Jeff Hybiak, CFA®

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

Navigating Uncertainty with Confidence

Thursday, June 9, 2022 | 2:40pm - 3:40 pm

Overview

In today’s digital age we are bombarded with messages containing confident predictions about what will happen to the economy and the markets. This can lead to many behavioral biases which are hazardous to our investment
recommendations. A study of market history tells us the only certainty is the future will not work out like most experts predict. As financial advisors it’s important to remove our own biases. One of the best ways to do this is by following a rules based approach. This presentation will discuss some of the obstacles the markets are facing in the years ahead, some possible investment rules you can apply to your portfolios, and a way to create a truly diversified investment portfolio for your clients designed to overcome uncertainty.

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.