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      

 

Second Annual Blue Vault Broker Dealer Educational Summit 2016
2016 Broker Dealer Educational Summit 2016
May 30, 2016

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!