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  • February 16 Luncheon Meeting with Jeff Terrell, Truist Bank Senior Vice President and Senior Analyst

February 16 Luncheon Meeting with Jeff Terrell, Truist Bank Senior Vice President and Senior Analyst

  • February 16, 2023
  • 11:30 AM - 1:00 PM
  • Hammock Dunes Club, 30 Ave Royale, Palm Coast, FL 32137

Registration


Register



EVENT REGISTRATION  

Advance registration and payment required  -  $35 for members and $40 for guests.  Early registration is encouraged!


SPEAKER TOPIC

It’s the Economy …

Many believe the 2023 economic outlook has many opportunities and potential surprises as we deal with: post pandemic inflation; supply chain challenges; labor markets; divided government policy issues on national debt, budget, war in Ukraine, student loan debt, and immigration policy; residential and commercial real estate markets; big tech company layoffs and devaluations; declining retirement savings,  increased frequency of national disasters, etc.    


Jeff Terrell, Senior Vice President, Senior Analyst – Investment Strategy, Portfolio & Market Strategy of TRUIST, the nation’s 7th largest commercial bank will be sharing their views and assessment on the economy and how to navigate 2023.   Jeff is flying in just to address Flagler Tiger Bay Club and provide his analysis, observation, and insights.  You do not want to miss this program.  Seating is limited so early registration is encouraged.


ABOUT THE SPEAKER

As Truist Advisory Services, Inc.’s senior analyst in investment strategy, Jeff is an integral member of the Investment Advisory team responsible for establishing Truist's investment strategy and outlook.


In this role, he contributes to the group's investment strategy, portfolio

construction process, publishing commentaries, while providing private client support across the Truist market footprint. Jeff is a sought-after speaker, sharing his insights at client speaking engagements, and with investor and industry groups, and C-suite executives. Jeff authors Truist's Around the Block publication, focused on digital assets and blockchain technology, as well as a frequent contributor to the Market Pulse, Portfolio Perspectives, and flagship Market Navigator publications.


Jeff has more than 30 years of investment experience, joining Truist predecessor BB&T in 2016 after serving for 20 years as a chief investment officer for state and nationally chartered community banks in the southeast. Jeff has testified as an expert witness in investment litigation matters focusing on trust management, fiduciary investing practices, and investor suitability.


COVID-19 UPDATE

Our commitment to the safety of our guests is of highest priority.  As such, Flagler Tiger Bay Club is following CDC guidelines and recommendations at this event.  

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