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.

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Summary

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.

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Credits · About the CE Program
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