Investor's Roundtable

The Challenge

A German entrepreneur and investor, long-standing client of Agora Strategy, aims to diversify his investment portfolio in terms of world regions and asset classes. This includes a key focus on investments in public infrastructure, real estate and raw materials. Furthermore, the client seeks to enlarge his network of potential investment partners. Agora Strategy is mandated to develop a global outreach strategy.

The Agora Approach

Agora Strategy develops and implements a two-level outreach concept. Firstly, Agora successfully establishes an investors’ roundtable on the sidelines of the Munich Security Conference. This platform provides a unique opportunity for the client to invite potential investment partners and access the highest political level. Thereby, Agora Strategy combines operational excellence with long-standing experience in handling high-level political delegations. Secondly, building on an outstanding worldwide network of senior advisors, Agora Strategy organizes an exclusive program on the sidelines of this year’s UN General Assembly high-level week in New York. Thus, Agora Strategy brings together a high-profile group of international investors, founders of hedge funds and technology firms with political decision-makers to discuss geopolitical developments and macroeconomic challenges in a private and off-the-record setting.


The Outcome

Agora Strategy successfully implements a new investment platform for the client. Investors assembling more than a trillion USD meet with high-level global political decision makers in Munich and New York

According to the client, a number of significant financial transactions are initiated after the event

Agora Strategy continues to advise the client on strategic global positioning actions and geopolitical risk management