Bogleheads

Mel Lindauer

Hello Everyone:

We are pleased to announce that our 2009 National Bogleheads Reunion (Bogleheads 8) will be held in Dallas/Ft. Worth, Texas, with registration and reception starting at 3PM on Wednesday, September 30, 2009, and ending at noon on Friday, October 2, 2009. Airport to hotel transportation options will be provided to registrants.

Our special guest for Bogleheads 8 is our friend and mentor, Jack Bogle (health permitting). Jack plans to attend specifically to meet with his Bogleheads, so this is a unique and rare opportunity. Other investing authorities expected to attend are authors Bill Bernstein, Rick Ferri, Taylor Larimore, Michael LeBoeuf, Mel Lindauer, and Bill Schultheis. In addition to the Boglehead authors, our Q&A Panel of Experts is also expected to include Morningstar's Sue Stevens, Professor Ed Tower of Duke University, and our own Queen Laura.

We'll start with a wine and cheese reception on Wednesday afternoon. After breakfast on Thursday morning, we’ll meet with Jack Bogle for his personal presentation and Q&A. After lunch, there will be book signings and personal discussions with Jack and our authors and experts. Then on Thursday evening, we’ll enjoy our annual Bogleheads Banquet with Jack Bogle. Finally, we'll wrap up the reunion around noon on Friday after breakfast and a Q&A session with the Panel of Experts.

The registration fee for this meeting is US$190 per person. This fee is NON-REFUNDABLE since we must sign a contract with the hotel and guarantee them a minimum level of revenue. This non-refundable fee covers the wine and cheese reception on Wednesday, breakfast, lunch, and dinner banquet on Thursday, breakfast on Friday, and the meeting room rental and audio equipment that we need for the various functions.

Registration is now open. We have a limited number of spots, and the registration will be on a first-come basis. We suggest that you make your reservation early and send in your registration fee right away to ensure getting one of the available spots. Last year’s event sold out in a very short time, and many Bogleheads who wanted to attend had to be turned away. We need enough paid registrants in hand so we can sign the contract with the preferred hotel. Therefore, it’s important that we hear from you now.

To make your reservation for the meeting, please send an email with your Boglehead and/or Morningstar login name, your real name, and your contact information to Bogleheads8@yahoo.com ASAP. Gail Cox and Jon Fortman of the Dallas Chapter, who are the local coordinators for this event, will respond via email with details regarding where to send your non-refundable registration fee. Once your payment is received and the contract is signed, they will advise registered Bogleheads on the procedure for reserving a room at our preferred conference hotel at the discounted rate of $159 per night (versus the regular rate of $259-$349 per night). Once we’ve signed the contract, the hotel will hold a limited number of rooms for us at this special rate, so we suggest you make your reservations as soon as you receive the hotel booking information. Our block of hotel rooms sold out quickly last year, and those who registered later had to pay a higher rate.

We suggest that registrants not make their travel arrangements until we sign the contract with the hotel. (We'll post that information here on this thread.)

We look forward to another exciting event.

Mel, Taylor, Gail Cox & Jon Fortman

Rager1 · Joined: 01 Jun 2007 Posts: 497

Drat! We've got a wedding in New England that we have to go to during that timeframe. So, we will miss the Bogleheads 8 reunion.

Patti and I will miss seeing everyone, but we know it will be a great meeting. We'll hope to see everyone at Bogleheads 9.

Ed

EmergDoc · Posted: Wed Jan 21, 2009 7:19 pm Post subject:

The registration fee is mandatory, but we don't have to stay in the hotel, right?
_________________
1) Invest you must 2) Time is your friend 3) Impulse is your enemy
4) Basic arithmetic works 5) Stick to simplicity 6) Stay the course

simplesimon · Posted: Wed Jan 21, 2009 7:24 pm Post subject:

Mel Lindauer · Posted: Wed Jan 21, 2009 7:25 pm Post subject:

WhiteHorse64 · Joined: 27 Mar 2007 Posts: 3

EmergDoc,

That is correct [but we'll be offering a heck of a deal on the hotel!!].

