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What’s in Store at Summit 2017?

February 28, 2017

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What’s in Store at Summit 2017?

February 28, 2017 | by Beth Glavosek | Blue Vault

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The 2017 Blue Vault Broker Dealer Educational Summit is just around the corner now that March is here. Have you marked your calendar for March 13-15, 2017? The Summit will be held at the Ritz-Carlton in downtown Atlanta.

Broker Dealers can get to know sponsor firms’ plans for 2017 and learn more about their efforts to restructure offerings to meet market demands. Our goal is that all attendees leave the Summit with a richer understanding of the direct investment environment and new insights about the future.

Topics include:

  • Why a joint venture sponsorship arrangement may be better for the retail channel
  • How certain real estate offerings are addressing the need for satisfactory liquidity
  • The benefits of net lease investing
  • Why 1031 exchanges have made a comeback
  • How a subordinated sponsor investment can help mitigate investor risk
  • New fund structures, and
  • Fees to accommodate the regulatory environment 

 

We look forward to seeing you in Atlanta in a few weeks!


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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.