2023 Bogleheads Conference
The John C. Bogle Center for Financial Literacy had their 2023 conference in Rockville, Maryland from October 13-15, 2023. You can now view the recordings of the presentations on October 14th and 15th from the action-packed agenda below. In addition, you can access the Bogleheads University presentations from October 13th here.
Saturday, October 14, 2023
Sunday, October 15, 2023
Agenda
Friday, October 13, 2023
TIME | Description |
|---|---|
1:00 - 4:00pm EDT | Bogleheads University: 2 Tracks |
Track 1: Bogleheads 101: Basics (Download Slides)
Host/Emcee: Christine Benz
TIME | Description |
|---|---|
1:00 - 1:05pm EDT | Welcome and introduction (Christine Benz) |
1:05 - 1:25pm EDT | What you need to do before you invest (Christine Benz) |
1:25 - 1:45pm EDT | The basics of investing (Allan Roth) |
1:45 - 2:05pm EDT | Investment selection (Rick Ferri) |
2:05 -2:15pm EDT | Break |
2:15 - 2:35pm EDT | The basics of tax-advantaged accounts (Mike Piper) |
2:35 - 2:55pm EDT | Factors to consider when choosing an asset allocation (Christine Benz) |
2:55 - 3:00pm EDT | Break |
3:00 - 3:20pm EDT | Examples of asset allocations with their strengths and weaknesses (Jim Dahle) |
3:20 - 3:40pm EDT | Tax-efficient portfolio management (Mike Piper) |
3:40 - 4:00pm EDT | Q&A with faculty (Allan Roth, Mike Piper, Christine Benz; Karen Damato moderates) |
Track 2: Bogleheads 501: Advanced (Download Slides)
Host/Emcee: Jim Dahle
TIME | Description |
|---|---|
1:00 - 1:05pm EDT | Welcome and introduction (Jim Dahle) |
1:05 - 1:30pm EDT | Getting the most out of Social Security (Mary Beth Franklin) |
1:30 - 2:00pm EDT | Structuring your retirement portfolio (Dana Anspach) |
2:00 - 2:10pm EDT | Break |
2:10 - 2:35pm EDT | Roth conversions and tax-efficient withdrawals in retirement (Wade Pfau) |
2:35 - 2:55pm EDT | Real Estate: Can (and should) it be added to a Boglehead portfolio? (Jim Dahle) |
2:55 - 3:00pm EDT | Break |
3:00 - 3:20pm EDT | The case for factor investing (Paul Merriman) |
3:20 - 3:40pm EDT | The case against factor investing (Rick Ferri) |
3:40 - 4:00pm EDT | Q&A with the faculty (Mary Beth Franklin, Dana Anspach, Wade Pfau, Paul Merriman, Rick Ferri; Jim Dahle moderates) |
Reception
TIME | Description |
|---|---|
5:00 - 7:00pm EDT | Cocktail Reception for all |
Saturday, October 14, 2023
TIME | Description |
|---|---|
7:00 - 7:50am EDT | Breakfast |
8:00 - 8:05am EDT | Kickoff and welcome: Christine Benz and Rick Ferri |
8:05 - 8:50am EDT | Gerard O’Reilly from Vanguard in conversation with Rick Ferri |
9:00 - 9:50am EDT | Bogleheads investing experts panel: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato moderates) |
10:00 - 10:50am EDT | Charley Ellis in conversation with Jonathan Clements |
11:00 - 11:50am EDT | Wade Pfau in conversation with Jim Dahle (Download slides) |
12:00 - 12:50pm EDT | Lunch |
1:00 - 1:50pm EDT | Breakouts by age track: Pre-Retirees and Retirees track: Roundtable discussion: Jon Luskin, Mike Piper, Wade Pfau (Christine Benz moderates) Accumulator track: Sean Mullaney interviews Brad Barrett on financial independence |
2:00 - 2:50pm EDT | Breakouts by age track |
2:50 - 3:15pm EDT | Break and book signing (bring your books to be signed by speakers/authors!) |
3:15 - 4:00pm EDT | Training the trainers: How Bogleheads can spread financial wellness in their worlds: Tim Ranzetta (Download slides) |
4:00 - 5:00pm EDT | Michelle Singletary and family on how families can find financial peace and well-being |
Banquet
Keynote Speaker: Clark Howard
TIME | Description |
|---|---|
7:00 - 10:00pm EDT | Bogleheads banquet and 2023 Hall of Fame induction |
Sunday, October 15, 2023
TIME | Description |
|---|---|
8:00 - 8:50am EDT | Breakfast plus session in main hall: What the less-involved spouse needs to know about the financial plan: Mike Piper (Download slides) Note that conference registration is not required to attend this special session. We would love to have the partner who is less interested in the household finances join us, before possibly heading out for other plans for the day. |
9:00 - 9:50am EDT | Jonathan Clements in conversation with Bill Bernstein |
10:00 - 10:50am EDT | Bogleheads financial planning experts panel: Mike Piper, Allan Roth, Ann Garcia, Jon Luskin (Karen Damato moderates) |