Jon Fortman

leesaage · Joined: 13 Jun 2007 Posts: 64 Location: San Francisco, CA

Any chance of getting Larry Swedroe to participate?

Lee

Mel Lindauer · Posted: Wed Jan 21, 2009 8:03 pm Post subject:

EmergDoc · Posted: Wed Jan 21, 2009 10:40 pm Post subject:

I just have family in town and I'd like to kill two birds with one stone.
_________________
1) Invest you must 2) Time is your friend 3) Impulse is your enemy
4) Basic arithmetic works 5) Stick to simplicity 6) Stay the course

fishnskiguy · Posted: Wed Jan 21, 2009 11:45 pm Post subject:

I'm a coming'! Now I must talk DW into letting me pony up her portion for the meals and social stuff. I sure hope this thing doesn't sell out in the next two days.

Chris
_________________
Trident D-5 SLBM- "When you care enough to send the very best."

VictoriaF · Joined: 27 Feb 2007 Posts: 3159 Location: Arlington, VA

Dear Mel, Taylor, Gail Cox, and Jon Fortman,

Thank you very much for organizing this outstanding event.

If there is a choice of a hotel, I would prefer one served by an airport shuttle or bus. It does not seem to make sense renting a car, because all major happenings will be in the hotel itself.

Looking forward to seeing you in Dallas, if my request for registration is approved Wink

Victoria

Mel Lindauer · Posted: Thu Jan 22, 2009 12:08 am Post subject:

gailcox · Posted: Thu Jan 22, 2009 1:51 am Post subject: Victoria

Hi Victoria,

There is the super shuttle available as well as our train that can actually get you from the airport to downtown FW. (you start out on a bus that transports you to the train, and then the train zips you right into FW--maybe a couple blocks walking to the hotel from the train station.) We are trying to work out a discount from the shuttle services. You'll find out more when you send in your registration fee/registration form.

thanks--gail

Dan-Fl · Joined: 02 Jan 2008 Posts: 134

Hi All,
Great news, I hope to see you all in TEXAS.
Dan-Fl

simplesimon · Posted: Thu Jan 22, 2009 11:08 am Post subject:

Is anybody born after 1980 going to this? Sad

Mel Lindauer · Posted: Thu Jan 22, 2009 11:46 am Post subject:

Taylor Larimore · Posted: Thu Jan 22, 2009 12:40 pm Post subject: Young Bogleheads

Super_Charlie · Joined: 22 Jan 2009 Posts: 15

Mel Lindauer · Posted: Thu Jan 22, 2009 1:10 pm Post subject:

EmergDoc · Posted: Thu Jan 22, 2009 2:49 pm Post subject:

One last question, I know the "tickets" are non-refundable, but are they also non-transferrable? I'm slated to possibly be deployed this fall and I'm sure there are many of us that have trouble planning 8 months in advance.
_________________
1) Invest you must 2) Time is your friend 3) Impulse is your enemy
4) Basic arithmetic works 5) Stick to simplicity 6) Stay the course

Trifecta · Joined: 20 Aug 2008 Posts: 76 Location: Raleigh, NC

Born in '83 and hoping to attend! I'm taking the CFP exam in July so this will be my present to myself for passing (hopefully).
_________________
"It is difficult to get a man to understand something when his job depends on not understanding it." - Upton Sinclair

Mel Lindauer · Posted: Thu Jan 22, 2009 5:56 pm Post subject: transferable tickets?

Mel Lindauer · Posted: Thu Jan 22, 2009 9:02 pm Post subject: Re: Get together

Taylor Larimore · Posted: Thu Jan 22, 2009 10:52 pm Post subject: We're on our way !

Hi Bogleheads:

Pat and I put our check in the mail today.

We have been to six Boglehead Reunions. What we've learned easily paid for the trips.

