November 16, 2016 - Dan S. Meader, CFA, CPA

Join Us For Lunch With Dan S. Meader, CFA, CPA

Topic

Cultivating a Culture of Integrity in Today’s Investment Management Industry

Date Wednesday, November 16, 2016
Time Networking 11:30 am – 12:00pm, Lunch & Presentation – 12:00pm – 1:30pm
Location Fleming’s Prime Steakhouse at the Domain
11600 Century Oaks Terrace, Austin, TX 78758 – 512-835-9463
Speaker Dan S. Meader, CFA, CPA – Managing Partner at Trinity Private Equity Group

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Former CFA Board Chair and Founding Partner of Trinity Private Equity Group,  Dan Meader will share his thoughts on how to develop and protect a culture of integrity within a well-functioning investment management firm. As both new and existing Charter holders, we all have a role and responsibility to play to contribute to our firm’s culture – and how to make it ethically based and client focused. By developing a culture of integrity in firms and within the industry, we can set professional conduct boundaries and have shared values reinforced.

We hope you will all make time to join us to celebrate our new Charter holders and to discuss and debate this important ethics topic.

About Dan S. Meader

Dan is the founding partner of Trinity Private Equity Group, which was started in 1999. Dan leads the investment committee for Trinity and is also the lead partner on several Trinity investments.

Prior to founding Trinity, Dan served as an executive vice president for Tara Capital Partners, LP, a hedge fund focused on investing and trading in public securities. He also spent nine years participating in private equity investments at Sowell & Co. in Dallas, Texas. Dan began his career as a corporate banker at InterFirst Bank of Dallas (now Bank of America); and then worked for ABQ Capital Markets, managing a portfolio of high-yield bonds.

He is a CFA charterholder and was elected to the CFA Institute Board of Governors in 2006. While on the Board, Dan was elected to serve as the chairman of the CFA Institute. A graduate of Southern Methodist University, cum laude, Dan received his CFA charter in 1991 and is also a certified public accountant (CPA).

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