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
Friday, October 14, 2022
Agenda
Wednesday, October 12, 2022
TIME | Activity | Description |
|---|---|---|
1:00 - 4:00pm CDT | Bogleheads University | Host/Emcee: Jim Dahle Speakers: Jim Dahle, Christine Benz, Allan Roth, Rick Ferri and Mike Piper |
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 | Guests: Bill Bernstein and Jason Zweig |
10:10 - 11:00am CDT | Panel Discussion on Investing with Bogleheads Experts | Moderator: Karen Damato Panelists: Bill Bernstein, Rick Ferri, Jason Zweig and Jim Dahle |
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 | Moderator: Karen Damato Panelists: Christine Benz, Allan Roth and Mike Piper |
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.