com/photos/108981735637005715238/albums/5912052340049180945?authkey=CJySxK2BlaPzMg family_doc's B12 picture album]
*[https://plus.google.com/photos/108981735637005715238/albums/5912052340049180945?authkey=CJySxK2BlaPzMg family_doc's B12 picture album]


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*[http://vimeo.com/channels/bogleheads/81910547 BH12 - Jack Bogle Keynote Vimeo - Ricardo Guerra]
*[http://vimeo.com/channels/bogleheads/81910547 BH12 - Jack Bogle Keynote Vimeo - Ricardo Guerra]
*[http://vimeo.com/channels/bogleheads/81363931 BH12 Jack Bogle Q&A Vimeo - Ricardo Guerra]
*[http://vimeo.com/channels/bogleheads/81363931 BH12 Jack Bogle Q&A Vimeo - Ricardo Guerra]


''Papers distributed by Ed Tower:''
''Papers distributed by Ed Tower:''
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===Bogleheads<sup>&reg;</sup> 13 - Philadelphia===
===Bogleheads<sup>&reg;</sup> 13 - Philadelphia===
The 2014 Conference began with check-in followed by an afternoon wine and cheese reception on Wednesday October 22. After breakfast on Thursday morning, John Bogle presented a keynote address, ''“Human Beings and Algorithms" as Vanguard’s 41st Year Begins'', followed by a "fireside chat" with Dr. Bill Bernstein and an extended Q&A session with Mr. Bogle. After lunch, a book signing session took place,along with a simultaneous breakout session on Boglehead Local Chapters and an ongoing wiki demonstration. The day concluded with an evening visit to Vanguard.
After breakfast on Friday, Gus Sauter, the former Chief Investment Office at Vanguard, gave a presentation on the evolution of indexing and than joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, Allan Roth, and  Laura Dogu as panel members in the Q&A with the Experts. -- [https://www.bogleheads.org/forum/viewtopic.php?p=1973117#p1973117 2014 Bogleheads<sup>&reg;</sup> Conference announcement]
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||
'''Philadelphia - October 22 - October 24, 2014'''
'''Philadelphia - October 22 - October 24, 2014'''
[[File:Jack Bogle at Bogleheads 13.jpg|thumb|Ed Rager, Paul Globerson, Mel Lindauer with Jack Bogle (center). Photo by family_doc.]]
* [http://www.bogleheads.org/forum/viewtopic.php?f=2&t=149646 Jack's message after Bogleheads<sup>&reg;</sup> 13]
''The Street articles on Bogleheads® 13'':
* [http://www.thestreet.com/story/12927377/1/a-visit-to-the-vanguard-mothership-with-the-bogleheads.html A Visit to the Vanguard Mothership With the 'Bogleheads'], by Nora Morrison
*[http://www.thestreet.com/story/12933449/1/retirement-isnt-a-pipe-dream--and-heres-how-to-make-it-happen.html Retirement Isn't a Pipe Dream -- and Here's How to Make It Happen], by Nora Morrison


''Presentations:''
''Presentations:''
*[[John Bogle]] - [https://drive.google.com/file/d/0B8VSNcUR-B6IbHVrVEVhdFRzd2M/view?pli=1 “Human Beings and Algorithms" as Vanguard’s 41st Year Begins]
*[[John Bogle]] - [https://drive.google.com/file/d/0B8VSNcUR-B6IbHVrVEVhdFRzd2M/view?pli=1 “Human Beings and Algorithms" as Vanguard’s 41st Year Begins]
*Gus Sauter - [https://drive.google.com/file/d/0B8VSNcUR-B6ITVRhZ3daQ3E2TzA/view?pli=1 The Evolution of Indexing]
*[[George Upham Sauter|Gus Sauter]]- [https://drive.google.com/file/d/0B8VSNcUR-B6ITVRhZ3daQ3E2TzA/view?pli=1 The Evolution of Indexing]
 
''Picture albums:''
*[http://pongophotos.zenfolio.com/bh13 Pongo's BH13 picture album]
*[https://plus.google.com/photos/108981735637005715238/albums/6074511365595338497?banner=pwa&authkey=CIWTgtTp6-KEMQ family_doc's B13 picture album]
 
''Videos:''
*[[Bogleheads® 13 videos‎| Video interviews from Bogleheads® 13]]
*[https://vimeo.com/channels/bogleheads/121642827 BH 13 - Jack Bogle Keynote Address - Part 1], produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/channels/bogleheads/121642826 BH 13 - Bogle & Bernstein Fireside Chat],  produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/channels/bogleheads/122144970 BH13 - Panel of Experts Part 1],  produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/channels/bogleheads/123195872 BH13 - Panel of Experts Part 2],  produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/channels/bogleheads The Bogleheads on Vimeo], Rich Guerra's video channel (contains all Bogleheads videos)
|}
 
===Bogleheads<sup>&reg;</sup> 14 - Philadelphia===
 
The 2015 Conference began on Wednesday October 15 with check-in followed by a wine and cheese reception in the afternoon. After breakfast on Thursday morning, John Bogle delivered his keynote address, "As My 65th Anniversary and 87th Birthday Approach, Still an Active Life", This was followed by a "fireside chat" with Dr. Bill Bernstein, and an extended Q&A session with John Bogle. After lunch came book signings and a simultaneous breakout session, as well as an ongoing wiki demonstration. The day culminated with an evening visit to Vanguard.
 
