Content for + from live events
Great event videos bring clarity, pace + energy to the room. You can extend the impact of AGM, Portfolio Day and LPAC films through your public, private + owned channels.
WHERE THE WHOLE FIRM ALIGNS
For many private markets firms, the AGM is one of the most important dates in the calendar. It brings together the partners, investment and IR teams and investors around a shared narrative.
Creating the content requires collaboration across the firm. This establishes the latest expression of your strategy, performance, priorities and culture, reframing the messages that matter now and setting the tone for the year ahead.
Before the event: build momentum + readiness
Pre-event video sets context and encourages people to attend. Invitations, event trailers, speaker introductions, market themes and portfolio previews help investors arrive informed and ready to engage.
As more events place greater emphasis on market insight, discussion and relationships, pre-event content becomes increasingly valuable. It introduces the themes and special guests early to attract attendees and help them arrive better informed, creating more time on the day for focused questions and stronger engagement.
During the event: clarity, pace + energy
Content created for the room should have a clear role within the agenda. Opening films establish tone, strategy explainers make complex subjects easier to absorb and portfolio case studies bring value creation and partnership to life.
Speaker introductions and short films between sessions can connect themes, maintain momentum and give the day a consistent visual identity. Each piece supports the people on stage, helping key messages land with greater clarity and impact.
Succession + raising new profiles
Live content effectively introduces the next generation of leadership to investors. Principals, directors and emerging partners may not yet lead keynote presentations, but they can take a central role in strategy films, case studies and portfolio stories.
This gives investors greater familiarity with the depth of the team and demonstrates continuity beyond the current senior leadership.
The best time to capture future content
Live events are one of the few occasions when partners, investment teams, operating partners and portfolio leaders are together in one place. This creates a valuable opportunity to capture leadership perspectives, investment insights and management team stories while the messaging is current and the energy is high.
Keynotes and plenary sessions can also produce strong clips for future use. Designing stages, screens and filming positions with this in mind makes the resulting content more visually compelling.
Investor interaction must remain the priority, so capture should be selective and planned around short, low-friction filming windows. Done well, it avoids the cost and complexity of coordinating separate filming days across diaries, locations and time zones.
Live etiquette: planned, discreet + controlled
Live events cannot be repeated. Filming needs to account for the agenda, speaker preparation, investor experience, confidentiality and stakeholder sensitivities.
Clear filming windows, permissions and distribution plans keep production discreet and efficient. They also ensure that each piece is edited for the right environment, whether it will be shown publicly, shared privately with investors or distributed within owned channels.
Formats that perform
Live programmes work best through a combination of content created for the event and captured from it:
- Invitations + event trailers: themes, speakers and reasons to attend
- Opening + theme films: context, tone and strategic priorities
- Strategy + market explainers: complex ideas made clear
- Portfolio + value creation stories: partnership, execution and outcomes
- Leadership + emerging talent profiles: succession, perspective and continuity
- Investment + operating team perspectives: sourcing, underwriting and value creation
- Management team interviews: progress, ambition and partnership experience
- Panels, Q&A + event highlights: important moments captured for wider use
- Investor follow-ups: focused modules for attendees and remote audiences
- Speaker cutdowns + evergreen clips: reusable content for future communications
Designed to work after the room clears
The value of live content should extend well beyond the event. One master narrative can generate investor follow-ups, reporting modules, portfolio case studies, website films, social cutdowns, internal updates and speaker-led thought leadership.
These outputs should be planned before filming begins. This ensures the right interviews, visuals, permissions and messages are captured, rather than trying to create a content library from incidental footage afterwards.
Used well, an AGM or Portfolio Day resets the communications cycle. It becomes the source of current, credible material that supports fundraising, reporting, origination, reputation and recruitment throughout the following year.
Who it’s for
- Investor relations, fundraising + reporting teams
- Brand, communications + events leads
- Managing partners + senior spokespeople
- Investment teams + operating partners
- Portfolio leadership + communications teams
- Talent + internal communications teams
Final thought: the event should outlive the day
The strongest live video improves the experience in the room while capturing the firm at its most aligned.
When leadership, investment, IR, operating and portfolio teams collaborate on the content, the event becomes a shared reference point for investors and colleagues. It leaves behind a clear, current expression of how the firm invests, operates and partners, supported by a library of content that continues working long after the day is finished.
