Join Us For The
2022 Bogleheads Conference

55
Days
:
 
13
Hours
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05
Minutes
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52
Seconds

You missed out!

Dear Bogleheads,

The John C. Bogle Center for Financial Literacy is excited to welcome you to our first live conference in three years. We’ve pulled together an action-packed agenda full of Bogleheads favorites as well as investment and personal finance experts who will be appearing at our conference for the first time.

We’re also planning two new events at this year’s conference: Bogleheads University, an afternoon of educational sessions on October 12, and a special Bogleheads banquet on the evening of October 13. The banquet will feature a seated dinner; a conversation with Eric Balchunas, author of the book The Bogle Effect; and the introduction of the Bogleheads Hall of Fame and the naming of its first inductee.

We look forward to seeing you at the conference! 

If you have any questions regarding registration and accommodations, click here.

For any questions regarding the conference, click here.

With warm regards,

The Board of the John C. Bogle Center for Financial Literacy

October 12-14, 2022

Oak Brook Hills Resort, Westmont, IL

Travel Information

Hotel

This year’s conference will be held at the Hilton Chicago/Oak Brook Hills Resort & Conference Center, in Westmont, Illinois which is about 15 miles from O'Hare International Airport

Ground Transportation

From O’Hare International Airport

  • Uber/Lyft pickup (recommended) is available outside of baggage claim on the arrivals level.
  •  Taxis are available outside of baggage claim at each terminal. (Be sure to use the designated taxi
    stands to ensure that you have a licensed driver.)

From Midway Airport

  • Uber/Lyft pickup (recommended) is available outside of Terminal 2 on the Departures level
  • Taxis are located on the lower level curbside of the terminals. (Be sure to use the designated taxi stands to ensure that you have a licensed driver.)

Agenda

Wednesday, October 12, 2022

TIME

Activity

Description

1:00 - 4:00pm CST

Bogleheads University

5:30 - 7:00pm CST

Cocktail Reception

Please note dinner is on your own

Thursday, October 13, 2022

TIME

Activity

Description

8:00 - 9:00am CST

Breakfast


9:00 - 9:10am CST

Welcome from Rick Ferri


9:10 - 10:00am CST

Fireside Chat

Guests: Bill Bernstein and Jason Zweig

10:10 - 11:00am CST

Panel Discussion on Investing with Bogleheads Experts

11:10 - 12:00pm CST

Breakout Sessions by Track

Accumulators 

Chris Mamula on Finding Financial Independence

Pre-Retirees and Retirees

Mike Piper on Social Security and Tax Planning Before and During Retirement

12:00 - 1:00pm CST

Buffet Lunch


1:10 - 2:00pm CST

Breakout Sessions by Track

Accumulators

Moderator: Karen Damato

Panelists: Nick Maggiulli, Randy Bruns and Dan Egan

Pre-Retirees and Retirees 

Moderator: Christine Benz

Panelists: Rob Berger, Steve Chen and Jon Luskin

2:10 - 3:30pm CST

Burton Malkiel in Conversation with Rick Ferri


3:10 - 4:00pm CST

Snacks Hosted by Morningstar


4:10 - 5:00pm CST

A Vanguard Deep Dive with Morningstar’s Ben Johnson and Alec Lucas


6:30 - 9:30pm CST

Reception and Dinner [Optional - $100 Extra]

Includes the introduction of the Bogleheads Hall of Fame and Eric Balchunas discussing his latest book, The Bogle Effect

Friday, October 14, 2022

TIME

Activity

Description

7:00 - 8:00am CST

Breakfast


8:10 - 9:00am CST

Nick Maggiulli on Just Keep Buying


9:10 - 10:00am CST

Joel Dickson and Paulo Costa from Vanguard


10:10 - 11:00am CST

Panel Discussion with Bogleheads Experts on Financial Planning 

11:10 - 12:00pm CST

Closing Keynote 

Michelle Singletary in conversation with Christine Benz on “How You Can Spread Financial Well-Being in Your Community”

12:00 - 12:15pm CST

Closing Remarks and 2023 Conference Announcements by Rick Ferri


ORGANIZATION, MISSION, VISION, VALUES

The John C. Bogle Center for Financial Literacy is a non-profit organization dedicated to improving financial literacy. We were approved by the IRS as a 501(c)(3) public charity on February 6, 2012. The approval was retroactive to November 22, 2010, the date of the organization's incorporation as a non-profit Texas Corporation.

Mission

To expand John C. Bogle's legacy by promoting the principles of successful investing and financial well-being through education and community.

Vision

Create a world of well-informed, capable, and empowered investors.

Values

  • Commitment to and focus on the investment philosophy of John C. Bogle.
  • Community: The maintenance and expansion of the well-established Boglehead sense of community and belonging.
  • Fairness: That investment companies should treat investors equitably so that investors receive their fair share of investment returns.
  • Focus: Highlighting quantitative evidence-based research.
  • Simplicity: That investing can and should be simple.
  • Stewardship: Advocating for and supporting servant leadership dedicated to the benefit of investors.