Welcome to the 2024 bogleheads conference

Friday, September 27, 2024

Pre-Conference Activities

A great way to start your day and meet other Bogleheads!

TIME

Description

7:30 - 7:55 am CDT

Yoga (all experience levels welcome; mats and “Chair Yoga” will be available)

8:00 - 8:30 am CDT

Meditation (all experience levels welcome)

9:15 am CDT

Gather in Hotel Lobby for Guided Walking Tour

9:30 - 11:00 am CDT

Guided Walking Tour (starts and ends at Hotel Lobby)

Conference Registration

TIME

Description

11:00 - 1:00 pm CDT

Conference Registration

Bogleheads University

TIME

Description

1:00 - 4:00 pm CDT

2 Tracks - Attendees Can Mix and Match (See Details Below)

Track 1: Bogleheads 101: Basics

Host/Emcee: Rick Ferri

TIME

Description

1:00 - 1:02 pm CDT

Welcome and Introduction (Rick Ferri)

1:02 - 1:30 pm CDT

What You Need to Do Before You Invest, How to Set Your Savings Target (SC Gutierrez)

1:30 - 2:00 pm CDT

Budgeting and Learning to Save (Jesse Mecham)

2:00 - 2:05 pm CDT

Break

2:05 - 2:20 pm CDT

The Language of Investing (Allan Roth)

2:20 - 2:50 pm CDT

Building Your Portfolio (Rick Ferri)

2:50 - 3:05 pm CDT

Key Portfolio Mistakes to Avoid (Allan Roth)

3:05 - 3:10 pm CDT

Break

3:10 - 3:40 pm CDT

The Tax-Efficient Waterfall (SC Gutierrez)

3:40 - 4:00pm CDT

Q&A with Faculty (Rick Ferri, SC Gutierrez, Jesse Mecham, Allan Roth; Karen Damato moderates)

Track 2: Bogleheads 501: Advanced

Host/Emcee: Jim Dahle

TIME

Description

1:00 - 1:02 pm CDT

Welcome and introduction (Jim Dahle)

1:02 - 1:55 pm CDT

Retirement Spending Deep Dive (Jonathan Guyton in Conversation with Christine Benz)

1:55 - 2:00 pm CDT

Break

2:00 - 2:25 pm CDT

“The Center Lane” (Adam Grossman)

2:25 - 2:55 pm CDT

Asset Protection (Jim Dahle)

2:55 - 3:00 pm CDT

Break

3:00 - 3:30 pm CDT

The Decision to Retire and Creating a Meaningful Life After Retirement (Leif Dahleen)

3:30 - 4:00 pm CDT

Factor Investing (Paul Merriman in Conversation with Jim Dahle)

Book Signings and Photo Opportunities

TIME

Description

4:00 - 5:00 pm CDT

Book Signings and Photo Opportunities

Reception

TIME

Description

5:30 - 7:00 pm CDT

Cocktail Reception for all
(Please note dinner is on your own)

Saturday, September 28, 2024

Breakfast

TIME

Description

7:00 - 7:50 am CDT

Breakfast

Morning Session

TIME

Description

8:00 - 8:05 am CDT

Kickoff and Welcome (Christine Benz and Rick Ferri)

8:05 - 8:50 am CDT

Don’t Be a Missing Billionaire (or Millionaire)! (Victor Haghani in Conversation with Christine Benz)

9:00 - 9:50 am CDT

Bogleheads Investing Experts Panel (William Bernstein, Rick Ferri, Paul Merriman, Carolyn McClanahan, Allan Roth; Karen Damato moderates)

10:00 - 10:50 am CDT

Does Crypto Merit a Place in Your Portfolio? (Matt Hougan and Rick Ferri)

11:00 - 11:50 am CDT

Financial Historian Richard Sylla in Conversation with William Bernstein

Lunch

TIME

Description

12:00 - 12:50 pm CDT

Lunch

Life Stage-Based Breakout Sessions

TIME

Description

1:00 - 2:50 pm CDT

2 Tracks - Attendees Can Mix and Match (See Details Below)

Track 1: Retirees and Near-Retirees

TIME

Description

1:00 - 1:50 pm CDT

Roth Conversion Deep Dive (Mike Piper)

2:00 - 2:50 pm CDT

The History of Safe Withdrawal Rates (William Bengen in Conversation with Jon Luskin)

Track 2: Accumulators and FIRE (Financial Independence, Retire Early)

TIME

Description

1:00 - 1:50 pm CDT

Finding Purpose, Balance, and Meaning During the Accumulation Years (Jordan Grumet)

