Professional journalists and a small group of interested others (special invitations extended by the panelists) were invited to join a group of investor advocates and fiduciary leaders for a virtual discussion on May 5, 2020 at 3:00 pm ET.
Organized by the Institute for the Fiduciary Standard and "Friends of Jack," this virtual conversation brought leading fiduciary voices and investor advocates together to discuss the legacy of John C. "Jack" Bogle.
Bogle was the founder and chief executive of The Vanguard Group, and is credited with creating the first index fund. He preached investment over speculation, long term patience over short term action and minimizing investment costs. The ideal investment vehicle for Bogle was a low cost index fund held over a period of a lifetime.
Born on May 8, 1929, Bogle would have turned 91 on May 8, 2020. This virtual discussion, will focus on the Vanguard founder’s legacy since his passing 16 months ago.
This virtual discussion was timed for May 5, 2020, so that interested journalists could glean comments from a group of financial services professionals for potential stories of their own. Journalists and all others attending the virtual discussion were asked to embargo corresponding coverage and social media posts until May 8, 2020, at 7 am ET (the morning of Bogle’s 91st birthday).
Participating on the May 5th GoToMeeting are:
- Christine Benz, director of personal finance, Morningstar
- Knut Rostad, president, Institute for the Fiduciary Standard
- Chip Roame, Managing Partner, Tiburon Strategic Advisors
- Rick Ferri, CFA, Ferri Investment Solutions
- Chip Simon, CFP, Taconic Advisors
- Jane Bryant Quinn, journalist covering personal finance
- Marie Swift, CEO, Impact Communications
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[VIDEO 59:20 MINUTES]