Retail Readiness Webinars
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.
Failure to Launch: Sponsor Missteps—and How to Avoid Them
Wednesday, March 11th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Amy Arnold
Chief Due Diligence Officer
Concorde Investment Services
Rhys James, JD
Partner | Williams Mullen
Bradford Updike, JD
Director | Mick Law
I Can’t Make the Numbers Work.
Rethinking the IBD Load and the Push to RIA-Only
Wednesday, April 8th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Ray Sun
President | Sun Coast Realty, Inc.
Mastering Due Diligence:
Increasing Your Speed to Market
Wednesday, May 6th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Russel Putnam, JD
Co-CEO, Principal | FactRight
Jarad Mitchell
President | Patrick Capital Markets
Attracting RIAs in the
Alternative Investment Space
Wednesday, June 3rd, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Rizwan Ibrahim
Director, Due Diligence & Strategy Accretive Wealth
OnDemand | Making Conference Season Count:
Strategies to Maximize Your Investment
Thursday, Feb. 12th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Michelle Galeski
Founder | Rep Driven Results
Cherie Fournier
Founder & CEO | Marketing Intent
OnDemand | Who’s Running Your Raise?
Capital Market Team Structures for New Sponsors
Wednesday, Jan. 21st, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Bill Valone
Director | TriNet
Sam Stubbert
Managing Partner | Maverick Fund Solutions
Greg Mausz
Chief Operating Officer & Senior Managing Director | Skyway Capital Markets
OnDemand | Navigating Industry Consolidation:
What it Means for Sponsors and Their Teams
Tuesday, Dec. 16th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Joe Palmisano
Editorial Director | Connect Money
Karlton Kleis
Managing Director | Capital Markets Arete Wealth
OnDemand | Operational Readiness:
Building a Scalable Back Office
Tuesday, Dec. 4th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Tony Olivo
Chief Revenue Officer | Venture.co
Jason DeBono
Managing Director | SDIRAs and Fund Custody | Inspira Financial
OnDemand | Emerging Sponsors:
Planning for a 2026 Launch
Thursday, Nov. 13th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Howard Hirsch
Partner | Nelson Mullins
Jarad Mitchell
Chief Operating Officer |
Patrick Capital Markets
Jacob Heidkamp
Co-President, Principal | FactRight
OnDemand | Ending 2025 Strong
Tuesday, Oct. 28, at 3 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Michelle Galeski
Founder | Rep Driven Results
Melissa Wendt
Head of Distribution Strategy SGS
Cherie Fournier
Founder & CEO | Marketing Intent
Informational Resources
GLOSSARY
What It Takes: Team, Costs,
and Considerations for a
Retail Capital Raise
Advisor Profiling Guide
