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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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Managing Director<br/>Head of Technology Research, Portfolio Manager

Managing Director, Head of Technology Research, Portfolio Manager

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.

Head of Technology Research, Portfolio Manager

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Michael Lippert

Managing Director<br/>Assistant Portfolio Manager, Research Analyst

Managing Director, Assistant Portfolio Manager, Research Analyst

Ishay Levin is an Assistant Portfolio Manager and Research Analyst at Baron Capital focused 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.

Assistant Portfolio Manager, Research Analyst

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Ishay Levin

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Portfolio Manager Insight Series

Full BCTK Webinar Oct 2026_HiRes

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Ashim Mehra

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Matt Camuso

The AI Trade, Act II: Why Active Management Matters Now

News

Video - Ron Baron on CNBC, Sept 16, 2026

Ron Baron

Webcast | Ron Baron on CNBC: Tesla, SpaceX and the Next Wave of AI Innovation

Beyond the AI Trade

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Beyond the AI Trade: Where Ron Baron Sees Opportunity Outside Market Trends

2026.8 - Just for Funds with Bryan Moore

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Bryan Moore

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News - Bryan Moore Discusses Active ETF Growth and Opportunities on Nasdaq's Just for Funds | August 5, 2026

Insight Series

Webinar - Ron SpaceX Raymond James Webinar

SpaceX

Webcast | A Long-Term View with Ron Baron: SpaceX and the Power of Conviction 

News - 2026 Ron Baron on CNBC, SpaceX IPO - June 15, 2026 (Non-US)

News - Ron Baron Discusses SpaceX’s Public Debut, Elon Musk, and the Future of AI on CNBC Squawk Box, June 15, 2026 (Non-US)

 News - 2026 Ron Baron on CNBC, SpaceX IPO - June 15, 2026

News - Ron Baron Discusses SpaceX’s Public Debut, Elon Musk, and the Future of AI on CNBC Squawk Box, June 15, 2026

Webinar - Ron Baron on SpaceX: A Lifetime Investment Opportunity

Ron Baron on SpaceX: A Lifetime Investment Opportunity

News - 2026 Ron Baron on CNBC, SpaceX (Non-US Version)

News - Ron Baron on CNBC Squawk Box, May 12, 2026 (Non-U.S)

News - 2026 Ron Baron on CNBC, SpaceX

News - Ron Baron on CNBC Squawk Box, May 12, 2026 (U.S)

News - Bloomberg ETF IQ Featuring Michael Baron - 4.20.2026

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Michael Baron

News - Michael Baron Joins Bloomberg ETF IQ to Discuss Baron Capital’s ETF Launch and SpaceX Investment

News - Just for Funds - Baron Financials ETF

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Josh Saltman

News - Baron Financials ETF: A Growth Approach to the Financial Sector

News - Just for Funds - Baron Technology ETF

News - Baron Technology ETF: A Differentiated Approach Beyond Broad-Market Tech

Active ETF Webinar Series - Baron First Principles ETF (RONB)

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David Baron

Webcast | Active ETF Webinar Series | Baron First Principles ETF (RONB)

News - Randy Gwirtzman Highlights Attractive Small and Mid-Cap Stocks Amid Tech Turbulence

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Randy Gwirtzman

News - Randy Gwirtzman Highlights Attractive Small- and Mid-Cap Stocks Amid Tech Turbulence

News - Inside RONB: Michael Baron on NYSE’s What’s the Fund

Active ETF Webinar Series - Baron Global Durable Advantage ETF

Alex Umansky

Guy Tartakovsky

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

Active ETF Webinar Series - Baron Technology ETF

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

News - Bull of Wall Street Podcast Featuring Ron Baron and Michael Baron

2024 Conference - Ron Baron on CNBC

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

Active ETF Webinar Series - Baron Smid Cap ETF

Laird Bieger

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

Active ETF Webinar Series - Baron Financials ETF

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

NYSE Live Interview

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

CNBC's Halftime Report

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2025 Conference - Ron on CNBC

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2025 Conference Replay - CNBC Squawk Box

2025 Conference - Expansion with Purpose, Michael Baron

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2025 Conference Replay - Expansion with Purpose

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

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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

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

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Jeff Kolitch

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

2025 Conference - Ron Baron Keynote

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

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

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Andrew Peck

Neal Rosenberg

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

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

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

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

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

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

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David Goldsmith

Cliff Greenberg

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

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

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Neal Kaufman

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

Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing

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