Friday Financial Forum April 22 in Bartlesville, Okla.

Tuesday, April 19 at 03:05 AM
Category: Arvest Community News

Join us Friday, April 22 at 10 a.m. for our Friday Financial Forum. We will meet at the Friday Forum Room at Arvest's East Side Branch, located at 4225 S.E. Adams Rd. in Bartlesville, Okla.*

This week’s featured speaker is Jeff Hays, president of Hays Advisory, where he is responsible for providing strategic leadership for the company and establishing long-range goals, strategies, plans and policies. Jeff's career in the financial industry spans over 19 years where he first gained experience as a financial advisor with Wheat First Securities in Nashville, Tenn.

When Jeff and his partners launched the first Hays Advisory portfolio in 1998, they decided to take an "out of the box" approach that focused on managing client emotions through a risk management process. The idea was not to avoid all losses in a portfolio, but rather limit portfolio drawdowns to a level that could be dealt with logically, allowing clients the ability to avoid emotional decisions that may devastate their long-term plans. This risk management approach resonated with investors, and under Jeff's leadership the firm grew from a few million dollars under management to over a billion dollars under care over the next few years. 

In addition to his duties as president, Jeff serves as a member of the firm's investment committee, providing oversight to the portfolio management team that manages Hays' various investment products.

Finally, Jeff is regularly featured as a speaker at conferences and other industry events that focus on tactical money management.

What you can expect at the event:

  • Information: Community leaders share topical, local and state information (Sen. John Ford, Rep. Earl Sears & Rep. Travis Dunlap)
  • News: "The Scoop" – all about business and community happenings in Bartlesville (Billie Roane, Arvest Bank)
  • Hilarious Anecdotes: Jim Bohnsack, Arvest Bank

If you have any questions or would like to add someone to the email invitation list, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution.
 

Tags: Bartlesville, Community Support, Oklahoma
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