Summt2017_20170104_WebBanner2

Here's what 2016's attendees are saying about Blue Vault's Summit:

default image

Best Due Diligence meeting in the industry. No sales pitches, senior level decision makers, meaningful discussions and the Broker Dealer networking sessions were especially useful. Thanks to Blue Vault for raising the bar!

Elizabeth Stevens SVP, Sandlapper Securities, LLC 2016 Broker Dealer Educational Summit 2016 May 30, 2016

The 3rd  Annual Blue Vault Broker Dealer Educational Summit will be held March 13 - 15, 2017, at the Ritz-Carlton in downtown Atlanta. Registration is by invitation only.

| Summit 2017 Home | Agenda | Registration | Attendees | Event Sponsors | FAQs | Event App | Event Highlights |

Agenda

Agenda is subject to change

Note: Summit event app will include agenda, attendees, special sessions, all conference documents, and real-time polling

Monday, March 13th

Registration

10:00 AM - 5:00 PM

BDs

Broker Dealer Luncheon

11:45 AM - 1:00 PM

BDs

Procaccianti Companies (SK2 Financial)

2:00 PM - 2:30 PM

BDs

BD Discussion

2:30 PM - 2:40 PM

 

CION Investment Group

2:40 PM - 3:10 PM

BDs

BD Discussion

3:10 PM - 3:20 PM

 

Afternoon Break

3:20 PM - 4:20 PM

 

Cole Capital

4:20 PM - 4:50 PM

BDs

BD Discussion

4:50 PM - 5:00 PM

 

Blue Vault Welcome
and Updates

5:00 PM - 5:40 PM

BDs

Networking Reception

6:30 PM - 7:15 PM

 

Networking Dinner

7:15 PM - 8:15 PM

ALL

Tuesday, March 14th

Networking Breakfast

7:00 AM - 8:00 AM

ALL

Resource

8:00 AM - 8:30 AM

BDs

BD Discussion

8:30 AM - 8:40 AM

 

Carter Validus

8:40 AM - 9:10 AM

BDs

BD Discussion

9:10 AM - 9:20 AM

 

Panel Discussion

9:20 AM - 10:10 AM

ALL

Morning Break

10:10 AM - 11:10 AM

 

KBS Capital Markets Group

11:10 AM - 11:40 PM

BDs

BD Discussion

11:40 AM - 11:50 AM

 

SmartStop Asset Management, LLC

11:50 AM - 12:20 PM

BDs

BD Discussion

12:20 PM - 12:30 PM

 

Networking Lunch

12:30 PM - 1:30 PM

ALL

Sierra Income Corporation

1:30 PM - 2:00 PM

BDs

BD Discussion

2:00 PM - 2:10 PM

 

Inland Real Estate Investment Corporation

2:10 PM - 2:40 PM

BDs

BD Discussion

2:40 PM - 2:50 PM

 

Afternoon Break

2:50 PM - 4:20 PM

 

Blue Vault/Sponsor Discussion

3:00 PM - 3:40 PM

 

Dividend Capital

4:20 PM - 4:50 PM

BDs

BD Discussion

4:50 PM - 5:00 PM

 

CNL Securities Corp.

5:00 PM - 5:30 PM

BDs

BD Discussion

5:30 PM - 5:40 PM

 

Networking Sponsor
Dine-Arounds

6:30 PM                 

ALL

Wednesday, March 15th

Networking Breakfast

7:00 AM - 8:00 AM

ALL

W. P. Carey Inc.

8:00 AM - 8:30 AM

BDs

BD Discussion

8:30 AM - 8:40 AM

 

Cottonwood Residential

8:40 AM - 8:55 AM

 

Lightstone Group

8:55 AM - 9:10 AM

BDs

Morning Break 

9:10 AM - 9:25 AM

 

Blue Vault/Broker Dealer Discussion

9:25 AM - 10:15 AM

BDs

Morning Break

10:15 AM - 10:35 AM

ALL

Hines Securities

10:30 AM - 11:05 AM

BDs

BD Discussion

11:05 AM - 11:15 AM

 

Triloma Financial Group

11:15 AM - 11:45 AM

BDs

BD Discussion

11:45 AM - 11:55 AM

 

Networking Lunch

11:55 AM - 12:30 PM

ALL

Broker Dealer Meeting

12:30 PM - 1:45 PM

BDs

Summit Adjourns

1:45 PM