Summit_2018_www_Billboard_900x150

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      

 

James Darren Roberson
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

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