Michael J. Schierl
Founder & President
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Mr. Schierl is a recognized leader in the nonprofit financial community for his work developing sophisticated “evergreen” conduit bond financing structures with embedded shelf-offering capabilities that enable his clients to obtain full-vision funding for high-impact initiatives typically viewed as beyond the reach of many nonprofit organizations. At the heart of most Julius-designed funding solutions is the JC “unified credit facility” which permits the issuance under a single credit facility of (1) private “bank bonds” (Sr. X-Bonds) and (2) public “donor-friendly bonds” (Sr. A-Bonds and Jr. B-Bonds) specially designed for use as “donor inventory” in connection with Julius-designed structured/planned giving campaigns. The unified credit facility structure allows Borrowers: (i) to issue under a single credit facility, taxable debt, tax-exempt debt or a mix of taxable and tax-exempt debt; (ii) to simultaneously shop each of these markets in order to secure the very best blend of rate and terms; and (iii) to avoid over-dependence on a single lender (e.g., a single bank or bond buyer), a single market (e.g., the private loan market or public bond market) or one-sided loan papers written by a single lender.
Julius Capital turn-key funding solutions are designed to be easily replicable among affiliated nonprofit organizations. The funding solutions combine techniques drawn from Mr. Schierl’s unique experience in several disparate worlds: (1) bond financing techniques from his experience practicing law in New York with a major international law firm; (2) balance sheet philanthropy techniques utilized by leading Foundations; and (3) business startup experience from Mr. Schierl’s involvement with dozens of for-profit and non-profit startups.
A graduate of Harvard Law School and the University of Notre Dame (1984 Great Books Program), Mr. Schierl is consecrated to Our Lady and a member of the Militia Immaculata. Mr. Schierl serves on the Advisory Board for the University of Notre Dame Reilly Center for Science, Technology and Values. He resides in LaGrange Park, IL with his wife Valerie and their five children.
Director of Client Services
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David is the Director of Client Services for Julius Capital, with responsibility for client service, business development and talent recruitment and development. A graduate of the University of Chicago and Cornell Law School, David began his career as a securities and corporate attorney at Lord, Bissell & Brook (now Locke Lord), an AmLaw 100 firm. In 1998, David joined Christian Brothers Investment Services, Inc., the country’s largest investment management firm for Catholic institutions, with over $7.0 Billion of assets under management.
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In 1998, David joined Christian Brothers Investment Services, Inc., the country’s largest investment management firm for Catholic institutions, with over $7.0 Billion of assets under management. Over his 20 years at CBIS, David served as Executive Vice President, General Counsel and Chief Compliance Officer; he also served in a variety of business capacities, most recently as Head of Distribution between 2012 and 2017.At CBIS, David acquired a broad and deep knowledge of the particular needs and challenges facing Catholic ministries and apostolates, including dioceses and religious orders and sponsored entities.
He himself served as CEO of a small non-profit for three years and has served on a number of non-profit boards.David practices corporate and securities law as a partner of Croke, Fairchild, Morgan & Beres, a Chicago-based law firm. He resides in River Forest, IL with his wife, Karen. They have four adult sons.
Director of Planned Giving
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Mark is the Director of Planned Giving for Julius Capital. Mark has over 25 years of experience in planned giving. Mark is well known in the philanthropic community and is the author of a number of books on philanthropy, including Finish Faithful, How To Create A Lasting Christian Legacy For Your Family, and co-author of various church stewardship manuals and publications.
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Mark is a graduate of Seattle University Law School and San Jose State University. In addition to being an attorney, he is also a CPA and served as a management consultant for international accounting firms. Mark is married, father to five children, active in the Catholic community and resides in East Texas.
Director of School Finance
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Howard heads up the Julius Capital school funding practice area, with an emphasis on Catholic and Private School funding projects. Howard meets with our clients to understand their funding needs and helps create innovative solutions to solve their funding gap. Howard has over 20 years of experience originating and executing financing and M&A advisory assignments, most recently as a Managing Director and Co-head of Robert W. Baird & Co.’s Debt Advisory group in Chicago.
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Prior to Baird, Howard was an Associate in the investment banking departments of Credit Suisse, First Boston and Merrill Lynch and a Financial Analyst at Morgan Stanley.
Howard received an M.B.A. with honors from The University of Chicago Booth School of Business. He also graduated Phi Beta Kappa and summa cum laude from the University of Notre Dame where he received a B.A. in history and German. In addition, Howard is an adjunct professor of finance at the University of Notre Dame Mendoza College of Business. Howard is a father of four, with his oldest sons attending Notre Dame. He and his wife, Sara, live in Winnetka, Illinois with their two younger children.
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Prior to joining Julius Capital, Mike served for five years as a Marine Corps Infantry Officer. Additionally, he has held positions with Blue Ivy Ventures, Ford Motor Company, and Booz Allen Hamilton that extend his breadth of experience across numerous sectors and functions.
Concurrent with his duties at Julius Capital, Mike is a second year M.B.A. at Yale’s School of Management. He holds a B.A. in Political Science from the University of Notre Dame. He resides with his wife and their two daughters in Grand Rapids, Michigan.
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Brendan comes from a solid background serving the Church and nonprofits. At the age of 20 while an undergraduate at the University of Notre Dame, Brendan served as the Grand Knight of the ND Knights of Columbus chapter, the oldest and largest KofC college council. Under his leadership the ND KofC council was recognized nationally as “the most outstanding college council” and donated new records of time and money to local charities. From there, he went on to serve many of the organizations they supported professionally, gaining experience working in development for Corvilla, L’Arche, and United Way.
Brendan received his BA in Economics from the University of Notre Dame in 2018. In 2020, Brendan graduated magna cum laude with a Master’s degree in Nonprofit Administration from the University of Notre Dame’s Mendoza College of Business. Brendan resides in Chicago.