We will have Annual Members Meeting on June 20, 2012 (Wednesday). First, it will be a great opportunity to meet the newly elected Board and to give you a chance to share your ideas on how the Stamford CFA Society can best serve your needs as a member.
Second, we will have a great speaker, Dan Meader, who is the founder and managing partner of Trinity Private Equity Group, LP, an investment advisory and private equity investment firm located in Southlake, Texas. Just as important, Dan is the Chair of the Board of Governors of the CFA Institute, having served the investment profession in various capacities for over 18 years. Aside from giving an update on the Private Equity industry, Dan will be able to touch on the impending changes in the investment profession as a result of the greater voice the CFA Institute will project.
Third, as a member, the meeting, networking and great social setting at the Stamford Marriott is FREE to you.
Wednesday, June 20, 2012
243 Tresser Boulevard
Stamford, Connecticut 06901
TIME: 6:00 pm Networking
6:30 pm Presentation of the slate of Officers and Directors; election by Regular Members only.
7:00 pm Speaker Dan Meader, CFA founder and Managing Partner for Trinity Advisory Group and Chair, Board of Governors, CFA Institute
“Alternative Investments – An update on Private Equity”
Key points of the presentation will include:
- Update on current trends in PE business including recent performance
- Overview of PE investment process
- Investment trends in the small to mid-cap market
As the Chairman of the CFA Institute Board of Governors, he will also address questions relating to the Institute, its strategic plan and an update on current initiatives.
|Event Title||Annual Meeting with Dan Meader, CFA, CPA|
|Start Date||June 20, 2012|
|Start Time||06:00 p.m.|
|End Date||June 20, 2012|
|End Time||09:00 p.m.|
|Timezone||Eastern standard time|
|Address||243 Tresser Boulevard|
|City, State, Zip||Stamford, Connecticut 06901|
|Speaker||Dan Meader, CFA, CPA|
|Member Price||Members Attend FREE|
|Non-member Price||$ 50|