John C. Bogle articles and speeches

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John Bogle addressing Blair Academy, May 14, 2018.

John C. Bogle articles and speeches provides tables containing links to John Bogle's speeches, academic papers, op-eds and letters to the media. Academic scholars and professional biographers can access a comprehensive record of original paper documents at the Mudd Manuscript Library, Princeton University Library. Department of Special Collections.


Over his long professional life, John Bogle delivered many speeches to various audiences. The table below provides links to John Bogle's speeches, memos to Vanguard employees, testimony before congressional committees, and presentation slides accompanying addresses. The table is not comprehensive. Many speeches between 1980 and 2000 were collected in book publications (John Bogle on Investing: The First 50 years, published in 2001; and Character Counts: The Creation and Building of the Vanguard Group, published in 2002). The links provide downloads of pdf. files.

John Bogle speeches [note 1]
Date Title Venue
Dec 7, 2017 The Modern Corporation and the Public Interest Public Company Accounting Oversight Board 2017 International Institute
Nov 14, 2017 Acceptance Remarks 2017 CME Group Melamed-Arditti Innovation Award
Nov 9, 2017 “Puritan Boston and Quaker Philadelphia” Annual Meeting of the Society of Friends
Oct 24, 2017 Surviving Defeat, Surviving Victory FIASI Speaker Luncheon
Sep 24, 2017 Numbers Games–Reflections on the Uses and Abuses of “Big Data” The Journal of Investment Management Annual Seminar
May 23, 2017 Reflections on a Revolution 70th CFA Institute Annual Conference
Apr 27, 2017 The Road Less Traveled Morningstar Investment Conference
Oct 7, 2016 Slides Bogleheads 15 Conference (slides)
Jul 9, 2016 Saving a Company, Building a Colossus, Preserving a Culture: Reflections on the History of Vanguard Marking the Completion of 65 Years in the Mutual Fund Industry
Jun 7, 2016 Remarks on Receiving the 2016 Bob Edgar Public Service Achievement Award Presented by Common Cause Pennsylvania
May 24, 2016 Fiduciary Duty in an Age of Consumerism Sponsored by the Institute for the Fiduciary Standard
Apr 8, 2016 David and Goliath: Who Wins the Quantitative Battle? Institute for Quantitative Finance
2015 The Annals of Vanguard—The Story of PRIMECAP Fund
Nov 19, 2015 “For Distinguished Service to Humanity” National Academy of Social Sciences
Oct 15, 2015 Bogleheads 14 Bogleheads 14 Conference
Jun 4, 2015 Putting Investors First CFA Society of Philadelphia
May 15, 2015 Slide show Lecture at the Securities and Exchange Commission
Apr 28, 2015 The Mutual Fund Industry Today: “Conflicts, Conflicts Everywhere” United States Securities and Exchange Commission
Oct 31, 2014 Values, Ethics, and Structure in Finance Georgetown University School of Law
Sep 16, 2014 Testimony Finance Committee of the US Senate
Sep 14, 2014 Memo from John C. Bogle celebrating Vanguard’s 40th anniversary on September 24, 2014 Memo
Apr 28, 2014 Financial Reform: Investment Standards and Ethical Values Bryn Mawr Presbyterian Church
Sep 25, 2013 Financial Management: Profession or Business? CFA Society of Philadelphia 70th Anniversary Gala
May 17, 2013 Big Money in Boston–The Commercialization of the ‘Mutual’ Fund Industry Boston Security Analysts Society
Feb 21, 2013 The U.S. Financial System: Look Out! Change Is Coming. G.S. Beckwith Gilbert Lecture, Princeton University
Nov 13, 2012 In The Fund Industry, Mutuality and Indexing Rule the Seas National Rural Utilities Cooperative Finance Corporation
Nov 8, 2012 The Age of Fiduciary Duty has Arrived The National Association of Personal Financial Advisers
Oct 10, 2012 A Life, A Career, and a Mission to Build A Better Financial World for Investors Merion Cricket Club
Jun 13, 2012 Thinking About What Lies Ahead for Investors CFA Society of Washington
