John C. Bogle articles and speeches

Speeches

John Bogle speeches

Date	Title	Venue
Dec 7, 2017	The Modern Corporation and the Public Interest	Public Company Accounting Oversight Board 2017 International Institute
Nov 14, 2017	Acceptance Remarks	2017 CME Group Melamed-Arditti Innovation Award
Nov 9, 2017	“Puritan Boston and Quaker Philadelphia”	Annual Meeting of the Society of Friends
Oct 24, 2017	Surviving Defeat, Surviving Victory	FIASI Speaker Luncheon
Sep 24, 2017	Numbers Games–Reflections on the Uses and Abuses of “Big Data”	The Journal of Investment Management Annual Seminar
Apr 27, 2017	The Road Less Traveled	Morningstar Investment Conference
May 23, 2017	Reflections on a Revolution	70th CFA Institute Annual Conference
Jul 9, 2016	Saving a Company, Building a Colossus, Preserving a Culture: Reflections on the History of Vanguard	Marking the Completion of 65 Years in the Mutual Fund Industry
Jun 7, 2016	Remarks on Receiving the 2016 Bob Edgar Public Service Achievement Award	Presented by Common Cause Pennsylvania
May 24, 2016	Fiduciary Duty in an Age of Consumerism	Sponsored by the Institute for the Fiduciary Standard
Apr 8, 2016	David and Goliath: Who Wins the Quantitative Battle?	Institute for Quantitative Finance
Oct 15, 2015	Bogleheads 14	Bogleheads 14 Conference
Jun 4, 2015	Putting Investors First	CFA Society of Philadelphia
Apr 28, 2015	The Mutual Fund Industry Today: “Conflicts, Conflicts Everywhere”	United States Securities and Exchange Commission
Oct 31, 2014	Values, Ethics, and Structure in Finance	Georgetown University School of Law
Apr 28, 2014	Financial Reform: Investment Standards and Ethical Values	Bryn Mawr Presbyterian Church
Sep 25, 2013	Financial Management: Profession or Business?	CFA Society of Philadelphia 70th Anniversary Gala
May 17, 2013	Big Money in Boston–The Commercialization of the ‘Mutual’ Fund Industry	Boston Security Analysts Society
Feb 21, 2013	The U.S. Financial System: Look Out! Change Is Coming.	G.S. Beckwith Gilbert Lecture, Princeton University
Nov 13, 2012	In The Fund Industry, Mutuality and Indexing Rule the Seas	National Rural Utilities Cooperative Finance Corporation
Nov 8, 2012	The Age of Fiduciary Duty has Arrived	The National Association of Personal Financial Advisers
Oct 10, 2012	A Life, A Career, and a Mission to Build A Better Financial World for Investors	Merion Cricket Club
Jun 13, 2012	Thinking About What Lies Ahead for Investors	CFA Society of Washington
May 17, 2012	Straight From The Heart: Efficiency and Humanity, in Medicine and Finance	Inaugural Presentation of the Bernard Lown Humanitarian Award
Mar 21, 2012	Written Testimony on the Concept Release on Auditor Independence and Audit Firm Rotation	PCAOB Public Hearing
Jan 31, 2012	John C. Bogle Legacy Forum Opening Remarks	Museum of American Finance
Sep 12, 2011	The Lessons of History – Endowment and Foundation Investing Today	The NMS Investment Management Forum
May 11, 2011	Helping Others	On Receiving the “Others” Award from the Salvation Army
Apr 13, 2011	At the Summit	Tiburon Summit XX
Nov 11, 2010	Ethical Principles and Ethical Principals	The Johnson School at Cornell University
Nov 3, 2010	America’s Financial System – Powerful but Flawed	The Phi Beta Kappa National Lecture Series, Temple University
Oct 26, 2010	Uneasy Lies the Head that Wears the Crown	The First FUSE Research Network Award for Lifetime Impact and Commitment to Investors
Oct 7, 2010	How Calvin Coolidge Could Guide Us Now	50th Anniversary Symposium of the Calvin Coolidge Memorial Foundation
May 23, 2010	The Fifth “Never”	Trinity College Commencement
