Baron Investment Conference 2018

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  • Conference Agenda
    • 7:30am Breakfast with Baron Portfolio Managers and Analysts
    • 8:00am Welcome
    • 8:10am Chip Paucek, CEO and Co-Founder, 2U, Inc. (TWOU), Lanham, MD, an education technology company that partners with leading colleges and universities to deliver the world’s best digital education.
    • 8:50am Matthew J. Desch, CEO and Director, Iridium Communications Inc. (IRDM), McLean, VA, a provider of global voice and data communication services through its unique L-band satellite constellation.
    • 9:30am Break
    • 9:50am Patrick Pacious, President and CEO, Choice Hotels International, Inc. (CHH), Rockville, MD, the second largest global franchisor of economy and midscale hotels with 12 brands. “Bada Book, Bada Boom”
    • 10:30am Ken Moelis, Chairman & Chief Executive Officer, Moelis & Company (MC), New York, NY, a leading global independent investment bank that provides innovative, strategic advice to a diverse client base.
    • 11:10am Remain in your seat after Ken’s presentation for a chance to win our “electrifying” prize!
    • 11:15am Lunch & Surprise Entertainment
    • 12:50pm Afternoon session commences with a special performance. No readmission after this session begins.
    • 1:00pm Portfolio Manager Panel Discussion
    • 1:45pm Linda Martinson – Chairman, President & COO, Baron Funds
    • 2:00pm Ronald Baron – CEO & Chief Investment Officer, Trustee, Baron Funds
    • 2:30pm Q&A with Linda and Ron 2:45 Surprise Entertainment
    • 4:15pm Meet the Baron team on the Plaza

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PM and Analyst Q&A Sessions

From 8:00am to 11:00am, we will be concurrently conducting Q&A sessions with Baron portfolio managers and research analysts in David Geffen Hall

8:00 - 8:30am    SESSION 1    Small Cap, Focused, and Health Care

  • Moderator: James Barrett, Head of Institutional Sales
  • Michael Baron, Co-Portfolio Manager of Baron Partners Fund
  • Neal Rosenberg, Co-Portfolio Manager of Baron Growth Fund
  • Neal Kaufman, Portfolio Manager of Baron Health Care Fund/Strategy

8:30 - 9:05am    SESSION 2    Small Cap

  • Moderator: David Judice, Head of Intermediary Sales & National Accounts
  • Cliff Greenberg, Portfolio Manager – Baron Small Cap Fund
  • Randy Gwirtzman, Portfolio Manager – Baron Discovery Fund/Strategy
  • Laird Bieger, Portfolio Manager – Baron Discovery Fund/Strategy
  • David Goldsmith, Assistant Portfolio Manager of Baron Small Cap Fund, Research Analyst

9:05 - 9:50am    SESSION 3    Large Cap, Global, Mid Cap, and High Growth

  • Moderator: James Barrett, Head of Institutional Sales
  • Alex Umansky, Portfolio Manager – Baron Fifth Avenue Growth Fund/Large-Cap Growth Strategy, Baron Global Advantage Fund/Strategy, Baron Durable Advantage Fund
  • Andrew Peck, Portfolio Manager – Baron Asset Fund/Mid-Cap Growth Strategy, All-Cap Growth Strategy
  • Michael Lippert, Portfolio Manager – Baron Opportunity Fund/High Growth Strategy
  • Ashim Mehra, Research Analyst

9:50 - 10:25am    SESSION 4    Emerging Markets and International

  • Moderator: Frank Maiorano, Head of RIA and Family Office Sales
  • Michael Kass, Portfolio Manager – Baron International Growth Fund/Strategy, Baron Emerging Markets Fund/Strategy
  • Kyuhey August, Assistant Portfolio Manager of Baron International Growth Fund, Research Analyst
  • Aaron Wasserman, Research Analyst
  • Anuj Aggarwal, Research Analyst
  • José Barria, Research Analyst
  • Shuyang Bai, Research Analyst

10:25 - 10:55am    SESSION 5    Real Estate and Energy

  • Moderator: Frank Maiorano, Head of RIA and Family Office Sales
  • Jeff Kolitch, Portfolio Manager – Baron Real Estate Fund/Strategy, Baron Real Estate Income Fund/Strategy
  • Jamie Stone, Portfolio Manager – Baron Energy and Resources Fund/Strategy
  • David Baron, Co-Portfolio Manager of Baron Focused Growth Fund
  • David Kirshenbaum, Assistant Portfolio Manager of Baron Real Estate Income Fund, Research Analyst
  • Chingiz Gadimov, Research Analyst
  • George Taras, Research Analyst

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Baron Investment Conference 2017

CLICK HERE to view replays of Conference speeches by Ron Baron, Linda Martinson, portfolio managers, and company CEOs.

Baron Investment Conference 2017 was held on Friday, November 10 at the Metropolitan Opera House, Lincoln Center, New York City.

The Conference is for Baron Funds shareholders and business relationships with Baron Capital Management. Each shareholder registrant must have a minimum of $25K invested in Baron Funds (aggregate of all accounts, $50K for a couple). Seating is not guaranteed until your account has been verified and your reservation confirmed. There will be preferred seating for shareholders with over $200K invested. Preferred seating will be held until 8:30am.

The Conference brings our attendees together with our investment professionals and top executives of companies in which we’ve invested. The Conference is held every fall.

