Bogleheads® 12 videos were recorded during the 2013 National Bogleheads Reunion (Bogleheads® 12), held in Philadelphia, Pennsylvania. Registration and reception began at 2 PM on Wednesday, October 16, 2013 and and the reunion concluded at noon on Friday, October 18, 2013.
The conference proceeding videos, supplied by forum member VELO724X (Ricardo Guerra), are listed in Bogleheads® 12 - Philadelphia.
Morningstar videos with Christine Benz
Christine Benz, Morningstar's director of personal finance, interviewed a number of attendees at the convention. The links are provided below.
Interviews with John Bogle
Bogle's expectations for stocks and bonds
The Vanguard founder says investors may face lower-than-normal real returns on stocks and should hold bonds for ballast and not return.
The article on Morningstar: Bogle's Expectations for Stocks and Bonds
Bogle: Be sensible about rebalancing
Investors should use wide bands to trigger rebalancing--if they need to rebalance at all, says the Vanguard founder.
The article on Morningstar: Bogle: Be Sensible About Rebalancing
Bogle: Indexing always pays off
Although investors may lean toward active management in bonds and international equities, the Vanguard founder says it's only a matter of time until indexing catches on.
The article on Morningstar: Bogle: Indexing Always Pays Off
Bogle: Target-date funds have a flaw
The Vanguard founder says many target-date vehicles are underallocated to equities, and investors need to consider combinations of dividends and other retirement income when setting a specific target date.
The article on Morningstar: Bogle: Target-Date Funds Have a Flaw
Bogle skeptical of credit-sensitive bonds, smart beta
The Vanguard founder is leery of the diversifying qualities of currently popular fixed-income investments and says smart beta strategies are "silly."
The article on Morningstar: Bogle Skeptical of Credit-Sensitive Bonds, Smart Beta
Bogle on conflicts with the fiduciary standard
The Vanguard founder urges a resolution for asset management companies that have conflicts of interest in serving both their corporate shareholders and fund shareholders.
The article on Morningstar: Bogle on Conflicts With the Fiduciary Standard
Interviews with Rick Ferri
Ferri: 3-fund portfolio the simplest way to best return
U.S.-stock, foreign-stock, and bond index funds can constitute a core portfolio with the flexibility to expand into other asset classes if desired, says author and advisor Rick Ferri.
The article on Morningstar: Ferri: 3-Fund Portfolio the Simplest Way to Best Return
Ferri: Why passive portfolios are better than active
Research by author Rick Ferri took the active-passive debate beyond individual investments and found passive-oriented portfolios will likely outperform active portfolios across time spans, number of holdings, and asset types.
The article on Morningstar: Ferri: Why Passive Portfolios Are Better Than Active