May 20, 2010	Community and Caring, Courage and Character Blair Academy Commencement	Blair Academy Commencement
Jun 11, 2009	Economic Markets and Public Purpose	The Reinvestment Fund’s 24th Annual Celebration
May 28, 2009	When a Man Comes to Himself	Williamson Free School of Mechanical Trades
May 13, 2009	The Culture That Gave Rise To The Current Financial Crisis	Seventh Annual John M. Templeton, Jr., Lecture on Economic Liberties and the Constitution, National Constitution Center
Apr 30, 2009	Aspiring to Build a Better Financial World	2009 Jake McCandless ’51 Princeton Varsity Club Speaker Series
Apr 1, 2009	The Fiduciary Principle: “No Man Can Serve Two Masters”	Columbia University School of Business
Mar 30, 2009	If You Can Trust Yourself…	Roxbury Latin School
Mar 13, 2009	Building a Fiduciary Society	IA Compliance Summit
Feb 12, 2009	Fixing a Broken Financial System	Stradley, Ronan, Stevens & Young Assembly, Philadelphia, PA
Dec 16, 2008	A Community of Character	On Receiving the 2008 Bonnell Award from the Community College of Philadelphia
Oct 14, 2008	Economics, Politics, and the Financial Markets	Blair Academy Reception
Sep 13, 2008	A Tribute to Bernard Lown, M.D.	Boston, MA
Jun 2, 2008	The Coming Market Environment and Implications for Financial Innovation	Financial Planning Association Retreat
Apr 10, 2008	The New Global Economy	Combined Columbia University / MIT Association
Feb 25, 2008	Business and Its Publics	New York University Stern School of Business
Feb 19, 2008	A New Order of Things–Bringing Mutuality to the “Mutual” Fund	George Washington University Law School
Jan 28, 2008	Investing in Times of Market Turbulence	The Princeton Club of New York
Dec 13, 2007	Why Do I Bother to Battle?	Yale CEO Leadership Summit
Nov 30, 2007	When Does Innovation Go Too Far? Philadelphia Federal Reserve Policy Forum	Philadelphia Federal Reserve Policy Forum
Nov 14, 2007	The U.S. Financial Sector and the Relentless Rules of Humble Arithmetic	New York University Stern School of Business
Nov 7, 2007	Building a Better Financial System	Given to “The Old Guard” at Princeton University
Oct 30, 2007	Reflections on Finance and Education National Council on Economic Education	National Council on Economic Education
Oct 15, 2007	“High Standards of Commercial Honor . . . Just and Equitable Principles of Trade . . . Fair Dealing with Investors”	Financial Industry Regulatory Authority
Oct 10, 2007	Black Monday and Black Swans	Risk Management Association
Jun 12, 2007	“A Question So Important that It Should Be Hard to Think about Anything Else”	60th Anniversary of CFA Institute
May 18, 2007	“Enough” Georgetown University Commencement	Georgetown University Commencement
May 1, 2007	The Role of the Fiduciary in Risky Financial Markets	The Philadelphia Estate Planning Council
Apr 17, 2007	Salesmanship vs. Stewardship–Bond Mutual Funds Gone Awry	The Fixed Income Analysts Society
Apr 10, 2007	“Leaving the Things that You Touch Better than You Found Them”	The Union League of Philadelphia
Mar 23, 2007	Reflections on Markets, Ethics, and Careers	New York University Stern School of Business
Mar 15, 2007	Vanishing Treasures–Business Values and Investment Values Speech at Princeton University	Princeton University
Feb 27, 2007	“Vanguard: Saga of Heroes”	Speech at Pepperdine University
Feb 26, 2007	Looking At Investing From A New Perspective, A Half Century Old	CFA Society of Los Angeles
Feb 20, 2007	Designing a New Mutual Fund Industry	NICSA’s 25th Anniversary Conference
Nov 20, 2006	The Joy of Writing–Books, Ideas, Advocacy, and Idealism	The Free Library of Philadelphia
