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The 4th  Annual Blue Vault Broker Dealer Educational Summit will be held March 12 - 14, 2018, at The Alfond Inn in Winter Park, FL. Registration is by invitation only.

| Summit 2018 HomeAgenda | Attendees | Event Sponsors | FAQs | Event App About the Venue |

Agenda

Agenda is subject to change. Download printable PDF here.

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

Monday

What Min. Begin   End Who
Registration   12:00 PM - 5:00 PM  
           
Blue Vault Welcome 20 3:00 PM - 3:20 PM All
Group Discussion 30 3:20 PM - 3:50 PM All
Transition 5 3:50 PM - 3:55 PM  
Sponsor Presentation 25 3:55 PM - 4:20 PM Broker Dealers
Broker Dealer Discussion 10 4:20 PM - 4:30 PM  
Resource Real Estate 25 4:30 PM - 4:55 PM Broker Dealers
Broker Dealer Discussion 10 4:55 PM - 5:05 PM  
End-of-day Break 40 5:05 PM - 5:45 PM  
Networking Reception 15 5:45 PM - 6:00 PM Sponsors
Networking Reception 30 6:00 PM - 6:30 PM All
Sponsor Dine-Arounds 6:30 PM      

 

Tuesday

What Min. Begin   End Who
Registration   7:00 AM - 5:00 PM  
           
Networking Breakfast 45 7:00 AM - 7:45 AM All
Transition 5 7:45 AM - 7:50 AM  
Blue Vault 10 7:50 AM - 8:00 AM Broker Dealers
Sponsor Presentation 25 8:00 AM - 8:25 AM Broker Dealers
Broker Dealer Discussion 10 8:25 AM - 8:35 AM  
SmartStop Asset Management 40 8:35 AM - 9:15 AM Broker Dealers
Broker Dealer Discussion 10 9:15 AM - 9:25 AM  
Morning Break 15 9:25 AM - 9:40 AM All
Panel Discussion 50 9:40 AM - 10:30 AM All
Morning Break 30 10:30 AM - 11:00 AM All
Sponsor Presentation 25 11:00 AM - 11:25 AM Broker Dealers
Broker Dealer Discussion 10 11:25 AM - 11:35 AM  
Group Discussion 10 11:35 AM - 11:45 AM Broker Dealers
Sponsor Presentation 25 11:45 AM - 12:10 PM Broker Dealers
Broker Dealer Discussion 10 12:10 PM - 12:20 PM  
Networking Lunch 60 12:20 PM - 1:20 PM All
Transition 5 1:20 PM - 1:25 PM  
Blue Vault 10 1:25 PM - 1:35 PM Broker Dealers
Sponsor Presentation 25 1:35 PM - 2:00 PM Broker Dealers
Broker Dealer Discussion 10 2:00 PM - 2:10 PM  
Sponsor Presentation 40 2:10 PM - 2:35 PM Broker Dealers
Broker Dealer Discussion 10 2:35 PM - 2:45 PM  
Group Discussion 10 2:45 PM - 2:55 PM Broker Dealers
Sponsor Presentation 25 2:55 PM - 3:20 PM Broker Dealers
Broker Dealer Discussion 10 3:20 PM - 3:30 PM  
Afternoon Break  90 3:30 PM - 5:00 PM All
Blue Vault / Sponsor Discussion 30 4:00 PM - 4:30 PM Sponsors
Sponsor Presentation 25 5:00 PM - 5:25 PM Broker Dealers
Broker Dealer Discussion 10 5:25 PM - 5:35 PM  
End-of-day Break 40 5:35 PM - 6:30 PM  
Sponsor Dine-Arounds 6:30 PM      

 

Wednesday

What Min. Begin   End Who
Registration   7:00 AM - 12:00 PM  
           
Networking Breakfast 45 7:00 AM - 7:45 AM All
Transition 5 7:45 AM - 7:50 AM  
Sponsor Presentation 25 7:50 AM - 8:15 AM Broker Dealers
Broker Dealer Discussion 10 8:15 AM - 8:25 AM  
Sponsor Presentation 25 8:25 AM - 8:50 AM Broker Dealers
Broker Dealer Discussion 10 8:50 AM - 9:00 AM  
Blue Vault / Broker Dealer Discussion 45 9:00 AM - 9:45 AM Broker Dealers
Morning Break/Check Out 30 9:45 AM - 10:15 AM All
Group Discussion 10 10:15 AM - 10:25 AM Broker Dealers
Sponsor Presentation 25 10:25 AM - 10:50 AM Broker Dealers
Broker Dealer Discussion 10 10:50 AM - 11:00 AM  
Sponsor Presentation 30 11:00 AM - 11:30 AM Broker Dealers
Broker Dealer Discussion 10 11:30 AM - 11:40 AM  
Broker Dealer Meeting 75 11:40 AM - 12:55 PM Broker Dealers
Summit Adjourns   12:55 PM      

 

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I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.

John E. Moriarty, ChFC Founder & President, e3 ConsultantsGROUP December 2015 February 3, 2016