Daniel S. Meader, CFA, is founder and managing partner of Trinity Private Equity Group, LP, a private equity investment and financial advisory firm formed in 1999. Trinity Private Equity Group (formerly Trinity Advisory Group, LP) makes direct private [+]

Daniel S. Meader, CFA, is founder and managing partner of Trinity Private Equity Group, LP, a private equity investment and financial advisory firm formed in 1999. Trinity Private Equity Group (formerly Trinity Advisory Group, LP) makes direct private equity investments and provides financial consulting services to middle market companies. The firm focuses on small-cap private equity and direct investing in real estate. Prior to starting Trinity, Meader served as an executive vice president for Tara Capital Partners, LP, a hedge fund focused on investing and trading in retail- and restaurant-oriented public securities. He also spent nine years participating in private equity investments at Sowell & Co. in Dallas, Texas. Meader began his career at InterFirst Bank of Dallas (now Bank of America), and joined the Corporate Banking Group in 1984. He then worked for ABQ Capital Markets and co-managed a portfolio of high-yield bonds and preferred stocks. While at ABQ, Meader was instrumental in developing credit underwriting standards and portfolio monitoring tools for investments. He was elected to the CFA Institute Board of Governors in 2006, and currently serves as chair. Meader formerly chaired the External Relations and Volunteer Involvement Committee and Presidents Council at CFA Institute. In addition, he serves on the board of directors for the Dallas/Fort Worth CFA Society and on several Trinity portfolio company boards. A graduate of Southern Methodist University (cum laude), Meader received his CFA charter in 1991 and is a Certified Public Accountant (CPA). [-]

Alan M. Meder, CFA, is a senior vice president of Chicago-based Duff & Phelps Investment Management Co., a wholly owned subsidiary of Virtus Investment Partners, Inc. He is the chief risk officer of Duff & Phelps and the principal financial [+]

Alan M. Meder, CFA, is a senior vice president of Chicago-based Duff & Phelps Investment Management Co., a wholly owned subsidiary of Virtus Investment Partners, Inc. He is the chief risk officer of Duff & Phelps and the principal financial officer of four other investment companies. Mr. Meder has served the client base of Duff & Phelps as an analyst, portfolio manager, and director of quantitative research. Currently, he is the vice chairman of the Board of Governors of CFA Institute. Mr. Meder is also a former chair of the CFA Institute Audit and Risk Committee, External Relations and Volunteer Involvement Committee, Education Advisory Committee, Candidate Curriculum Committee, and the Practice Analysis Task Force. In addition to holding a CFA charter, Mr. Meder is a Certified Public Accountant, and is a member of the Financial Accounting Standards Advisory Committee, American Institute of Certified Public Accountants, and the Ohio Society of CPAs. He holds a BBA from Cleveland State University and an MBA from Baldwin-Wallace College. [-]