May 17, 2012 Straight From The Heart: Efficiency and Humanity, in Medicine and Finance Inaugural Presentation of the Bernard Lown Humanitarian Award
Mar 21, 2012 Written Testimony on the Concept Release on Auditor Independence and Audit Firm Rotation PCAOB Public Hearing
Jan 31, 2012 John C. Bogle Legacy Forum Opening Remarks Museum of American Finance
2011 Clash of Cultures
Sep 12, 2011 The Lessons of History – Endowment and Foundation Investing Today The NMS Investment Management Forum
May 11, 2011 Helping Others On Receiving the “Others” Award from the Salvation Army
Apr 13, 2011 At the Summit Tiburon Summit XX
Nov 11, 2010 Ethical Principles and Ethical Principals The Johnson School at Cornell University
Nov 10, 2012 The (Non) Lessons of History–And the (Real) Lessons of Return Sources and Costs The American Philosophical Society
Nov 3, 2010 America’s Financial System – Powerful but Flawed The Phi Beta Kappa National Lecture Series, Temple University
Oct 26, 2010 Uneasy Lies the Head that Wears the Crown The First FUSE Research Network Award for Lifetime Impact and Commitment to Investors
Oct 11, 2011 Bogleheads X Presentation Bogleheads 10 Conference (slides)
Oct 7, 2010 How Calvin Coolidge Could Guide Us Now 50th Anniversary Symposium of the Calvin Coolidge Memorial Foundation
May 23, 2010 The Fifth “Never” Trinity College Commencement
May 20, 2010 Community and Caring, Courage and Character Blair Academy Commencement
Jun 11, 2009 Economic Markets and Public Purpose The Reinvestment Fund’s 24th Annual Celebration
May 28, 2009 When a Man Comes to Himself Williamson Free School of Mechanical Trades
May 13, 2009 The Culture That Gave Rise To The Current Financial Crisis Seventh Annual John M. Templeton, Jr., Lecture on Economic Liberties and the Constitution, National Constitution Center
Apr 30, 2009 Aspiring to Build a Better Financial World 2009 Jake McCandless ’51 Princeton Varsity Club Speaker Series
Apr 1, 2009 The Fiduciary Principle: “No Man Can Serve Two Masters” Columbia University School of Business
Mar 30, 2009 If You Can Trust Yourself… Roxbury Latin School
Mar 13, 2009 Building a Fiduciary Society IA Compliance Summit
Feb 24, 2009 "Strengthening Worker Retirement Security" Committee on Education and Labor, U.S. House of Representatives
Feb 12, 2009 Fixing a Broken Financial System Stradley, Ronan, Stevens & Young Assembly, Philadelphia, PA
Dec 16, 2008 A Community of Character On Receiving the 2008 Bonnell Award from the Community College of Philadelphia
Oct 14, 2008 Economics, Politics, and the Financial Markets Blair Academy Reception
Sep 13, 2008 A Tribute to Bernard Lown, M.D. Boston, MA
Jun 2, 2008 The Coming Market Environment and Implications for Financial Innovation Financial Planning Association Retreat
Apr 10, 2008 The New Global Economy Combined Columbia University / MIT Association
Feb 25, 2008 Business and Its Publics New York University Stern School of Business
Feb 19, 2008 A New Order of Things–Bringing Mutuality to the “Mutual” Fund George Washington University Law School
Jan 28, 2008 Investing in Times of Market Turbulence The Princeton Club of New York
Dec 13, 2007 Why Do I Bother to Battle? Yale CEO Leadership Summit
Nov 30, 2007 When Does Innovation Go Too Far? Philadelphia Federal Reserve Policy Forum Philadelphia Federal Reserve Policy Forum
Nov 14, 2007 The U.S. Financial Sector and the Relentless Rules of Humble Arithmetic New York University Stern School of Business
Nov 7, 2007 Building a Better Financial System Given to “The Old Guard” at Princeton University
Oct 30, 2007 Reflections on Finance and Education National Council on Economic Education
Oct 15, 2007 “High Standards of Commercial Honor . . . Just and Equitable Principles of Trade . . . Fair Dealing with Investors” Financial Industry Regulatory Authority
Oct 10, 2007 Black Monday and Black Swans Risk Management Association
Jun 12, 2007 “A Question So Important that It Should Be Hard to Think about Anything Else” 60th Anniversary of CFA Institute
