Trinity Advisory Group partnered with Fort Worth based Atlas Properties to purchase a condominium/loft project in the Crossroads Arts District of Kansas City. Liberty Lofts, LLC raised $1,800,000 in investor funds for the approximately $3.66 million total raise, to purchase 27 condominium units in Liberty Lofts. This transaction closed May 2010.

Trinity Advisory Group assisted Inovar Packaging Group in the acquisition of Thermal Trade Graphics located in Wichita, KS. This transaction closed May 28, 2010.

Meader attended the 2010 CFA Institute Annual Awards Dinner – Celebrating Contributions to the Investment Profession.

Chandra and Meader attended the CFA Institute’s annual meeting in Boston. Each year the CFA Institute draws over 1500 investment professionals from around the world to discuss current issues in the investment management industry.

Trinity co-invested with Dallas based Encore Enterprises in the purchase of Governor’s Pointe, a 360,000 square foot Class A retail shopping center in Mason, Ohio, for $27,500,000. This transaction closed May 2010.

Chandra attended the semi-annual Highpoint Furniture Market in North Carolina which is the premier show for manufacturers and importers to show their products to retailers and other channel partners. Chandra was able to meet with a variety of companies as they look for investment opportunities in the furniture space in addition to attending the market party for American Leather, Inc., where Chandra serves as co-founder and vice-chairman.

Chandra attended KBIZ on behalf of Bentwood Kitchens. The Kitchen & Bath Industry Show (KBIS) is the world’s largest international trade show event dedicated to the kitchen and bath industry.

Meader, Chandra, and Cother attended the ACG Capital Connection to meet with a variety of capital sources including senior lenders, subordinated debt lenders and other private equity groups.

Trinity Private Equity Group hosted two tables at the CFA Dallas Forecast Dinner. Meader was invited to serve as the moderator for this event.

In his capacity as a Board of Governor for the CFA Institute, Meader attended the CFA Board of Governors Meeting in Seoul, Korea. It was announced at the meeting that Meader would serve as the Vice – Chairman of the CFA Board of Governors.

Chandra and advisory partner Rob Jones attended Las Vegas Furniture Market. Las Vegas Market gives access to more than 1,500 manufacturers. It debuts the latest industry trends all within one event, and offers products across all categories, including furniture, accessories, gift, lighting, home textile, rugs, floor coverings and more.

Trinity Advisory Group partnered with EM Real Estate Enterprises in a successful purchase of a Walgreens location in Ruston, Louisiana. This acquisition was executed on a NNN lease basis for $5.2MM in equity, subordinated debt, and senior debt. Founded in 1901, Walgreens is the largest drug store company in the United States ranked by sales. This transaction closed January 2010.

Trinity Advisory Group assisted Lucidity Consulting Group in a successful $2.5MM subordinated debt offering. Lucidity is one of the top Oracle Systems consulting partners in the United States. Headquartered in Dallas since its founding in 2001, Lucidity is a leader in installing many of the software solutions offered by Oracle. This transaction closed January 2010.

Meader was invited to serve as a panelist for the CFA Naples Dinner.

Meader attend the CFA dinner to celebrate the 20th anniversary of the FAF/ICFA combination to form AIMR which is now CFA Institute at the New York Yacht Club.

Trinity Private Equity Group, in partnership with Fort Worth-based Atlas Properties, has purchased more than half of the units in the Piazza Siena condominium complex in Dallas' Oak Lawn neighborhood. The units were purchased from Amcore Bank of Chicago. The condos will be re-sold after undergoing improvements. This transaction closed December 2009.

Meader traveled to London and Zurich on behalf of the CFA to assist the CFA with a University Partnership program initiative. While there Meader had the opportunity to meet with local investment managers to discuss trends in the global capital markets and investment management business..

Trinity Advisory Group represented South Bay Partners, Ltd. of Dallas and Integrated Real Estate Group of Southlake, TX, in a successful $4.6MM equity offering in a real estate development of Waterview at Mansfield. This project is a new $17.8MM, 123 bed Assisted Living, Skilled Nursing, and Alzheimer’s facility that will house seniors in a purpose built setting, located in Mansfield, TX. This transaction closed November 2009.

Meader was invited to give a presentation to the UT-Dallas School of Management. Click here to download his presentation "Private Equity Investing - A Primer".

Chandra and Advisory Partner, Rob Jones, attended the Las Vegas Furniture Market and met with several companies to discuss growth capital needs in the furniture industry, which has a large number of companies struggling to remain independent.

Meader was invited to give a presentation to the CFA-Philadelphia Society. Click here to download his presentation "Private Equity for the High Net Worth Investor" (updated September 2009).

Chandra attended the Hospitality and Design Expo and Conference. HD Expo features a show floor with more than 1,200 exhibitors covering an array of manufacturers and artisans of hospitality products and services.

Meader was invited to to give a presentation to the CFA-DFW Society. Click here to download his presentation "Private Equity for the High Net Worth Investor" (updated April 20, 2009).

Meader was invited to speak at the CFA Wealth Management 2009 conference. Click here to download his presentation "Private Equity for the High Net Worth Investor".

Meader and Cother attended the ACG Capital Connection to meet with a variety of capital sources including senior lenders, subordinated debt lenders and other private equity groups.

Chandra attended a panel discussion forum featuring expert presentations on topics surrounding deal making opportunities after the downturn of the economy.

