CHANGING LIVES
At Baron Capital, our goal has always been simple: to change lives by creating wealth for our clients, for our employees, and for their families. Wealth is not just numbers on a page. It is freedom. It is security. It is opportunity for children and grandchildren to pursue education, careers, and dreams. It is the ability to plan for generations, to give back to communities and to live with confidence in the future.
We look forward to welcoming shareholders, professional clients, and guests on November 14th at Lincoln Center.
About the Conference
Investment Discussion 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, Justin Timberlake, Fleetwood Mac, 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
Metropolitan Opera House and David Geffen Hall
- 8:00 a.m. ET
Welcome to the 32nd Annual Baron Investment Conference
Pat Patalino, Chief Operating Officer
- 8:05 a.m. ET
Joe Mansueto
Founder, Former Chief Executive Officer and Chairman — Morningstar, Inc.
- 8:45 a.m. ET
Eugene Hall
Chief Executive Officer — Gartner, Inc.
- 9:45 a.m. ET
Martin Hoffmann
Chief Executive Officer — On Holding AG
- 10:30 a.m. ET
Harley Finkelstein
President — Shopify Inc.
Meet the Baron Capital Investment Team
David H. Koch Theater
- 8:00 a.m. ET
Real Estate, FinTech, and Health Care
- 8:35 a.m. ET
Small Cap Growth
- 9:10 a.m. ET
Large Cap, Global, and Opportunity Growth
- 9:45 a.m. ET
Emerging Markets Growth
- 10:20 a.m. ET
Focused, Small-Mid and Mid Cap Growth
- 11:10 a.m. ET
Tesla Door Prizes*
*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.
- 11:20 a.m. ET
Lunch and Live Performance
Move to selected venues for lunch and show-stopping performances in comedy, country pop music, and Broadway variety. Performances begin at 11:50 a.m.
Afternoon Agenda
Afternoon session commences. No readmittance after this point.
Metropolitan Opera House and David Geffen Hall
- 1:05 p.m. ET
Welcome Back
Cliff Greenberg, Co-Chief Investment Officer and Portfolio Manager
- 1:10 p.m. ET
Fireside Chat: Starman Elon Musk and Ron Baron Discuss the Future
Space Exploration Technologies Corp. • Tesla Inc. • X.AI Holdings Corp.
- 2:00 p.m. ET
Inside the Search for Growth I
- Baron Capital Portfolio Managers
- Moderated by Adam Sabban, Associate Director of Equity Strategies — Morningstar Research Services LLC
- 2:20 p.m. ET
Baron Capital: Growing with Purpose
Michael Baron, Co-President and Portfolio Manager
- 2:30 p.m. ET
Inside the Search for Growth II
- Baron Capital Portfolio Managers
- Moderated by Adam Sabban, Associate Director of Equity Strategies — Morningstar Research Services LLC
- 2:50 p.m. ET
Changing Lives
Ron Baron, Founder and Chief Executive Officer
- 3:15 p.m. ET
Q&A Session
- 3:25 p.m. ET
Surprise Musical Performance
Join the Conversation
Take advantage of this unique opportunity to ask Ron Baron and Baron Capital’s senior leaders your questions during the Q&A portion of the Conference. Whether you are curious about our investment approach, market outlook, or long-term vision, your questions will shape discussion on what matters most to our investors.
Guest Speakers
Joe Mansueto
Eugene Hall
Martin Hoffmann
Harley Finkelstein
Adam Sabban