May 18, 2007 “Enough” Georgetown University Commencement
May 1, 2007 The Role of the Fiduciary in Risky Financial Markets The Philadelphia Estate Planning Council
Apr 17, 2007 Salesmanship vs. Stewardship–Bond Mutual Funds Gone Awry The Fixed Income Analysts Society
Apr 10, 2007 “Leaving the Things that You Touch Better than You Found Them” The Union League of Philadelphia
Mar 23, 2007 Reflections on Markets, Ethics, and Careers New York University Stern School of Business
Mar 15, 2007 Vanishing Treasures–Business Values and Investment Values Speech at Princeton University [note 2] Princeton University
Feb 27, 2007 “Vanguard: Saga of Heroes”[note 3] Speech at Pepperdine University
Feb 26, 2007 Looking At Investing From A New Perspective, A Half Century Old CFA Society of Los Angeles
Feb 20, 2007 Designing a New Mutual Fund Industry[note 4] NICSA’s 25th Anniversary Conference
Nov 20, 2006 The Joy of Writing–Books, Ideas, Advocacy, and Idealism The Free Library of Philadelphia
Nov 16, 2006 Reflections on the Importance of History–Milestones, Men, and a Moral Society The Presbyterian Historical Society
Nov 1, 2006 Ethical Principles and Ethical Principals The “Changing the Game” Forum
Oct 27, 2006 A Tale of Two Markets The 17th Annual Conference on Financial Reporting
Oct 26, 2006 What’s Happened to the Mutual Fund Industry? The CFA Society of San Francisco
Oct 23, 2006 The Battle for the Soul of Capitalism Immaculata University
Jul 5, 2006 Reflections on My 55th Anniversary at Vanguard Memo
Jun 7, 2006 Long Horizon Investing and Corporate Governance International Centre for Pension Management (slides only)
May 15, 2006 What’s Ahead for Stocks and Bonds – And How to Earn Your Fair Share The Money Show
May 15, 2006 Speech The Money Show
May 15, 2006 Slides The Money Show
Apr 6, 2006 Investment Wisdom and Human Values [note 5] The United States Military Academy, West Point, NY
Mar 14, 2006 The Battle for the Soul of Capitalism Remarks at the Aspen Book Aspen Book Series
Mar 14, 2006 Randall Rothenberg’s Response to Mr. Bogle’s Remarks at the Aspen Book Series Aspen Book Series
Feb 24, 2006 Mutual Funds: How a Profession with Elements of a Business Became a Business with Elements of a Profession[note 6] Boston Security Analysts Society
Feb 8, 2006 “The Battle for the Soul of Capitalism” University of Virginia Miller Center of Public Affairs
Jan 25, 2006 Capitalism, Entrepreneurship, and Investing – The 18th Century vs. the 21st Century Greater Philadelphia Venture Group
2005 The Mutual Fund Industry Sixty Years Later: For Better or Worse? Essay for the 60th Anniversary of the Financial Analysts Journal
Dec 7, 2005 The Chief Cornerstone The Superbowl of Indexing
Oct 15, 2005 The Uncanny Ability to Recognize the Obvious 2005 Outstanding Financial Executive Award Financial Management Associates International
May 24, 2005 In Troubled Times… The Arithmetic of Mutual Fund Investing is More Important Than Ever American Association of Individual Investors – Philadelphia Chapter
Apr 11, 2005 The Ownership of Corporate America – Rights and Responsibilities 20th Anniversary Meeting of the Council of Institutional Investors
Mar 10, 2005 Corporate Governance: What’s Next? The Foley and Lardner National Directors Institute
Feb 2, 2005 In Investing, You Get What You Don’t Pay For The World Money Show
Dec 2, 2004 This Above All: To Thine Own Self Be True Episcopal Academy
Oct 26, 2004 Character Counts In Business, In Markets, And In Each Firm Property Casualty Insurers Association of America
Oct 12, 2004 Time for Growth – Strengthening Trust and Confidence in Financial Services SIBOS Atlanta
Sep 30, 2004 CONVERGENCE! The Art of Indexing Conference
Jun 9, 2004 We the People Centennial Celebration of The Committee of Seventy
May 28, 2004 Vanguard – Child of Princeton The Princeton Entrepreneurs’ Network National Conference
