Retail Reality Check: Sponsors Tell All

Over the past year, Retail Readiness™ has brought together managing broker-dealers, RIAs, transfer agents, securities attorneys, due diligence professionals and other industry partners to share their perspectives on what sponsors need to do to prepare for the retail channel.

On November 4, we’re turning the tables.

This time, we’re talking to the sponsors who are actually navigating the channel.

Representing different asset classes and different stages of their retail journey, our panelists will share what it’s really like to navigate due diligence, build the right team, secure selling agreements and turn access into actual sales.

We’ll talk candidly about what they wish they had known before entering the channel, where they’ve encountered challenges and opportunities, what it really takes from a time and resource standpoint, and what they’ve learned while battling it out every day.

And despite the challenges, we’ll ask an important question: Why do they still believe the retail channel is worth pursuing?

If you’re considering entering retail—or you’re already in the channel and wondering whether everyone else is experiencing the same growing pains—this is a conversation you won’t want to miss.