In his capacity as a Board of Governor for the CFA Institute, Meader attended the winter Board meeting for the CFA Institute in Dubai. While in the UAE, Meader had the opportunity to meet with local investment managers to discuss trends in the global capital markets and investment management business.

Meader was invited to attend a meeting of the CFA Institute volunteer society leaders to discuss current trends in the investment industry. Meader led a breakout session on how to deliver value to CFA Institute members at the local society level.

Chandra and Meader along with Advisory Partner, Rob Jones traveled to North Carolina to visit several manufacturing companies in the furniture industry where Trinity is actively pursuing investment opportunities. Meader also visited a portfolio company, Wayne Trademark a specialty printing and packaging company, where he is Chairman of the Board.

Meader and Chandra visited Wayne Trademark’s new manufacturing facility located in San Pedro Sula, Honduras. Wayne Trademark is a leading apparel industry printing and packaging company and opened the plant at the request of a number of its customers to provide printing and packaging goods to apparel manufacturing facilities located in Central America. The plant has the manufacturing capabilities to provide all types of flexographic printing to its customers.

Meader and Chandra attended the semi-annual Highpoint Furniture Market in North Carolina which is the premier show for manufacturers and importers to show their products to retailers and other channel partners. Meader and Chandra were able to meet with a variety of companies as they look for investment opportunities in the furniture space in addition to attending the market party for American Leather, Inc., where Chandra serves as co-founder and vice-chairman.

Chandra attended the World-wide Charter Member Retreat for TIE, The Indus Entrepreneurs, which was held in San Antonio Texas. Charter Members, the inner circle for accomplished entrepreneurs and business leaders within TIE, spent the weekend networking with members representing local chapters from many countries in addition to attending sessions on topics of interest to the members.

Meader attended the CFA Institute Annual Society Leaders meeting in Washington DC in conjunction with his attendance at the CFA Institute Board of Governors’ meeting. While at the meeting, Meader led discussions with society leaders and CFA Institute staff regarding the opportunity for improved partnership between the CFA Institute and its 135 member societies located around the world.

Meader was invited to give a presentation to the UT-Dallas School of Management. Click here to download his presentation "Private Equity Investing - A Primer".

Chandra and Advisory Partner, Rob Jones, attended the Las Vegas Furniture Market and met with several companies to discuss growth capital needs in the furniture industry, which has a large number of companies struggling to remain independent.

Meader was invited to give a presentation to the CFA-Philadelphia Society. Click here to download his presentation "Private Equity for the High Net Worth Investor" (updated September 2009).

Chandra attended the Hospitality and Design Expo and Conference. HD Expo features a show floor with more than 1,200 exhibitors covering an array of manufacturers and artisans of hospitality products and services.

Meader was invited to to give a presentation to the CFA-DFW Society. Click here to download his presentation "Private Equity for the High Net Worth Investor" (updated April 20, 2009).

Meader was invited to speak at the CFA Wealth Management 2009 conference. Click here to download his presentation "Private Equity for the High Net Worth Investor".

Meader and Cother attended the ACG Capital Connection to meet with a variety of capital sources including senior lenders, subordinated debt lenders and other private equity groups.

Chandra attended a panel discussion forum featuring expert presentations on topics surrounding deal making opportunities after the downturn of the economy.

In his capacity as a Board of Governor for the CFA Institute, Meader attended the winter Board meeting for the CFA Institute in Dubai. While in the UAE, Meader had the opportunity to meet with local investment managers to discuss trends in the global capital markets and investment management business.

Meader was invited to attend a meeting of the CFA Institute volunteer society leaders to discuss current trends in the investment industry. Meader led a breakout session on how to deliver value to CFA Institute members at the local society level.

Chandra and Meader along with Advisory Partner, Rob Jones traveled to North Carolina to visit several manufacturing companies in the furniture industry where Trinity is actively pursuing investment opportunities. Meader also visited a portfolio company, Wayne Trademark a specialty printing and packaging company, where he is Chairman of the Board.

Meader and Chandra visited Wayne Trademark’s new manufacturing facility located in San Pedro Sula, Honduras. Wayne Trademark is a leading apparel industry printing and packaging company and opened the plant at the request of a number of its customers to provide printing and packaging goods to apparel manufacturing facilities located in Central America. The plant has the manufacturing capabilities to provide all types of flexographic printing to its customers.

Meader and Chandra attended the semi-annual Highpoint Furniture Market in North Carolina which is the premier show for manufacturers and importers to show their products to retailers and other channel partners. Meader and Chandra were able to meet with a variety of companies as they look for investment opportunities in the furniture space in addition to attending the market party for American Leather, Inc., where Chandra serves as co-founder and vice-chairman.

Chandra attended the World-wide Charter Member Retreat for TIE, The Indus Entrepreneurs, which was held in San Antonio Texas. Charter Members, the inner circle for accomplished entrepreneurs and business leaders within TIE, spent the weekend networking with members representing local chapters from many countries in addition to attending sessions on topics of interest to the members.

Meader attended the CFA Institute Annual Society Leaders meeting in Washington DC in conjunction with his attendance at the CFA Institute Board of Governors’ meeting. While at the meeting, Meader led discussions with society leaders and CFA Institute staff regarding the opportunity for improved partnership between the CFA Institute and its 135 member societies located around the world.