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After a two-year hiatus, we are pleased to welcome you back for the 29th Annual Baron Investment Conference, and as we celebrate a momentous occasion – Baron Capital’s 40th anniversary. Join fellow shareholders of Baron Funds and financial professional clients of Baron Capital at one of the most anticipated investment conferences of the year.
The markets have been through major ups and downs the past two years. 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 where they see growth investment opportunities in 2023. And to cap off the celebration of Baron Capital’s 40th Anniversary, you won’t want to miss presentations from Co-founder, President, and Chief Operating Officer Linda Martinson, and Ron Baron, Founder and CEO.
In appreciation of our shareholders and business partners, 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, Sting, Jon Bon Jovi, Rod Stewart, and Jerry Seinfeld. This year’s entertainment will be another one to remember!
November 4, 2022 8:00 A.M. - 4:00 P.M. ET Lincoln Center New York
Please read carefully, as our registration and check-in have changed.
For the first time ever, we are introducing 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, QR code for check-in, seat assignment, and more. The App is now available for Apple and Android devices.
A lunch venue must be preselected during registration. There will be three entertainment choices. The venues have limited seating, and attendees may not be able to attend their first choice. Box lunches will be provided upon entry to the selected lunch venue.
The check-in kiosks will open at 6:30 a.m. ET on Friday, November 4, 2022. We have moved to a digital ticketing platform. All attendees will scan the QR code found in their confirmation email at any of the check-in kiosks outside. An entry badge will be immediately printed with the attendee's seat assignment. Staff will be on-site to assist all attendees during the entry process. Badges are not transferrable and will be scanned at all entry points.
Seats will be preassigned based on the date and time registration is validated and the value of the shareholders Baron Funds account. Preferred seating is available for shareholders whose account value is $300,000 or greater. Seat numbers will not be provided in advance. Seat numbers will be provided at check-in on the printed name badge on November 4. Seating will be held until 9:00 a.m. ET at which time the seat will be released. Seat changes will not be permitted. An attendee's "arrival time" on the day of the conference does not dictate seating assignments as in the past.
Baron Capital requires attendees show a valid proof of vaccination as of October 21, 2022, and a government issued photo ID. As of October 24, 2022, face masks will be encouraged, but not required. Conference attendees will not be required to wear a mask unless it is a personal preference, or they have been exposed to someone who tested positive for COVID-19 in the past 10 days. Disposable face masks will be available at Guest Services should anyone need one.
Additional information regarding the registration process, conference day check-in, and other important logistics for attending can be found in the FAQ and on the registration page. Baron Capital staff is available to answer questions by phone 1-800-99-BARON, EXT. 4, Monday through Friday, 9:00 a.m.to 9:00 p.m. ET or email email@example.com
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 Investment Team will be available for light conversation and breakfast in the foyer of The Metropolitan Opera.
The Metropolitan Opera
Portfolio Manager, Baron Capital
Executive Chairman and Founder - Alexandria Real Estate Equities, Inc./Alexandria Venture Investments
President and Chief Executive Officer - ANSYS, Inc.
Chief Executive Officer - Vail Resorts, Inc.
David Geffen Hall
Emerging Markets and International Growth
Real Estate, FinTech, and Health Care
Focused, Small/Mid Cap, and Mid-Cap Growth
Large Cap, Global, and High Growth
Move to selected venue for lunch and show-stopping performance in comedy, country music, or Broadway theater. Performances begin at 11:50 a.m.
At the Metropolitan Opera. No readmittance after this point.
Michael Baron, Portfolio Manager, Baron Capital
Cliff Greenberg and Andrew Peck, Co-CIOs, Baron Capital
Amy Chasen, Director of Research, Baron Capital
Linda Martinson, Co-founder, President, and Chief Operating Officer, Baron Capital
Ron Baron, Founder and Chief Executive Officer, Baron Capital
*Attendees of the Conference will be entered for a chance to win a Tesla Model Y, which is provided by and paid for by Baron Capital Group, our privately owned holding company. 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 holding company. No conference expenses are paid by Baron Funds.
Executive Chairman and FounderAlexandria Real Estate Equities, Inc. / Alexandria Venture Investments
Joel S. Marcus, JD, CPA, is the Executive Chairman and Founder of Alexandria Real Estate Equities, Inc. (NYSE: ARE), the REIT that pioneered life science real estate from a specialty niche to a mainstream asset class and today is the preeminent and longest-tenured owner, operator, and developer uniquely focused on collaborative life science, agtech, and technology campuses in AAA innovation cluster locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. Since co-founding the company in 1994 as a garage startup with $19 million in Series A capital and a mission to advance human health, he has led the remarkable growth of Alexandria into an S&P 500 company that as of June 30, 2022 has a total equity capitalization of $23.4 billion, ranking it in the top 10% among all publicly traded U.S. REITs. Alexandria, which celebrated its 25th anniversary as an NYSE listed company in May 2022, has a total shareholder return exceeding 2,500% as of December 31, 2021.
