Podcast appearances and mentions of dan meader

When our podcast was established a few years ago, the initial focus was on local investment legends such as Luther King, Susan Byrne, Jim Hille, and Dan Meader. Finally, as we wind down Season 3, it is time to have another true legend who has dedicated her career to education, leadership, and impacting our investment community. Since 2015, Dr. Marilyn Wiley has served as the Dean of the G. Brint Ryan College of Business at the University of North Texas or UNT. Previously, she was Senior Associate Dean.  Before coming to UNT, she spent three years in the same role at Florida Atlantic University. Marilyn earned a Ph.D. in Finance from Texas A&M University, is a Chartered Financial Analyst and previously served as President of the Dallas-Ft. Worth CFA Society. She also consults for the CFA Institute on curriculum issues, recently served as member of the Board of Directors of the Ft. Worth chapter of Financial Executives International and her research has been published in several academic journals including the Journal of Futures Markets and the Journal of Finance. On this podcast, Marilyn shares her personal and professional journey, what she is most excited about for future generations of leaders in finance, and key takeaways to graduating seniors.

Have you heard of the Silver Tsunami?   There are an estimated 70 million baby boomers driving economic growth like never before.    Their impact is estimated at 62 trillion and growing.   This market segment is driving incredible investments and jumbo-sized returns.    Today you meet two people making a huge slash in the Silver Tsunami. Patrick McGonigle and Joel Sherman from Harbert South Bay Partners have reimaged the senior living experience.    Once you meet them, you'll understand why we decided to invest in South Bay Partners.    Whether you invest in the surge or build a business to take advantage of it, a percentage of your portfolio should include this asset class.    Welcome to the Hunting Alpha podcast. A show about achieving higher than-market returns and minimizing the risk.    Hunting Alpha is Produced by Trinity Investors.   Trinity was founded in 2006 by Dan Meader and Sanjay Chandra, and  has an investment portfolio of nearly 6 billion dollars (as of January 2023).   Trinity invests in a variety of privately owned companies and holds a large real estate portfolio focused on Multi-Family, Senior Living, Hospitality, and Commercial Properties.   Trinity's annual return to investors runs in the 20s.

Bank instability, Interest rates, and a recession storm brewing continue to worry investors.    This unstable environment is why some private equity investments will thrive and create wealth.    In today's episode, we share an inspiring story of how a twenty-something, Scott Everett, built his massive company and inspired trust from his investors.    Welcome to the Hunting Alpha podcast. A show about achieving higher than-market returns and minimizing the risk.    Hunting Alpha is Produced by Trinity Investors.   Trinity was founded in 2006 by Dan Meader and Sanjay Chandra, and  has an investment portfolio of nearly 6 billion dollars (as of January 2023).     Trinity invests in a variety of privately owned companies and holds a large real estate portfolio focused on Multi-Family, Senior Living, Hospitality, and Commercial Properties.   Trinity's annual return to investors runs in the 20s.

Bob Schlegel sold his company Pavestone for $540 million dollars, or did he? This sale is not his first rodeo. Bob and his wife Myrna famously sold People Care Heritage Centers in 1994 for enough money to be set for life for him and his kids. But $540 million for Pavestone? That's a whole new level! The sale of Pavestone came with unbelievable challenges and delays. In Bob's new book, Angels and Entrepreneurs, he shares his story of growing up on a farm in Canada, being the first in his family to finish high school, and immigrating to America to write his own American dream story.  The book is bursting with great advice, and he shares some of that advice on today's show, along with Trinity Investors Co-Founder Sanjay Chandra, an immigrant himself. 

Some have asked why we changed our name from Trinity Private Equity to Trinity Investors. This is the third time we have changed our name, so it seems fitting for trinity, doesn't it? In today's episode, we hear from Liz Goldreich, the Director of Marketing, Jay Fuquay, Senior Vice President, and co-founders Dan Meader and Sanjay Chandra. 

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. 

How do you achieve a higher rate of return and reduce risk?  That is the passion that led Dan Meader and Sanjay Chandra to form Trinity Investors, a private equity firm that has internal rates of returns in the 20s.   

Produced by Foundersuite.com, "How I Raised It" is an interview series that goes behind the scenes with startup founders who have successfully raised capital. This episode is with Dan Meader, CEO of Allowance Manager (www.allowancemanager.com). Dan is a Silicon Valley veteran who raised over $2 million in seed funding, mostly from "friends and family." Join us as we learn how he did it. Recorded on January 22, 2018.

It has been awhile, glad to be back! Martin talks live streaming with Dan Meader at John McInnis Auctioneers in Amesbury, MA. about a hidden and unknown Andy Warhol work find in a New England family attic. “I’m trudging along, …

Lynette is in-studio with Allowance Manager App creator Dan Meader for a special extra episode of For Crying Out Loud. Lynette and Dan talk in depth about his app and why it is so helpful for kids, teens, young adults and even college students. Download the app for Free on iTunes or Google Play.

Martin talks to Dan Meader at John McInnis Auctions about the past record breaking David Powers Auction of JFK’s affects and the monumental upcoming Legends Auction, JFK, Peter Lawford, Ernest Hemingway, Marilyn Monroe and more. Listen to Dan’s enthusiasm …

David Morehouse and Dan Meader are our guests this week. Show produced by Katherine Caperton. Original Air Date: February 9, 2013 on SiriusXM "POTUS" Channel 124. Polioptics airs regularly on POTUS on Saturdays at 6 am, 12 noon and 6 pm. Follow us on Twitter @Polioptics Listen to the show by clicking on . . . → Read More: Episode 89, with guests David Morehouse of the Pittsburgh Penguins and Dan Meader of John McInnis Auctioneers

Martin visits John McInnis’ Auction Gallery in Amesbury, Massachusetts and talks Dan Meader about the important John F. Kennedy memorabilia that belonged to David F. Powers, JFK’s White House special assistant and longtime confidant. Auction follow-up here! …