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.
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
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
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
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
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
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