On Friday, Gus Sauter gave a presentation,"Expected equity returns", and then joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, and Allan Roth on the Experts Panel for a Q&A session. --[https://www.bogleheads.org/forum/viewtopic.php?p=2397018#p2397018 2015 Bogleheads<sup>&reg;</sup> announcement]
 
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'''Philadelphia - October 15 - October 17, 2015'''
[[File:Bill Bernstein with siamond 2015.jpg|thumb|[[William Bernstein | Bill Bernstein]] (left) making a point with siamond (right). Photo by family_doc.]]
* [https://www.bogleheads.org/forum/viewtopic.php?f=10&t=176068&newpost=2661715#p2661681 2015 Bogleheads Conference Message from Jack Bogle],forum discussion
 
''The Street articles on Bogleheads® 14'':
* [http://www.thestreet.com/story/13326091/1/jack-bogle-trump-is-wrong-etfs-are-bogus-and-foreign-investing-is-useless.html Jack Bogle: Trump Is Wrong, ETFs Are Bogus and Foreign Investing Is Useless] by Nora Morrison
*[http://www.thestreet.com/story/13326163/1/if-you-re-a-boglehead-being-cheap-is-the-way-to-get-rich.html If You're a 'Boglehead,' Being Cheap Is the Way to Get Rich] by Nora Morrison
 
''Presentations:''
*John Bogle -  John Bogle’s Presentation at Bogleheads XIV, available at [http://johncbogle.com/wordpress/2015/10/20/bogleheads-xiv/ Bogleheads XIV], October15, The Bogle eBlog.
**Also available on [https://drive.google.com/file/d/0B8VSNcUR-B6IMHBpa2FPbElzWWM/view?usp=sharing Google Drive].
*[[George Upham Sauter|Gus Sauter]]- [https://drive.google.com/file/d/0B8VSNcUR-B6IT0xhdE9kVk12S3c/view?usp=sharing Expected equity returns] ("Smart beta" is not part of this presentation.)
 
''Picture albums:''
*[https://picasaweb.google.com/108981735637005715238/Bogleheads2015Philadelphia?authkey=Gv1sRgCPbTlOWZ7pLC_wE&feat=directlink family_doc's BH14 photo album]
*[http://pongophotos.zenfolio.com/bh14 Pongo's BH14 picture album]
 
''Videos:''
*[[Bogleheads® 14 videos‎| Video interviews from Bogleheads® 14]]
*[https://vimeo.com/143549013 Bogleheads 2015. Jack Bogle & Bill Bernstein Fireside Chat October 15, 2015], produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/143007738 Bogleheads 2015. Jack Bogle Q & A October 16, 2015], produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/channels/bogleheads/144241520 Bogleheads 14 Panel of Experts], produced by Rich Guerra (aka VELO724X)
|}
 
===Bogleheads<sup>&reg;</sup> 15 - Philadelphia===
The 2016 Conference began on Wednesday September 28 with check-in followed by a wine and cheese reception in the afternoon. On Thursday morning, after breakfast, John Bogle delivered a keynote address, "The Undisputed Champion of the Long Run", followed by an extended Q&A session. After lunch came a book signing session, with a simultaneous breakout session on taxes and investing, as well as an ongoing wiki demonstration. The day concluded with an evening visit to Vanguard consisting of panel discussions and an open question-and-answer session with Vanguard investment experts.
 
After breakfast on Friday, Gus Sauter gave a presentation, "What really is smart &beta;", and the event concluded with Q&A sessions with the Panel of Experts. Panel members included authors Christine Benz, Dr. Bill Bernstein, Laura Dogu, Taylor Larimore, Mel Lindauer, Mike Piper, and Allan Roth. -- [https://www.bogleheads.org/forum/viewtopic.php?p=2804930#p2804930 2016 Bogleheads<sup>&reg;</sup> announcement]
 
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'''Philadelphia - September 28 - September 30, 2016'''
[[File:Taylor Larimore + Laura Dogu.jpg|thumb|[[Taylor Larimore | King Taylor]] (left) and [[Laura Dogu|Queen Laura]] (right) at Bogleheads 15. Photo courtesy of Pongo.]]
''Facebook:''
* [https://www.facebook.com/BH-Conference-Trip-2016-531863883681761/ BH Conference Trip 2016], by jwillis77373. Photos are [https://www.facebook.com/BH-Conference-Trip-2016-531863883681761/photos?ref=page_internal here].
''Vanguard Blog:''
* [http://vanguardblog.com/2016/10/31/thank-you-bogleheads/ Thank you, Bogleheads!], John Woerth, October 31, 2016
 
''News articles on Bogleheads 15:''
* [http://time.com/money/4514371/jack-bogle-vanguard-founder-bogleheads/?xid=homepage Jack Bogle Sounds Off: 10 Provocative New Pronouncements from the Legendary Founder of Vanguard], Karen Damato, CNN Money, Sept. 30, 2016.
* [http://time.com/money/4513522/jack-bogle-bogleheads-retirement-crisis/ A Retirement Crisis? There Are Actually Three, Says Vanguard Founder Jack Bogle], Karen Damato, CNN Money, Sept. 30, 2016.
* [https://www.thestreet.com/story/13772578/1/meet-the-ordinary-people-vanguard-s-jack-bogle-made-rich.html Meet the Ordinary People Vanguard's Jack Bogle Made Rich], Nora Morrison, TheStreet.com, Sep 29, 2016.
 
''Presentations:''
*John Bogle: [https://drive.google.com/file/d/0B8VSNcUR-B6IQlYyQklJckpOVjA/view?usp=sharing The Undisputed Champion of the Long Run], September 29, 2016.
**Also available [http://johncbogle.com/wordpress/wp-content/uploads/2016/10/Bogleheads-15-2016.pdf here], from the [http://johncbogle.com/wordpress/ The Bogle eBlog].
**Audio: [https://drive.google.com/file/d/0B9XBYifJTHBeQmJoazdlYWtLNnc/view Part 1], [https://drive.google.com/file/d/0B9XBYifJTHBeVGU4alJKMTkzbWs/view Part 2], including introductory remarks, produced by digarei.
*David Grabiner: [http://remarque.org/~grabiner/Taxes-and-Investing.pdf Taxes and Investing], September 29, 2016.
*[[George Upham Sauter|Gus Sauter]]: [https://drive.google.com/file/d/0B8VSNcUR-B6IdUlJV0YxRVdNSms/view?usp=sharing What really is smart &beta;], September 30, 2016
**Audio: [https://drive.google.com/file/d/0B9XBYifJTHBeSG05NUFQYzVKODA/view Smart Beta (audio)], produced by digarei.
 
