Here’s what 2016’s attendees are saying about Blue Vault’s Summit:

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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!

Elizabeth Stevens SVP, Sandlapper Securities, LLC 2016 Broker Dealer Educational Summit 2016 May 30, 2016

The 3rd Annual Blue Vault Broker Dealer Educational Summit will be held March 13 – 15, 2017, at the Ritz-Carlton in downtown Atlanta. Registration is by invitation only.

| Summit 2017 Home | Agenda | Registration | Attendees | Event Sponsors | FAQs | Event App | Event Highlights |

Summit FAQs

For Sponsors:





Sponsor shipments may begin arriving
no earlier than Wednesday, March 8th, 2017

Please have all boxes addressed as you see below. The Ritz Carlton-Atlanta can accept boxes 5 days prior to the start of the Summit. Packages can be delivered to your guest room or they can deliver all boxes to the designated Summit location.

The Ritz-Carlton, Atlanta (Downtown)
Attn: Ashley Shan
181 Peachtree Street N.E.
Atlanta, GA 30303
Hold for: ____________________
Group: Blue Vault 2017 Summit
Date of Meeting:  March 13-15
Packages: ______ of ______

Contact Info:
Ashley Shan
Meetings and Special Events Manager
Phone: (404) 659-0400
Direct: (404) 221-6553
Fax: (404) 215-4671

The following items should be emailed to

If any file is more than 12MB in size, please submit via a file sharing service such as Dropbox or Hightail.



Speaker details to provide Blue Vault:

  • First and Last Name
  • Company
  • Title
  • Email
  • Phone
  • Topic
  • Bio
  • High-resolution headshots, if they were not submitted during registration, in .jpg, .pdf, or .png format.



Presentation details to provide Blue Vault:

  • PowerPoint presentation in a standard 4×3 ratio format, please submit by Friday, February 17th.

  • If using fonts in your presentation that are not standard on a PC or Mac please include the font file with your presentation to ensure your formatting is accurate on screen.

  • Any supplemental documents you would like shared with attendees (i.e. marketing materials, white papers, etc.) can be submitted along with your presentation. These documents will be included in the app and will be seen in your presentation time slot within the agenda.



For the App:

  • Your company name as you would like it to appear in the app, and on Summit marketing materials

  • High-resolution company Logo in .eps, .pdf, or .ai format

  • Company contact info:

  • Website

  • Contact First and Last Name, with Title

  • Street, City, State, Zip

  • Phone Number

  • Email

  • Company Description




Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.