Just released: The Operating Mindset of Running a Fund — a fund admin roundtable discussion. Watch now
Watch the webinar recording now
What was covered
Streamlining fundraising and onboarding
See how leading IR teams are simplifying capital raising and onboarding with seamless, guided workflows that accelerate investor commitments.
Elevating your investors' experience
Discover how to manage your investor base efficiently while delivering personalized, professional service at scale.
Unifying the distribution process
Learn how to manage calculations, reporting, and payments in one place, eliminating bottlenecks and reducing manual effort.
Exploring the tools top firms use to stay ahead
Get an inside look at the technology driving smarter operations and how leading teams are using it to scale with confidence.
About the hosts
Julia Benichou
PMM - Moderator
Julia blends real estate knowledge with product expertise, shaped by years leading onboarding at Agora. She now leads go-to-market strategy, turning customer needs into clear product stories.
Chen Kaminer
Investor Relations Expert
Chen has a background in investor relations, having managed hundreds of investors. She now helps firms streamline operations and deliver better experiences through tailored solutions.
Lauren Gigi
IR Solutions Specialist
Lauren brings a mix of experience across sales and real estate. She helps firms build investor trust, working closely with teams to boost efficiency and long-term growth.
Miles Hector
Solutions Engineer
Miles blends experience in finance and real estate, with a focus on ABS, derivatives, and private equity development across the Western U.S.