The private equity investor event dilemma:

What is the point of delivering great financial performance, having a strong team and finding excellent investments if that does not come across clearly to investors?

The best PE firms go to great efforts to make sure their LP days are engaging and interesting.  They do this with careful planning for their private equity investor events.

Best practice PE investor event planning  includes

1. Have a clear theme for the day

2. Structure the event so it gets more and more interesting as the day progresses

3. Use video to help tell some of the more complex and remote stories

4. Choose and train speakers so they come across as engaging and interesting

5. Fully rehearse all the hardest parts of the event so that it runs smoothly and without a hitch.

6. Plan all the pre- and post- event communication to support the event.

Some of the problems we have seen in private equity investor events, include:

• Overly long and complex presentations

• Poor handing of questions and answers

• Terrible use of visual aids and handouts

• Investors not being at the centre of attention

If you want to learn what the best firms do to run successful investor events, drop us a line.

We’d be delighted to share with you some of the best practice we have learned and developed over the years.  Call us on +44 207 018 0922 or contact us today.

About Benjamin Ball Associates

When we started, 10 years ago, we had a simple goal of being the best financial presentation coaching company, helping firms improve their pitches, talks and presentations.

We are real experts in improving financial and investor presentations. Much of our work is in financial services and particularly private equity.

Our team stands out because we have relevant backgrounds – having worked in corporate finance, stockbroking, journalism and PR.

Clients tell us they keep using us because they get expert advice, practical help and fast results.

And they tell us that we deliver amazing value for money.