People



Strategic Advisors

 

Jeffrey C. Slocum, President

Jeff Slocum launched the firm that bears his name in 1986, after several years as a Senior Consultant with Merrill Lynch capital markets' institutional investment consulting group. He began his professional life as Director of Annual Giving at Carleton College, and the experience has engendered in him a lasting affinity for the non-profit world. 

Jeff's financial career began as a Strategic Planning Analyst for Continental Illinois National Bank of Chicago.  Jeff earned a Master of International Management degree from the American Graduate School of International Management, as well as an MBA from the University of Chicago.

He has over two decades of experience in institutional investments and is a founding member of the Independent Consultants Cooperative (ICC).  Jeff serves on the Board of Twin Cities Public Television and the Breck School.

Phone: (612) 252-7159
E-Mail: jeffs@jslocum.com

KC Connors, CFA, CAIA, Principal

KC joined Slocum in 1995 and she has been in the investment industry since 1988.  KC has expertise in plan consolidation and mergers, risk budgeting, liability-driven investing, and alternative investments as they apply to operating, foundation and pension assets.  KC is a member of the firm's Executive Committee and acts as liaison to the Slocum Hedge Fund Team. KC is a frequent presenter on the topics of alternative investments, the unique challenges of healthcare investment programs, and financial/liability strategies, and co-authored Risk Factors, which was published in the June 2005 issue of HFM, Healthcare Financial Management Association magazine.

Prior to joining Slocum, KC worked at Wyatt Investment Consulting, Ennis Knupp Associates (both  in Chicago) and Comerica in Detroit.  As a consultant, KC managed client relationships, created investment policy statements, advised on asset allocation and selection of investment managers, and monitored investment performance.  At Comerica KC performed quantitative securities analysis and research.

KC received her undergraduate degree in Decision Sciences from Indiana University, holds an MBA (with Honors) from the University of Chicago, is a Chartered Financial Analyst (CFA) charterholder and Chartered Alternatives Investment Analyst (CAIA) charterholder.  KC is Chair of the Visitation School Board of Directors; is a Board member of the Courage Center; and is on the steering committee of the Minneapolis Chapter for 100 Women in Hedge Funds.   

Phone: (612) 252-7114
E-Mail: kcconnors@jslocum.com

 

Meggan O’Shea, CFA, Principal

Meggan has contributed vital leadership to all aspects of our consulting practice since joining the firm in 1994.  Meggan has expertise in working with healthcare, insurance, and retirement (both defined benefit and defined contribution) assets. She has also assisted clients with asset liability studies, liability-driven investing strategies, establishing direct alternative investment programs and educating their Investment Committees and Boards on a wide variety of topics. Meggan is a member of Slocum's Executive Committee.

Prior to joining Slocum, Meggan worked at Fleet Financial Group in commercial lending. Meggan received her undergraduate degree in Economics from Smith College, earned her B.A. in Economics from Smith College, an MBA from the University of Chicago, and is a Chartered Financial Analyst (CFA) charterholder.

Phone: (612) 252-7162
E-Mail: meggano@jslocum.com

Christopher Tschida, CFA, Principal

Chris joined Jeffrey Slocum & Associates in 1995 and has been in the financial industry for 16 years.  After starting at Slocum supporting client service efforts, Chris became involved in the firm's research efforts, ultimately leading the alternative investments and global equity research groups.  Chris currently consults with our largest insurance and healthcare clients, and continues to act as liaison for our global equity research team, as well as spearheading our use of CMS BondEdge. Chris is a member of Slocum's Executive Committee.

Prior to joining Slocum, Chris spent more than three years in the accounting industry. Chris received his undergraduate in Accounting from the University of St. Thomas and is a Chartered Financial Analyst (CFA) charterholder.  Chris also sits on the investment committee for Cretin-Durham Hall High School.

Phone: (612) 252-7172
E-Mail: christ@jslocum.com

 

Paul Wick, CFA, Sr. Consultant & Dir./Research Op.