''Picture albums:''
*[https://drive.google.com/drive/folders/0B1cAD-qsFn9-NnRVdHRHYWhrLXc family_doc's BH15 photo album]
*[http://pongophotos.zenfolio.com/bh2016 Pongo's BH15 photo album]
 
''Videos:''
*[[Bogleheads® 15 videos‎| Video interviews from Bogleheads® 15]]
*[https://vimeo.com/186952272 Bogleheads 2016. Jack Bogle Keynote Address September 29, 2016], produced by Rich Guerra (aka VELO724X)
*[https://vimeo.com/185233051 Bogleheads 2016. Jack Bogle Q & A September 29, 2016], produced by Rich Guerra (aka VELO724X)
**A complete video listing can be found at [https://vimeo.com/channels/bogleheads The Bogleheads on Vimeo], by Rich Guerra (aka VELO724X).
|}
 
===Bogleheads<sup>&reg;</sup> 16 - Philadelphia===
The 2017 Conference began on Wednesday afternoon October 19 with check-in followed by a wine and cheese reception. After a Thursday morning breakfast, John Bogle presented his keynote address, "Bogleheads XVI!". Following his presentation, Bogle was joined by Dr. Bill Bernstein for a 'fireside chat'. The Q&A session with the Panel of Experts followed. The panel members: authors Christine Benz, Dr. Bill Bernstein, Jonathan Clements, Mel Lindauer, Dr. Wade Pfau, Mike Piper, and Allan Roth. 
After lunch, attendees had book signings. Simultaneous to the book signing was a breakout session examining annuities and an ongoing wiki demonstration. A visit to Vanguard on Thursday evening concluded the day's events.
 
Friday's events included a presentation, "Understanding Active Investing", from Gus Sauter, the former Chief Investment Officer at Vanguard, followed by an extensive Q&A session with Jack Bogle. -- [https://www.bogleheads.org/forum/viewtopic.php?p=3309658#p3309658 2017 Bogleheads<sup>&reg;</sup> Conference announcement]
 
{| style="border:1px solid #729fcf;" width=1000px
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'''Philadelphia - October 18 - October 20, 2017'''
[[File:Jack Bogle + Miriam2.jpg|thumb|[[John Bogle]] (left) signs a book for Miriam2 (right) at Bogleheads 16. Photo courtesy of Pongo.]]
''Presentations:''
* John Bogle: [https://drive.google.com/open?id=0B8VSNcUR-B6Ic1VuUEY5RXptZnM Bogleheads XVI!], October 19, 2017.
*[[George Upham Sauter|Gus Sauter]]: [https://drive.google.com/open?id=0B8VSNcUR-B6IWTlpQTlmTnVjT1k Understanding Active Investing], October 20, 2017.
**Discussed after the presentation: The importance of diversification is described here: [[Callan periodic table of investment returns]]
*[[Mike Piper]] and Mel Turner: [https://drive.google.com/open?id=0B8VSNcUR-B6IVjRsNVRjRGwyMzQ Annuities: The Good, The Bad, and the Ugly], October 19, 2017.
 
''Picture albums:''
*[http://pongophotos.zenfolio.com/bh2017 Pongo's BH 2017 photo album]
*[https://drive.google.com/drive/folders/0B1cAD-qsFn9-bVRhYTFocnZzbVE family_doc's 2017 photo album]
 
''Videos:''
*[[Bogleheads® 16 videos‎| Video interviews from Bogleheads® 16]]
*[https://vimeo.com/channels/bogleheads/244487159 Jack Bogle Keynote Address], produced by Rich Guerra (aka VELO724X), October 19, 2017.
*[https://vimeo.com/channels/bogleheads/239376918 Jack Bogle and Bill Bernstein Have a fireside chat at Bogleheads 2017], produced by Rich Guerra (aka VELO724X), October 19, 2017.
*[https://vimeo.com/channels/bogleheads/240344500 Bogleheads 2017 Panel of Experts], produced by Rich Guerra (aka VELO724X), October 19, 2017.
*[https://vimeo.com/channels/bogleheads/241479867  Bogleheads 2017 Jack Bogle Q&A], produced by Rich Guerra (aka VELO724X), October 20, 2017.
**A complete video listing can be found at [https://vimeo.com/channels/bogleheads The Bogleheads on Vimeo], by Rich Guerra (aka VELO724X).
 
''Conference notes:''
*[https://finpage.blog/2017/10/26/notes-from-bogleheads-16/ Notes from Bogleheads® 16], by forum member Moolala, [https://finpage.blog/ Financial Page] (a Bogleheads® blog), posted October 26, 2017.
|}
 
===Bogleheads<sup>&reg;</sup> 17 - Philadelphia===
 
The 2018 Conference began on Wednesday afternoon October 3 with check-in followed by a wine and cheese reception.
 
After a Thursday morning breakfast, John Bogle presented his keynote address, "Bogleheads XVII!: Stay the Course". Following his presentation, Bogle was joined by Dr. Bill Bernstein for a 'fireside chat'. The Q&A session with the Panel of Experts followed. The panel members: authors Christine Benz, Dr. Bill Bernstein, Jonathan Clements, Rick Ferri, Allan Roth, and Jason Zweig.
 
After lunch, attendees had book signings (Jack Bogle was unable to attend). Simultaneous to the book signing was a breakout session by Rick Ferri and an ongoing wiki demonstration. A visit to Vanguard on Thursday evening concluded the day's events.
 
On Friday, Gus Sauter presented "The Endowment Model". A Q&A session with Jack Bogle followed. The conference ended with concluding remarks by Mel Lindauer.
 