May 15, 2004 The Right Kind of Success Pennsylvania State University
May 12, 2004 Marketing and Fiduciary Duty – Strange Bedfellows? The First Lifetime Achievement Award of Marketing Expo
May 10, 2004 Creating Sound Governance: The Shareholder’s Perspective 2004 AIMR Conference
Apr 13, 2004 As The Index Fund Moves From Heresy to Dogma…. What More Do We Need To Know The Gary M. Brinson Distinguished Lecture Washington State University
Mar 10, 2004 Tis Not Too Late to Seek a Newer World Institutional Investor 11th Annual Mutual Fund Industry Awards
Feb 26, 2004 It’s High Time We Return Capitalism to its Owners 2004 Institutional Shareholder Services Annual Conference
Jan 27, 2004 Senate Testimony Governmental Affairs Subcommittee on Financial Management, the Budget, and International Security
Jan 21, 2004 Re-Mutualizing the Mutual Fund Industry – The Alpha and the Omega Boston College Law School
Jan 5, 2004 Has Your Fund Manager Betrayed Your Trust? Consider the Stewardship Quotient The American Institute of Certified Public Accountants Personal Financial Planning Conference
2003 Reflections on Wellington Fund’s 75th Birthday
Nov 21, 2003 Corporate Governance and Mutual Fund Governance – Reflections at a Time of Crisis New York Society of Securities Analysts
Nov 11, 2003 A New Era for Corporate America, for Mutual Funds, and for Investors Vanderbilt University Owen School of Management
Nov 3, 2003 Senate Testimony Governmental Affairs Subcommittee on Financial Management, the Budget, and International Security
Oct 27, 2003 It’s An Ill Wind That Blows No Good Society of American Business Editors and Writers
Oct 1, 2003 Somebody’s Gotta Keep An Eye On These Geniuses – What We Must Do To Restore Owners Capitalism Directors Summit of the State of Wisconsin Investment Board
Sep 17, 2003 Introduction of the President of the United States National Constitution Center Groundbreaking Ceremony
Sep 16, 2003 Restoring Trust: Financial Services in the New Era SunGard World 2003
Jul 4, 2003 The Constitution: “For Ourselves and our Posterity” Dedication of the National Constitution Center
Jun 14, 2003 Chasing the Rabbit Drexel University
Jun 11, 2003 Owners Capitalism vs. Managers Capitalism 2003 National Investor Relations Institute Conference
Jun 7, 2003 One Equal Temper of Heroic Hearts The Cardiovascular Institute of Philadelphia
Jun 5, 2003 The Policy Portfolio in an Era of Subdued Returns The Investment Analysts Society of Chicago
Jun 1, 2003 Choosing The Right Path The United Methodist Church at Swarthmore
May 19, 2003 Entrepreneurship–What’s It Really About? National Foundation for Teaching Entrepreneurship
Apr 23, 2003 What I’ve Learned in A Half Century In Business – Twelve Rules For Building A Great Work Force Society of Human Resource Management
Mar 12, 2003 House of Representatives Testimony Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises
Feb 24, 2003 What Went Wrong in Corporate America? Community Forum Distinguished Speaker Series Bryn Mawr Presbyterian Church
Jan 14, 2003 The Mutual Fund Industry in 2003: Back to the Future Boston Security Analysts Society
Jan 14, 2003 Business Leadership and Morality The Yale School of Leadership Summit
2002 An Index Fund Fundamentalist Goes Back to the Drawing Board Washburn University
Nov 22, 2002 Three Lucky Breaks–Three Exciting Careers Union League of Philadelphia
Oct 31, 2002 The Investment Dilemma of the Philanthropic Investor The Philanthropy Roundtable
Oct 22, 2002 After the Fall: What Lies Ahead for Capitalism and the Financial Markets? The University of Missouri
Oct 18, 2002 Don’t Count on It! The Perils of Numeracy The “Landmines in Finance” Forum The Center for Economic Policy Studies, Princeton University
Oct 14, 2002 Memorandum to: Financial Intermediaries RE: How We Can Profit From The Experience of Corporate America Business Solutions 2002 – American Life Insurance Council
Jun 26, 2002 The Telltale Chart Morningstar Investment Forum
