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Wealth Management Webinars

Economic Outlook | Cascade PE Fund | Blackstone BREIT/BCRED | Direct Indexing Strategy | Premium Income Update | Private Shares Client Update | Tariff & Market Update | Cliffwater Update | Digital Asset Portfolio | Equity Income & Stock Strategy | Greenlake Update | Alternatives Overview | Economic Outlook | Sundance Bay Debt Fund Update 2 | Sundance Bay Debt Fund Update 1 |  Sundance Bay Income & Growth

Webinar: Soltis Economic Outlook - July 8, 2025

Host: Bernie Braudis, Senior Advisor, Soltis Investment Advisors
Presenters: Bill Wallace & Ammon Christensen, Soltis Investment Advisors

Webinar: Cascade PE Fund - June 24, 2025

Host: Christie Behunin, Partner, Midwest Director, Soltis Investment Advisors
Presenter: Gabrielle Zadra, Cliffwater

Webinar: Blackstone - BREIT/BCRED - May 27, 2025

Host: Cody Wiseman, Senior Advisor with Soltis Investment Advisors
Presenter: Jeff Hartmann, Managing Director, Blackstone

Webinar: Direct Indexing Strategy - May 13, 2025

Host: Shawn Woods, Director of Investment Research
Soltis Investment Advisors

Presenter: Laura Foster, Managing Director,
Private Wealth Solutions, Canvas Custom Indexing

PDF Slide Deck

Webinar: Premium Income Update – April 29, 2025

Host: Tyler Leuning
Presenter: Mitch Anderson
PDF Slide Deck

Webinar: Private Shares Client Update – Apr. 15, 2025

Host: Jason Rasmussen
Presenters:  JP Sullivan and Christian Munafo

Webinar: Tariff & Market Update – Apr. 8, 2025

Host: Ammon Christensen
Presenters: Hal Anderson & Bill Wallace

Webinar: Cliffwater Client Update - Mar. 25, 2025

Host: Matt Brann
Presenters: Philip Hasbrouck & Maggie Whitney

Webinar: Digital Asset Portfolio – Mar. 11, 2025

Host: Ammon Christensen
Presenters: Hal Anderson & Bill Wallace

Webinar: Equity Income & Stock Strategy – Feb. 25, 2025

Presenters: Bill Wallace, T.J. Adams, and Shawn Woods

Webinar: Greenlake Client Update – Feb. 11, 2025

Presenters: Hal Anderson & Ammon Christensen

Alternatives Overview and Update Webinar Recording - January 28, 2025

Presenters: Hal Anderson & Ammon Christensen

Economic Outlook Webinar Recording - January 14, 2025

Presenters: Brent Moore, Bill Wallace, Shawn Woods & Ammon Christensen

Webinar: Sundance Bay Debt Fund Update - June 11, 2025

Host: Ammon Christensen, Soltis Investment Advisors
Presenter: Ryan Baughman, David Hatch, and Grayson Massey

Webinar: Sundance Bay Debt Fund Update - June 10, 2025

Host: Mardie Dotseth, Senior Advisor, Soltis Investment Advisors
Presenter: Mike Nixon, Partner & Managing Director, Sundance Bay

Webinar: Sundance Bay Income and Growth Fund - June 11, 2025

Host: Ammon Christensen
Presenters: Ryan Baughman, David Hatch, and Grayson Massey