-- [https://www.bogleheads.org/forum/viewtopic.php?f=10&t=243589 Bogleheads 17 Conference announcement]
{| style="border:1px solid #729fcf;" width=1000px
||
[[File:Conferencecommittee.jpg|thumb|Conference organizing committee. <br>From left to right: Marlene Lindauer, Mel Lindauer, Gail Cox, Mel Turner-(aka; "Tom"-The Other Mel), Kathy Turner, Patti Rager, and Ed Rager. Photo courtesy of Kathleen L. Ryan.]]
'''Philadelphia - October 3 - October 5, 2018'''<br>
*'' Jonathan Clements blog report'', [https://humbledollar.com/2018/10/jack-of-hearts/ Jack of Hearts], HumbleDollar blog, October 5, 2018.
''Presentations:''
* John Bogle: [https://drive.google.com/file/d/1Ua0jq1l3oaYwkAFg6K-ZMtkEfrjF_NX8/view?usp=sharing Bogleheads XVII!: Stay the Course], October 4, 2018.
* Gus Sauter: [https://drive.google.com/file/d/1Rl-iZAhXPeVFoms87hWsBWm7ky8D9Yjs/view?usp=sharing The Endowment Model], October 5, 2018.
 
''Picture albums:''
* [https://drive.google.com/drive/folders/1FaYC7YSWGXApxvSHxrMjrSo_rCw9Qp0t family_doc's 2018 photo album]
* [https://pongophotos.zenfolio.com/bh2018 Pongo's Bogleheads 2018 photo album]
* [https://www.facebook.com/pg/Bogleheads/photos/?tab=album&album_id=178232338860069 Bogleheads Facebook 2018 Conference photo album]
 
''Videos:''
*[[Bogleheads® 17 videos‎| Video interviews from Bogleheads® 17]]
* [https://vimeo.com/channels/bogleheads/334837501 Bogleheads 2018 Jack Bogle Keynote], produced by Rich Guerra (aka VELO724X), October 4, 2018.
* [https://vimeo.com/channels/bogleheads/293765659 Bogleheads 2018 Jack Bogle & Bill Bernstein Fireside Chat], produced by Rich Guerra (aka VELO724X), October 4, 2018.
*[https://vimeo.com/channels/bogleheads/296257161 Bogleheads 2018 Panel of Experts], produced by Rich Guerra (aka VELO724X), October 4, 2018.
*[https://vimeo.com/channels/bogleheads/295099397 Bogleheads 2018 Jack Bogle Q&A], produced by Rich Guerra (aka VELO724X), October 5, 2018.
* [http://vanguard.vo.llnwd.net/o1/EXT/SH/VGPersp/4138_Bogleheads_10012018.mp4 20 Years of Bogleheads], produced by Vanguard, October 4, 2018. The video celebrates the 20th anniversary of the founding of the Bogleheads on Morningstar in 1998. (The website is owned by LimeLight Networks, a media distribution company.)
|}
 
===Bogleheads<sup>&reg;</sup> 18 - Philadelphia===
The 2019 Conference began on Wednesday afternoon October 16 with check-in followed by a wine and cheese reception.
 
After breakfast on Thursday morning some memories of [[Jack Bogle]] were expressed, followed by a Q&A session with the Panel of Experts. The expert panel consisted of authors Christine Benz, [[William Bernstein|Dr. Bill Bernstein]], Jonathan Clements, Bogleheads Queen [[Laura Dogu]], [[Rick Ferri]], [[Mel Lindauer]], and [[Allan Roth]]. After lunch, there was a book signing session, accompanied by personal discussions with the various authors and experts in attendance. During the book signing session there were breakout sessions with author and financial advisor, Allan Roth, CFP, CPA, MBA, as well as an ongoing wiki demonstration. Thursday evening, conference attendees visited Vanguard.
 
After breakfast on Friday, [[Gus Sauter]] gave his presentation, "Growing Vanguard". A second Q&A session with the Panel of Experts concluded the conference.
 
--[https://www.bogleheads.org/forum/viewtopic.php?f=10&t=278477 Bogleheads 18 Conference announcement].
 
{| style="border:1px solid #729fcf;" width=1000px
|- style="vertical-align:top;"
||
'''Philadelphia - October 16 - October 18, 2019'''<br>
 
''Presentations:''
* [[Allan Roth]]: Behavioral Finance: Psychology and Economics in Investing [https://drive.google.com/file/d/1yRfCETGnWrawBKt1sc2gHkrQQzqeKGll/view?usp=sharing (PDF)], October 17, 2019.
* [[George Upham Sauter| Gus Sauter]]: Growing Vanguard with Jack Bogle [https://drive.google.com/file/d/1NMX3ufTgkWv4sR4ANexFaWyzGhCDxOAQ/view?usp=sharing (PDF)], October 18, 2019.
 
''Picture albums:''
* [https://pongophotos.zenfolio.com/bh2019 Pongo's Bogleheads 2019 photo album]
* [https://drive.google.com/drive/folders/1Lxac7XfmqmNyica7qvhWDa1SCKzWPbXs?usp=sharing family_ docs 2019 photo album]
 
''Videos:''
* [https://vimeo.com/channels/bogleheads/394820032 Bogleheads 2019 Fireside Chat], produced by Rich Guerra (aka VELO724X), October 16, 2019
 
|style="text-align:right;"|[[File:Conference2019.jpg|150px|Jack Bogle<br>Photo courtesy of Pongo.]]
|}
|}


==See also==
==See also==
*[[The Bogleheads&reg; | The Bogleheads<sup>&reg;</sup>]]
*[[The Bogleheads&reg; | The Bogleheads<sup>&reg;</sup>]]
*[[Taiwan Bogleheads conference]]
*[[Bogleheads® local chapters | Boglehead<sup>&reg;</sup> Local Chapters]]
*[[Boglehead&reg; Local Chapters | Boglehead<sup>&reg;</sup> Local Chapters]]
*[[Taiwan Bogleheads 2013 conference]]
*[[Bogleheads&reg; 7 videos | Bogleheads<sup>&reg;</sup> 7 videos]]
*[[Taiwan Bogleheads 2015 conference]]
*[[Bogleheads&reg; 9 videos | Bogleheads<sup>&reg;</sup> 9 videos]]
 
