John Bogle



John C. (Jack) Bogle, after whom the Bogleheads™ are named, is founder of the Vanguard Group and creator of the world's first retail index mutual fund. Mr. Bogle has written several investing books, and since retiring from Vanguard in 2000, he has worked tirelessly as an investor advocate. He is currently president of the Bogle Financial Markets Research Center, whose website contains comprehensive biographical information, as well as a list of books authored and the texts of speeches delivered. His latest books, not yet mentioned on the Center's website, are The Little Book of Common Sense Investing and Enough: True Measures of Money, Business, and Life.

Followers of John Bogle's investment philosophy admire him not just for his eloquence in tirelessly speaking and writing about the importance of fees and advantages of indexing, but in his conscious decision in the creation of The Vanguard Group not to enrich himself at the expense of consumers.

Vanguard is unusual among mutual-fund companies since it is owned by the funds themselves. The company says that this structure better orients management towards shareholder interests. Other mutual-fund sponsors are expected simultaneously to make a profit for their outside owners and provide the most cost-effective service to funds for their shareholders.

Biography
John C. Bogle was born on May 8, 1929 in Montclair, New Jersey.

Education

 * 1952–1959   University of Pennsylvania, Evening School of Business and Finance
 * May 1951   Graduated from Princeton University, magna cum laude in Economics
 * May 1947   Graduated from Blair Academy, cum laude

Employment positions

 * 2000–present   Founder, The Vanguard Group and President of the Bogle Financial Markets Research Center
 * 1996–2000   Senior Chairman, Vanguard
 * 1974–1996   Chairman and Chief Executive Officer, Vanguard
 * September 1974   Created The Vanguard Group
 * 1970–1996   Chairman, Wellington Fund and associated funds
 * 1967–January 1974   President, Wellington Management Company
 * 1965–1967   Executive Vice President, Wellington
 * 1962–1965   Administrative Vice President, Wellington
 * 1955–1962   Assistant to the President, Wellington
 * June 1951  Hired by Walter L. Morgan, Founder and Chairman, Wellington Management Co.

Directorships and trusteeships

 * 1999–2007   National Constitution Center, Chairman of the Board
 * 2000–2005   Instinet Corporation, Director
 * 1996–2002   American Indian College Fund, Trustee
 * 1996–2000   Chris-Craft Industries, Director
 * 1989   Princeton University Investment Company, Director
 * 1981–1987   The American College, Trustee
 * 1978–1999   Mead Corporation, Director & Chairman of Finance Committee
 * 1975–2001   The General Accident Group of Insurance Companies, (later Commercial Union) Director
 * 1974–1999   Vanguard Group, Director, Chairman, 1974–1996
 * 1971–present   Blair Academy, Trustee, Chairman, 1986–2001
 * 1971–1991   Meritor Financial Group, Director
 * 1971–1991   Bryn Mawr Hospital, Director and Chairman, Finance Committee

Memberships and committees

 * 2009–present   Financial Crisis Advisory Group
 * 2007–present   Adirondack Roundtable Committee
 * 2007–present   Lake Placid Shore Owners Association
 * 2006–present   Dow Jones Wilshire Advisory Board
 * 2004–present   American Philosophical Society
 * 2004–present   American Academy of Arts and Sciences
 * 2003–present   Journal of Investment Management, Advisory Board
 * 2003–present   Financial Analysts Journal, Advisory Council
 * 2002–2003   Conference Board Commission on Public Trust and Private Enterprise
 * 2002–present   Phi Beta Kappa Society, Investment Committee
 * 1997–2000   U.S. Independence Standards Board
 * 1972–1976   National Association of Securities Dealers, Chairman, Investment Companies Committee
 * 1972–1978   Princeton University, Economics Department Advisory Council (Chairman 1978)
 * 1969–1974   Investment Company Institute, Board of Governors (Chairman 1969–70)