The friendships we've made can't be measured in dollars. They are priceless.
_________________
Best wishes
Taylor

The Majesty of Simplicity

gailcox · Posted: Thu Jan 22, 2009 11:20 pm Post subject: The response has been great!

Hi everyone---Just a quick note. If you plan on paying with a check, the amount is $190 pp. If you plan on using PayPal, it is $196, due to PayPal's service fee. This is now noted on the registration form.

The DFW Bogleheads are looking very forward to hosting Bogleheads 8! It is the highlight of my year, I know that! I have been to 6 and I have a great time at every event!

I always say this, but if you have never attended but are trying to decide whether to or not, don't be shy! Take the risk and come to Fort Worth! You will find the Bogleheads are the most generous and kind people. You will not regret it!

Thanks--Gail (one of the DFW Bogleheads)

simplesimon · Posted: Fri Jan 23, 2009 11:53 am Post subject:

Just sent in my form and money.

Mel Lindauer · Posted: Fri Jan 23, 2009 1:58 pm Post subject:

Mel Lindauer · Posted: Sat Jan 24, 2009 11:33 am Post subject:

Things are moving right along nicely with reservations and reservation requests. Make sure you don't proscrastinate!
_________________
Best Regards - Mel

normsie · Posted: Sat Jan 24, 2009 3:27 pm Post subject:

no procrastination here!! my check is in the mail(via the snails)i could not miss this for anything.

look forward to seeing everyone and will attend the boglettes practise. do i need my cowboy hat?

hope to get my daughter there as well.

warmest regards from the cold north,
norma ann

Mel Lindauer · Posted: Sat Jan 24, 2009 7:35 pm Post subject:

nvboglehead · Joined: 20 Feb 2007 Posts: 115 Location: Nevada

Normsie, we promise to never forget you again! Look forward to seeing you there.

Dale

gailcox · Posted: Sun Jan 25, 2009 3:56 am Post subject: bump to the top

FYI, the weather in the Dallas- Fort Worth area on September 30th averages to be a beautiful 73 degrees!

Can't wait to see everyone!

Gail Cox and the DFW Bogleheads

Mel Lindauer · Posted: Sun Jan 25, 2009 12:38 pm Post subject:

Hello Everyone:

I'm happy to report that in the first three days after the announcement, we've already filled more than one-third of the available spaces. Looks like we're going to have another early sellout, so if you're thinking of coming, I suggest you get your registration request in pronto.

Looking forward to seeing many of you in Dallas.
_________________
Best Regards - Mel

gailcox · Posted: Sun Jan 25, 2009 6:21 pm Post subject: Bump to the top!

We already have many first-timers as well as many "oldies but goodies" returning for the 8th Bogleheads reunion! We don't want anyone left out---make sure you request the registration from on Mel's announcement (above) and I will email it to you within a couple hours.

Thanks--

gail cox (DFW Boglehead)

mark500 · Joined: 11 Oct 2008 Posts: 314

How many people usually attend these things?

EmergDoc · Posted: Sun Jan 25, 2009 11:22 pm Post subject:

Mine will be in the mail in the morning. Hopefully I don't have to give my spot(s) to someone on the waitlist.
_________________
1) Invest you must 2) Time is your friend 3) Impulse is your enemy
4) Basic arithmetic works 5) Stick to simplicity 6) Stay the course

simplesimon · Posted: Mon Jan 26, 2009 1:17 am Post subject:

Mel Lindauer · Posted: Mon Jan 26, 2009 9:34 am Post subject:

Kathleen Ryan

Hi Gail, Normsie, Mel, Taylor, Jon, and Dale,

I can't wait to see you and Mr. Bogle again in September. The check is in the mail. Really! Cool

Hi Gail and Jon,

Thank you for hosting this for us in Dallas, and for all the preparation that that goes with it. I will be happy to volunteer in any capacity I'm needed.