Jun 12, 2002 Rebuilding Faith: Wealth Management in the New Era “Changing the Game” Thought-Leadership Forum
Jun 12, 2002 Honoring Adam Smith Economics Pennsylvania
Apr 29, 2002 A Lot Can Happen in 25 Years Association of Investment Management Sales Executives
Apr 25, 2002 “The End of Mutual Fund Dominance” Financial Planning Association 2002 Forum
Apr 18, 2002 A Nation Challenged…And Not Only From Abroad The Executive Forum – Philadelphia Academies
Apr 10, 2002 Leadership: Creating a Firm With Character Samuel Curtis Johnson Graduate School of Management Cornell University
Apr 2, 2002 Entrepreneurship and Economic Progress The Hollerith Lecture Series at Blair Academy
Feb 14, 2002 Just When We Need It Most… Is Corporate Governance Letting Us Down? New York Society of Security Analysts
Jan 17, 2002 “Energy and Persistence Conquer All Things”: Applying Benjamin Franklin’s Entrepreneurship in the 21st Century On Receiving the Benjamin Franklin Founders Award
Dec 5, 2001 The Wisdom of Investment–The Folly of Speculation The Sixth Superbowl of Indexing
Nov 15, 2001 Three Odysseys–The Long Adventurous Journeys of the Stock Market, the Mutual Fund Industry, and Vanguard The Wisemen
Oct 22, 2001 The Marriage of Information Technology and Investing: For Richer or Poorer? Society for Information Management
Oct 21, 2001 Three Challenges of Investing: Active Management, Market Efficiency, and Selecting Managers AXA Rosenberg Group Client Conference
Oct 2, 2001 What Will Survive Of Us Is Love United Way Community
Jun 13, 2001 One in Mission On Receiving the 2001 “Giving Forward” Award
Jun 11, 2001 Reinventing Mutual Funds Forrester Finance Forum
May 29, 2001 At the 50-Year Mark — Looking Back, Looking Ahead
May 13, 2001 When Commitment Leads, Providence Follows Susquehanna University
Apr 27, 2001 The Twelve Pillars of Wisdom: Lessons We Should Have Learned before the Bear Market Arrived, but Are Only Learning Now The Arizona Republic Investment Strategies Forum
Apr 16, 2001 A Tale of Two Markets Trinity University
Mar 21, 2001 After the Fall: What’s Next for the Stock Market and the Mutual Fund Industry? National Press Club
Feb 15, 2001 The Stock Market Universe – Stars, Comets, and the Sun Financial Analysts of Philadelphia
Jan 17, 2001 Energy and Persistence Conquer All Things On Receiving The Benjamin Franklin Founders Award
Jan 11, 2001 “The Case of the Dog that Didn’t Bark” Mutual Fund Directors Education Council
Dec 15, 2000 Wisdom, Insight, and the Qualities of a Model Institution Commencement Exercises of Eastern College
Dec 4, 2000 What Can Active Managers Learn From Index Funds? Bullseye 2000 Conference
Oct 26, 2000 Success In Investment Management: What Can We Learn From Indexing? Investment Analysts Society of Chicago
Oct 19, 2000 The Vanguard Story: “Luck, Leadership and Strategy” NYU Henry Kaufman Distinguished Visiting Professor of Business
Oct 16, 2000 Public Accounting: Profession or Business? NYU Seymour Jones Distinguished Lecture
Oct 12, 2000 The Financial Markets and the Mutual Industry- What the Past Half-Century Can Tell Us About the Future The Town Hall of Cleveland
Sep 18, 2000 Tis The Gift To Be Simple Pennsylvania Chamber of Business and Industry
Jun 15, 2000 Bread and Circuses World Affairs Council of Greater Valley Forge
Jun 11, 2000 Business as a Calling University of Rochester William E. Simon Graduate School of Business
May 20, 2000 Remarks at Vanguard’s 25th Anniversary Dinner
May 15, 2000 Mutual Funds at the Millennium: Fund Directors and Fund Myths The ’40 Act Institute of the PLI
May 5, 2000 A Businessman-Philosopher Considers the New Millennium Alumni Association of the Shipley School
Apr 6, 2000 Risk and Risk Control in an Era of Confidence New England Pension Consultants’ Client Group
Mar 18, 2000 The Dream of a Perfect Plan The Investment Forum and Expo
Mar 9, 2000 The Power of Words, Ideas, Ideals, and Books The Free Library of Philadelphia
