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AGMs, done right: Lessons from the pros

About this event

Your AGM should build trust, reinforce your strategy, and keep LPs engaged—not just for a day, but all year long.

Join us for a free webinar on how to plan and execute an effective AGM that meets investor expectations, enhances transparency, and leverages technology for efficiency.

Annual General Meetings (AGMs) are evolving, with shifting investor expectations, regulatory considerations, and new formats to choose from. In this session, we’ll break down key trends shaping AGMs today, best practices for structuring your agenda, and how to deliver content that resonates with LPs.

Our experts will cover:

  • Choosing the right AGM format—virtual, hybrid, or in-person
  • Timing and planning strategies to maximize engagement
  • What LPs want to hear vs. what GPs want to share
  • Leveraging technology for seamless execution
  • Avoiding common pitfalls, from compliance risks to tough LP questions


Register now to join the live session or receive the recording afterward.

Hosted by

  • Team member
    TF T
    Tim Flannery

  • Guest speaker
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    Mary Adams Founder & CEO @ Avivant Partners

Passthrough

Passthrough automates investor onboarding and subscription processes for private funds, saving time and improving compliance with customized workflows and screening services.