About

Join Us In NYC

 

Friday, November 10, 2023
Lincoln Center, New York

We are pleased to host the 30th Annual Baron Investment Conference. Join fellow shareholders of Baron Funds and financial professional clients of Baron Capital at one of the most anticipated investment conferences of the year.

 

 

Conference Begins In

Online registration is now open. More Info

  • Investment Discussions and Market Outlook

    Baron Capital’s team of portfolio managers, analysts, and special guests are ready to share unique insights into the current market environment, their investment thinking, and potential growth investment opportunities in 2024.

    This year we are celebrating the 30th anniversary of Baron Capital’s Annual Investment Conference.  You won’t want to miss presentations from our Co-founder, President, and COO Linda Martinson, and Ron Baron, Founder and CEO.

  • Live Performances

    The Conference will once again feature surprise, live performances during the lunch break and at the Conference finale. Some of the past entertainers have included Paul McCartney, Stevie Wonder, Elton John, Lady Gaga, and Bruno Mars. This year’s entertainment will be another one to remember!

Registration

How To Register

Seating is limited, and seats will not be guaranteed until registration has been validated by Baron Capital.
Please review the registration steps carefully, and register early.

  1. Step One

    Registration

    Register online.

  2. Step Two

    Validation

    Baron Capital will review registration and validate eligibility.

  3. Step Three

    Acceptance

    Upon validation, an acceptance email is sent containing a confirmation number and QR code.

 

Register Now

 

Eligibility Requirements

  • Must be a shareholder of Baron Funds or a financial professional client of Baron Capital.
  • Shareholders must have a minimum investment value of $35,000 in Baron Funds as of June 30, 2023, regardless of market fluctuations. Accounts with a minimum value of $70,000 may bring a spouse or other family member. New accounts and subsequent investments are eligible if proof is received by October 20, 2023.
  • Must be at least 18 years old.
  • Shareholders who hold their accounts with a Brokerage Firm must be able to provide an account statement during or post registration for account validation. If we are unable to validate an account, we will not accept the registration, and the individual will be ineligible to attend the Conference.

What's New in 2023

Please read carefully, as our registration and check-in have changed.

  • Registration

    Three easy steps.

    1. Register: Attendees must complete an online registration form. Online registration will begin August 14, 2023 and will close November 3, 2023 at 5:00 p.m. ET.  Registration is online only.

    2. Validation: Baron Capital will validate registrations once the eligibility requirements have been reviewed. Missing or incorrect data may delay the validation process. Shareholders who hold accounts with a Brokerage Firm must be able to provide an account statement during or post registration for account validation. If we are unable to validate all eligibility requirements, we will not accept the registration, and the individual will be ineligible to attend the Conference.

    3. Acceptance: Once registration has been validated, the individual will receive a confirmation email containing a confirmation number and QR code. The confirmation email is a digital ticket to enter the Baron Investment Conference. Attendees will also have the option to enter the Baron Investment Conference with a printout of the confirmation email.

  • Baron Capital Event App

    We encourage all registrants to use the Baron Capital Event App. The App is the best way to stay connected to everything happening at the Baron Investment Conference. The App provides access to the agenda, speaker bios, your QR code for check-in, seat assignment, and more. The App will be available October 2, 2023, for download on Apple and Android devices.

  • Check-In

    Check-in kiosks will open at 6:30 a.m. ET on Friday, November 10, 2023. Attendees will use our digital ticketing platform by scanning the QR code in their confirmation email at any check-in kiosk. An entry badge will be printed with the attendee’s seat assignment. Staff will be on-site to check government-issued photo IDs and to assist attendees during the entry process. Badges are not transferrable and will be scanned at all entry points.

  • Seating

    We are no longer offering Preferred Seating. Seating will be preassigned based on the date registration is validated and the value of the shareholder's Baron Funds account. 

    Due to the increase in registrations and the allotted space at The Metropolitan Opera House, Preferred Seating cannot be accommodated. The Metropolitan Opera House is an intimate theater where all seats on all levels provide a view of the stage.

    Seat assignments will not be provided in advance. Seat assignments will be provided at check-in on the printed name badge on November 10. If a registration is validated with a guest, the seats will be linked. Seating will be held until 9:00 a.m. ET at which time the seat will be released. Seating requests or changes will not be permitted. 

    There is no guarantee of a seat in The Metropolitan Opera House. View-only seating will be available.

  • Lunch and Live Performance

    During registration, attendees will select their first and second choice of lunch entertainment. Lincoln Center venues have limited seating, and attendees may not be able to attend their first choice. The assigned lunch venue will be printed on the attendee badge. Box lunches will be provided upon entry to the selected lunch venue.

Additional information regarding the registration process, conference day check-in, and other important logistics for attending can be found in the FAQ. To reach Baron Capital staff, call 1-800-99-BARON, Monday through Friday, 9:00 a.m. to 5:00 p.m. ET or email conference@baronfunds.com.

