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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Wednesday, Sep 9, at 4 p.m. ET
Failure to Launch Part II: Sponsor Missteps—and How to Avoid Them
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Heidi Wheatley
Founder & CEO
SGS
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Amy Arnold
Senior Managing Director, Head of Product Development
Skyway Capital Markets
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Rhys James, JD
Partner
Williams Mullen
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Bradford Updike, JD
Director
Mick Law
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Wednesday, Oct 14, at 4 p.m. ET
Beyond the Selling Agreement: Ongoing Due Diligence & Performance Reporting
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Heidi Wheatley
Founder & CEO
SGS
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Howard Hirsch
Partner
Nelson Mullins
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Tim Partridge
Director, Investment Solutions
SFA Partners
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Rizwan Ibrahim
Senior Wealth Advisor
Accretive Wealth
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