*[[Bogleheads&reg; 10 videos | Bogleheads<sup>&reg;</sup> 10 videos]]
==References==
*[[Bogleheads® 11 videos | Bogleheads<sup>&reg;</sup> 11 videos]]
{{Reflist|30em}}
*[[Bogleheads® 12 videos |Bogleheads<sup>&reg;</sup> 12 videos]]


{{Bogleheads}}
{{Bogleheads}}


[[Category:The Bogleheads]]
[[Category:The Bogleheads]]

Revision as of 18:03, 24 August 2020

Day-to-day contact between Bogleheads® occurs online. However, some members take advantage of the social opportunities presented by national Bogleheads® Conferences and/or local meetings. Over the years, there has been significant growth in both types of events. John Bogle has attended all but one of the national meetings, the first of which (ultimately named Diehards I) occurred in Miami, Florida on March 10 - 11, 2000. In 2007, in honor and recognition of Mr. Bogle, and in acknowledgment of the forum community's shift to bogleheads.org., the reunion name was rechristened "Bogleheads" and the roman numeral designation was exchanged for common arabic numbers.

The conference was held at various venues across the United States from 2000 through 2009. Beginning in 2010 the conference has been held in Philadelphia, Pennsylvania, primarily due to a consideration of Mr. Bogle's advancing age and general health. A secondary effect of the Philadelphia setting is that the Vanguard Group has hosted a series of visits where conference attendees can see the Vanguard campus and enjoy presentations by Vanguard managers and staff.

National meetings

Upcoming conference dates are announced in the Bogleheads forum; which usually occurs early in the year. Conference attendance is limited to approximately 200 attendees as a means of assuring that attendees get a chance to interact with John Bogle and the various authors and experts in attendance, rather than forgoing such intimacy by sponsoring a larger, impersonal gathering.

The conference, by tradition, spans three days and, in its current format, roughly adheres to the following agenda. The first day begins with a check-in followed by a wine and cheese reception in the afternoon. Day two begins in the morning, after breakfast, with John Bogle delivering a keynote address. Following his presentation, Bogle is joined by Dr. Bill Bernstein for a “Fireside Chat”, followed by a Question & Answer session with a Panel of Experts. After lunch, there is a session of book signings and personal discussions. Usually the book signing session is paired with a simultaneous breakout session and an ongoing wiki demonstration. The Vanguard visit takes place during the evening. The third day usually begins with a presentation, followed by an extensive Question & Answer session with John Bogle.

Recent third day presentations have included the introduction of academic papers and presentations from George "Gus" Sauter.

Archive

Conferences are attended by members who provide photographic and video services to the meetings. In addition, Morningstar records video interviews with John Bogle, and on occasion, other conference attendees. News journal columnists and reporters often write articles about the conferences, and impressions and notes are recorded in blog and forum postings. These mementos are preserved in the conference archives below.

Diehards I - Miami

The initial meeting between John Bogle and members of the Morningstar Diehards forum occurred on March 10, 2000 while Mr. Bogle was in Miami, Florida as the scheduled keynote speaker at the Miami Herald’s Making Money Seminar. Mr. Bogle joined twenty forum members for an evening Florida dinner hosted by future author Taylor Larimore and wife at the Larimore's condo residence in Miami.

On March 11, Mr. Bogle delivered his keynote speech at the money show.

House that Jack Built (Taylor Larimore's condo) - Mar 10-11, 2000 - Miami

The late Bob Stowe (L) presents John Bogle with the "Bogle Bugle" during Diehards II. Photo by Gail Cox.

Diehards II - Pennsylvania

The 2001 Diehards meeting was hosted by the Kirtland family on the Kirtland family farm in southeast Pennsylvania. After check-in on Friday, June 8, attendees gathered for an evening dinner where special guest, financial columnist Jason Zweig gave a presentation and answered questions. On Saturday morning, John Bogle and staff provided attendees with a guided tour of Vanguard facilities, along with a Q&A session with Mr. Bogle. The meeting was capped off by a picnic barbeque luncheon on the Kirtland farm.

Vanguard Headquarters - June 8-10, 2001 - Pennsylvania

John Bogle poses near his Vanguard headquarters statue during Diehards II. Photo by Gail Cox.

Picture albums:

Jason Zweig attended Diehards II:

Diehards III - Chicago

The 2002 Conference was hosted by Morningstar and coincided with the annual Morningstar conference, where John Bogle was slated to speak. The first day reception was prolonged by inclement weather, but was leavened by Mr. Bogle's presence and his hour-long impromptu Q&A session with arriving guests.

Day two of the conference began with Mr. Bogle's address, The Telltale Chart. After a brief interlude with the media, the conference continued with a panel discussion and Q&A with John Bogle, Dr. Bill Bernstein, Larry Swedroe, and Don Phillips, one of Morningstar's managing directors. After the panel discussion, there was a book signing session. The day concluded with an evening banquet.

On day three Morningstar CEO Joe Mansueto and Morningstar staff led attendees on a tour of Morningstar facilities. The tour was capped off by a luncheon at the Morningstar lunch room, an outdoor patio overlooking downtown Chicago.

Morningstar Conference - June 25-27, 2002 - Chicago

Morningstar, host and site of Diehards III

Diehards IV - Denver

The 2004 Conference took place at the AIMR Group conference in Denver Colorado, where John Bogle was scheduled to make a speech. The conference began with a Sunday evening check-in. Monday morning, Mr. Bogle addressed the AIMR Group with his speech, Creating Sound Governance: The Shareholder’s Perspective, wherein he discussed corporate governance. After lunch there was a book signing session and a Q&A session with a panel that included Mr. Bogle, Dr. Bill Bernstein, and Rick Ferri. In the evening a banquet dinner concluded the conference.

