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 Home | Agenda | Attendees | Event Sponsors | FAQs | Event AppAbout the Venue |

Summit FAQs

For Sponsors:

Icons_FAQs_200Wx200H  Sponsor Dine Arounds

Please see links to restaurant and local transportation information located on “About the Venue“.

Icons_Agenda_200Wx200H Sponsor shipments may begin arriving no earlier than Wednesday, March 7th, 2017 

Please have all boxes addressed as you see below. The Alfond Inn 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 Alfond Inn
Attention: Laura Hadley
300 East New England Avenue
Winter Park FL 32789
Telephone 407-326-2623

Hold for: ____________________
Group: Blue Vault 2018 Summit
Date of Meeting: March 12-14 
Packages: ______ of ______

Contact Info:
Laura Hadley
Sales and Meetings Manager
Phone: (407) 998-8090
Direct: (407) 645-6657
Fax: (407) 645-6651

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.


Icons_Speakers_200Wx200H  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.


Icons_Presentation_200Wx200H Presentation details to provide Blue Vault:

  • PowerPoint presentation in a widescreen ratio (16:9) format, please submit by Friday, February 16th.

  • 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.


Icons_EventSponsors_200Wx200H  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




John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.