Join Us For The
2024 Bogleheads Conference
You missed out!
Dear Bogleheads,
The Board of the John C. Bogle Center for Financial Literacy is delighted to announce that the 2024 Bogleheads Conference will be held from September 27-29 at the Hyatt Regency Minneapolis in downtown Minneapolis. Registration for the conference and hotel are now open!
SPEAKERS AND SCHEDULE
The conference will run from 1 p.m. on Friday, September 27, through 12 p.m. on Sunday, September 29.
Confirmed guest speakers so far include:
Bill Bengen
Scott Burns
Leif Dahleen
Adam Grossman
Dr. Jordan Grumet
Sarah Catherine Gutierrez
Jonathan Guyton
Victor Haghani
Matt Hougan
Dr. Karsten Jeske
Jackie Cummings Koski
Dr. Carolyn McClanahan
Jesse Mecham
Paul Merriman
Gouri Mukherjee
Paula Pant
John Rekenthaler
Jennifer Rozelle
Harry Sit
Richard Sylla
In addition, Bogleheads regulars who will be participating include:
Christine Benz
William Bernstein
Dr. Jim Dahle
Karen Damato
Rick Ferri
Jon Luskin
Mike Piper
Allan Roth
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.
We’re also planning 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 there!
The Board of the John C. Bogle Center for Financial Literacy
September 27-29
2024
Hyatt Regency Minneapolis
Minneapolis, MN
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.
Agenda
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 - 2:35 pm CDT | Building Your Portfolio (Rick Ferri) |
2:35 - 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 |
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 Pre-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 | FIRE All-Stars (Karsten Jeske, Paula Pant, Jordan Grumet, Jackie Cummings Koski; Gouri Mukherjee moderates) |
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 | Withdrawal Rate Rumble (William Bengen, Karsten Jeske, Christine Benz, John Rekenthaler; Jon Luskin moderates) |
Bogleheads Banquet and Hall of Fame Induction
TIME | Description |
|---|---|
7:00 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 | One Woman’s Journey to FIRE (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 |
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.