Denver - May 8-10, 2004

(L-R) Mel Lindauer, Daisy Dog, John Bogle, Taylor Larimore at Diehards IV. Photo by Sunny

Picture albums:

Diehards V - Las Vegas

The 2006 Conference took place as part of the Las Vegas Money Show, where John Bogle was scheduled to speak. Day one of the conference began on May 15 with a check in shortly after noon. After the opening Money Show ceremonies, John Bogle delivered his address, "What’s Ahead for Stocks and Bonds—And How to Earn Your Fair Share". The day concluded with an evening banquet.

The second day of the conference began with a morning book signing session, followed by a Q&A session with Mr. Bogle. The conference concluded with a Q&A with a panel consisting of authors Rick Ferri, Michael LeBoeuf, Mel Lindauer, and Bill Schultheis.--Diehards V announcement

Las Vegas - May 15-16, 2006

(L-R) Katie & Kathleen Ryan, Gail Cox, and Eric Haban at Diehards V. Photo by Jon Fortman.

Picture albums:

Diehards VI - Alexandria, VA

The 2007 Conference was hosted with the help of members from the DC Bogleheads® local chapter.[1] The conference started with a wine and cheese reception on the afternoon of June 10. The following morning John Bogle made an opening presentation and discussed asset allocation, international investments and Vanguard. A Q&A session with Mr. Bogle ensued. A book signing session filled up the remainder of the afternoon. The evening concluded with a "fireside chat" session with Mr. Bogle and Dr. Bill Bernstein and an evening dinner.

The conference concluded on Tuesday morning with a Q&A session with a panel that included authors Bill Bernstein, Rick Ferri, Michael LeBoeuf, Mel Lindauer, Taylor Larimore, and Laura Dogu. The panel was also included Morningstar's Sue Stevens and Duke economics professor Ed Tower. -- Diehards VI announcement

Alexandria - June 10-12, 2007

(L-R) Taylor Larimore, Laura, and Mel Lindauer at Diehards VI. Photo by family_doc.

Picture albums:

Bogleheads® 7 - San Diego

The 2008 Conference was hosted with the help of members from the San Diego Bogleheads® local chapter.[2] The conference began on Monday September 22 with an afternoon wine and cheese reception. On Tuesday morning John Bogle delivered his presentation. He discussed the economy and markets, Vanguard, some personal reflections, and his most recent book, Enough. A Q&A session occurred after the presentation. A "fireside chat" between Mr. Bogle and Dr. Bill Bernstein followed the Q&A. After lunch there was a book signing session. The evening was filled with a banquet dinner.

Wednesday morning concluded the conference with a Q&A session with a Panel of Experts. The panel included authors Bill Bernstein, Rick Ferri, Taylor Larimore, Michael LeBoeuf, Mel Lindauer, Laura Dogu and Bill Schultheis. The authors were joined by Morningstar's Sue Stevens and Professor Ed Tower of Duke University. -- Bogleheads® 7 Conference announcement

San Diego - September 22-24, 2008

(L-R) William Bernstein, Queen Laura, and Rick Ferri at Bogleheads 7. Photo by Rich Guerra

Picture albums:


Video:

Bogleheads® 8 - Fort Worth

Illness and hospitalization forced John Bogle to miss the 2009 Fort Worth conference, hosted with the help of members of the Dallas/Fort Worth Bogleheads® local chapter.[3] The conference began on Wednesday September 30 with an afternoon wine and cheese reception, where a letter from Mr. Bogle was read. After breakfast on Thursday morning, a call was made to Mr. Bogle. Afterward, Bogle's assistant, Kevin Laughlin made a brief presentation on the tenth anniversary of the publication of Bogle's book, Common Sense on Mutual Funds. This was followed by a presentation from Dr. Bill Bernstein centered on bond performance during the 2008 -2009 financial crisis. After lunch there was a book signing session.

On Friday, after breakfast, Duke economics professor Ed Tower presented a paper, Vanguard versus DFA & WisdomTree, and the Value Added by Dan Wiener. After the presentation, Dr. Tower joined Morningstar's Sue Stevens and authors Bill Bernstein, Rick Ferri, Taylor Larimore, Mel Lindauer and Laura Dogu on a Panel of Experts for a Q&A session. -- Bogleheads® 8 Conference announcement

Dallas - September 30 - October 2, 2009

Fireside Lounge at Bogleheads® 8. (L-R) Norma, Lily, Gail, Ramesh. Here's to Jack Bogle!. Photo by Kathleen L. Ryan

Picture albums:

Bogleheads® 9 - Philadelphia

The 2010 Conference, and all subsequent Philadelphia conferences, are set in Philadelphia. [4] The 2010 Convention began on Wednesday October 13 with an afternoon wine and cheese reception with John Bogle. After breakfast on Thursday morning, John Bogle presented a keynote address, "Bogle Welcomes the Bogleheads", followed by an extended Q&A session. Bogle and Dr. Bill Bernstein then had a "fireside chat". After lunch, there was a book signing session. The evening was filled with a visit to Vanguard, where conference attendees had a Q&A session with Vanguard senior staff.

Friday concluded with a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Taylor Larimore, Mel Lindauer and Laura Dogu, along with Professor Ed Tower of Duke University’s Economics Department.

At this conference, John C. (Jack) Bogle authorized the set up of a non-profit organization to expand and carry on his work. The culmination of this effort was the establishment of The John C. Bogle Center for Financial Literacy.[5] --Bogleheads® 9 Conference announcement

Philadelphia - October 13 - October 15, 2010

Ed Tower, Rick Ferri, Laura Dogu, Bill Schultheis, William Bernstein at Bogleheads® 9. Courtesy of Pongo.

