Meet Your Conference Guides
Investor meetings don’t have to feel like a formality.
We craft experiences that connect, convert, and actually matter.
Used by Funds Managing Billions — and Trusted by the Teams Behind Them
From billion-dollar firms to first-time funds, our clients count on us to create high-stakes events that deliver clarity, trust, and results. We’ve helped dozens of teams transform their AGMs from obligatory to unforgettable.
“She doesn’t just plan the event — she elevates the entire room.”
— Managing Director, Private Equity Firm
Difference of The AGM Method
Guest-Centric Design
We prioritize the experience of your investors — every touchpoint is thoughtful, intentional, and seamless.
No. o1
Strategic Storytelling
Your meeting tells a story. We help you script it clearly, craft the moments that matter, and communicate with purpose.
No. o2
Behavioral Science Driven
We apply real research to guide flow, attention, and retention — so what your audience hears and sees actually sticks.
No. o3
Meticulous Planning
Our 192-point system covers every detail, from guest room tiering, to AV cues to seating charts. Nothing is left to chance.
No. o4
ABOUT the FOUNDER
I’m Patricia Johnson — Founder and Principal Meeting Planner behind The AGM Method.
With two decades of experience producing events that convert, I’ve built a system that combines polish with precision. A classically trained French chef turned event strategist, I bring a background in hospitality and a deep love for storytelling to every room we run. Based in Irvine, serving national and global clients.
The result? Investor meetings that feel effortless — but never ordinary.
20 +
years experience in strategic meeting and conference planning
Trusted by top-tier funds and Fortune 100 firms
100
24/7
Known for calm, steady leadership in high-stakes environments
Patricia brings a strategic lens to every event and never loses sight of the client's goal. In four decades of corporate and media work, she’s the best event planner I’ve worked with.
— Steve Churm, Principal at Churm|360 and former Chief Communications Officer, FivePoint Holdings
Instagram
How to Make an Investor Meeting Cool Again
A visual guide to what’s trending, tasteful, and totally unexpected — from floral installs to fine dining, walk-on music to walkaway gifts.
Follow Along
Linked-In
How to Build the Best Investor Gatherings at Scale
Frameworks, thought leadership, and systems that turn annual meetings into capital-raising machines — with insights from books, podcasts, and real-world data.
Substack
How to Host with Heart (and Still Hit Your Numbers)
Reflections on leading with intention, designing gatherings that matter, and the vulnerable, personal journey behind building The AGM Method.
Let's CONNECT
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