Paul, joined Slocum as analyst in 1998 and has over 15 years of investment experience. Paul leads a number of client relationship while more recently adding the firm's Director of Research Operations to his Senior Consultant responsibilities.  Paul has assumed a variety of roles in his years at Slocum - both in relationship management and research.  Paul directed our fixed income research team for the majority of his tenure at the firm. This included both broad market and specific investment manager research.

Prior to joining Slocum, he held positions in asset/liability analysis with Moore, Juran & Company, portfolio administration at Voyageur Asset Management, and institutional fixed income sales with Prudential Securities.

Paul receives his B.A. in Business Economics at St. Cloud State University (Minnesota), and holds an MBA from the University of St. Thomas (Minnesota). He is a Chartered Financial Analyst (CFA) charterholder.

Phone: (612) 252-7180
E-Mail: paulw@jslocum.com

Deborah Weiss, CFA, Senior Consultant

Deb joined the Slocum team of consultants in July, 2005 from The Valspar Corporation for which she served as Vice President/Treasurer.  At Valspar, Debbie created and chaired the Benefit Plans Investment Committee.  Deb spent eight years as the Manager, Benefit Plans Finance at 3M Company, and then became Treasurer at Imation Corp., a $2.3 billion spin-off from 3M.  Deb earned her Bachelors degree from Michigan State University, where she was a National Merit Scholar and her MBA from the Owen Graduate School of Management at Vanderbilt University in Nashville, TN.

Phone: (612) 252-7197
E-Mail: deborahweiss@jslocum.com

Mark Evans, CFA, CPA, Sr Consultant, Compliance Off.

Mark joined Slocum in April, 2002 from Deloitte & Touche LLP, for whom he served as an Audit Manager in both the Minneapolis and Luxembourg offices.  He also served as a Consulting Manager for the same firm’s Financial Advisory Services in Minneapolis.  At Slocum he specializes in retirement plan services and the unique issues facing DB and DC plan clients. Mark received his BA in Accounting from St. Johns’ University (MN), earning Departmental Distinction and All-College Honors in the process.  Mark is a Chartered Financial Analyst who earned his MBA from the Carlson School of Management, University of Minnesota, and is a Certified Public Accountant. Mark also serves as Slocum's Chief Compliance Officer.

Phone: (612) 252-7106
E-Mail: mark.evans@jslocum.com

Andre Boucher, Consultant

Andre has been with Slocum since 2000, starting as an Investment Analyst before being promoted to Client Service Associate, and now Consultant.  Andre works closely with Slocum senior management on complex client issues, particularly in the health care management area.  Prior to joining the firm, Andre worked as an Assistant Financial Consultant for Merrill Lynch, Fenner, and Smith in Minneapolis. Andre received his B.A. degree in Business Administration from Augsburg College and is a Level II CFA candidate. 

Phone: (612) 252-7169
E-Mail: andreb@jslocum.com

Kyle Schmit, CFA, Consultant

Kyle joined Slocum in 2004 and has been in the investment industry since 1999. Kyle leads several client relationships and works closely with our senior consultants to manage projects for specific clients. Prior to joining Slocum, Kyle worked for The Northern Trust Company in the Investment Risk & Analytical Services division, where he focused on monthly and quarterly risk and performance reporting, asset allocation modeling, and investment manager research. Kyle earned his BA in History at the University of Wisconsin at Madison, holds an MBA (with Distinction) from DePaul University's Kellstadt Graduate School of Business in Chicago and is a Chartered Financial Analyst (CFA) charterholder.

Phone: (612) 252-7102
E-Mail: kyles@jslocum.com

Bryan Mullin, Research Director

 

Phone: (612) 252-7195
E-Mail: bryanm@jslocum.com

 

Robert McReavy, J.D., General Counsel

Bob joined Slocum in 2007, and has over 26 years of legal and finance experience. Prior to joining Slocum, Bob was Treasurer for Alliant Techsystems, Inc. a $3.5 billion defense and aerospace contractor. In that role, he was responsible for all areas of treasury, tax, risk management and pension investment. While at Alliant, Bob worked with Slocum to restructure Alliant's $1.7 billion pension plan investments, diversifying into real estate and hedge funds, including a significant allocation to direct hedge funds.  Bob has also been a Partner in the international accounting firm of Deloitte & Touche, Tax Counsel to Deluxe Corporation and Northwest Airlines, and a Partner in the law firm of Gray, Plant, Mooty in Minneapolis.

