Ron Baron sounded good too, repeatedly stressing his upbeat outlook on global equity markets.

FORBES: Sting and James Taylor Perform At Baron Funds' 20th Annual Investment Conference

She says Ron Baron's long history as an accomplished stock picker is why she likes Baron Growth despite the expenses.

WSJ: Are Expensive Fund Managers Worth It?

Executives from various Baron portfolio companies took the stage throughout the day, with Ron Baron himself capping off the lineup of speakers in the afternoon.

FORBES: Ron Baron's Investment Conference Features Billionaires Kevin Plank And David Rubenstein, Celine Dion And Harry Connick Jr.

In addition to Ron Baron, two other Forbes 400 members addressed the crowd: David Rubenstein of private equity giant The Carlyle Group and Kevin Plank, founder and CEO of Baltimore-based Under Armour.

FORBES: Ron Baron's Investment Conference Features Billionaires Kevin Plank And David Rubenstein, Celine Dion And Harry Connick Jr.