Ep. 146: Liz Weindruch, Managing Director at Barings
About this episode
Liz Weindruch provides a practical guide for emerging managers on how to conduct an effective AGM from an LP's perspective.
Liz Weindruch breaks down what makes an AGM work from an LP’s perspective. The result is a practical, no-fluff guide for emerging managers planning their first or next AGM. Topics: Comms Best Practices Use of Panels & Presenters AI & Technology Discussion Swag Strategy What Makes an AGM Memorable ...and so much more. Top Takeaways Design the AGM experience around LP value, not GP convenience. The meetings that stand out offer insights LPs can’t get from quarterly reports and meaningful face time with people they rarely interact with, such as operating partners, VPs on the deal teams, or former CEOs who’ve exited a business and want to do it again with the firm. Easy-to-reach locations matter, and portfolio “field trips” are a bonus when feasible. The best structure for AGM materials and portfolio updates. The strongest AGMs follow a clear arc: a concise firm update, current macro and sector context, and a disciplined walk-through of the portfolio. Macro commentary should always be tied to company-level impact. Portfolio deep dives should restate the original thesis, show what has changed since acquisition, and explain how capital structure, timelines, and return…
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