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.
Attracting RIAs in the
Alternative Investment Space
Wednesday, June 3rd, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Rizwan Ibrahim
Senior Wealth Adviser Accretive Wealth
Why RIA Distribution Stalls: Addressing Operational Gaps
Wednesday, July 8th, at 4 p.m. ET
Heidi Wheatley
Founder & CEO | SGS
Adam Kipnes
Senior Relationship Manager
Charles Schwab
Matt Podolsky
Vice President of Sales
Vistra
Mark Hendrickson
Director, Product Management - Private Market Solutions
DTCC Tampa
Q4 Is Closer Than You Think: Building a Tax Product Strategy That Can Execute
Wednesday, Aug. 5th, at 4 p.m. ET
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
Founder & CEO | SGS
Amy Arnold
Chief Due Diligence Officer
Concorde Investment Services
Rhys James, JD
Partner | Williams Mullen
Bradford Updike, JD
Director | Mick Law
Informational Resources
GLOSSARY
What It Takes: Team, Costs,
and Considerations for a
Retail Capital Raise
Advisor Profiling Guide