Picture albums:

Videos:

Bogleheads® 10 - Philadelphia

The 2011 Conference started on Wednesday October 12 with registration and an afternoon wine and cheese reception with John Bogle. After breakfast on Thursday morning, the day's events began with presentations by Duke professor Ed Tower, who presented a new paper,“Reflections on Jack Bogle’s First Mutual Fund,” and John Bogle, "Bogle Welcomes the Bogleheads Again... at X!", followed by an extended Q&A session with Mr. Bogle. After lunch, the day continued with book signings. An evening visit to Vanguard concluded Thursday's proceedings. The main feature of the visit was a panel discussion among Vanguard senior staff.

On Friday after breakfast, the conference concluded with a "fireside chat" with John Bogle and Dr. Bill Bernstein, followed by a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Allan Roth, Mel Lindauer and Laura Dogu. -- Bogleheads® 10 Conference announcement

Philadelphia - October 12 - October 14, 2011

Group photo, courtesy of Family Doc

Picture albums:

Videos:

Bogleheads® 11 - Philadelphia

The 2012 Conference began on Wednesday October 17 with registration and a wine and cheese reception with John Bogle in the afternoon. After breakfast on Thursday morning, John Bogle and Dr. Bill Bernstein had a "fireside chat", followed by a Bogle presentation, "Bogle Meets the Bogleheads— The Rouser Meets the Rabble". Next came an extended Q&A session with John Bogle. After lunch, there was a book signing session. Duke professor Ed Tower presented a paper on Vanguard performance. The evening was capped by a visit to Vanguard, where conference attendees had a Q&A session with senior Vanguard staff.

Friday after breakfast, the conference received a presentation from Vanguard chief economist, Joseph Davis, and concluded with a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Allan Roth, Christine Benz, Mel Lindauer and Laura Dogu. -- Bogleheads® 11 Conference announcement

Philadelphia - October 17 - October 19, 2012

John Bogle's message to Bogleheads from Bogleheads® 11, "Press on, regardless!", Bogleheads.org. Facebook
Note: Google Translate will interpret "Bogle" as "Berger"

Picture albums:

Videos:

Paper presented by Ed Tower:

  • Tower, Edward and Yang, Chao, Is Traditional Indexation Passé? Vanguard Versus the Enhanced Indexers, Dfa, Rafi, and Wisdomtree (December 12, 2012). Available at SSRN (enable browser cookies to download).

Bogleheads® 12 - Philadelphia

The 2013 Conference began on October 16 with check-in followed by a wine and cheese reception with John Bogle on Wednesday afternoon. After breakfast on Thursday morning, Mr. Bogle gave his keynote presentation and was joined by Dr. Bill Bernstein for a "fireside chat". This was followed by an extended Q&A session. After lunch, there was a book signing session. Duke professor, Ed Tower distributed an update on his paper introduced at the 2012 conference. An evening visit to Vanguard capped the day's proceedings.

On Friday, Gus Sauter, the recently-retired Chief Investment Officer of Vanguard, joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, Allan Roth, Bill Schultheis, Laura Dogu on the Panel of Experts for a Q&A session.-- Bogleheads® 12 Conference announcement

Philadelphia - October 16 - October 18, 2013

Taylor Larimore (2nd from right) with the Three-fund portfolio Vanguard fund managers, Bogleheads®12, Ref

Forbes article on Bogleheads® 12:

Picture albums:

Videos:

Papers distributed by Ed Tower:

  • Is Traditional Indexation Passé? Vanguard versus The Enhanced Indexers, DFA, RAFI, and WisdomTree, March 25, 2013.

This paper was circulated at the 2012 Bogleheads meeting, but is much improved by Bill Bernstein's comments. Additionally, it contains improvements based on web discussions that followed the 2012 boglehead meetings. (A revised version of this paper was published in The Journal of Index Investing, Summer 2013, pp. 70-81.)

Download from: Google Drive. (The November 20, 2012 version can be downloaded from SSRN (enable cookies))

  • Enhanced versus Traditional Indexation for International Mutual Funds: Evaluating DFA, WisdomTree and RAFI PowerShares, October 19, 2013

This paper is prepared for the 12th Bogleheads reunion, October 2013.

Download from: Google Drive or SSRN (enable cookies)

Bogleheads® 13 - Philadelphia

The 2014 Conference began with check-in followed by an afternoon wine and cheese reception on Wednesday October 22. After breakfast on Thursday morning, John Bogle presented a keynote address, “Human Beings and Algorithms" as Vanguard’s 41st Year Begins, followed by a "fireside chat" with Dr. Bill Bernstein and an extended Q&A session with Mr. Bogle. After lunch, a book signing session took place,along with a simultaneous breakout session on Boglehead Local Chapters and an ongoing wiki demonstration. The day concluded with an evening visit to Vanguard.

After breakfast on Friday, Gus Sauter, the former Chief Investment Office at Vanguard, gave a presentation on the evolution of indexing and than joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, Allan Roth, and Laura Dogu as panel members in the Q&A with the Experts. -- 2014 Bogleheads® Conference announcement

Philadelphia - October 22 - October 24, 2014

Ed Rager, Paul Globerson, Mel Lindauer with Jack Bogle (center). Photo by family_doc.

The Street articles on Bogleheads® 13:

Presentations:

Picture albums:

Videos:

Bogleheads® 14 - Philadelphia

The 2015 Conference began on Wednesday October 15 with check-in followed by a wine and cheese reception in the afternoon. After breakfast on Thursday morning, John Bogle delivered his keynote address, "As My 65th Anniversary and 87th Birthday Approach, Still an Active Life", This was followed by a "fireside chat" with Dr. Bill Bernstein, and an extended Q&A session with John Bogle. After lunch came book signings and a simultaneous breakout session, as well as an ongoing wiki demonstration. The day culminated with an evening visit to Vanguard.

