Downtown Luncheon - The State of Private Equity and Strategies for Investors

• CFA Society of Philadelphia

Speaker

Dan Meader, CFA

Founder and Managing Partner, Trinity Private Equity Group
Member, Board of Governors of the CFA Institute

Program

How has the credit crisis impacted the private equity business and its prospects for the future? How do private equity strategies vary, and which are appropriate for the high-net-worth, taxable investor? What do investors and their managers need to know and what strategies should they employ to successfully invest in private equity? Dan Meader has been investing and consulting in middle market companies for over 25 years and is a leader in the CFA Institute. Join us for Dan's unique insights at this important inflection point for private equity.

• Economic Issues
• Finance
• General Networking
• Investment/Banking
• Meals -- Lunch