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

The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.

Derek Hayes Analyst, Cambridge Investment Research 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 |

Summit FAQs

For Sponsors:





Sponsor shipments may begin arriving
no earlier than Wednesday, March 8th, 2017

Please have all boxes addressed as you see below. The Ritz Carlton-Atlanta can accept boxes 5 days prior to the start of the Summit. Packages can be delivered to your guest room or they can deliver all boxes to the designated Summit location.

The Ritz-Carlton, Atlanta (Downtown)
Attn: Ashley Shan
181 Peachtree Street N.E.
Atlanta, GA 30303
Hold for: ____________________
Group: Blue Vault 2017 Summit
Date of Meeting:  March 13-15
Packages: ______ of ______

Contact Info:
Ashley Shan
Meetings and Special Events Manager
Phone: (404) 659-0400
Direct: (404) 221-6553
Fax: (404) 215-4671

The following items should be emailed to

If any file is more than 12MB in size, please submit via a file sharing service such as Dropbox or Hightail.



Speaker details to provide Blue Vault:

  • First and Last Name
  • Company
  • Title
  • Email
  • Phone
  • Topic
  • Bio
  • High-resolution headshots, if they were not submitted during registration, in .jpg, .pdf, or .png format.



Presentation details to provide Blue Vault:

  • PowerPoint presentation in a standard 4×3 ratio format, please submit by Friday, February 17th.

  • If using fonts in your presentation that are not standard on a PC or Mac please include the font file with your presentation to ensure your formatting is accurate on screen.

  • Any supplemental documents you would like shared with attendees (i.e. marketing materials, white papers, etc.) can be submitted along with your presentation. These documents will be included in the app and will be seen in your presentation time slot within the agenda.



For the App:

  • Your company name as you would like it to appear in the app, and on Summit marketing materials

  • High-resolution company Logo in .eps, .pdf, or .ai format

  • Company contact info:

  • Website

  • Contact First and Last Name, with Title

  • Street, City, State, Zip

  • Phone Number

  • Email

  • Company Description




Second Annual Blue Vault Broker Dealer Educational Summit 2016
Broker Dealer Educational Summit 2016
April 14, 2016

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.