Honorary degrees

 * May 15, 2011   Villanova University, Doctor of Commercial Science
 * May 23, 2010   Trinity College, Doctor of Humane Letters
 * May 18, 2007   Georgetown University, Doctor of Humane Letters
 * May 31, 2005   Princeton University, Doctor of Laws
 * May 15, 2004   Pennsylvania State University, Doctor of Humane Letters
 * June 14, 2003   Drexel University, Doctor of Business Administration
 * May 23, 2001   New School University, Doctor of Laws
 * May 13, 2001   Susquehanna University, Doctor of Laws
 * December 15, 2000   Eastern University, Doctor of Humane Letters
 * June 11, 2000   University of Rochester, Doctor of Laws
 * October 22, 1999   University of Delaware, Doctor of Laws
 * October 15, 1999   Albright College, Doctor of Humanities
 * May 17, 1997   Widener University, Doctor of Humane Letters

Publications: books

 * 2013 The Man in the Arena (Written by Knut Rostad, Wiley)
 * 2012   The Clash of the Cultures, Investment vs. Speculation(Wiley)
 * 2011   The House that Bogle Built (Written by Lewis Braham, McGraw-Hill)
 * 2010   Don't Count On It (Wiley)
 * 2009   Common Sense on Mutual Funds: Fully Updated 10th Anniversary Edition (Wiley)
 * 2008   Enough. True Measures of Money, Business & Life (Wiley)
 * 2007   The Little Book of Common Sense Investing (Wiley)
 * 2005   The Battle for the Soul of Capitalism, (Yale University Press)
 * 2002   Character Counts: The Creation and Building of The Vanguard Group (McGraw-Hill)
 * 2000   John Bogle on Investing: The First 50 Years (McGraw-Hill)
 * 1999   Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor(Wiley)
 * 1996    John Bogle and the Vanguard Experiment: One Man's Quest to Transform the Mutual Fund Industry (Written by Robert Slater, Irwin)
 * 1993   Bogle on Mutual Funds: New Perspectives for the Intelligent Investor (Irwin)

Publications: articles

 * 2011   The Journal of Portfolio Management, The Clash of the Cultures
 * 2009   The Journal of Portfolio Management, The Fiduciary Principle: No Man Can Serve Two Masters
 * 2008   Financial Analysts Journal, Black Monday and Black Swans
 * 2008   The Journal of Portfolio Management, A Question So Important That It Should Be Hard To Think About Anything Else
 * 2005   Bold Thinking on Investment Management: The FAJ 60th Anniversary Anthology
 * 2004   Financial Analysts Journal, The Mutual Fund Industry Sixty Years Later: For Better or Worse?
 * 2003   CFA Magazine, Whether Markets are more Efficient or less Effective, Costs Matter
 * 2003   Journal of Investment Management, Don't Count on it The Perils of Numeracy
 * 2002   The Journal of Portfolio Management, An Index Fund Fundamentalist
 * 2002   The Corporate Board, Has Corporate Governance Let Us Down?
 * 1998   The Journal of Portfolio Management, The Implications of Style Analysis for Mutual Fund Performance Evaluation
 * 1995   The Journal of Portfolio Management, The 1990s at the Halfway Mark
 * 1992   The Journal of Portfolio Management, Selecting Equity Mutual Funds
 * 1991   The Journal of Portfolio Management, Investing in the 1990s: Remembrance of Things Past, and Things Yet to Come.
 * 1997–2004   The Wall Street Journal, numerous op-eds
 * 1999–2003   The New York Times, numerous op-eds

