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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

Jan 18, 2022

Local Investment Legend Series, featuring Dan Meader, long-time advocate, and leader of the CFA Society and CFA Institute and co-founder and managing partner of Trinity Private Equity Group. Dan shares key moments and people of his incredible journey, including how the CFA charter played a significant role in his professional growth and success. His legacy is well defined and excitement for the future of our industry makes us all a little more motivated to make our own mark.

Many of us in the investment community know him for his leadership roles, first serving as president of the local CFA Society, and then spending 7 years on the CFA Institute Board of Governors, serving as Chairman of the CFA Institute in 2012. A successful entrepreneur, Dan is a co-founder and Managing Partner of Trinity Private Equity Group, which focuses on direct investments in small-cap private equity, real estate, and energy with a proven record of helping businesses across a variety of industries transform their operations. The firm has a portfolio of over $3 billion and invested over $800 million in 2020, returning over $160 million to investors. He is a graduate of SMU, earning his BBA in Finance, and holds the CFA charter and CPA designation.

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.