In 1996, Mr. Marcus founded Alexandria Venture Investments, the company’s strategic venture capital platform, to invest in disruptive life science, agrifoodtech, climate innovation, and technology companies advancing transformative new modalities and platforms to meaningfully improve human health. Today, Mr. Marcus continues to lead Alexandria Venture Investments, which has been recognized by Silicon Valley Bank as the #1 most active corporate venture capital investor in biopharma by new deal volume for five consecutive years and by AgFunder as one of the top five most active U.S. agrifoodtech investors for the second consecutive year.
Prior to co-founding Alexandria, Mr. Marcus had an extensive legal career specializing in corporate finance and capital markets, venture capital, and mergers and acquisitions with special expertise in the biopharmaceutical industry. Mr. Marcus serves on the boards of directors of Applied Therapeutics, Inc. (NASDAQ: APLT), Frequency Therapeutics, Inc. (NASDAQ: FREQ), and Intra-Cellular Therapies, Inc. (NASDAQ: ITCI). He received his undergraduate and Juris Doctor degrees from the University of California, Los Angeles.
President and Chief Executive OfficerAnsys, Inc.
Dr. Ajei Gopal has over 30 years of leadership experience in the software industry. For the past five years, Dr. Gopal has been president and CEO of S&P 500 company Ansys, the global leader in engineering simulation. Ansys helps the world’s most innovative companies engineer radically better products – from computer chips to rocket ships. During his tenure as Ansys CEO, Dr. Gopal has helped accelerate the company’s growth and doubling revenue and the number of employees.
Dr. Gopal has been on the Ansys board of directors for over a decade, initially as an independent member serving on the Audit Committee. He was also on the Citrix board from 2017 until 2021, where he served on the Compensation, the Technology, Data and Information, and the Nominating and Corporate Governance committees.
Dr. Gopal previously served as operating partner for Silver Lake Partners, where he worked with several of Silver Lake’s portfolio companies and was seconded as interim president and chief operating officer to Symantec. Prior to that, Dr. Gopal served as senior vice president and general manager of Hewlett Packard Software, executive vice president at CA Technologies, and executive vice president and CTO at Symantec, positions where he was responsible for software product and technology portfolios that drove billions of dollars in revenue.
Earlier, Dr. Gopal was the founder and CEO of Reefedge Networks, a wireless LAN security company, which was acquired by Symantec. Before that, Dr. Gopal held several roles at IBM Research and IBM’s Software Group. He began his career at Bell Communications Research in 1984.
Dr. Gopal holds 23 U.S. patents and has authored numerous papers and technical reports published in scientific conferences and journals. He earned a Ph.D. in Computer Science from Cornell University and a B.Tech. in Mechanical Engineering from the Indian Institute of Technology in Bombay, which has named him a distinguished alumnus.
Chief Executive OfficerVail Resorts, Inc
Kirsten is Chief Executive Officer of Vail Resorts (MTN). She was appointed to the role of CEO and the Board of Directors in November 2021. Prior to becoming CEO, Kirsten served as EVP and Chief Marketing Officer at Vail Resorts for over 10 years. During her tenure as CMO, she led the growth of the company’s Epic Pass business and the vision to drive revenue through a data-driven approach, building the company’s analytics team and data-science team. In 2019, Kirsten was recognized by Forbes as one of the top 50 Game-Changing Marketing Leaders on their CMO Next List. Kirsten served on the Board of Directors for Stitch Fix (SFIX), a publicly-traded e-commerce company focused on personalized data-driven fashion, from March 2018 through May 2022. Before joining Vail Resorts, Kirsten worked for PepsiCo as CMO of the Quaker Division. She also worked for Kraft Foods for 12 years and started her career with Ford Motor Company in Marketing.
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 their 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. No conference expenses are paid by Baron Funds.
THIS PAGE IS NOT A TICKET FOR ADMISSION. REGISTRATION IS REQUIRED.
Seating is limited so please register early. Seats will not be guaranteed until your account has been verified.
THE CONFERENCE WILL BE STREAMED LIVE ON THE BARON FUNDS WEBSITE
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.