Baron Investment Conference 2019

Please click HERE to view video replays of the 2019 Baron Investment Conference on October 25th, 2019.

Conference Agenda

For more information, click here.

  • 7:30 Breakfast with Baron Portfolio Managers and Analysts
  • 8:00 Welcome
  • 8:10 Robyn Denholm, Chairman, Tesla, Inc. (TSLA), Palo Alto, CA, is an Australian business
    executive who has served on the Tesla Board as an independent director since 2014 and
    succeeded Elon Musk as Chairman of Tesla, Inc. in November 2018.
  • 8:50 Rachel R. Stern, Head of Strategic Resources and General Counsel, FactSet Research
    Systems, Inc. (FDS)
    , Norwalk, CT, a global provider of integrated financial information,
    analytical applications and industry-leading service for the investment community.
  • 9:30 Break
  • 9:50 Bruce Flatt, Chief Executive Officer, Brookfield Asset Management (BAM),
    a leading global alternative asset manager with over $500 billion in assets under management.
  • 10:30 Gwynne Shotwell, President and Chief Operating Officer, Space Exploration
    Technologies Corp. (SpaceX)
    , Los Angeles, CA, was listed as the 59th most powerful
    woman in the world by Forbes in 2018. Gwynne Shotwell has worked at SpaceX for
    17 years and manages the day-to-day operations of this commercial space exploration
    company founded by Elon Musk.
  • 11:10 Please remain in your seat after Gwynne’s presentation for a chance to win
    our “Electrifying Tesla Model 3” prize!
  • 11:15 Lunch & Surprise Entertainment
  • 12:50 Afternoon session commences with a special performance. No readmission after this
    session begins.
  • 1:00 Portfolio Manager Panel Discussion
  • 1:45 Linda Martinson – Chairman, President & COO, Baron Funds
  • 2:00 Ron Baron – CEO & Chief Investment Officer, Trustee, Baron Funds
  • 2:30 Q&A with Linda Martinson and Ron Baron
  • 2:45 Surprise Entertainment
  • 4:15 Meet the Baron team on the Plaza 

 Portfolio Managers and Research Analysts Q&A Agenda

 For PDF Version CLICK HERE.

 Real Estate & Health Care 

  • Session 1: 8:00- 8:30
    • Jeff Kolitch, Portfolio Manager – Baron Real Estate Fund/Strategy, Baron Real Estate Income Fund/Strategy
    • David Kirshenbaum, Assistant Portfolio Manager – Baron Real Estate Income Fund and Research Analyst
    • George Taras, Research Analyst
    • David Baron, Portfolio Manager – Baron Focused Growth Fund
    • Neal Kaufman, Portfolio Manager – Baron Health Care Fund
    •  Moderator: David Judice, Head of Intermediary Sales & National Accounts

 Small Cap 

  • Session 2: 8:30-9:05 
    • 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 – Baron Small Cap Fund and Research Analyst
    • Moderator: David Judice, Head of Intermediary Sales & National Accounts

Large Cap, Global, and High Growth

  • Session 3: 9:05-9:45  
    • Alex Umansky, Portfolio Manager – Baron Fifth Avenue Growth Fund/Large Cap Growth Strategy, Baron Global Advantage Fund/Strategy, Baron Durable Advantage Fun
    • Guy Tartakovsky, Research Analyst
    • Michael Lippert, Portfolio Manager – Baron Opportunity Fund/High Growth Strategy
    • Ashim Mehra, Portfolio Manager – Baron Atlas Fund LP
    • Moderator: Frank Maiorano, Head of RIA and Family Office Sales

Emerging Markets and International

  • Session 4: 9:45-10:20 
    • Michael Kass, Portfolio Manager – Baron International Growth Fund/Strategy, Baron Emerging Markets Fund/Strategy 
    • Anuj Aggarwal, Research Analyst
    • Eric Guzman, Research Analyst
    • Chingiz Gadimov, Research Analyst
    • José Barria, Research Analyst
    • Shuyang Bai, Research Analyst
    • Moderator: Frank Maiorano, Head of RIA and Family Office Sales

Mid Cap, Focused, and Small Cap

  • Session 5: 10:20-10:55 
    • Andrew Peck, Portfolio Manager – Baron Asset Fund/Mid-Cap Growth Strategy, All-Cap Growth Strategy
    • Michael Baron, Portfolio Manager – Baron Partners Fund
    • Neal Rosenberg, Portfolio Manager – Baron Growth Fund
    • Moderator: James Barrett, Head of Institutional Sales

Hotel Information

Please click here for accommodation options.

Conference FAQs

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 shareholder and a guest). Seating is not guaranteed until your account has been verified and your reservation confirmed. There will be preferred seating for shareholders with over $250K 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, Mel Brooks, Lady Gaga, 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.

The 28th Annual Baron Investment Conference will be taking place on Friday, October 25th, 2019 at the Metropolitan Opera House of Lincoln Center, New York City, from 8:00am to 4:00pm.

Attendees

Pre-Conference: Registration

Pre-Conference: Planning & Arrival

Conference Day: Check-In

Conference Day: Logistics

Baron Investment Conference 2018

  • CLICK HERE to view our replays of Conference presentations by Ron Baron, Linda Martinson, portfolio managers, and company CEOs.
  • 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
    • 2:45pm Surprise Entertainment
    • 4:15pm Meet the Baron team on the Plaza