Jeff Hybiak, CFA®

SEM Wealth Management
Sr. Portfolio Manager | Chief Operating Officer
Affiliated Chapter

Session TitleA Behavioral Approach to Economic Analysis 


Economics courses tend to work off models created in academic circles which do not necessarily work in the real world. This leads our brains to use heuristics (mental shortcuts) to predict which way the economy is heading. Oftentimes this leads to wrong or short-sighted analysis. As advisors it is important to understand what really drives the economy as well as what it means for our investment allocations and expectations. As a quantitative investment manager, SEM has developed an economic model to assist with these decisions. In this session we will walk through what the data says are the best leading economic indicators as well as the commonsense logic as to why they work. We will also look at where each indicator sits currently and what that means for the economic forecast going forward.”

About Jeff

Jeff is a CFA Charterholder and received his Bachelor of Science degree in Business Administration (Finance & Accounting emphasis) from the University of Northern Colorado. He has worked in the field of accounting and finance since 1992 and joined Strategic Equity Management, Inc. in October 1998. He began his investment career managing traditional institutional portfolios using Modern Portfolio Theory. At SEM he combined this experience with SEM’s engineering background to develop the firm’s Behavioral Portfolio Approach to help clients and advisors overcome their natural behavioral biases.

Outside of SEM, Jeff is part of the worship team at LifePointe Community Church in Williamsburg, VA where he plays the keyboard and bass guitar. He also coaches his 14-year old twins’ travel soccer team and is a proud ‘papa’ of two grand-children.