Mastering Due Diligence: Increasing Your Speed to Market

Sponsor: Sponsor Growth Solutions

Event Name: Mastering Due Diligence: Increasing Your Speed to Market

Host: Heidi Wheatley, Sponsor Growth Solutions

Date: May 6th, 2026

Time of Event: 4:00 PM (EST)

Event Type: Virtual

Description of Event:

Guests: Russ Putnam, FactRight, and Jarad Mitchell, Patrick Capital Markets

Join us for an engaging conversation that dives into the essential role of due diligence in retail readiness for building your syndicate. We’ll explore: Purpose of Due Diligence: Unpack the significance of third-party, MBD, and BD/RIA due diligence. Preparation Strategies: Gain insights on how to effectively prepare for due diligence processes. Ongoing Importance: Learn why continuous due diligence is vital and how to support this ongoing effort. Whether you’re looking to establish a new syndicate or enhance your existing practices, this webinar will provide you with the tools and knowledge needed for success.

Event Webpage/Registration info: Click here to register!