Security by Design

Rethinking Investor Onboarding in a High-Risk Environment

Tuesday, March 24th, 2026

10:00 AM - 10:30 AM EST

Description

In an industry where the #1 breach vector is human error rather than external hacking, traditional email-based onboarding has become a structural liability. This webinar explores how the private markets are shifting away from uncontrolled email chains and shared hard drives toward a "Security by Design" architecture.

We will discuss how to eliminate the risks of accidental data exposure and "third-party sprawl" by transitioning sensitive data such as PII into a single, siloed, and fully auditable environment. Attendees will learn how leading fund managers are meeting rising regulatory and LP expectations without adding friction to the investor experience.

Key Topics:

• Workflow as Security: Why moving from email "data containers" to notification layers is the only way to stop accidental CCs and wrong attachments.
• Risk Containment: How to use isolated workspaces to make cross-investor data exposure structurally impossible.
• Centralized Oversight: Strategies for bringing counsel, admins, and compliance teams into one "single pane of glass" for total transparency.
• Full Auditability: Building an immutable evidence trail that is ready for any regulatory review or post-incident forensic analysis.

Speakers

Masaab Sohaib

Solutions Engineering at Anduin

J.T. Fine

Strategic Partnerships at Anduin