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
Webinar: Premium Income Update – April 29, 2025
Host: Tyler Leuning
Presenter: Mitch Anderson
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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
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