How to Run a Memorable Private Equity AGM | Brian Bank, Kirkland & Ellis скачать в хорошем качестве

How to Run a Memorable Private Equity AGM | Brian Bank, Kirkland & Ellis

Topics: 00:00 Intro: Brian Bank 00:53 Why LPs Attend AGMs 4:29 Venue Do’s & Don’ts 7:56 AFM Panels vs. Portco Updates 10:05 AGM Agenda Structure 12:25 Choosing Speakers 14:14 AGM Swag Ideas 19:12 Public LP Constraints 20:57 Biggest AGM Mistake 25:00 Invite Prospect or Not? 26:14 Differentiating Your AGM 29:01 AGM Survey Sneak Peek Brian Bank shares what actually makes AGMs stand out from an LP’s perspective—from venue and agenda to networking, speakers, and swag. It offers clear, experience-driven takeaways for GPs and emerging managers who want their AGM to feel differentiated and worth the trip. Top Takeaways Choose a venue LPs will remember. The AGMs that stand out don’t stay in hotel ballrooms. They bring LPs to portco sites, operating assets, sporting venues, museums, or distinctly local experiences. The right venue either reinforces the investment strategy or creates a memorable experience that LPs will still recall long after AGM season ends. -Never assume LPs remember who you are. AGMs often include new faces. Always reintroduce the team, restate strategy, and provide context for roles and investments. Clear speaker handoffs and background reminders prevent confusion and disengagement. Reinforce the firm you’re becoming, not just the fund you raised. An AGM is both a branding and promotional moment. Speaker selection, team visibility, and agenda structure should signal institutional depth, succession, and where the firm is headed next. Highlight rising leaders, repeat portfolio CEOs, and functional expertise to show LPs what Fund II or Fund III will look like. Build differentiation into every detail. Templates, venues, speakers, and formats repeated year after year erode impact. The most effective AGMs ask one question throughout planning: What will make this one distinct from the other 20 meetings LPs attend this year? About Brian Bank Brian Bank is a seasoned strategy and client relations executive in the Investment Funds Group at Kirkland & Ellis. With 25+ years of experience as both an institutional LP and a placement agent, he’s committed capital across asset classes, served on multiple LPACs, and attended hundreds of AGMs. This gives him a firsthand view of what LPs actually value in investor relations and annual meetings. About Kirkland & Ellis Kirkland & Ellis is a global law firm known for its strength in corporate, litigation, and client advisory work across industries including private equity, M&A, and finance. The firm regularly advises leading investors and funds on complex transactions, strategy, and governance, and has built a reputation for deep legal expertise paired with practical, business-focused guidance. === With over 1M organic views and counting on LinkedIn, 51 Labs is disrupting the M&A market through the use of videography and content creation. In a market that longs for authenticity, 51 Labs helps strengthen your brand and tell your story. From concept to distribution, we strategize and produce thoughtful content to be used across a multitude of channels, to help you stand out in an otherwise traditionally boring market. ===== 👇 SUBSCRIBE TO OUR CHANNEL FOR MORE CONTENT LIKE THIS 👇    / @51labs60   → → → CONNECT WITH 51 LABS ← ← ← ▶︎ LINKEDIN |   / 51labs   ▶︎ INSTAGRAM |   / 51labs   ▶︎ FACEBOOK |   / 5149labs   ▶︎ TWITTER |   / 51labs   → → → CONTACT US ← ← ← ▶︎ WEBSITE | https://5149labs.com Jordan Selleck ▶︎ LINKEDIN |   / selleck