Nov 16, 2006	Reflections on the Importance of History–Milestones, Men, and a Moral Society	The Presbyterian Historical Society
Nov 1, 2006	Ethical Principles and Ethical Principals	The “Changing the Game” Forum
Oct 27, 2006	A Tale of Two Markets	The 17th Annual Conference on Financial Reporting
Oct 26, 2006	What’s Happened to the Mutual Fund Industry?	The CFA Society of San Francisco
Oct 23, 2006	The Battle for the Soul of Capitalism	Immaculata University
Jun 7, 2006	Long Horizon Investing and Corporate Governance	International Centre for Pension Management (slides only)
May 15, 2006	What’s Ahead for Stocks and Bonds – And How to Earn Your Fair Share	The Money Show
May 15, 2006	Speech	The Money Show
May 15, 2006	Slides	The Money Show
Apr 6, 2006	Investment Wisdom and Human Values	The United States Military Academy, West Point, NY
Mar 14, 2006	The Battle for the Soul of Capitalism Remarks at the Aspen Book Series	Aspen Book Series
Mar 14, 2006	Randall Rothenberg’s Response to Mr. Bogle’s Remarks at the Aspen Book Series	Aspen Book Series
Feb 24, 2006	Mutual Funds: How a Profession with Elements of a Business Became a Business with Elements of a Profession	Boston Security Analysts Society
Feb 8, 2006	“The Battle for the Soul of Capitalism”	University of Virginia Miller Center of Public Affairs
Jan 25, 2006	Capitalism, Entrepreneurship, and Investing – The 18th Century vs. the 21st Century	Greater Philadelphia Venture Group
2005	The Mutual Fund Industry Sixty Years Later: For Better or Worse?	Essay for the 60th Anniversary of the Financial Analysts Journal
Dec 7, 2005	The Chief Cornerstone	The Superbowl of Indexing
Oct 15, 2005	The Uncanny Ability to Recognize the Obvious	2005 Outstanding Financial Executive Award Financial Management Associates International
May 24, 2005	In Troubled Times… The Arithmetic of Mutual Fund Investing is More Important Than Ever	American Association of Individual Investors – Philadelphia Chapter
Apr 11, 2005	The Ownership of Corporate America – Rights and Responsibilities	20th Anniversary Meeting of the Council of Institutional Investors
Mar 10, 2005	Corporate Governance: What’s Next?	The Foley and Lardner National Directors Institute
Feb 2, 2005	In Investing, You Get What You Don’t Pay For	The World Money Show
Dec 2, 2004	This Above All: To Thine Own Self Be True	Episcopal Academy
Oct 26, 2004	Character Counts In Business, In Markets, And In Each Firm	Property Casualty Insurers Association of America
Oct 12, 2004	Time for Growth – Strengthening Trust and Confidence in Financial Services	SIBOS Atlanta
Sep 30, 2004	CONVERGENCE!	The Art of Indexing Conference
Jun 9, 2004	We the People	Centennial Celebration of The Committee of Seventy
May 28, 2004	Vanguard – Child of Princeton	The Princeton Entrepreneurs’ Network National Conference
May 15, 2004	The Right Kind of Success	Pennsylvania State University
May 12, 2004	Marketing and Fiduciary Duty – Strange Bedfellows?	The First Lifetime Achievement Award of Marketing Expo
May 10, 2004	Creating Sound Governance: The Shareholder’s Perspective	2004 AIMR Conference
Apr 13, 2004	As The Index Fund Moves From Heresy to Dogma…. What More Do We Need To Know	The Gary M. Brinson Distinguished Lecture Washington State University
Mar 10, 2004	Tis Not Too Late to Seek a Newer World	Institutional Investor 11th Annual Mutual Fund Industry Awards
Feb 26, 2004	It’s High Time We Return Capitalism to its Owners	2004 Institutional Shareholder Services Annual Conference
Jan 27, 2004	Senate Testimony	Governmental Affairs Subcommittee on Financial Management, the Budget, and International Security