As a thank you to our investors and business partners, the Conference features surprise entertainment during the lunchtime break and at the end of the Conference. Past entertainers have included Paul McCartney, Barbra Streisand, Stevie Wonder, Billy Crystal, Elton John, Cher, Jon Bon Jovi, Billy Joel, Bette Midler, Sting, Jerry Seinfeld, Rod Stewart, Neil Diamond, Paul Simon, Diana Ross, John Mellencamp, Sheryl Crow, Faith Hill, Tim McGraw, Lionel Ritchie, Bernadette Peters, Chris Rock, Leslie Odom Jr., Philippa Soo, Kenny Loggins and Hugh Jackman.

2017 Agenda

7:30am   Breakfast with Baron Portfolio Managers and Analysts

8:00am   Welcome

8:10am   Walt Bettinger, President and CEO, The Charles Schwab Corp. (SCHW), San Francisco, CA, a financial services company that provides a full range of brokerage, banking and financial advisory services

8:50am   Mark Hoplamazian, CEO, Hyatt Hotels (H), Chicago, IL, a global hospitality company that owns, manages, and franchises full and select service hotels under the Hyatt brand name

9:30am   Break

9:50am   Marcus Ryu, CEO and President, Guidewire Software (GWRE), Forest City, CA, a leading provider of transaction processing, data management and analytics, and digital entertainment software for property & casualty insurers

10:30am   Rob Katz, CEO, Vail Resorts (MTN), Broomfield, CO, the largest operator of mountain resorts and ski areas in the United States

Stay in your seats after this speaker for a chance to win an "electrifying" prize.

Intermediaries, consultants, registered investment advisors, and institutional clients of Baron Capital Management and BAMCO, and Baron employees and their respective families do not qualify for this special raffle

11:15am Lunch and surprise entertainment

12:50pm Afternoon session commences with a special musical performance.

No readmission after this session begins.

1:00pm   Portfolio Manager Panel Discussion

1:30pm    Linda Martinson -- President & COO, BCG and Baron Funds, Chairman, Baron Funds, NYC

1:45pm    Ron Baron – CEO & Chief Investment Officer, Baron Capital Group, Baron Funds

2:10pm   Q&A with Ron

2:45pm    Surprise entertainment

4:15pm    Meet the Baron team on the Plaza

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From 8:00am to 11:00am, we will be concurrently conducting Q&A sessions with Baron portfolio managers and research analysts in David Geffen Hall.

8:00am – 8:45am    SESSION 1    Large Cap, Mid Cap, Global, and High Growth Investing
Moderator: David Judice, Head of Intermediary Sales & National Accounts

  •       Alex Umansky, Portfolio Manager – Baron Large Cap Growth Strategy/Baron Fifth Avenue Growth Fund, Baron Global Advantage Fund/Strategy
  •       Andrew Peck, Portfolio Manager – Baron Mid-Cap Growth Strategy/Baron Asset Fund, All-Cap Growth Strategy
  •       Michael Lippert, Portfolio Manager – Baron Opportunity Fund/Baron High Growth Strategy
  •       Ashim Mehra, Research Analyst
  •       Neal Kaufman, Research Analyst
  •       Josh Saltman, Research Analyst

8:45am – 9:20am   SESSION 2    Small Cap Investing
Moderator: David Judice, Head of Intermediary Sales & National Accounts

  •       Cliff Greenberg, Portfolio Manager – Baron Small Cap Fund
  •       Randy Gwirtzman, Co-Portfolio Manager – Baron Discovery Fund/Strategy
  •       Laird Bieger, Co-Portfolio Manager – Baron Discovery Fund/Strategy
  •       David Goldsmith, Assistant Portfolio Manager -- Baron Small Cap Fund, Research Analyst

9:20am – 9:50am    SESSION 3    Non-U.S. Investing
Moderator: James Barrett, Head of Institutional Sales

  •       Michael Kass, Portfolio Manager – Baron International Growth Fund/Strategy, Baron Emerging Markets Fund/Strategy
  •       Kyuhey August, Assistant Portfolio Manager -- Baron International Growth Fund, Research Analyst
  •       Aaron Wasserman, Research Analyst
  •       Anuj Aggarwal, Research Analyst

9:50am – 10:30am    SESSION 4    Real Estate and Energy Investing
Moderator: Frank Maiorano, Head of RIA and Family Office Sales

  •       Jeff Kolitch, Portfolio Manager – Baron Real Estate Fund/Strategy
  •       Jamie Stone, Portfolio Manager – Baron Energy and Resources Fund/Strategy
  •       David Baron, Assistant Portfolio Manager of Baron Focused Growth Fund, Research Analyst
  •       David Kirshenbaum, Research Analyst
  •       Chingiz Gadimov, Research Analyst
  •       George Taras, Research Analyst

10:30am – 11:00am    SESSION 5    Small Cap and Focused Investing
Moderator: Frank Maiorano, Head of RIA and Family Office Sales

  •       Michael Baron, Assistant Portfolio Manager -- Baron Partners Fund, Research Analyst
  •       Neal Rosenberg, Assistant Portfolio Manager -- Baron Growth Fund, Research Analyst

Hotel Booking Info

Please click here for information on booking your hotel rooms for the Conference.

Conference FAQs

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The 26th Annual Baron Investment Conference will take place on Friday, November 10th, 2017, at the Metropolitan Opera House of Lincoln Center (10 Lincoln Center Plaza, New York, NY 10023), from 8:00am to 4:00pm.

Attendees

Pre-Conference: Registration

Pre-Conference: Planning & Arrival

Conference Day: Check-In

Conference Day: Logistics