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.
Failure to Launch Part II: Sponsor Missteps—and How to Avoid Them
Wednesday, Sept. 9th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Amy Arnold
Senior Managing Director, Head of Product Development | Skyway Capital Markets
Rhys James, JD
Partner | Williams Mullen
Bradford Updike, JD
Director | Mick Law
Beyond the Selling Agreement: Ongoing Due Diligence & Performance Reporting
Wednesday, Oct. 14th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Howard Hirsch
Partner | Nelson Mullins Riley & Scarborough LLP
Tim Partridge
Director, Investment Solutions | SFA Partners
Rizwan Ibrahim, CFA, CAIA, CIPM, CFP®
Co-founder & Principal | altMAPS, LLC
Senior Vice President | Magnolia Private Wealth
Informational Resources
GLOSSARY
What It Takes: Team, Costs,
and Considerations for a
Retail Capital Raise
Advisor Profiling Guide