2022 Bogleheads Conference

The John C. Bogle Center for Financial Literacy had their first live conference in three years in Chicago, IL from October 12-14, 2022. You can now view the presentation recordings from the action-packed agenda below. In addition, you can access the Bogleheads University presentations. 


Thursday, October 13, 2022

Welcome from Rick Ferri


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Fireside Chat with Bill Bernstein and Jason Zweig


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The Bogleheads Experts Discuss Investing (Panel Discussion)


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Breakout Session - Accumulators (Chris Mamula on Financial Independence)


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Breakout Session - Pre-Retirees and Retirees (Mike Piper on Social Security and Tax Planning)


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Breakout Session - Accumulators (Karen Damato)


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Breakout Session - Pre-Retirees and Retirees (Financial and Portfolio Planning)


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Burton Malkiel in Conversation with Rick Ferri


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


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Eric Balchunas on the Bogle Effect


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Mel Lindauer - Reflections on the Bogleheads


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Taylor Larimore's Induction into the Bogleheads Hall of Fame


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Friday, October 14, 2022

Nick Maggiulli on Just Keep Buying


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Joel Dickson and Paulo Costa from Vanguard


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The Bogleheads Experts Discuss Financial Planning (Panel Discussion)


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Closing Keynote - Michelle Singletary in conversation with Christine Benz


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Closing Remarks and Announcements (Rick Ferri)


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Wednesday, October 12, 2022

TIME

Activity

Description

1:00 - 4:00pm CDT

Bogleheads University

5:30 - 7:00pm CDT

Cocktail Reception

Please note dinner is on your own. Click here to see a list of nearby restaurants. Please call the establishment before arriving as restaurants may have closed or changed hours since this list's original publishing.

Thursday, October 13, 2022

TIME

Activity

Description

8:00 - 9:00am CDT

Breakfast


9:00 - 9:10am CDT

Welcome from Rick Ferri


9:10 - 10:00am CDT

Fireside Chat

10:10 - 11:00am CDT

Panel Discussion on Investing with Bogleheads Experts

11:10 - 12:00pm CDT

Breakout Sessions by Track

(choose one)

Accumulators 

Chris Mamula on Finding Financial Independence

Pre-Retirees and Retirees

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

12:10 - 1:00pm CDT

Buffet Lunch


1:10 - 2:00pm CDT

Breakout Sessions by Track

(choose one)

Accumulators

Moderator: Karen Damato

Panelists: Nick Maggiulli, Dan Egan and Randy Bruns

Pre-Retirees and Retirees 

Moderator: Christine Benz

Panelists: Rob Berger, Steve Chen and Jon Luskin

2:10 - 3:00pm CDT

Burton Malkiel in Conversation with Rick Ferri


3:10 - 4:00pm CDT

Snacks Hosted by Morningstar


4:10 - 5:00pm CDT

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

Moderator: Jon Luskin

6:30 - 9:30pm CDT

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 CDT

Breakfast


8:10 - 9:00am CDT

Moderator: Jeff Ptak

9:10 - 10:00am CDT

Joel Dickson and Paulo Costa from Vanguard

Moderator: Susan Dziubinski

10:10 - 11:00am CDT

Panel Discussion with Bogleheads Experts on Financial Planning 

11:10 - 12:00pm CDT

Closing Keynote 

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

12:00 - 12:15pm CDT

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.