Blue Vault held its Inaugural Broker Dealer Educational Summit in April 2015 at the Ritz-Carlton, Atlanta. Blue Vault was extremely grateful for the support and participation of its attendees.

The Summit allowed us to bring together leading Broker Dealers and product Sponsors to create the dialogue our industry needs to promote better transparency, education, and performance results. By continuing to improve in all three areas, we will ultimately accomplish what matters most: protecting client assets.

During the Summit, we heard from leading economist, Dr. Barry Asmus. In his unique way, Dr. Asmus addressed how the overall economy would affect our industry’s ability to perform now and in the future.

In addition, a panel of sponsors provided their projections for how FINRA’s Regulatory Notice 15-02 will impact our industry, as well as gave us a glimpse into the changes their firms are making to incorporate these new rules.

Blue Vault’s objective has always been to create greater awareness of and transparency into the complexities of nontraded REIT and BDC offerings and their performance. The Summit allowed Blue Vault to further both objectives by bringing together important industry participants to share their products and perspectives, and inspire needed conversation about the most important challenges and trends facing us today.

Blue Vault is very grateful to the hundreds of subscribers who have put their trust in our ability to deliver credible research over the past five plus years.

Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.