Baron Investment Conference - 2013 Agenda

Friday, November 8, 2013
Metropolitan Opera House, Lincoln Center, Broadway & 64th Street, New York City

Check-In Opens: 7:00AM
Check-In Closes: 10:30AM

7:30 Breakfast with Baron Portfolio Managers and Analysts
8:15 John A. Addison, Jr.- CO & CEO
Primerica, Inc. (PRI), Duluth, GA, a leading distributor of financial products to middle income households in North America.
www.primerica.com
8:50 Andrew Florance- Founder & CEO
CoStar Group, Inc.  (CSGP), Washington, DC, a leading provider of commercial real estate information and marketing services.
www.costar.com
9:25 Robert L. Wagman - President & CEO
LKQ Corp. (LKQ), Chicago, IL, a leading provider of alternative replacement parts, components and systems needed to repair cars and trucks.
www.lkqcorp.com
10:00 Break
10:15 Peter Carlino - Founder & CEO
Penn National Gaming, Inc. (PENN), Wyomissing, PA, a leading regional gaming company owning significant real estate assets.
www.pngaming.com
10:30 Conference Check-In Closes (No admittance after this time)
10:50 Mitchell Rales- Co-Founder & Chairman
Colfax Corp. (CFX), Fulton, MD, an industrial machinery business focused on infrastructure.
www.colfaxcorp.com
11:30 Lunch & Entertainment
1:00 Linda Martinson – President & COO, Baron Capital Group, New York City
1:15 Portfolio Manager Panel Discussion
Moderated by Kevin Plank, Founder, Chairman of the Board, CEO & President, Under Armour, Inc.

Cliff Greenberg – Director, Baron Capital Group & Portfolio Manager, Baron Small Cap Fund
Michael Kass – Portfolio Manager, Baron International Growth Fund and Baron Emerging Markets Fund
Jeff Kolitch – Portfolio Manager, Baron Real Estate Fund
Mike Lippert – Portfolio Manager, Baron Opportunity Fund
Andrew Peck – Portfolio Manager, Baron Asset Fund
James Stone - Portfolio Manager, Baron Energy and Resources Fund
Alex Umansky – Portfolio Manager, Baron Fifth Avenue Growth Fund and Baron Global Advantage Fund
1:50 Ronald Baron – Chairman & CEO, Baron Capital Group, New York City
2:45 Surprise Entertainment
4:15 Meet the Managers on the Plaza

ADMISSION INTO THE MAIN AUDITORIUM IS NOT GUARANTEED. SEATS ARE LIMITED AND WILL BE FILLED AS ATTENDEES ARRIVE. LATE-COMERS MAY BE TURNED AWAY.

Watch our Webcast live on Friday, November 8th from the Metropolitan Opera House, NYC. Registration for the webcast will begin on October 21, 2013.