Bob received his undergraduate degree (with high honors) in accounting and political science from the University of St. Thomas and passed the CPA exam in 1981.  Bob received his law degree (with high honors) from the Georgetown University Law Center in 1986.  Bob is a member of the Board of Directors of the Children's Theatre Company and serves on the Theatre's Investment Committee.

Phone: (612) 252-7175
E-Mail: bobm@jslocum.com

 

Vince Altstaetter, Consultant

Vince joined Slocum in 2006 and has been in the investment industry since 1998.  Vince has a B.A. in Economics from Carleton College, in Northfield, Minnesota, an M.B.A. in Finance from Washington University in St. Louis, and is a Chartered Financial Analyst (CFA) charterholder. Vince works closely with healthcare organizations and insurance assets, with corporate sponsor plans and endowments filling the balance of his client list.  Before joining Slocum, Vince spent three years with Guidant Corporation, primarily as a financial analyst. Prior to Guidant, Vince worked for State Street Bank as a Senior as a Senior Accountant, and for PIMCO on its separate account client service team.

Phone: (612) 252-7176
E-Mail: vincea@jslocum.com

Sean Katof, CFA, Director - Global Equity Research

Sean leads Slocum's research in traditional domestic and international equity investments.  He joined Slocum as a Research Director in 2005, and has worked in the investment industry since 1994. Prior to joining Slocum, Sean managed the Industry Leaders Core Equity portfolio for Devenir Investment Advisors in Minneapolis. During his nine years at INVESCO Funds Group he served in a variety of analyst and portfolio manager roles, including stints as the portfolio manager for the Real Estate Opportunity Fund and as co-portfolio manager for the Core Equity Fund.

Sean received his B.S. in Business Administration with an emphasis in Finance from the University of Colorado at Boulder.  He holds an M.S. in Finance from the University of Colorado at Denver, and is a Chartered Financial Analyst (CFA) charterholder.  Sean is also a member of the Eden Prairie Conservation Commission.

Phone: (612) 252-9376
E-Mail: seank@jslocum.com

Pat Coleman, CFA, Director - Fixed Income Research

Pat joined Slocum in 2007 to lead our research in fixed income investment strategies. Pat has over 26 years investment experience. Pat's expertise is in fixed income research (taxable, tax exempt, investment grade, high yield), individual credit analysis, financing structuring, and acquisition financing.

Prior to joining Slocum, Pat worked at Voyageur Asset Management in Minneapolis, as the Managing Director of Fixed Income Research. At Voyageur, Pat built the credit research department from inception, developed the underwriting procedures, and was responsible for individual security portfolios. From 1980 to 1993, Pat was Vice President - Fixed Income Securities at Washington Square Capital. At WCS, Pat managed both private placement and public fixed income portfolios and was responsible for investment grade, high yield, and leveraged buyout fixed income investment research.

Pat received his undergraduate degree in Finance from the University of Notre Dame, and holds a MBA o- finance from the University of Minnesota, Carlson School of Management. Pat is a Chartered Financial Analyst (CFA) charterholder.  Since 1994 Pat has served on the CFA Society of Minnesota's Board of Directors, and served as President of the CFA Society of Minnesota in 2000.

Phone: (612) 216-6333
E-Mail: patrickc@jslocum.com

Sean A. Goodrich, CFA, Strategic Advisor

On October 1st, 2008, Mr. Goodrich and some partners founded Aether Investment Partners, a fund of funds manager for Real Assets and related strategies, including real estate, commodities, natural resources, energy, and infrastructure investments. From 2003 until the founding of Aether, Sean was a key contributor to the alternative investments research effort at Slocum, rising to the position of Director.

Prior to joining Slocum, Mr. Goodrich was a Capital Markets Officer in the Fixed Income Division of First Union Securities in Charlotte, North Carolina. The bulk of Sean's experience comes from Wall Street trading desks trading and structuring transactions in fixed income, equity, and derivative securities at Cantor Fitzgerald and Goldman Sachs.