Jan 21, 2004	Re-Mutualizing the Mutual Fund Industry – The Alpha and the Omega	Boston College Law School
Jan 5, 2004	Has Your Fund Manager Betrayed Your Trust? Consider the Stewardship Quotient	The American Institute of Certified Public Accountants Personal Financial Planning Conference
Nov 21, 2003	Corporate Governance and Mutual Fund Governance – Reflections at a Time of Crisis	New York Society of Securities Analysts
Nov 11, 2003	A New Era for Corporate America, for Mutual Funds, and for Investors	Vanderbilt University Owen School of Management
Nov 3, 2003	Senate Testimony	Governmental Affairs Subcommittee on Financial Management, the Budget, and International Security
Oct 27, 2003	It’s An Ill Wind That Blows No Good	Society of American Business Editors and Writers
Oct 1, 2003	Somebody’s Gotta Keep An Eye On These Geniuses – What We Must Do To Restore Owners Capitalism	Directors Summit of the State of Wisconsin Investment Board
Sep 17, 2003	Introduction of the President of the United States	National Constitution Center Groundbreaking Ceremony
Sep 16, 2003	Restoring Trust: Financial Services in the New Era	SunGard World 2003
Jul 4, 2003	The Constitution: “For Ourselves and our Posterity”	Dedication of the National Constitution Center
Jun 14, 2003	Chasing the Rabbit	Drexel University
Jun 11, 2003	Owners Capitalism vs. Managers Capitalism	2003 National Investor Relations Institute Conference
Jun 7, 2003	One Equal Temper of Heroic Hearts	The Cardiovascular Institute of Philadelphia
Jun 5, 2003	The Policy Portfolio in an Era of Subdued Returns	The Investment Analysts Society of Chicago
Jun 1, 2003	Choosing The Right Path	The United Methodist Church at Swarthmore
May 19, 2003	Entrepreneurship–What’s It Really About?	National Foundation for Teaching Entrepreneurship
2003	Reflections on Wellington Fund’s 75th Birthday
Apr 23, 2003	What I’ve Learned in A Half Century In Business – Twelve Rules For Building A Great Work Force	Society of Human Resource Management
Mar 12, 2003	House of Representatives Testimony	Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises
Feb 24, 2003	What Went Wrong in Corporate America?	Community Forum Distinguished Speaker Series Bryn Mawr Presbyterian Church
Jan 14, 2003	The Mutual Fund Industry in 2003: Back to the Future	Boston Security Analysts Society
Jan 14, 2003	Business Leadership and Morality	The Yale School of Leadership Summit
Nov 22, 2002	Three Lucky Breaks–Three Exciting Careers	Union League of Philadelphia
Oct 31, 2002	The Investment Dilemma of the Philanthropic Investor	The Philanthropy Roundtable
Oct 22, 2002	After the Fall: What Lies Ahead for Capitalism and the Financial Markets?	The University of Missouri
Oct 18, 2002	Don’t Count on It! The Perils of Numeracy	The “Landmines in Finance” Forum The Center for Economic Policy Studies, Princeton University
Oct 14, 2002	Memorandum to: Financial Intermediaries RE: How We Can Profit From The Experience of Corporate America	Business Solutions 2002 – American Life Insurance Council
Jun 26, 2002	The Telltale Chart	Morningstar Investment Forum
Jun 12, 2002	Rebuilding Faith: Wealth Management in the New Era	“Changing the Game” Thought-Leadership Forum
Jun 12, 2002	Honoring Adam Smith	Economics Pennsylvania
Apr 29, 2002	A Lot Can Happen in 25 Years	Association of Investment Management Sales Executives
Apr 25, 2002	“The End of Mutual Fund Dominance”	Financial Planning Association 2002 Forum
Apr 18, 2002	A Nation Challenged…And Not Only From Abroad	The Executive Forum – Philadelphia Academies