On Friday, Gus Sauter gave a presentation,"Expected equity returns", and then joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, and Allan Roth on the Experts Panel for a Q&A session. --2015 Bogleheads® announcement

Philadelphia - October 15 - October 17, 2015

Bill Bernstein (left) making a point with siamond (right). Photo by family_doc.

The Street articles on Bogleheads® 14:

Presentations:

Picture albums:

Videos:

Bogleheads® 15 - Philadelphia

The 2016 Conference began on Wednesday September 28 with check-in followed by a wine and cheese reception in the afternoon. On Thursday morning, after breakfast, John Bogle delivered a keynote address, "The Undisputed Champion of the Long Run", followed by an extended Q&A session. After lunch came a book signing session, with a simultaneous breakout session on taxes and investing, as well as an ongoing wiki demonstration. The day concluded with an evening visit to Vanguard consisting of panel discussions and an open question-and-answer session with Vanguard investment experts.

After breakfast on Friday, Gus Sauter gave a presentation, "What really is smart β", and the event concluded with Q&A sessions with the Panel of Experts. Panel members included authors Christine Benz, Dr. Bill Bernstein, Laura Dogu, Taylor Larimore, Mel Lindauer, Mike Piper, and Allan Roth. -- 2016 Bogleheads® announcement

Philadelphia - September 28 - September 30, 2016

King Taylor (left) and Queen Laura (right) at Bogleheads 15. Photo courtesy of Pongo.

Facebook:

Vanguard Blog:

News articles on Bogleheads 15:

Presentations:

Picture albums:

Videos:

Bogleheads® 16 - Philadelphia

The 2017 Conference began on Wednesday afternoon October 19 with check-in followed by a wine and cheese reception. After a Thursday morning breakfast, John Bogle presented his keynote address, "Bogleheads XVI!". Following his presentation, Bogle was joined by Dr. Bill Bernstein for a 'fireside chat'. The Q&A session with the Panel of Experts followed. The panel members: authors Christine Benz, Dr. Bill Bernstein, Jonathan Clements, Mel Lindauer, Dr. Wade Pfau, Mike Piper, and Allan Roth.

After lunch, attendees had book signings. Simultaneous to the book signing was a breakout session examining annuities and an ongoing wiki demonstration. A visit to Vanguard on Thursday evening concluded the day's events.

Friday's events included a presentation, "Understanding Active Investing", from Gus Sauter, the former Chief Investment Officer at Vanguard, followed by an extensive Q&A session with Jack Bogle. -- 2017 Bogleheads® Conference announcement

Philadelphia - October 18 - October 20, 2017

John Bogle (left) signs a book for Miriam2 (right) at Bogleheads 16. Photo courtesy of Pongo.

Presentations:

Picture albums:

Videos:

Conference notes:

Bogleheads® 17 - Philadelphia

The 2018 Conference began on Wednesday afternoon October 3 with check-in followed by a wine and cheese reception.

After a Thursday morning breakfast, John Bogle presented his keynote address, "Bogleheads XVII!: Stay the Course". Following his presentation, Bogle was joined by Dr. Bill Bernstein for a 'fireside chat'. The Q&A session with the Panel of Experts followed. The panel members: authors Christine Benz, Dr. Bill Bernstein, Jonathan Clements, Rick Ferri, Allan Roth, and Jason Zweig.

After lunch, attendees had book signings (Jack Bogle was unable to attend). Simultaneous to the book signing was a breakout session by Rick Ferri and an ongoing wiki demonstration. A visit to Vanguard on Thursday evening concluded the day's events.

On Friday, Gus Sauter presented "The Endowment Model". A Q&A session with Jack Bogle followed. The conference ended with concluding remarks by Mel Lindauer.

-- Bogleheads 17 Conference announcement

Conference organizing committee.
From left to right: Marlene Lindauer, Mel Lindauer, Gail Cox, Mel Turner-(aka; "Tom"-The Other Mel), Kathy Turner, Patti Rager, and Ed Rager. Photo courtesy of Kathleen L. Ryan.

Philadelphia - October 3 - October 5, 2018

  • Jonathan Clements blog report, Jack of Hearts, HumbleDollar blog, October 5, 2018.

Presentations:

Picture albums:

Videos:

Bogleheads® 18 - Philadelphia

The 2019 Conference began on Wednesday afternoon October 16 with check-in followed by a wine and cheese reception.

After breakfast on Thursday morning some memories of Jack Bogle were expressed, followed by a Q&A session with the Panel of Experts. The expert panel consisted of authors Christine Benz, Dr. Bill Bernstein, Jonathan Clements, Bogleheads Queen Laura Dogu, Rick Ferri, Mel Lindauer, and Allan Roth. After lunch, there was a book signing session, accompanied by personal discussions with the various authors and experts in attendance. During the book signing session there were breakout sessions with author and financial advisor, Allan Roth, CFP, CPA, MBA, as well as an ongoing wiki demonstration. Thursday evening, conference attendees visited Vanguard.

After breakfast on Friday, Gus Sauter gave his presentation, "Growing Vanguard". A second Q&A session with the Panel of Experts concluded the conference.

--Bogleheads 18 Conference announcement.

Philadelphia - October 16 - October 18, 2019

Presentations:

  • Allan Roth: Behavioral Finance: Psychology and Economics in Investing (PDF), October 17, 2019.
  • Gus Sauter: Growing Vanguard with Jack Bogle (PDF), October 18, 2019.

Picture albums:

Videos:

Jack Bogle Photo courtesy of Pongo.

See also

References

  1. DC Bogleheads®, Financial Page, a Bogleheads® blog
  2. San Diego Bogleheads®, Financial Page, a Bogleheads® blog
  3. Dallas/Fort Worth Bogleheads®, Financial Page, a Bogleheads® blog
  4. Philadelphia Bogleheads®, Financial Page, a Bogleheads® blog
  5. Questions and answers, The John C. Bogle Center for Financial Literacy