Capital raising consultant for alternative investments – Sponsor Growth Solutions.

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.

Q4 Is Closer Than You Think: Building a Tax Product Strategy That Can Execute

Wednesday, Aug. 5th, at 4 p.m. ET

Heidi Wheatley

Heidi Wheatley

Founder & CEO | SGS

Bill Robbins

Chief Executive Officer
WealthForge

Brian Conneely

President | Peak Capital Solutions

Failure to Launch Part II: Sponsor Missteps—and How to Avoid Them

Wednesday, Sept. 9th, at 4 p.m. ET

Heidi Wheatley

Heidi Wheatley

Founder & CEO | SGS

Amy Arnold

Senior Managing Director, Head of Product Development | Skyway Capital Markets

Rhys James
Brad Updike

Rhys James, JD

Partner | Williams Mullen

Bradford Updike, JD

Director | Mick Law

Capital raising consultant for alternative investments – Sponsor Growth Solutions.

Informational Resources

Capital raising consultant for alternative investments – Sponsor Growth Solutions.

GLOSSARY

Capital raising consultant for alternative investments – Sponsor Growth Solutions.

What It Takes: Team, Costs,
and Considerations for a
Retail Capital Raise

Advisor Profiling Guide

“Each session delivers something new—real knowledge,
real growth, real results.”