Feb 2, 2000 Technology: Follower or Leader? Bane or Blessing? Society for Information Management
Dec 7, 1999 Human Beings: Essential Link in the Service-Profit Chain: A Vanguard Perspective Harvard Business School
Nov 10, 1999 Giving The Bond Fund Investor a Fair Shake Induction into the Fixed Income Analysts Society Hall of Fame
Oct 5, 1999 The Economics of the Mutual Fund Industry: For Fund Investors… For Fund Managers Albright College
Sep 30, 1999 The Lengthened Shadow, Economics, and Idealism Before Princeton University’s Annual “Wilson and Princeton” Dinner
Jun 17, 1999 Adam Smith, the Invisible Hand, and the Mutual Fund Industry The Adam Smith Distinguished Leadership Award The Pennsylvania Partnership for Economic Education
Jun 4, 1999 “Gentlemen … To Save Our Business from Ruin, We Must Reduce Expenses” National Association of Personal Financial Advisors
May 6, 1999 The Fox, The Hedgehog, and The Cave Remarks on Receiving NICSA’s Robert L. Gould Award
May 3, 1999 Globalisation of Mutual Funds: Perspective, Prospects, and Trust International Bar Association Seminar
Mar 10, 1999 And What Role Does the Law Play? New York University Center of Law and Business
Feb 20, 1999 Changing the Mutual Fund Industry: The Hedgehog and the Fox Remarks by John C. Bogle on receiving the Woodrow Wilson Award for representing “Princeton in the Nation’s service”
Jan 30, 1999 Investing with Simplicity The Washington Post Personal Finance Conference
Nov 17, 1998 "Acres of Diamonds” Temple University
Oct 26, 1998 Creating Shareholder Value: BY Mutual Funds or FOR Mutual Fund Shareholders? Annual Conference of the Investor Responsibility Research Center
Oct 26, 1998 The Dream of a Perfect Plan Money Matters
May 21, 1998 The Four Dimensions of Investment Return Institute for Private Investors
Mar 29, 1998 The Search for the Holy Grail The Institute for Quantitative Research in Finance
Mar 18, 1998 Bond Funds: Treadmill to Oblivion? Fixed Income Analysts Society
Feb 24, 1998 Honoring Our $4 Trillion Trust: Mutual Funds in the 21st Century NICSA’s 1998 Conference
Jan 29, 1998 Reversion to the Mean: Sir Isaac Newton’s Revenge on Wall Street MIT Lincoln Laboratory Distinguished Lecture Series
1997 The First Index Mutual Fund
Dec 16, 1997 Happiness or Misery? Investment Performance in an Age of “Investment Relativism” Washington, D.C. Society of Analysts
Nov 12, 1997 Mutual Funds: Parallaxes and Taxes The Association for Investment Management and Research
Oct 3, 1997 Nothing Fails Like Success The Contrary Opinion Forum
Sep 25, 1997 Mutual Funds: Parallaxes and Taxes Wealth Management Group, Northern Trust Bank
Sep 16, 1997 Reflections on the Spirit of Entrepreneurship Greater Philadelphia Venture Group
Sep 4, 1997 Mutual Funds and Life Insurance: Contrasts and Parallels The American Council of Life Insurance
Jul 20, 1997 The Riddle of Performance Attribution — Who’s in Charge Here: Asset Allocation or Cost? AIMR Financial Analysts Seminar at Northwestern University
Jul 17, 1997 The Investment Outlook and Strategies in Our Global World The Union League of Philadelphia
Jun 13, 1997 The Implications of Style Analysis on Mutual Fund Performance Evaluation Morningstar Investment Conference
May 17, 1997 On Leadership Address at the 176th Commencement of Widener University
Apr 3, 1997 To What Avail? Computer Technology and Mutual Funds Grant’s Spring Investment Conference
May 8, 1996 Be Not The First… Nor Yet The Last 1996 AIMR Annual Conference
Feb 16, 1987 Mutual Funds in 1987: A $700 Billion Trust NICSA’s 25th Annual Conference
May 6, 1984 Statistics and Suicide The Institute of Quantitative Research in Finance
1981 The Professor, The Student, and the Index Fund Memo
1978 1978 Wellington Fund Memo Clash of Cultures
1977 Marketing Mutual Fund Shares in the 1980’s NICSA’s 1977 Conference
1972 1972 Wellington Fund Memo Clash of Cultures
1964 Main Street Comes to Wall Street, by Walter L. Morgan Clash of Cultures

