31st Annual Baron Investment Conference
Join us for the 31st Annual Baron Investment Conference, a unique opportunity exclusively for our valued shareholders and clients.
Join us in NYC
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!
How to Register
Registration
Complete online registration by clicking the Register Now button below.
Validation
Baron Capital will review registration and validate eligibility.
Acceptance
Upon validation, an acceptance email is sent containing a confirmation number and QR code.
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 $40,000 in Baron Funds as of June 30, 2024, regardless of market fluctuations. Accounts with a minimum investment value of $80,000 may bring a spouse or other family member. New accounts and subsequent investments are eligible if proof is received by October 25, 2024.
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.
Additional Conference Information
The check-in kiosks will open at 6:30 a.m. ET on Friday, November 15, 2024. All attendees will use our digital ticketing platform by scanning the QR code found in their confirmation email at any of the check-in kiosks. An entry badge will be immediately printed with the attendee’s seat assignment. Staff will be on-site to check government-issued photo ID and assist attendees during the entry process. Badges are not transferrable and will be scanned at all entry points.
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 shareholders, 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 15. 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. Seating is based on account value.
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.
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
Lincoln Center
- 8:00 a.m. ET
Welcome - David Baron
Co-President and Portfolio Manager, Baron Capital
- 8:15 a.m. ET
Henry A. Fernandez
Chairman and Chief Executive Officer - MSCI, Inc.
- 8:50 a.m. ET
Marc Grandisson
Chief Executive Officer - Arch Capital Group, Ltd.
- 9:45 a.m. ET
Frank J. Fertitta III and Lorenzo J. Fertitta
Chief Executive Officer and Vice Chairman of the Board - Red Rock Resorts, Inc.
- 10:25 a.m. ET
Gwynne Shotwell
President and Chief Operating Officer - Space Exploration Technologies, Corp.
Meet the Baron Capital Investment Team
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*
*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.
The Metropolitan Opera House
- 1:10 p.m. ET
Michael Baron
Co-President and Portfolio Manager
- 1:15 p.m. ET
Discovering Growth Opportunities through Unconventional Research
- Cliff Greenberg, Co-Chief Investment Officer and Portfolio Manager
- Andrew Peck, Co-Chief Investment Officer and Portfolio Manager
- Amy Chasen, Director of Research
- 1:25 p.m. ET
High Growth Opportunities
- 1:40 p.m. ET
Small Companies, Big Potential
- 1:55 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
- 2:10 p.m. ET
CEO Keynote
Ron Baron, Founder and CEO, Baron Capital
- 2:45 p.m. ET
Surprise Musical Performance
Guest Speakers
Henry A. Fernandez
Chairman and Chief Executive Officer, MSCI, Inc.
Marc Grandisson
Chief Executive Officer, Arch Capital Group, Ltd.
Frank J. Fertitta III
Chief Executive Officer, Red Rock Resorts, Inc.
Lorenzo Fertitta
Vice Chairman, Red Rock Resorts, Inc.
Gwynne Shotwell
President and Chief Operating Officer, Space Exploration Technologies Corp.
Contact a Member of the Client Services Team
Frequently Asked Questions
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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