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Feb 06 2015

Blue Vault to Host Broker-Dealer Educational Summit

Blue Vault Partners, LLC (Blue Vault) will host its first annual Broker-Dealer Educational Summit at the end of March. Broker-dealer due diligence officers and sponsor executives will be invited to attend the event which will take place March 31 to April 2nd at the Ritz Carlton in downtown Atlanta.

Topics covered include due diligence, education, regulatory matters, and performance as they relate to non-traded real estate investment trusts (REITs) and business development companies (BDCs).

This is Blue Vault’s first time hosting an event of this nature. Founded in 2009, the company provides its subscribers with “objective, fact-based data and commentary” by way of research reports, educational tools including videos and webinars, and newsletters.



Now the Georgia-based company will add one more educational tool to its chest with an annual summit.

“Blue Vault believes in full transparency, at every level, and as a completely independent organization, we feel we can help make a difference for B/Ds needing an additional avenue to address due diligence and performance-based issues with sponsors,” commented Stacy Chitty Co-Founder and Managing Director of Blue Vault Partners regarding the event.

All broker-dealers that use non-traded REITs or BDCs are invited to attend.

For more information contact:

Brooke Heffington at Brooke.heffington@bluevaultpartners.com.

The details of the event:

Blue Vault Broker Dealer Educational Summit

Ritz Carlton, Atlanta (downtown)

March 31, 12 pm EST – April 2, 2 pm EST

Article by: The DI Wire


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