Mr. Goodrich spent a bit of time outside the investment industry, performing quantitative analysis of load-bearing structures for a civil engineering consulting firm that specialized in municipal and commercial real estate development projects.  Sean received an undergraduate degree in Business and Russian from Saint Michael's College in Vermont, and holds an MBA (with honors) in Investment Management and Real Estate from the University of North Carolina's Kenan Flagler Business School in Chapel Hill. Sean also is a Chartered Financial Analyst (CFA) charterholder.

Texas Hemmaplardh, CFA, Dir - Capital Markets Res.

Texas joined Jeffrey Slocum & Associates in 1997.  He has expertise in capital markets research and portfolio construction across multiple asset classes, particularly the integration of alternative investments into diversified risk-controlled portfolios.  Texas is a member of the firm’s Research Team, leading the Team’s ongoing due diligence on hedge fund managers.  He is also responsible for Slocum’s Investment Strategy Meetings, which are quarterly firm-wide forums both for reviewing and discussing the wide variety of investment challenges our clients face, and for examining market changes and developments in-depth.  Texas frequently makes presentations to institutional investors on the unique challenges of due diligence on alternative investment managers.

Texas has held multiple senior roles during his tenure at Slocum.  He began as Director of Global Fixed Income Research, which involved expanding the firm’s research in all areas of fixed income, especially non-U.S. fixed income instruments and derivatives as well as U.S. structured products.  His research was conducted during a time of major evolution in fixed income markets which saw the introduction of many new types of derivatives which allow investors to target and hedge specific fixed income risks.  Texas has also held the roles of Director of Alternative Investments and Director of Hedge Fund Strategies, where he was responsible for private capital, real assets, and absolute return strategies.  He led the development of Slocum’s proprietary comprehensive database of private absolute return managers.

Prior to joining Slocum, Texas worked was Finance Director for GlobaLearn, Inc., a not-for-profit educational company in Connecticut that was among the first internet-based educational content providers to public schools.

Texas holds a BA in Economics from Yale University and was in the Advanced Studies Program at Oxford University.  He is a Chartered Financial Analyst (CFA) charterholder.

Phone: (612) 252-9368
E-Mail: texash@jslocum.com

Dan Zaczkowski, CFA, CAIA, Sr. Research Associate

Dan has worked at RBC for eight years, most recently as Vice President of Investment Manager Research. Dan has also worked at Eagle Capital Management, Frank Russell and Wurts. Dan has an undergraduate degree in Finance from the Illinois Institute of Technology, and an MBA from Carlson. He has both his CFA and CAIA certifications.

Phone: (612) 252-9377
E-Mail: danz@jslocum.com

Jay Untiedt, CAIA, Associate - Global Equity

Jay started with Slocum as an Investment Analyst, and has since moved to the Research Associate role in Global Equity. Prior to coming to the firm, Jay worked with TCF as a Consumer Loan Officer, and with Wells Fargo as a Global Corporate Actions Controller, positions also in Minneapolis, Minnesota. Jay earned his B.S from the University of Wisconsin/LaCrosse, in LaCrosse, Wisconsin.

Phone: (612) 252-7104
E-Mail: jayu@jslocum.com

Tom Doran, CFA, Consultant

Tom joined Slocum in 2008. Previously employed as a Principal with Cherry Tree Family, where he worked on portfolio management, client management and manager selection. Tom is a graduate of Boston College, has his MBA from Carlson, and is a CFA charterholder.

Phone: (612) 252-9372
E-Mail: TomD@jslocum.com

Christian Grimm, CFA, Consultant

Chris joined Slocum in 2007 and has been in the investment industry since 2000.  Chris specializes in consulting on Direct Hedge Fund Strategies and is responsible for coordinating our communications with hedge fund clients, as well as facilitating dialogue between our clients and hedge fund managers.

Prior to joining Slocum, Chris worked for Ludington, Ltd, a consulting firm in Minneapolis where he performed financial and strategic analyses related to commercial and intellectual property litigation, including patent and trade secret disputes. Chris also worked at the Boston-based consulting firm The Michel-Shaked Group for five years.  During this time, Chris developed complex financial models to measure economic damages for litigation engagements and performed over 50 valuations of both tangible and intangible assets, fixed income, equity and derivative securities. He also co-authored a paper which appeared in the American Bankruptcy Institute Journal.

