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Upcoming Conference

31st Annual Baron Investment Conference

Join us for the 31st Annual Baron Investment Conference, a unique opportunity exclusively for our valued shareholders and clients.

Building Legacy, the Baron Investment Conference theme for 2024
Baron Investment Conference at the Metropolitan Opera House on Lincoln Center Campus

Join us in NYC

Investment Discussions, Market Outlook, and Live Entertainment

Whether you are an experienced investor or just looking to expand your knowledge, this Conference offers a chance to engage with CEOs and portfolio managers, explore new opportunities, and connect with like-minded individuals.

Do not miss out on this exceptional event–join us and take your investment knowledge to the next level. Register now to secure your spot!

About the Conference

Investment Discussions and Market Outlook

Baron Capital’s team of portfolio managers, analysts, and special guests will share unique insights into the current market environment, their investment thinking, and where they see long-term growth investment opportunities. 

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 Bruno Mars, Paul McCartney, Sting, Justin Timberlake, and Jerry Seinfeld. This year’s entertainment will be another one to remember!


 

Agenda

From 6:30 a.m. to 8:00 a.m. ET, 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 CEOs

Location

Metropolitan Opera House and David Geffen Hall

  • 8:05 a.m. ET
    Welcome - David Baron

    Co-President and Portfolio Manager, Baron Capital

  • 8:10 a.m. ET
    Henry A. Fernandez

    Chairman and Chief Executive Officer - MSCI, Inc.

  • 8:45 a.m. ET
    Lee M. Shavel

    President and Chief Executive Officer - Verisk Analytics, Inc.

  • 9:40 a.m. ET
    Frank J. Fertitta III and Lorenzo J. Fertitta

    Chief Executive Officer and Vice Chairman of the Board - Red Rock Resorts, Inc.

  • 10:20 a.m. ET
    Gwynne Shotwell

    President and Chief Operating Officer - Space Exploration Technologies Corp.

Meet the Baron Capital Investment Team

Location

David H. Koch Theater

  • 7:45 a.m. ET
    Emerging Markets and International Growth

  • 8:15 a.m. ET
    Real Estate, FinTech, and Health Care

  • 8:45 a.m. ET
    Small-Cap Growth

  • 9:15 a.m. ET
    Focused, Small/Mid Cap, and Mid-Cap Growth

  • 9:45 a.m. ET
    Large Cap, Global, and High Growth

  • 11:25 a.m. ET
    Tesla Door Prizes*

    *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.

  • 11:30 a.m. ET
    Lunch and Live Performance

    Move to selected venue for lunch and show-stopping performances in contemporary music, country music, or Broadway musical. Performances begin at 11:50 a.m.

Afternoon Agenda

Afternoon session commences. No readmittance after this point.

Location

The Metropolitan Opera House

  • 1:05 p.m. ET
    Michael Baron

    Co-President and Portfolio Manager

  • 1:10 p.m. ET
    Baron Capital Investment Approach
    • Cliff Greenberg, Co-Chief Investment Officer and Portfolio Manager
    • Andrew Peck, Co-Chief Investment Officer and Portfolio Manager
    • Amy Chasen, Director of Research
     
    Bullish on Real Estate
    • Jeffrey Kolitch, Portfolio Manager
     
    Technology: Winners Innovate
    • Michael Lippert, Portfolio Manager
    • Ashim Mehra, Portfolio Manager
     
    Sleep Well at Night
    • Alex Umansky, Portfolio Manager
     
    Small Caps are Back
    • Laird Bieger, Portfolio Manager
    • Randolph Gwirtzman, Portfolio Manager
    • Neal Rosenberg, Portfolio Manager

  • 1:30 p.m. ET
    The Next Generation of Leadership
    • David Baron, Co-President and Portfolio Manager
    • Michael Baron, Co-President and Portfolio Manager
    • Rachel Stern, Chief Operating Officer

  • 2:20 p.m. ET
    Building Legacy

    Ron Baron, Founder and CEO, Baron Capital

  • 2:40 p.m. ET
    Q&A Session

  • 2:45 p.m. ET
    Surprise Musical Performance

  • 4:15 p.m. ET
    Meet the Baron Capital Investment Team on the Lincoln Center Plaza

Guest Speakers

FINRA Broker Check

  • Henry Fernandez, Chairman and CEO of MSCI, Inc.
    Henry A. Fernandez

    Chairman and Chief Executive Officer, MSCI, Inc.

  • Lee M. Shavel, President and CEO of Verisk Analytics, Inc.
    Lee M. Shavel

    President and Chief Executive Officer, Verisk Analytics, Inc.

  • Frank Fertitta, CEO of Red Rock Resorts
    Frank J. Fertitta III

    Chief Executive Officer, Red Rock Resorts, Inc.

  • Lorenzo Fertitta, Vice Chairman of Red Rock Resorts
    Lorenzo Fertitta

    Vice Chairman, Red Rock Resorts, Inc.

  • Gwynne Shotwell, President and COO of Space Exploration Technologies Corp.
    Gwynne Shotwell

    President and Chief Operating Officer, Space Exploration Technologies Corp.

    Contact a Member of the Client Services Team

    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.
    Contact Us

      Conference T-Shirts Travel the Globe

      Conference attendees receive a commemorative t-shirt celebrating that year's Conference theme. Send us a picture of you proudly wearing your Baron Conference t-shirt during your travels to have it featured on the Baron Capital website.

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