Conferences

To help you pursue what’s most important to you, we’re always trying to stay up to date on your needs by attending and hosting relevant conferences. As conference dates are confirmed, they will be posted here.

13th Annual Client Appreciation and Wealth Management Conference

“Helping to Build your Future”
organized by Soltis Advisors  | September 26-27, 2019

Download Conference Brochure


Welcome and Introduction of Conference Theme
Kim Anderson, President/CEO, Soltis Investment Advisors and Clark Taylor, Managing Partner, Wealth Management, Soltis Investment Advisors


Retiring the “Old Age” Story
John Diehl, Senior Vice President of Strategic Markets, Hartford Funds


Private Alternative Investment Strategy Updates:  Sundance Bay Real Estate Debt Fund
Stan Ricks, Director of Strategy and Investments, Sundance Bay Debt Fund


Private Alternative Investment Strategy Updates: Bridge Investment Group Equity Funds 
Dean Allara, Vice Chairman, Bridge Investment Group


Soltis Investment Outlook and Update
William Wallace, Chief Investment Officer, Soltis Investment Advisors


Public Equity Markets:  International Equity Market Opportunities
Lydia So, Portfolio Manager, Matthews Asia Small Cap Fund


Public Equity Markets:  Domestic Equity Market and Edgewood Portfolio Update
Larry Creel, Partner, Portfolio Manager, Edgewood Growth Fund


Enhancing Soltis Client Experience through Technology
Matt Brann, Managing Director, Strategic Partnerships, Soltis Investment Advisors and Taylor Beckwith, Client Relationship Manager, Soltis Investment Advisors