2:00 - 2:50 pm CDT

Break/Book Signings/Photo Opportunities

TIME

Description

2:50 - 3:15 pm CDT

Break/Book Signings/Photo Opportunities

Evening Session

TIME

Description

3:15 - 4:00 pm CDT

When Should a DIY Investor Quit DIYing? (Carolyn McClanahan)

4:10 - 5:00 pm CDT

Bogleheads Banquet and Hall of Fame Induction

TIME

Description

7:00 - 10:00 pm CDT

Keynote speaker: Scott Burns

(Please note: banquet registration is required)

Sunday, september 29, 2024

TIME

Description

8:00 - 8:50 am CDT

Breakfast Plus Special Session: What Every Boglehead Needs to Know about Estate Planning (Jennifer Rozelle)

(Note that this breakfast and session will be open to all conference attendees and their guests, even if the guests aren’t registered for the conference)

9:00 - 9:50 am CDT

Mind Over Market (Paula Pant)

10:00 - 10:50 am CDT

Bogleheads Financial Planning Experts Panel (Harry Sit, Christine Benz, Mike Piper, Jon Luskin, Carolyn McClanahan; Karen Damato moderates)

11:00 - 11:50 am CDT

William Bernstein and John Rekenthaler in Conversation

11:50 - 12:00 pm CDT

Closing Thoughts; 2025 Conference Location Announcement

Welcome Bogleheads,

The Board of the John C. Bogle Center for Financial Literacy welcomes you to the 2024 Bogleheads Conference at the Hyatt Regency Minneapolis in downtown Minneapolis. 

SPEAKERS AND SCHEDULE

The conference will run from 1 p.m. on Friday, September 27, through 12 p.m. on Sunday, September 29.

Guest speakers include:

In addition, Bogleheads regulars who will be participating include:

The first day will be dedicated to Bogleheads University. There will be two tracks: “Bogleheads 101” for investing fundamentals and “Bogleheads 501,” which will cover advanced topics.

There will be a special Bogleheads Banquet on Saturday evening, September 28. The banquet will feature a seated dinner, a speaker presentation and Q&A, and the 2024 inductee into the Bogleheads Hall of Fame. 

We’re looking forward to seeing you!

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

Registration

Date: Friday, September 27 (1 p.m.) through Sunday, September 29 (12 p.m.), 2024
Location: Hyatt Regency Minneapolis in Downtown Minneapolis, MN
Cost: $625
Extras: $115/pp to attend the Bogleheads banquet

There are 500 slots for the conference and tickets are on a first-come, first-served basis. Membership on Bogleheads.org is not required to buy tickets.

Start by selecting your ticket type from the dropdown menu and then complete the required fields. If you wish to register more than one person for the conference or register a partner to join you for the banquet, click on the Add Attendees button to fill in the new details once you have completed your own form. The registration form includes fields to help us gather demographic information on attendees. This is for our internal use, and we do not sell this information or any other information about attendees. Note that the date of birth field is optional, and if you prefer not to share company / title information, or if it is not relevant, simply state "None" or "NA."

The banquet is an additional $115 per person and a combined ticket (conference plus banquet) is $740. Note that Spark Network is handling registration again this year. You’ll receive a receipt from Spark and the charge will appear as “Spark Network” on your credit card.


As always, we’re aiming to run the conference “at cost” for attendees so that as many Bogleheads as possible can attend. The registration and banquet fees are slightly higher than 2023 because of higher costs for food, beverage, and the venue. All of the conference speakers are donating their time, which helps keep costs down. 


If you have questions about your registration, please contact bogleheadsconference@bogle.center.

Hotel Reservations

This year’s conference will be held at the Hyatt Regency Minneapolis.

We’ve secured a room block at the hotel at a rate of $199/night. Rooms at the special rate are limited and based on demand for past events. In addition to the main conference dates (Friday, Sept. 27, and Saturday, Sept. 28), we’ve secured a smaller number of rooms at the special conference rate for the adjacent nights of Sept. 26 and Sept. 29. To take advantage of this rate and to secure a room at the conference hotel, please make sure to confirm your room reservation ASAP

Scholarships

If you would like to attend the conference but doing so would present a financial hardship, we offer scholarships that cover conference registration. For full-time students who can provide a student ID, we offer a special student rate of $100 for conference registration. (Both the scholarship and student rate apply to conference registration only, not travel costs.) Please contact cbenz@bogle.center to discuss either option.

Cancellations

You can cancel for any reason and receive a full refund up to 30 days before the start of the event. If you have questions about your registration, please email bogleheadsconference@bogle.center. If you need to cancel your hotel reservation, please contact the hotel.

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.