Awards

 * 2012   RIIA Consumer Advocate Award
 * 2011   Salvation Army "Others" Award
 * 2011   Tiburon Strategic Advisors CEO Summit XX Award
 * 2010   FUSE Research Network Award for Lifetime Impact and Commitment to Investors
 * 2010   Investment Management Consultants Assoc. Richard J. Davis Ethics Award
 * 2009   Graham & Dodd Best Perspectives Award for "Markets in Crisis"
 * 2009   Graham & Dodd Perspective Article Award for "Back Monday & Black Swans"
 * 2009   Tenth Annual Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article – A Question So Important
 * 2008   The Bonnell Award, Community College of Philadelphia
 * 2007   Heritage Award, The Historical Society of Pennsylvania
 * 2007   Union League Business Leadership Award
 * 2007   National Council on Economic Education Visionary Award
 * 2007   CFA of San Francisco Distinguished Speakers Award
 * 2006   Center for Corporate Excellence Exemplary Leader Award
 * 2006   Chester County Economic Development Council Hall of Fame Award
 * 2005   Friend of the Delaware Investor Award from the Delaware Dept. of Justice
 * 2004   Committee of Seventy, Philadelphia Good Citizenship Award
 * 2004   Marketing Expo, Lifetime Achievement Award
 * 2004   Institutional Investor Lifetime Achievement Award
 * 2003   National Foundation for Teaching Entrepreneurship, Entrepreneur of the Year
 * 2003   Yale School of Management, Legends of Leadership
 * 2003   Better Business Bureau, Certificate of Commendation,
 * 2002   Union League of Philadelphia, Founders Award for Business Leadership
 * 2002   Franklin Celebration in Philadelphia, Benjamin Franklin Founders Award
 * 2000   Pennsylvania Chamber of Commerce, Pennsylvania's Business Leader of the Year
 * 1999   Princeton University, Woodrow Wilson Award for distinguished achievement in the Nation's service
 * 1999   Fixed Income Analysts Society, Inc., Hall of Fame
 * 1999   PA Partnership for Economic Education, Adam Smith Distinguished Leadership Award
 * 1999   National Association of Personal Financial Advisers, Special Achievement Award
 * 1999   National Investment Company Service Association, Robert L. Gould Award
 * 1998   Temple University, Musser Excellence in Leadership Award
 * 1997   Assoc. for Investment Management and Research, Award for Professional Excellence
 * 1997   Leadership in Financial Services (Macmillan Press Ltd), one of the Financial Leaders of the 20th Century
 * 1995   Advancement for Delaware Valley Independent Schools, Award for Philanthropy to Independent Education,
 * 1993   Financial Analysts of Philadelphia, Lifetime Award of Distinction
 * 1992   Newcomen Society, Honor for innovation

Public recognition

 * 2005   FINANCIAL PLANNING Magazine, Hall of Fame
 * 2005   TIME Magazine, "Ten Questions for John Bogle"
 * 2004   TIME magazine, The Time 100—the world's 100 most powerful and influential people
 * 2002–2004   Weekly program with Tyler Mathisen on CNBC
 * 2001   Louis Rukeyser's Wall Street Week, Hall of Fame
 * 1999   FORTUNE magazine, One of the investment industry's four Giants of the 20th Century.
 * 1999   Barron's—Investment Hall of Fame
 * 1996   Fund Action Magazine, Fund Leader of the Year

Other achievements

 * 1999–2000   Henry Kaufmann Visiting Professor of Business, New York University
 * 1999   Leadership Speakers Series, Fox School of Business Management, Temple University

Distinguished Lectures

 * 2009   Columbia Business School Stanley R. Klion Forum
 * 2008   George Washington Manual Cohen Lecture Series
 * 2007   Princeton University, The Maclean House 2007 Lecture Series
 * 2005   Vanderbilt University, Distinguished Speaker Series
 * 2005   Duke University's Fuqua School of Business, Distinguished Speakers Series
 * 2004   Washington State University, The Gary M. Brinson Distinguished Lecture
 * 2004   University of Mississippi, Otho Smith Fellows Program Distinguished Lecture
 * 2003   Vanderbilt University, The Owen School of Management—Distinguished Speaker Series
 * 2003   Wake Forest University, Joseph A. Jones Lecture
 * 2003   Bryn Mawr Presbyterian Church, Community Forum Distinguished Speaker Series
 * 2002   Cornell University, Park Distinguished Lecture Series
 * 2002   Princeton University, Center for Economic Policy Studies
 * 2002   Neeley School of Business, Executive Speaker Series
 * 2002   Blair Academy, Hollerith Lecture Series
 * 2000   New York University, Executive Lecture Series
 * 2000   New York University, Seymour Jones Distinguished Lecture
 * 1999   Massachusetts Institute of Technology (Lincoln Laboratories), Distinguished Lecture Series
 * 1998   Houston Club, Distinguished Speaker Series.

Books

 * Bogle on Mutual Funds
 * Common Sense On Mutual Funds
 * John Bogle on Investing
 * Character Counts
 * The Battle for the Soul of Capitalism
 * The Little Book of Common Sense Investing
 * Enough: True Measures of Money, Business, and Life
 * Foreward The Bogleheads' Guide to Retirement Planning ISBN 978047045557-9

Video
John Bogle discusses his book, The Battle for the Soul of Capitalism, with Dean Lawrence R Velvel, July 1, 2009.