Apr 10, 2002	Leadership: Creating a Firm With Character	Samuel Curtis Johnson Graduate School of Management Cornell University
Apr 2, 2002	Entrepreneurship and Economic Progress	The Hollerith Lecture Series at Blair Academy
Feb 14, 2002	Just When We Need It Most… Is Corporate Governance Letting Us Down?	New York Society of Security Analysts
Jan 17, 2002	“Energy and Persistence Conquer All Things”: Applying Benjamin Franklin’s Entrepreneurship in the 21st Century	On Receiving the Benjamin Franklin Founders Award
Dec 5, 2001	The Wisdom of Investment–The Folly of Speculation	The Sixth Superbowl of Indexing
Nov 15, 2001	Three Odysseys–The Long Adventurous Journeys of the Stock Market, the Mutual Fund Industry, and Vanguard	The Wisemen
Oct 22, 2001	The Marriage of Information Technology and Investing: For Richer or Poorer?	Society for Information Management
Oct 21, 2001	Three Challenges of Investing: Active Management, Market Efficiency, and Selecting Managers	AXA Rosenberg Group Client Conference
Oct 2, 2001	What Will Survive Of Us Is Love	United Way Community
Jun 13, 2001	One in Mission	On Receiving the 2001 “Giving Forward” Award
Jun 11, 2001	Reinventing Mutual Funds	Forrester Finance Forum
May 29, 2001	At the 50-Year Mark — Looking Back, Looking Ahead
May 13, 2001	When Commitment Leads, Providence Follows	Susquehanna University
Apr 27, 2001	The Twelve Pillars of Wisdom: Lessons We Should Have Learned before the Bear Market Arrived, but Are Only Learning Now	The Arizona Republic Investment Strategies Forum
Apr 16, 2001	A Tale of Two Markets	Trinity University
Mar 21, 2001	After the Fall: What’s Next for the Stock Market and the Mutual Fund Industry?	National Press Club
Feb 15, 2001	The Stock Market Universe – Stars, Comets, and the Sun	Financial Analysts of Philadelphia
Jan 17, 2001	Energy and Persistence Conquer All Things	On Receiving The Benjamin Franklin Founders Award
Jan 11, 2001	“The Case of the Dog that Didn’t Bark”	Mutual Fund Directors Education Council
Dec 15, 2000	Wisdom, Insight, and the Qualities of a Model Institution	Commencement Exercises of Eastern College
Dec 4, 2000	What Can Active Managers Learn From Index Funds?	Bullseye 2000 Conference
Oct 26, 2000	Success In Investment Management: What Can We Learn From Indexing?	Investment Analysts Society of Chicago
Oct 19, 2000	The Vanguard Story: “Luck, Leadership and Strategy”	NYU Henry Kaufman Distinguished Visiting Professor of Business
Oct 16, 2000	Public Accounting: Profession or Business?	NYU Seymour Jones Distinguished Lecture
Oct 12, 2000	The Financial Markets and the Mutual Industry- What the Past Half-Century Can Tell Us About the Future	The Town Hall of Cleveland
Sep 18, 2000	Tis The Gift To Be Simple	Pennsylvania Chamber of Business and Industry
Jun 15, 2000	Bread and Circuses	World Affairs Council of Greater Valley Forge
Jun 11, 2000	Business as a Calling	University of Rochester William E. Simon Graduate School of Business
May 20, 2000	Remarks at Vanguard’s 25th Anniversary Dinner
May 15, 2000	Mutual Funds at the Millennium: Fund Directors and Fund Myths	The ’40 Act Institute of the PLI
May 5, 2000	A Businessman-Philosopher Considers the New Millennium	Risk and Risk Control in an Era of Confidence
Apr 6, 2000	Risk and Risk Control in an Era of Confidence	New England Pension Consultants’ Client Group
Mar 18, 2000	The Dream of a Perfect Plan	The Investment Forum and Expo
Mar 9, 2000	The Power of Words, Ideas, Ideals, and Books	The Free Library of Philadelphia
Feb 2, 2000	Technology: Follower or Leader? Bane or Blessing?	Society for Information Management
