UNLOCK THE POWER OF THE VAULT

Blue Vault Presented at The National, the Annual NPH Educational Conference for INVEST, NPC and SII Advisors

August 23, 2017

Blue Vault Presented at The National, the Annual NPH Educational Conference for INVEST, NPC and SII Advisors

nphlogo

Stacy H. Chitty, Blue Vault’s Managing Partner, presented, “Nontraded REITs are like Mules” Tuesday, August 22, 2017 at 2:10pm CDT at The National, the annual NPH Educational Conference for INVEST, NPC and SII Advisors.

NPH Post Conf Collage

BDPP_colorABC_200pxWide

Blue Vault participated at The National, the annual NPH Educational Conference for INVEST, NPC and SII Advisors on August 20-23, 2017 in Nashville, Tennessee, where Managing Partner, Stacy H. Chitty, provided a market update on alternative investments sold in the independent Broker Dealer securities industry. National Planning Holdings, Inc. is a participant in Blue Vault’s Broker Dealer Partnership Program (BDPP). Broker Dealers participating in Blue Vault’s partnership program receive Blue Vault’s fact-based, performance alternative investment research. This research is made available to the Broker Dealer’s financial advisors at no additional cost to the advisors. 26 industry Broker Dealers are Blue Vault partnership program participants. Participating in the BDPP is separate from subscribing to Blue Vault’s research.

To learn more about The National, click here.

View the BDPP Partners here.

Curious about becoming a Broker Dealer Partner or a supporting sponsor?

Email Brooke.Heffington@BlueVaultPartners.com or dial 678-456-4290.

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

Steve Siepak Director, Mutual Funds and Alternatives, National Planning Holdings, Inc. Blue Vault session at the recent National Planning Holdings National Conference September 13, 2017

Brooke Heffington, Blue Vault Partners, Geoff Ihm, Senior VP Internal Sales Manager, and Raleigh Strobel, External Wholesaler,  both with Black Creek Group Capital Markets, along with James Roberson, Financial Advisor, First Bank Investment Partners.

Brooke Heffington, Blue Vault Partners, Geoff Ihm, Senior VP Internal Sales Manager, and Raleigh Strobel, External Wholesaler, both with Black Creek Group Capital Markets, along with James Roberson, Financial Advisor, First Bank Investment Partners. 

 

 Kimsey Bailey, VP Key Accounts, CNL Securities Corp, Brooke Heffington, Blue Vault Partners, Charlie Kirven. Regional VP, CNL Securities Corp and James Roberson, Financial Advisor, First Bank Investment Partners.

Kimsey Bailey, VP Key Accounts, CNL Securities Corp, Brooke Heffington, Blue Vault Partners, Charlie Kirven. Regional VP, CNL Securities Corp and James Roberson, Financial Advisor, First Bank Investment Partners.

 

Roberson, James

I had no idea this service existed. I could have used it years ago! Great presentation and service!

James Darren Roberson Financial Advisor, First Bank Investment Partners, www.jdarrenroberson.com August 22, 2017 at The National, the annual NPH Educational Conference August 28, 2017

Print Friendly
Go Back