11:00 - 11:50am EDT | Jordan Grumet in conversation with Christine Benz (Topic: Living with no regrets) |
11:50 - 12:00pm EDT | Closing thoughts, 2024 conference location announcement |
Agenda
Friday, October 13, 2023
TIME | Description |
|---|---|
1:00 - 4:00pm EDT | Bogleheads University: 2 Tracks |
Track 1: Bogleheads 101: Basics (Download Slides)
Host/Emcee: Christine Benz
TIME | Description |
|---|---|
1:00 - 1:05pm EDT | Welcome and introduction (Christine Benz) |
1:05 - 1:25pm EDT | What you need to do before you invest (Christine Benz) |
1:25 - 1:45pm EDT | The basics of investing (Allan Roth) |
1:45 - 2:05pm EDT | Asset allocation and investment selection (Rick Ferri) |
2:05 -2:15pm EDT | Break |
2:15 - 2:35pm EDT | The basics of tax-advantaged accounts (Mike Piper) |
2:35 - 2:55pm EDT | Factors to consider when choosing an asset allocation (Christine Benz) |
2:55 - 3:00pm EDT | Break |
3:00 - 3:20pm EDT | Examples of asset allocations with their strengths and weaknesses (Jim Dahle) |
3:20 - 3:40pm EDT | Tax-efficient portfolio management (Mike Piper) |
3:40 - 4:00pm EDT | Q&A with faculty (Allan Roth, Mike Piper, Christine Benz; Karen Damato moderates) |
Track 2: Bogleheads 501: Advanced (Download Slides)
Host/Emcee: Jim Dahle
TIME | Description |
|---|---|
1:00 - 1:05pm EDT | Welcome and introduction (Jim Dahle) |
1:05 - 1:30pm EDT | Getting the most out of Social Security (Mary Beth Franklin) |
1:30 - 2:00pm EDT | Structuring your retirement portfolio (Dana Anspach) |
2:00 - 2:10pm EDT | Break |
2:10 - 2:35pm EDT | Roth conversions and tax-efficient withdrawals in retirement (Wade Pfau) |
2:35 - 2:55pm EDT | Real Estate: Can (and should) it be added to a Boglehead portfolio? (Jim Dahle) |
2:55 - 3:00pm EDT | Break |
3:00 - 3:20pm EDT | The case for factor investing (Paul Merriman) |
3:20 - 3:40pm EDT | The case against factor investing (Rick Ferri) |
3:40 - 4:00pm EDT | Q&A with the faculty (Mary Beth Franklin, Dana Anspach, Paul Merriman, Rick Ferri; Jim Dahle moderates) |
Reception
TIME | Description |
|---|---|
5:00 - 7:00pm EDT | Cocktail Reception for all |
Saturday, October 14, 2023
TIME | Description |
|---|---|
7:00 - 7:50am EDT | Breakfast |
8:00 - 8:05am EDT | Kickoff and welcome: Christine Benz and Rick Ferri |
8:05 - 8:50am EDT | Gerard O’Reilly from Vanguard in conversation with Rick Ferri |
9:00 - 9:50am EDT | Bogleheads investing experts panel: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato moderates) |
10:00 - 10:50am EDT | Charley Ellis in conversation with Jonathan Clements |
11:00 - 11:50am EDT | Wade Pfau in conversation with Jim Dahle (Download slides) |
12:00 - 12:50pm EDT | Lunch |
1:00 - 1:50pm EDT | Breakouts by age track: Pre-Retirees and Retirees track: Roundtable discussion: Jon Luskin, Mike Piper, Wade Pfau (Christine Benz moderates) Accumulator track: Sean Mullaney interviews Brad Barrett on financial independence |
2:00 - 2:50pm EDT | Breakouts by age track |
2:50 - 3:15pm EDT | Break and book signing (bring your books to be signed by speakers/authors!) |
3:15 - 4:00pm EDT | Training the trainers: How Bogleheads can spread financial wellness in their worlds: Tim Ranzetta (Download slides) |
4:00 - 5:00pm EDT | Michelle Singletary and family on how families can find financial peace and well-being |
Banquet
Keynote Speaker: Clark Howard
TIME | Description |
|---|---|
7:00 - 10:00pm EDT | Bogleheads banquet and 2023 Hall of Fame induction |
Sunday, October 15, 2023
TIME | Description |
|---|---|
8:00 - 8:50am EDT | Breakfast plus session in main hall: What reluctant spouses need to know about the financial plan: Mike Piper (Download slides) Note that conference registration is not required to attend this special session. We would love to have the partner who is less interested in the household finances join us, before possibly heading out for other plans for the day. |
9:00 - 9:50am EDT | Jonathan Clements in conversation with Bill Bernstein |
10:00 - 10:50am EDT | Bogleheads financial planning experts panel: Mike Piper, Allan Roth, Ann Garcia, Jon Luskin (Karen Damato moderates) |
11:00 - 11:50am EDT | Jordan Grumet in conversation with Christine Benz (Topic: Living with no regrets) |
