Retail Readiness™ Webinars & Podcast
Many emerging sponsors underestimate the complexity of the retail channel. Our goal with the webinar series is to provide clarity, context, and real-world insights from experienced professionals who’ve successfully navigated this space—so sponsors can make informed decisions and enter the market with confidence.
This interactive discussion is part of SGS’s broader commitment to providing practical education and insights to help sponsors prepare for successful retail launches.
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
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Michael Freedman
Chief Executive Officer
Lighthouse Life
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Robert Lee
Co-Managing Partner
Vital Capital Partners
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Arthur Loyd
Vice President
Citizen Energy
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Wednesday, Dec 9, at 4 p.m. ET
Making Every Dollar Count: Building Your 2027 Retail Strategy
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Kara Howard
Founder & Managing Partner
Advisor Engagement Partners
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Erica Blue
Founder
Blue Capital Solutions
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Joanna Venetch
Founder & Principal
Hana Solutions
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