Industry experts, Amy Arnold, Concorde Investment Services; Rhys James, Williams Mullen; and Brad Updike, Mick Law, join host Heidi Wheatley for an informative conversation about the common missteps they see sponsors making and share guidance on how to avoid them.

The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.

For alternative investment sponsors, conference and travel are one of the largest budget line items. Maximizing opportunities to drive a return on your spend is crucial. Join host Heidi Wheatley, Michelle Galeski, Rep Driven Results; and Cherie Fournier, Marketing Intent to learn why pre-conference outreach is where the real work happens, ways to differentiate your company onsite, and how to end conversations to maximize follow up efforts.

The Retail Readiness Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.

The team that manages your broker-dealer and RIA relationships and drives sales is critical to success raising capital. There are numerous ways to structure that team. Host Heidi Wheatley is joined by Greg Mausz, Skyway Capital Markets, Sam Stubbert, Maverick Fund Solutions; and Bill Valone, TriNet for a conversation to help alternative investment sponsors be more effective in the private wealth (retail) channel.

The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.