11:50 - 12:00pm EDT | Closing thoughts, 2024 conference location announcement |
Agenda
Friday, October 13, 2023
TIME | Description |
|---|---|
1:00 - 4:00pm EDT | Bogleheads University: 2 Tracks |
Track 1: Bogleheads 101: Basics (Download Slides)
Host/Emcee: Christine Benz
TIME | Description |
|---|---|
1:00 - 1:05pm EDT | Welcome and introduction (Christine Benz) |
1:05 - 1:25pm EDT | What you need to do before you invest (Christine Benz) |
1:25 - 1:45pm EDT | The basics of investing (Allan Roth) |
1:45 - 2:05pm EDT | Asset allocation and investment selection (Rick Ferri) |
2:05 -2:15pm EDT | Break |
2:15 - 2:35pm EDT | The basics of tax-advantaged accounts (Mike Piper) |
2:35 - 2:55pm EDT | Factors to consider when choosing an asset allocation (Christine Benz) |
2:55 - 3:00pm EDT | Break |
3:00 - 3:20pm EDT | Examples of asset allocations with their strengths and weaknesses (Jim Dahle) |
3:20 - 3:40pm EDT | Tax-efficient portfolio management (Mike Piper) |
3:40 - 4:00pm EDT | Q&A with faculty (Allan Roth, Mike Piper, Christine Benz; Karen Damato moderates) |
Track 2: Bogleheads 501: Advanced (Download Slides)
Host/Emcee: Jim Dahle
TIME | Description |
|---|---|
1:00 - 1:05pm EDT | Welcome and introduction (Jim Dahle) |
1:05 - 1:30pm EDT | Getting the most out of Social Security (Mary Beth Franklin) |
1:30 - 2:00pm EDT | Structuring your retirement portfolio (Dana Anspach) |
2:00 - 2:10pm EDT | Break |
2:10 - 2:35pm EDT | Roth conversions and tax-efficient withdrawals in retirement (Wade Pfau) |
2:35 - 2:55pm EDT | Real Estate: Can (and should) it be added to a Boglehead portfolio? (Jim Dahle) |
2:55 - 3:00pm EDT | Break |
3:00 - 3:20pm EDT | The case for factor investing (Paul Merriman) |
3:20 - 3:40pm EDT | The case against factor investing (Rick Ferri) |
3:40 - 4:00pm EDT | Q&A with the faculty (Mary Beth Franklin, Dana Anspach, Paul Merriman, Rick Ferri; Jim Dahle moderates) |
Reception
TIME | Description |
|---|---|
5:00 - 7:00pm EDT | Cocktail Reception for all |
Saturday, October 14, 2023
TIME | Description |
|---|---|
7:00 - 7:50am EDT | Breakfast |
8:00 - 8:05am EDT | Kickoff and welcome: Christine Benz and Rick Ferri |
8:05 - 8:50am EDT | Gerard O’Reilly from Vanguard in conversation with Rick Ferri |
9:00 - 9:50am EDT | Bogleheads investing experts panel: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato moderates) |
10:00 - 10:50am EDT | Charley Ellis in conversation with Jonathan Clements |
11:00 - 11:50am EDT | Wade Pfau in conversation with Jim Dahle (Download slides) |
12:00 - 12:50pm EDT | Lunch |
1:00 - 1:50pm EDT | Breakouts by age track: Pre-Retirees and Retirees track: Roundtable discussion: Jon Luskin, Mike Piper, Wade Pfau (Christine Benz moderates) Accumulator track: Sean Mullaney interviews Brad Barrett on financial independence |
2:00 - 2:50pm EDT | Breakouts by age track |
2:50 - 3:15pm EDT | Break and book signing (bring your books to be signed by speakers/authors!) |
3:15 - 4:00pm EDT | Training the trainers: How Bogleheads can spread financial wellness in their worlds: Tim Ranzetta (Download slides) |
4:00 - 5:00pm EDT | Michelle Singletary and family on how families can find financial peace and well-being |
Banquet
Keynote Speaker: Clark Howard
TIME | Description |
|---|---|
7:00 - 10:00pm EDT | Bogleheads banquet and 2023 Hall of Fame induction |
Sunday, October 15, 2023
TIME | Description |
|---|---|
8:00 - 8:50am EDT | Breakfast plus session in main hall: What reluctant spouses need to know about the financial plan: Mike Piper (Download slides) Note that conference registration is not required to attend this special session. We would love to have the partner who is less interested in the household finances join us, before possibly heading out for other plans for the day. |
9:00 - 9:50am EDT | Jonathan Clements in conversation with Bill Bernstein |
10:00 - 10:50am EDT | Bogleheads financial planning experts panel: Mike Piper, Allan Roth, Ann Garcia, Jon Luskin (Karen Damato moderates) |
11:00 - 11:50am EDT | Jordan Grumet in conversation with Christine Benz (Topic: Living with no regrets) |
11:50 - 12:00pm EDT | Closing thoughts, 2024 conference location announcement |
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.