Agenda

Agenda

Check-in begins at 6:30 a.m. and closes promptly at 9:00 a.m.
From 7:00 a.m. to 7:45 a.m., the Baron Capital Investment Team will be available for light conversation and breakfast in the foyer of the Metropolitan Opera House.

 

MORNING AGENDA

 

MEET THE CEO SESSIONS

Metropolitan Opera House & David Geffen Hall

  • 8:00 a.m.
    Welcome - Michael Baron

    Portfolio Manager, Baron Capital

  • 8:05 a.m.
    Michael Kehoe

    Chief Executive Officer and President - Kinsale Capital Group, Inc.

  • 8:45 a.m.
    Eric Green

    Chief Executive Officer - West Pharmaceutical Services, Inc.

  • 9:25 a.m.
    BREAK
  • 9:50 a.m.
    Philip Snow

    Chief Executive Officer, FactSet Research Systems, Inc.

  • 10:30 a.m.
    Andy Florance

    Founder and Chief Executive Officer - CoStar Group, Inc.

 

MEET THE BARON INVESTMENT TEAM SESSIONS

Alice Tully Hall

  • 8:00 a.m.
    Session 1 

    Large Cap, Global, and High Growth

  • 8:40 a.m.
    Session 2

    Focused, Small/Mid Cap, and Mid-Cap Growth

  • 9:15 a.m.
    Session 3

    Emerging Markets and International Growth

  • 9:45 a.m.
    Session 4

    Small-cap Growth

  • 10:20 a.m.
    Session 5

    Real Estate, FinTech, and Health Care

  • 11:10 a.m.
    Tesla Model Y Door Prizes*
  • 11:15 a.m.
    Lunch and Live Performance

    Move to selected venue for lunch and show-stopping performance in comedy, contemporary music, or Broadway musical.

    Performances begin at 11:50 a.m.

AFTERNOON AGENDA

Metropolitan Opera House & David Geffen Hall

  • 12:50 p.m.

    AFTERNOON SESSION COMMENCES. NO READMITTANCE AFTER THIS POINT.

  • 1:00 p.m.

    Home Stretch

    David Baron, Portfolio Manager, Baron Capital.

  • 1:05 p.m.

    Long-Term Investing the Baron Capital Way

    Cliff Greenberg and Andrew Peck, Co-CIOs, Baron Capital

  • 1:25 p.m.

    Research-Based Conviction in a Short-Term World

    Amy Chasen, Director of Research, Baron Capital

  • 1:45 p.m.

    President Keynote

    Linda Martinson, Co-Founder, President, and Chief Operating Officer, Baron Capital

  • 2:00 p.m.

    OWN IT!

    Ron Baron, Founder and Chief Executive Officer, Baron Capital

  • 2:20 p.m.

    Q&A Session

  • 2:45 p.m.

    Surprise Musical Performance

  • 4:15 p.m.

    Meet the Baron Capital Investment Team on the Lincoln Center Plaza

*Registered and non-registered financial professionals, consultants, institutional clients, members of the press, vendors of Baron Capital, and Baron Capital employees and their respective families do not qualify for the door prizes. To be eligible to win, you must be in your seat at the time of the drawing.

All expenses associated with this conference are paid by Baron Capital Group, our privately owned investment management business. No conference expenses are paid by Baron Funds.

Guest Speakers

Guest Speakers

Andy Florance, CoStar Founder and CEO

Andy Florance

Founder and Chief Executive OfficerCoStar Group, Inc.

Andy Florance is the Founder and Chief Executive Officer of CoStar Group. Since the company’s founding in 1986, he has led the digitization of the world's real estate, empowering people to discover properties, insights, and connections that improve their businesses and lives.

From founding the company in his dorm room to successful IPO in July 1998, Andy has led CoStar Group’s expansion to its market-leading position today as a publicly traded enterprise included in the S&P 500 Index (NASDAQ: CSGP), the NASDAQ 100 and its prominent spot as a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. CoStar Group serves more than one million clients in total, and its websites have received more than one billion visitors in the past twelve months alone.

Andy Florance's work has gained recognition across the industry, earning placements on Forbes’ 100 Most Innovative Growth Companies in the World, Forbes’ Fast Tech 25 and Fortune’s 100 Fastest Growing Companies. In the past year, Andy was named Globee Visionary Leader of the Year, Globee CEO of the Year, one of the 30 Most Powerful People in Commercial Real Estate Proptech by Commercial Observer, an Inman Power Player and was in the top Ten on the SP 200 Real Estate’s Most Powerful and Influential List.

