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Blue Vault’s 4th Annual Broker Dealer Educational Summit will be held March 12-14, 2018 at The Alfond Inn located in Winter Park, Florida, just outside of Orlando.

The purpose of the meeting is to give leading alternative investment product sponsors, including those offering nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings, a platform to demonstrate their investment strategy and expertise for the products they offer and answer questions posed by the industry’s leading Broker Dealers.

Click here to download a printable agenda.

The Blue Vault Summit is an INVITATION ONLY event.

Here are some highlights from Summit 2017...

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| Due Diligence | Education | Transparency |

 

 

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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.

Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Broker Dealer Educational Summit 2016 April 14, 2016