Wealth Management Webinars

International Investing: Unlocking Opportunities Outside the U.S. - Feb. 10, 2026

Host: Shawn Woods, Director of Public Investment Research

Presenters: John Dance, Portfolio Manager, Fidelity Emerging Markets, Jonathon W. Hubbard, CFA, Managing Director, Lead Asset Allocation Strategist, MFS

Economic Outlook & Capital Market Assumptions - Jan. 13, 2026

Hosts: Brent Moore, Bill Wallace, Shawn Woods, Ammon Christensen – Soltis Investment Advisors

Economic & Market Outlook - Nov. 5, 2025

Hosts: Bill Wallace, Shawn Woods, Ammon Christensen, Soltis Investment Advisors

AMG Pantheon Fund (P-PEXX) Update - Oct. 28, 2025

Host: Ben Justice, Senior Advisor, Soltis Investment Advisors
Presenter: Brian Hanson, AMG Patheon

Peace of Mind with Everest - Oct. 1, 2025

Host: Jason Rasmussen, Senior Wealth Advisor, Soltis Investment Advisors
Presenter: Carolyn Johnson, Everest Funeral

Hamilton Lane Private Assets Fund - Sept. 9, 2025

Host: Spencer Humphrey, Senior Advisor, Soltis Investment Advisors
Presenters: Joshua Vail, David Rueth, and Steve Brennan, Hamilton Lane

Soltis Economic Outlook - July 8, 2025

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

Cascade PE Fund - June 24, 2025

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

Sundance Bay Debt Fund Update - June 11, 2025

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

Sundance Bay Debt Fund Update - June 10, 2025

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

Sundance Bay Income and Growth Fund - June 11, 2025

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

Blackstone - BREIT/BCRED - May 27, 2025

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

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

Premium Income Update – April 29, 2025

Host: Tyler Leuning
Presenter: Mitch Anderson
PDF Slide Deck

Private Shares Client Update – Apr. 15, 2025

Host: Jason Rasmussen
Presenters: JP Sullivan and Christian Munafo

Tariff & Market Update – Apr. 8, 2025

Host: Ammon Christensen
Presenters: Hal Anderson & Bill Wallace

Cliffwater Client Update - Mar. 25, 2025

Host: Matt Brann
Presenters: Philip Hasbrouck & Maggie Whitney

Digital Asset Portfolio – Mar. 11, 2025

Host: Ammon Christensen
Presenters: Hal Anderson & Bill Wallace

Equity Income & Stock Strategy – Feb. 25, 2025

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

Greenlake Client Update – Feb. 11, 2025

Presenters: Hal Anderson & Ammon Christensen

Alternatives Overview and Update - January 28, 2025