Hi Normsie,

Yes, we will need our cowgirl hats for the next Boglettes appearance. It should be fun with the song Lily suggested. We'll keep it a secret though so we can surprise Mr. Bogle again with our song choice.

Hi Patti,

I'm sorry to hear you and Ed won't be able to attend DH VIII. Your song choice at DH VII was perfect, and your wonderful singing talents will be missed. I hope the other Boglettes will be able to attend. If not, we are always looking for new talent. ;^) What fun we had.

With best wishes to all,
Kathleen

gailcox · Posted: Mon Jan 26, 2009 4:42 pm Post subject:

Kathleen! It will be great to see you in Fort Worth! Yes, we will need your skills at being the "door bouncer" as well as your dancing and singing talent!

It looks like we have about an even mix of first time attendees and those that have attended 1 thru 6 Boglehead reunions. I can't wait to see the "expert" speaker line up!

Gail

Mel Lindauer · Posted: Mon Jan 26, 2009 8:01 pm Post subject:

Mel Lindauer

sleepy · Joined: 23 May 2007 Posts: 5

'81 signing in. I'll be attending this year.

I too am taking my CFP exam in July. Hopefully Trifecta and I will both have something to celebrate.

Mel Lindauer · Posted: Tue Jan 27, 2009 2:44 pm Post subject:

Kathleen Ryan · Posted: Tue Jan 27, 2009 6:54 pm Post subject: Hi Mel,

Dear Mel,

What a pleasure to hear from you. Thank you for your kind words letting me know that you think it is good to see my name on the registration list. I wouldn't miss it for anything!

You also wrote,
"Looking forward to seeing you and the Boglettes in Dallas again." And we are looking forward to seeing you too!

Thank you also for letting us know that the Boglettes are "famous beyond San Diego and Las Vegas!" It must be the wonderful company we keep with you, Taylor, Mr. Bogle, and our panel of experts. :^)

To date, I know that so far Patti R. and LynnC, won't be be able to join us in the Boglettes line up this year and will be missed very much.

I believe that Gail, Normsie, and I will be there for sure, and hopefully also your sweet wife Marlene L, and Taylor's lovely wife Pat L. , and Sherrie, Debbie, Elke L., and Linda G. will be there again. I hope also that Lily, Rose L. , and Victoria will join us this year too!

Lily suggested a song that I believe we'd all like to sing to Mr. Bogle, and will try our best to keep it a surprise until then. It should be lots of fun again.

I can't wait to see you in Dallas.

With best wishes to you,
Kathleen[/i]

gailcox · Posted: Wed Jan 28, 2009 8:41 am Post subject:

Well, if LynnC and Patti R. can't make it, then we just might have to have try-outs for their spots that will be empty! Do we have any singers and dancers out there! (that can dance with a boa!) All are welcome!

See you in DFW! gail

Kathleen Ryan · Posted: Wed Jan 28, 2009 10:31 am Post subject: Hi Gail

Hi Gail,

Looking forward to seeing you again, and reprising my "bouncer" skills, though I'm afraid I can't hold a candle to Ann Brennan and Normsie in this department.

You certainly will be busy at DV III as both our hostess and as a singing and dancing Boglette. Do you think we'll all be able to "pull off the look" of boas and cowgirl hats? Cool

With best wishes to you,
Kathleen

Mel Lindauer · Posted: Wed Jan 28, 2009 12:54 pm Post subject: Re: Hi Gail

Kathleen Ryan · Posted: Wed Jan 28, 2009 3:46 pm Post subject: Re: Ann Brennan

Hi Mel,

No, I haven't heard from Ann in a long time.

It is always such a cute, incongruent image when I remember how petite and charming Ann is, but very "taking care of business" in her bouncer duties at some of our earliest reunions, namely DH II.

With best wishes to you,
Kathleen

Mel Lindauer · Posted: Thu Jan 29, 2009 7:45 am Post subject: Re: Ann Brennan