Click to play video A female speaker with a microphone on stage in front of PGIM logo

Hybrid Investor Forum

Broadsword were recommended as the agency to support a live-streamed, 100 pax in-person event at The Langham for US investment management firm, PGIM, who wanted to hold their first face-to-face event in two years, in London, in November 2021. 
Many, many thanks for the contribution your organisation made to the successful PGIM Investor Forum. We have had countless positive comments from clients and PGIM colleagues around the professionalism and whole feel of the event. Many of our audience attend these type of events regularly and they are a tough crowd!” 
Managing Director, PGIM Global Institutional Relationship Group

The proposition

November 2021, London. International business travel tentatively reopening. Through a recommendation from a mutual friend, PGIM approached us with the bold ambition to hold an in-person experience – 100 clients in the room — in Central London. For those attending, there was a desire to make the experience as valuable as possible. With a reluctance in alienating those who may not be able, or inclined to travel, we also explored the option for live streaming, with in-room interaction. 

Speaker, Brian Cox, on stage with content of the Earth behind him on screen
Stage with blue LED screen

The solution

A concentration on both aspects of the UX was a massive focus throughout the planning process. Inviting in-person guests to arrive for lunch limited their requirement to travel into Central London in peak time. Covid protocols were in place to enable everyone to feel relaxed and safe throughout the day and the agenda ensured plenty of time was allowed for networking, with direct access to PGIM staff and connecting with other guests. Online guests had their own dedicated platform with access to their own custom selected content. A separate stream was created to ensure the digital experience was curated for those online, and not simply a stream of the in-room’ experience. 

Staircase leading down to a check in desk
White seating on stage in front of blue LED screen


Feedback from the in-person aspect was resounding and attendee numbers were in line with the best hopes. In return the retention numbers on the 200+ online guests exceeded expectation. With Helle Thorning Schmidt, the former Prime Minister of Denmark and Professor Brian Cox providing contrasting, yet fascinating keynotes, the post event conclusion was that delivering the forum in this format in Autumn 2021 was the right decision to make. 

in person 
happy new client