Dec 7, 1999	Human Beings: Essential Link in the Service-Profit Chain: A Vanguard Perspective	Harvard Business School
Nov 10, 1999	Giving The Bond Fund Investor a Fair Shake	Induction into the Fixed Income Analysts Society Hall of Fame
Oct 5, 1999	The Economics of the Mutual Fund Industry: For Fund Investors… For Fund Managers	Albright College
Sep 30, 1999	The Lengthened Shadow, Economics, and Idealism Before Princeton University’s Annual “Wilson and Princeton” Dinner	Princeton University
Jun 17, 1999	Adam Smith, the Invisible Hand, and the Mutual Fund Industry	The Adam Smith Distinguished Leadership Award The Pennsylvania Partnership for Economic Education
Jun 4, 1999	“Gentlemen … To Save Our Business from Ruin, We Must Reduce Expenses”	National Association of Personal Financial Advisors
May 6, 1999	The Fox, The Hedgehog, and The Cave	Remarks on Receiving NICSA’s Robert L. Gould Award
May 3, 1999	Globalisation of Mutual Funds: Perspective, Prospects, and Trust	International Bar Association Seminar
Mar 10, 1999	And What Role Does the Law Play?	New York University Center of Law and Business
Feb 20, 1999	Changing the Mutual Fund Industry: The Hedgehog and the Fox Remarks by John C. Bogle on receiving the Woodrow Wilson Award for representing “Princeton in the Nation’s service”
Jan 30, 1999	Investing with Simplicity	The Washington Post Personal Finance Conference
Nov 17, 1998	“Acres of Diamonds”	Temple University
Oct 26, 1998	Creating Shareholder Value: BY Mutual Funds or FOR Mutual Fund Shareholders?	Annual Conference of the Investor Responsibility Research Center
Oct 26, 1998	The Dream of a Perfect Plan	Money Matters
May 21, 1998	The Four Dimensions of Investment Return	Institute for Private Investors
Mar 29, 1998	The Search for the Holy Grail	The Institute for Quantitative Research in Finance
Mar 18, 1998	Bond Funds: Treadmill to Oblivion?	Fixed Income Analysts Society
Feb 24, 1998	Honoring Our $4 Trillion Trust: Mutual Funds in the 21st Century	NICSA’s 1998 Conference
Jan 29, 1998	Reversion to the Mean: Sir Isaac Newton’s Revenge on Wall Street	MIT Lincoln Laboratory Distinguished Lecture Series
1997	The First Index Mutual Fund
Dec 16, 1997	Happiness or Misery? Investment Performance in an Age of “Investment Relativism”	Washington, D.C. Society of Analysts
Nov 12, 1997	Mutual Funds: Parallaxes and Taxes	The Association for Investment Management and Research
Oct 3, 1997	Nothing Fails Like Success	The Contrary Opinion Forum
Sep 25, 1997	Mutual Funds: Parallaxes and Taxes	Wealth Management Group, Northern Trust Bank
Sep 16, 1997	Reflections on the Spirit of Entrepreneurship	Greater Philadelphia Venture Group
Sep 4, 1997	Mutual Funds and Life Insurance: Contrasts and Parallels	The American Council of Life Insurance
Jul 20, 1997	The Riddle of Performance Attribution — Who’s in Charge Here: Asset Allocation or Cost?	AIMR Financial Analysts Seminar at Northwestern University
Jul 17, 1997	The Investment Outlook and Strategies in Our Global World	The Union League of Philadelphia
Jun 13, 1997	The Implications of Style Analysis on Mutual Fund Performance Evaluation	Morningstar Investment Conference
May 17, 1997	On Leadership	Address at the 176th Commencement of Widener University
Apr 3, 1997	To What Avail? Computer Technology and Mutual Funds	Grant’s Spring Investment Conference
May 8, 1996	Be Not The First… Nor Yet The Last	1996 AIMR Annual Conference
Feb 16, 1987	Mutual Funds in 1987: A $700 Billion Trust	NICSA’s 25th Annual Conference
May 6, 1984	Statistics and Suicide	The Institute of Quantitative Research in Finance
1977	Marketing Mutual Fund Shares in the 1980’s	NICSA’s 1977 Conference