Academic papers

John Bogle: author

The following table provides access to John Bogle's scholarly publications in financial journals. The table is not complete, since more recent published articles are not freely available. [note 7]

John Bogle's academic papers
Date Article Source
2014 The Arithmetic of "All-in" Investment Expenses The Financial Analysts Journal (via Bogle eBlog)
2011 The Clash of the Cultures The Journal of Portfolio Management (via Bogle eBlog)
2009 Markets in Crisis The Financial Analysts Journal (via Bogle eBlog)
2009 The Fiduciary Principle: No Man Can Serve Two Masters The Journal of Portfolio Management (via Bogle eBlog)
2009 The End of Soft Dollars? The Financial Analysts Journal (via Bogle eBlog)
Oct 1, 2008 Bringing Mutuality to Mutual Funds SSRN
2008 A Question So Important That it Should Be Hard to Think About Anything Else The Journal of Portfolio Management (via Bogle eBlog)
2008 Black Monday and Black Swans The Financial Analysts Journal(via Bogle eBlog)
2005 The Relentless Rules of Humble Arithmetic The Financial Analysts Journal (via Bogle eBlog)
2005 The Mutual Fund Industry 60 Years Later: Better or Worse? The Financial Analysts Journal (via Bogle eBlog)
Dec 12, 2005 The Executive Compensation System is Broken SSRN
Oct 15, 2005 The Uncanny Ability to Recognize the Obvious SSRN
Feb 18, 2003 Don't Count on it: The Perils of Numeracy SSRN

Op-eds and letters to the editor

The table below provides accessible links to John Bogle's editorials and letters to the press. The list is not complete, since many direct links to Bogle's newspaper articles are only available with subscription.

John Bogle's op-eds
Date Op-ed Original Publisher
May 19, 2014 Letter to Editor Economist
June 6, 2013 Letter to Editor Wall Street Journal
Aug 27, 2010 On Mutual Funds, Cheaper is Better Wall Street Journal
May 18, 2009 A Crisis of Ethic Proportions Wall Street Journal
Mar 6, 2007 Letter to Editor Wall Street Journal
Feb 27, 2007 Vanguard: Saga of Heros Pepperdine University
Feb 8, 2007 Value Strategies Wall Street Journal
Nov 18, 2006 Letter to Editor Wall Street Journal
Jun 27, 2006 Turn on a Paradigm Wall Street Journal
Apr 12, 2006 Mutual Funds and Taxes Wall Street Journal
Apr 6, 2006 Executive Compensation and Related Party Disclosure SEC
Jan 26, 2006 Don't Look for Me at Davos . . . Wall Street Journal
Oct 3, 2005 The Amazing Disappearance of the Individual Stockholder Wall Street Journal
Nov 18, 2004 The Spitzer Effect Wall Street Journal
Jul 8, 2004 Fair Shake or Shakedown? Wall Street Journal
Sep 19, 2003 Specialist Man Wall Street Journal
Jul 8, 2003 The Emperor's New Mutual Funds Wall Street Journal
Nov 21, 2002 Remaking the Market: Reality Bites Wall Street Journal
Jun 20, 2000 How Mutual Funds Lost Their Way Wall Street Journal
Nov 14, 2003 Not-So Mutual Funds Wall Street Journal
Aug 23, 1999 The Wall Street Casino New York Times


  1. The table contains speeches listed on the Bogle eBlog. The draft tabulation is compiled on the John Bogle articles and speeches, google spreadsheet.
  2. Princeton University provides video of this speech at Vanishing Treasures-Business Values and Investment Values
  3. A podcast of this “Vanguard: Saga of Heroes” speech (requires Windows Media Player) is available: Pepperdine University – February 2007
  4. A podcast of this "Designing a New Mutual Fund Industry" speech (requires Windows Media Player) is available: Fund Turnover Hurts Investors, Funds’ Retirement Focus, Funds Can Defeat ETFs, Boards Aren’t Independent Enough
  5. A podcast of this "Investment Wisdom and Human Values" speech (requires Windows Media Player) is available: Part 1, Part 2, Part 3, Part 4,Part 5
  6. A podcast of this "Mutual Funds: How a Profession..." speech (requires Windows Media Player) is available: Part 1, Part 2, Part 3Â
  7. Seven John Bogle scholarly articles are only available with registration, or by purchase:

External links