MSCI CEO Henry Fernandez at the 31st Annual Baron Investment Conference

As a trusted partner to the world’s largest investment institutions, MSCI, Inc. provides mission-critical data, models, and technology that support informed investment decisions. In this session, MSCI Chairman and CEO Henry Fernandez discusses the company’s role as a central connector in global capital markets and how its strategic framework, widely sought-after products, and diversified client base are driving momentum for the business and laying the foundation for growth in the years ahead.

▬ Contents of This Video ▬▬▬▬▬▬▬▬▬▬
0:00 – Introducing MSCI and CEO Henry Fernandez
3:12 – From the “Deep South” to the United States
6:41 – Becoming an Intrapreneur at MSCI
9:05 – Explaining the Success of MSCI
11:15 – A Global Franchise Serving the World’s Largest Investors
15:42 – A Central Connector in the Global Capital Markets
18:29 – MSCI Strategy
22:50 – Business Performance Starts with Culture
▬ Q&A ▬▬
25:36 – Transitioning to a Low-Carbon Economy
28:02 – How Will AI Change the Business?
31:00 – Biggest Obstacles to Faster Growth
32:49 – Product Accessibility
34:17 – Priorities for 2025


Investors should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and summary prospectus contain this a`nd other information about the Fund and can be obtained from the Fund's distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting BaronCapitalGroup.com. Please read them carefully before investing.

Risks: All investments are subject to risk and may lose value.

The discussions of the companies at the Conference are not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed at the Conference reflect those of the respective speakers. Those views are not intended as recommendations or investment advice to any person and are subject to change at any time based on market and other conditions and Baron Capital has no obligation to update them. Baron Capital has provided website addresses of companies participating in our Investment Conference as a convenience to our attendees. Baron Capital is not responsible for the content of these sites.

Portfolio holdings as a percentage of net assets as of September 30, 2024 for securities mentioned are as follows: MSCI Inc. - Baron Asset Fund (0.6%), Baron Durable Advantage Fund (2.2%), Baron FinTech Fund (2.8%), Baron Focused Growth Fund (3.2%), Baron Growth Fund (10.7%), Baron Partners Fund (2.0%*).

*% of Long Positions.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).