On-Demand

Retail Readiness™ On-Demand Webinars

Explore our library of on-demand Retail Readiness™ webinars, created for sponsors evaluating or entering the retail channel. These sessions offer practical guidance, real-world perspectives, and actionable insights to help you prepare for and navigate distribution through IBD and RIA platforms.

Retail Readiness Podcast

Preparing Alternative Investment Sponsors for the Retail Channel

The podcast explores the operational, financial, and strategic steps alternative investment sponsors should consider before entering the private wealth channel. Each episode features industry professionals discussing due diligence, distribution strategy, working with broker-dealers and RIAs, and preparing to raise capital.

Hosted by
Heidi Wheatley
Founder & CEO

Listen to the podcast
  • Thursday, Nov 13, 2025

    Emerging Sponsors: Planning for a 2026 Launch

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Howard Hirsch

      Partner

      Nelson Mullins

    • Jarad Mitchell

      President

      Patrick Capital Markets

    • Jacob Heidkamp

      Co-President, Principal

      FactRight

  • Tuesday, Oct 28, 2025

    Ending 2025 Strong

    • Heidi Wheatley

      Founder & CEO

      SGS

    • Michelle Galeski

      Founder

      Rep Driven Results

    • Melissa Wendt

      Head of Distribution Strategy

      SGS

    • Cherie Fournier

      Founder & CEO

      Marketing Intent