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Thought Leadership Forum

Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing

Webcast - Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing

Portfolio manager Michael Lippert and assistant portfolio manager Ishay Levin discuss their outlook for artificial intelligence, electric vehicles, semiconductors, and cloud computing.

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Michael Lippert joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named head of technology research. He has 26 years of research experience.

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Michael Lippert

Ishay Levin is an Assistant Portfolio Manager and Research Analyst at Baron Capital, where he focuses on software, aerospace and defense, electrical equipment, and automotive companies.<strong>&nbsp;</strong>He joined the Firm in 2015 as a Research Analyst and has 12 years of research experience. Earlier in his career, he was a vice president on the direct investing desk at Hudson Bay Capital Management. Ishay earned his MBA from The Wharton School of the University of Pennsylvania and graduated with honors from Haifa University in Israel with a BA in Multidisciplinary Studies. Before his career in finance, he spent more than a decade as a pilot, living and working across three continents—Africa, Asia, and North America.

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Ishay Levin

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Portfolio Manager Insight Series

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Alex Umansky

Guy Tartakovsky

Webcast | Active ETF Webinar Series | Baron Global Durable Advantage ETF (BCGD)

Ashim Mehra

Webcast | Active ETF Webinar Series | Baron Technology ETF (BCTK)

News

2024 Conference - Ron Baron on CNBC

Ron Baron

Michael Baron

News - Ron Baron and Michael Baron on Bull of Wall Street Podcast - December 10, 2025

Laird Bieger

Randolph Gwirtzman

Webcast | Active ETF Webinar Series | Baron SMID Cap ETF (BCSM)

Josh Saltman

Webcast | Active ETF Webinar Series | Baron Financials ETF (BCFN)

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Michael Baron and Ron Baron Join NYSE Live to Discuss Baron Active ETFs

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CNBC's Halftime Report

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2025 Conference Replay - CNBC Squawk Box

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2025 Conference Replay - Expansion with Purpose

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Michael Kass

Anuj Aggarwal

Adam Sabban

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2025 Conference Replay - Inside the Search for Growth: Technology and Emerging Markets

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Jeffrey Kolitch

2025 Conference Replay - Inside the Search for Growth: Small Caps and Real Estate

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2025 Conference Replay - Changing Lives | Ron Baron's Keynote Speech

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Andrew Peck

Neal Rosenberg

2025 Conference Replay - Investment Team - Session 5: Focused, Small-Mid Cap, and Mid Cap Growth

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2025 Conference Replay - Investment Team - Session 4: Emerging Markets, International, and India Growth

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2025 Conference Replay - Investment Team - Session 3: Large Cap, Global, and High Growth

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David Goldsmith

Cliff Greenberg

2025 Conference Replay - Investment Team - Session 2: Small-Cap Growth

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Neal Kaufman

2025 Conference Replay - Investment Team - Session 1: Real Estate, FinTech, and Health Care

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Elon Musk

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2025 Conference Replay - Afternoon – Ron and Elon

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Harley Finkelstein

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2025 Conference Replay - Meet the CEO –  Finkelstein

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Martin Hoffmann

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2025 Conference Replay - Meet the CEO – Hoffmann

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Eugene Hall

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2025 Conference Replay - Meet the CEO – Hall

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Joe Mansueto

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2025 Conference Replay - Meet the CEO – Mansueto

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Michael Baron Joins FT Live to Discuss the Future of Asset Management

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Video - Baron Growth Fund Outperforms Over the Long Term

Video - An Optimistic Outlook for Baron Growth Fund

Video - Baron Real Estate Income Fund - More Than a REIT Fund

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U.S. Policy Pivot: Tailwinds for Non-U.S. Equities

Video - Baron Real Estate Fund - 15 Year Anniversary

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News - Randy Gwirtzman Highlights Cybersecurity and Applied AI Investment Opportunities with MarketWatch

News - Ron Baron on CNBC Squawk Box - 3.11.2025

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The Next Investment Frontier: SpaceX and the Aerospace Revolution

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Akhilesh Kumawat

DeepSeek Disillusion: Evaluating the Future of AI

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2024 Conference Replay - Investment Team - Large Cap, Global, and High Growth

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2024 Conference Replay - Investment Team - Small-Cap Growth

2024 Conference - Investment Team, Michael Baron

2024 Conference Replay - Investment Team - Focused, Small/Mid Cap, and Mid-Cap Growth

Conference Photo - Ron Baron on CNBC

2024 Conference Replay - CNBC

Conference Photo - Neal Kaufman

2024 Conference Replay - Investment Team - Real Estate, FinTech, and Health Care

2024 Conference - Investment Team, Joy He

José Barria

Eitan Chemerinski

Joy He

2024 Conference Replay - Investment Team - Emerging Markets and International Growth

Conference Photo - Investment Approach - Amy Chasen, Cliff Greenberg, Andrew Peck

Amy Chasen

2024 Conference Replay - Investment Approach

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2024 Conference Replay - Ron Baron Keynote

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David Baron

2024 Conference Replay - Next Generation of Leadership

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Gwynne Shotwell

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2024 Conference Replay - Meet the CEO – Gwynne Shotwell

2024 Conference - Fertitta

Frank J. Fertitta III

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Lorenzo J. Fertitta

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2024 Conference Replay - Meet the CEO – Fertitta

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Lee M. Shavel

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2024 Conference Replay - Meet the CEO – Lee Shavel

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Henry A. Fernandez

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2024 Conference Replay - Meet the CEO – Henry Fernandez

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India: The Rise of a New Asset Class

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Neal Kaufman Discusses Health Care Equities on Barron’s Live

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Webcast - Ron Baron Discusses Elon Musk's 2018 Compensation Contract on CNBC Squawk Box

Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing

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