Headquartered in Washington, D.C., CoStar Group employs a staff of more than 5,500 worldwide and maintains offices around the world to manage a wide range of industry-leading brands, including CoStar, the global leader in real estate information, analytics and data-driven news, Apartments.com, the most trafficked multifamily marketplace; LoopNet, the most trafficked CRE marketplace; Homes.com, the fastest growing residential marketplace; STR, the leading source of global hospitality insights and analysis; Ten-X, the leading platform for CRE online auctions; BizBuySell, the largest business-for-sale marketplace; and Land.com, the largest rural real estate marketplace in the country.

Andy Florance has co-authored a number of award-winning academic articles on commercial real estate economics. He currently serves on the Cathedral Chapter of the Washington National Cathedral, the Board of Visitors for Virginia Commonwealth University, and Management Leadership for Tomorrow, a nonprofit that works to aid the development of diverse leaders.

Mr. Florance is a graduate of Princeton University with a B.A. in Economics and received an honorary doctorate from Virginia Commonwealth University in 2019.

Eric Green CEO West Pharmaceutical Services

Eric Green

Chief Executive OfficerWest Pharmaceutical Services, Inc.

Eric M. Green has served as President and Chief Executive Officer of West Pharmaceutical Services, Inc. since April 2015 and as chair of the board since May 2022. As CEO, Eric leads over 10,000 team members focused on the mission to contain and deliver injectable therapies that improve patients’ lives.  

The Company’s 2022 net sales of $2.89 billion reflect the annual production of approximately 47 billion components and devices worldwide. Eric is responsible for leading West’s market-led business strategy, focused on tailoring the Company’s approach to the specific needs of Biologics, Generics, Pharmaceutical and Diagnostic customer groups.

Prior to joining West, Eric served as Executive Vice President and President for the Research Markets business unit for Sigma-Aldrich Corporation, where he gained extensive international experience, serving in a number of regional, commercial and operational leadership roles over his more than 20-year career there.

Eric earned his Master of Business Administration from the Olin Business School-Washington University in St. Louis, Mo. and bachelor’s degree in chemistry from Bethel University in St. Paul, Minn. Eric also serves as a member of Bethel University’s Board of Trustees, and as an independent director and member of the Compensation and Human Capital Management Committee and the Governance Committee on the Ecolab board.

Michael Kehoe Founder and CEO of Kinsale Capital Group Inc.

Michael Kehoe

Founder and Chief Executive OfficerKinsale Capital Group, Inc.

Michael Kehoe is the Founder and Chief Executive Officer of Kinsale Capital Group Inc.  Kinsale, which began operations in March 2010, writes specialty commercial insurance in 50 states and the District of Columbia.  The company is rated A (Excellent) X by AM Best Company.   Kinsale is headquartered in Richmond Virginia.

Prior to starting Kinsale, Mr. Kehoe was Chief Executive Officer of James River Insurance Company from its founding as a development stage company back in November 2002 until March 2008. 

Mr. Kehoe earned a B.A. in Economics from Hampden-Sydney College and a Juris Doctor from the University of Richmond School of Law. 

Philip Snow, CEO FactSet Research Systems

Philip Snow

Chief Executive OfficerFactSet Research Systems, Inc.

Mr. Snow has served as Chief Executive Officer since 2015. Prior to that, Mr. Snow held the title of President. He began his career at FactSet in 1996 and spent several years establishing and growing the Company’s presence in the Asia Pacific region based in both Tokyo and Sydney. Mr. Snow then held various leadership roles including Global Content Sales & Americas Sales. He earned a B.A. in Chemistry from the University of California at Berkeley and a Masters of International Management from the Thunderbird School of Global Management. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Mr. Snow is passionate about diversity & inclusion in the workplace and has committed FactSet to the CEO Action for Diversity & Inclusion.

Contact Us

Contact Us

Baron Capital and Lincoln Center staff will be available to answer questions on conference day. For help with questions before the conference, please contact us by phone or email.

Phone 1-800-99-BARON, Monday through Friday, 9:00 a.m. to 5:00 p.m. ET

Email conference@baronfunds.com

FAQ

Frequently Asked Questions

2022 Conference Highlights

After a two-year hiatus, we were pleased to welcome back shareholders of Baron Funds and financial professional clients of Baron Capital to the 29th Annual Baron Investment Conference.

 

Watch Conference Recordings

 

 

Disclaimers

You should consider the investment objectives, risks, charges, and expenses of any of the Baron Funds carefully before investing. The prospectus and summary prospectus contain this and other information about Baron Funds. You may obtain them from the Fund's distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting BaronFunds.com. Please read it carefully before investing.

Entertainment is provided at this event. Please confirm this event complies with your firm's policies on the receipt of gifts and entertainment. All expenses associated with this conference are paid by Baron Capital, Inc., our privately owned holding company. No conference expenses are paid by Baron Funds.

THIS PAGE IS NOT A TICKET FOR ADMISSION. REGISTRATION IS REQUIRED.

BAMCO, Inc. is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority.