Bogleheads® Conferences

Day-to-day contact between Bogleheads® occurs online. However, some members take advantage of the social opportunities presented by national Bogleheads® Conferences and/or local meetings. Over the years, there has been significant growth in both types of events. John Bogle has attended all but one of the national meetings, the first of which (ultimately named Diehards I) occurred in Miami, Florida on March 10 - 11, 2000. In 2007, in honor and recognition of Mr. Bogle, and in acknowledgment of the forum community's shift to bogleheads.org., the reunion name was rechristened "Bogleheads" and the roman numeral designation was exchanged for common arabic numbers.

The conference was held at various venues across the United States from 2000 through 2009. Beginning in 2010 the conference has been held in Philadelphia, Pennsylvania, primarily due to a consideration of Mr. Bogle's advancing age and general health. A secondary effect of the Philadelphia setting is that the Vanguard Group has hosted a series of visits where conference attendees can see the Vanguard campus and enjoy presentations by Vanguard managers and staff.

National meetings
Upcoming conference dates are announced in the Bogleheads forum; which usually occurs early in the year. Conference attendance is limited to approximately 200 attendees as a means of assuring that attendees get a chance to interact with John Bogle and the various authors and experts in attendance, rather than forgoing such intimacy by sponsoring a larger, impersonal gathering.

The conference, by tradition, spans three days and, in its current format, roughly adheres to the following agenda. The first day begins with a check-in followed by a wine and cheese reception in the afternoon. Day two begins in the morning, after breakfast, with John Bogle delivering a keynote address. Following his presentation, Bogle is joined by Dr. Bill Bernstein for a “Fireside Chat”, followed by a Question & Answer session with a Panel of Experts. After lunch, there is a session of book signings and personal discussions. Usually the book signing session is paired with a simultaneous breakout session and an ongoing wiki demonstration. The Vanguard visit takes place during the evening. The third day usually begins with a presentation, followed by an extensive Question & Answer session with John Bogle.

Recent third day presentations have included the introduction of academic papers and presentations from George Sauter.

Archive
Conferences are attended by members who provide photographic and video services to the meetings. In addition, Morningstar records video interviews with John Bogle, and on occasion, other conference attendees. News journal columnists and reporters often write articles about the conferences, and impressions and notes are recorded in blog postings. These mementos are preserved in the conference archives below.

Diehards V - Las Vegas
TENTATIVE PROGRAM:

MONDAY, May 15 12:00 pm to 1:00pm - Check in at the Diehards private meeting room at the Paris Resort to receive badges for both the Money Show and the Diehards events. This is our first get-together where we welcome new friends and say "hello" to old friends. 1:00pm to 2:15 pm - Announcements and introduction of Diehards in our private meeting room at the Paris. 2:15pm - Proceed to the opening ceremonies. 2:30pm to 6:00 pm - Money Show opening ceremonies at the Paris. (Diehards meeting room will be closed from 2:30pm to 7:00pm.) 6:00pm to 6:30pm - Jack Bogle's Money Show speech at the Paris (Reserved seating for our Diehards group). 7:00pm to 8:00pm - Reception in the Diehards private meeting room at the Paris with cash bar. 8:00pm to ? - Banquet in the Diehards private meeting room at the Paris. Jack Bogle will be joining us as our guest of honor. (Dress: Your choice.)

TUESDAY, May 16 8:00am to 9:00am - Breakfast pastries & coffee in the Diehards private meeting room at Bally's. 9:00am to 10:30am - Book signing in the Diehards private meeting room at Bally's. Jack Bogle, Bill Schultheis, Rick Ferri and The Bogleheads' Guide to Investing authors will be there. (Bring your books!) 10:30am-11:30am - Q&A with Jack Bogle in the Diehards private meeting room at Bally's. 11:30am-11:45am Break 11:45am-1:00pm - Q&A with Diehard authors in attendance (Rick Ferri, Michael LeBoeuf, Mel Lindauer, Bill Schultheis). 1:00pm - End of scheduled events --Diehards V announcement

Diehards VI - Alexandria, VA
Our special guests for Diehards VI include our mentor, Jack Bogle, authors Bill Bernstein and Rick Ferri, Duke University Economics Professor Ed Tower, and Morningstar's Sue Stevens. Jack Bogle is attending specifically to meet with the Bogleheads, so this is a unique and rare opportunity.

We'll start with a wine and cheese reception on Sunday, meet with our panel of distinguished guests all day Monday with a lunch buffet, and a plated dinner (with open cash bar) on Monday evening. We'll wrap up the meeting on Tuesday morning with additional time to meet with our authors.-- Diehards VI announcement

Bogleheads&reg; 7 - San Diego
Our special guest for Diehards VII is our friend and mentor, Jack Bogle. Jack is attending 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 Diehard 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 Monday afternoon. Tuesday morning, we’ll meet with Jack Bogle for his personal presentation and Q&A. After lunch, there will be book signings with Jack and the Diehard authors. Then on Tuesday evening, we’ll enjoy our annual Bogleheads Banquet with Jack Bogle and the authors. Finally, we'll wrap up the meeting on Wednesday, after a morning Q&A session with the Panel of Experts. -- Bogleheads&reg; 7 Conference announcement

Bogleheads&reg; 8 - Fort Worth
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. -- Bogleheads&reg; 8 Conference announcement

Bogleheads&reg; 9 - Philadelphia
The 2010 Convention began on Wednesday October 13 with an afternoon wine and cheese reception with John Bogle. After breakfast on Thursday morning, John Bogle presented a keynote address followed by an extended Q&A session. After lunch, there was a book signing session. The evening was filled with a visit to Vanguard.

Friday concluded with a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Taylor Larimore, Mel Lindauer and Laura Dogu, along with Professor Ed Tower of Duke University’s Economics Department. --Bogleheads&reg; 9 Conference announcement

Bogleheads&reg; 10 - Philadelphia
The 2011 Conference started on Wednesday October 12 with registration and an afternoon wine and cheese reception with John Bogle. After breakfast on Thursday morning, the day's events began with presentations by Duke professor Ed Tower, who presented a new paper,“Reflections on Jack Bogle’s First Mutual Fund,” and John Bogle, "Bogle Welcomes the Bogleheads Again... at X!", followed by an extended Q&A session with Mr. Bogle. After lunch, the day continued with book signings. An evening visit to Vanguard concluded Thursday's proceedings. The main feature of the visit was a panel discussion among Vanguard senior staff.

On Friday after breakfast, the conference concluded with a "fireside chat" with John Bogle and Dr. Bill Bernstein, followed by a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Allan Roth, Mel Lindauer and Laura Dogu. -- Bogleheads&reg; 10 Conference announcement

Bogleheads&reg; 11 - Philadelphia
The 2012 Convention began on Wednesday October 17 with registration and a wine and cheese reception with John Bogle in the afternoon. After breakfast on Thursday morning, John Bogle and Dr. Bill Bernstein had a "fireside chat", followed by a Bogle presentation, "Bogle Meets the Bogleheads— The Rouser Meets the Rabble". Next came an extended Q&A session with John Bogle. After lunch, there was a book signing session. Duke professor Ed Tower presented a paper on Vanguard performance. The evening was capped by a visit to Vanguard, where conference attendees had a Q&A session with senior Vanguard staff.

Friday after breakfast, the conference received a presentation from Vanguard chief economist,Joseph Davis, and concluded with a Q&A session with the Panel of Experts: authors Bill Bernstein, Rick Ferri, Bill Schultheis, Allan Roth, Christine Benz, Mel Lindauer and Laura Dogu. -- Bogleheads® 11 Conference announcement

Bogleheads&reg; 12 - Philadelphia
The 2013 Conference began on October 16 with check-in followed by a wine and cheese reception with John Bogle on Wednesday afternoon. After breakfast on Thursday morning, Mr. Bogle gave his keynote presentation and was joined by Dr. Bill Bernstein for a "fireside chat". This was followed by an extended Q&A session. After lunch, there was a book signing session. Duke professor, Ed Tower distributed an update on his paper introduced at the 2012 conference. An evening visit to Vanguard capped the day's proceedings.

On Friday, Gus Sauter, the recently-retired Chief Investment Officer of Vanguard, joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, Allan Roth, Bill Schultheis, Laura Dogu on the Panel of Experts for a Q&A session.-- Bogleheads® 12 Conference announcement

Bogleheads&reg; 13 - Philadelphia
The 2014 Conference began with check-in followed by an afternoon wine and cheese reception on Wednesday October 22. After breakfast on Thursday morning, John Bogle presented a keynote address, followed by a "fireside chat" with Dr. Bill Bernstein and an extended Q&A session with Mr. Bogle. After lunch, a book signing session took place,along with a simultaneous breakout session on Boglehead Local Chapters and an ongoing wiki demonstration. The day concluded with an evening visit to Vanguard.

After breakfast on Friday, Gus Sauter, the former Chief Investment Office at Vanguard, gave a presentation on the evolution of indexing and than joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, Allan Roth, and Laura Dogu as panel members in the Q&A with the Experts. -- 2014 Bogleheads&reg; Conference announcement

Bogleheads&reg; 14 - Philadelphia
The 2015 Convention began on Wednesday October 15 with check-in followed by a wine and cheese reception in the afternoon. After breakfast on Thursday morning, John Bogle delivered his keynote address. This was followed by a "fireside chat" with Dr. Bill Bernstein, and an extended Q&A session with John Bogle. After lunch came book signings and a simultaneous breakout session, as well as an ongoing wiki demonstration. The day culminated with an evening visit to Vanguard.

On Friday, Gus Sauter gave a presentation and then joined authors Christine Benz, Bill Bernstein, Rick Ferri, Mel Lindauer, Mike Piper, and Allan Roth on the Experts Panel for a Q&A session. --2015 Bogleheads&reg; announcement

Bogleheads&reg; 15 - Philadelphia
The 2016 Convention began on Wednesday September 28 with check-in followed by a wine and cheese reception in the afternoon. On Thursday morning, after breakfast, John Bogle delivered a keynote address, followed by an extended Q&A session. After lunch came a book signing session, with a simultaneous breakout session on taxes and investing, as well as an ongoing wiki demonstration. The day concluded with an evening visit to Vanguard.

After breakfast on Friday, Gus Sauter gave a presentation and the event concluded with Q&A sessions with the Panel of Experts.Pnael members included authors Christine Benz, Dr. Bill Bernstein, Laura Dogu, Taylor Larimore, Mel Lindauer, Mike Piper, and Allan Roth. -- 2016 Bogleheads&reg; announcement

Bogleheads&reg; 16 - Philadelphia
The 2017 conference began on Wednesday afternoon October 19 with check-in followed by a wine and cheese reception. After a Thursday morning breakfast, John Bogle presented his keynote address. Following his presentation, Bogle was joined by Dr. Bill Bernstein for a “Fireside Chat”. The Q&A session with the Panel of Experts followed. The panel members: authors Christine Benz, Dr. Bill Bernstein, Jonathan Clements, Mel Lindauer, Dr. Wade Pfau, Mike Piper, and Allan Roth. After lunch, attendees had book signings. Simultaneous to the book signing was a breakout session examining annuities and an ongoing wiki demonstration. A visit to Vanguard on Thursday evening concluded the day's events.

Friday's events included a presentation from Gus Sauter, the former Chief Investment Officer at Vanguard, followed by an extensive Q&A session with Jack Bogle. -- 2017 Bogleheads&reg; Conference announcement