DEC Money Talk

Money Talk with Nick Juhle

3:00 PM

Virtual via Zoom

About This Meeting

An Exclusive Virtual Event for DEC Members Only

Join DEC Members as we talk about an important topic to all – Your Money.

Investors, consumers, and businesspeople have been in a sour mood throughout 2022. Nick Juhle will discuss this collapse of confidence and – in the face of mid-term elections, geopolitical concern, and heightened recession risk – share some historical perspective on why ignoring your feelings may be the best course when it comes to managing your money in uncertain times.



Featured Guest Speaker

Nick Juhle, CFA Chief Investment Officer, Greenleaf TrustNick Juhle, CFA
Chief Investment Officer, Greenleaf Trust

Nick is responsible for development, execution and oversight of Greenleaf Trust’s investment management platform and leadership of our in-house research team. As chair of the investment committee, Nick ensures disciplined application of Greenleaf’s investment philosophy on behalf of clients. He is accountable for portfolio-level investment decisions including asset allocation, tactical positioning, portfolio construction, and investment policy design, as well as market and economic content development and communication. Nick holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business and has nearly 20 years of experience in the financial services industry. He is a CFA® charterholder, member of the CFA® Institute, and President of the CFA Society of West Michigan.

Meeting Agenda

3:00 p.m. Discussion

3:30 p.m. Adjourn

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