Private Equity Investing for the High-Net-Worth Investor

From the 2009 CFA Institute Wealth Management conference

In this webcast, Daniel S. Meader, CFA, discusses the following:

  • How has the credit crisis impacted the private equity business and its prospects for the future, particularly the use of leverage?
  • How do private equity investment strategies vary, and which ones are appropriate for the high-net-worth, taxable investor?
  • What do investors and their managers need to know and what allocation strategies should they use to successfully invest in private equity?

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Speaker

Photo of Daniel S. Meader, CFA

Daniel S. Meader, CFA, is founder and managing partner of Trinity Advisory Group, LP, an investment advisory and private equity investment firm. Previously, he was executive vice president at Tara Capital Partners and chief financial officer at Sowell & Co. Mr. Meader is currently a member of the Board of Governors of CFA Institute and previously served as chair of the CFA Institute Presidents’ Council. He is a graduate of Southern Methodist University.

This information is accurate as of the date of recording.

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Topics

  • Private Wealth Management
  • Alternative Investments

Price (USD)

Members: FREE
CFA Program Candidates: FREE
Standard Rate: FREE
University: FREE

Details

Length : 48min
Posted : 4/6/2009
Recorded On : 3/26/2009
CE Credits : 1 CE
Formats :
  • Video Webcast
  • Audio Webcast