Direct Private Equity Investing for the High-Net-Worth Client (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

15:15, video webcast, recorded on 7 March 2017
Posted on 16 May 2017

Founder and Managing Partner
Trinity Private Equity Group

This information is accurate as of the date of recording.



Are there skills and traits that make for successful private equity investors? Are there client communication challenges associated with private equity investing?  Daniel S. Meader, CFA, founder and a managing partner of Trinity Private Equity Group, discusses his firm’s investment philosophy and provides answers to these questions and many more.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Credits · About the CE Program
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