VIRTUAL EVENTS
The Technology Landscape: How Investors Can Think Long-Term Amid the AI Revolution
AI is driving secular growth and disruptive innovation, but how can investors plan for the long term amid today’s dynamic market environment?
AI is transforming multiple sectors and is arguably the biggest driver of market change since the advent of the internet. Understanding how to evaluate technology-driven businesses to build a disciplined long-term strategy is increasingly critical.
Finding the right strategy for long term growth means understanding how AI is reshaping the research process and curating a repeatable, integrated investment framework. Join the experts at Baron Capital as they unpack technology, innovation, and long term growth investing.
SUMMARY
Topics covered will include:
- An overview of today’s technology investment landscape and where we see durable secular growth opportunities.
- The importance of evaluating innovative businesses using an active, long-term, research-driven framework amid rapid innovation.
- Why questioning conventional wisdom can lead to differentiated, high-conviction portfolio outcomes.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Michael Lippert
Head of Technology Research and Portfolio ManagerBaron Capital
Cinthia Murphy
Director of ResearchVettaFi
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