Chris earned a Bachelors of Science in Business Administration (summa cum laude), from Boston University, a Chartered Financial Analyst (CFA)  charterholder, and is a candidate for the Chartered Alternative Investment Analyst (CAIA) designation.

Phone: (612) 252-9381
E-Mail: chrisg@jslocum.com

Mark Moeller, Consultant

When Mark joined Slocum in 2007, he was a graduate of the University of Chicago, Graduate School of Business with a Master of Business Administration degree.  He is a registered securities analyst and investment advisor, a Level II CFA candidate, Professional Civil Engineer, and a pilot.  Prior to joining the firm, Mark worked as an Equity Research Analyst for Kopp Investment Advisors, in Edina, Minnesota; and before that as a Securities Analyst for Feltl and Company in Minneapolis, Minnesota.

Mark earned a B.S. in Civil Engineering from University of Wisconsin, Madison, Wisconsin and spent the better part of a decade designing hazardous waste treatment systems for industrial clients.

Phone: (612) 252-7165
E-Mail:
markm@jslocum.com

Leif Gunderson, CFA, CAIA, Associate

Leif joined Slocum and Associates in 2005 as an investment analyst, and has since become a Research Associate on the Alternative Investment team with a focus on Real Assets strategies.  Prior to joining the firm, Leif was a compliance officer at a commodity futures brokerage. Leif graduated from the University of Wisconsin – La Crosse with a BS in Finance and Economics.  Leif is a CFA charterholder and is a level II candidate in the Chartered Alternatives Investment Analyst program.

Phone: (612) 252-7105
E-Mail:"mailto:leifg@jslocum.com?subject=From Website">leifg@jslocum.com

Dan Arlandson, Sr. Research Associate

Dan joined Slocum in 2005 and has 7 years of investment experience.  Dan has expertise in direct hedge fund and alternative investments as they apply to operating, foundation and pension assets.  Prior to joining Slocum, Dan worked at Validus Partners, an expansion stage venture capital firm. There, he focused on sourcing and analysis of investments in the healthcare and business services industries. Prior to Validus, Dan served as a legislative assistant to the St Paul City Council in Minnesota.

Dan received his undergraduate degree in Finance from the University of St. Thomas in St. Paul, Minnesota, an MBA from the University of Notre Dame, and is a Chartered Financial Analyst (CFA) Level II candidates.

Phone: (612) 252-7190
E-Mail: dana@jslocum.com

D. James DeWolfe, Northside, Strategic Advisor

Jim DeWolfe has spent the past twenty-five years as a professional in the institutional fixed income and equity capital markets. He is a Managing Principal of Northside Capital Management, LLC. 

Jim spent five years at Thomas Weisel Partners, the San Francisco-based, growth focused investment bank. He was Partner and Head of Capital Markets, with responsibility for originating, structuring and executing transactions in the equity and convertible debt capital markets. Jim was also Co-Head of the Private Equity Placement Group, raising private equity for private companies. Jim served on the Management Committee and the Capital Commitment Committee. Jim spent thirteen years at Morgan Stanley in New York (Head of Whole Loan Mortgage Trading Desk) and San Francisco (primary fixed income coverage officer for many of the largest and most sophisticated institutional investors in the Western U.S.)

Jim earned his B.A. from the University of Vermont in Economics and Political Science.

Phone: (800) 587-4368 ext. 107
E-Mail: Dewolfe@northsidecap.com

Nicholas D.P. Carn, Strategic Advisor

The third Strategic Advisor is Nicholas D.P. Carn.  Jeff Slocum has known Nick for twenty years.  Oxford educated, Nick was the Managing Director, International Equities at CIGNA International Investment Management, before setting up his own shop, Draycott Partners, which was ultimately purchased by Alliance Capital in the late 1990s.  At Alliance, Nick was the Chief Investment Officer in the Global Asset Allocation Group.  Nick is currently the partner in charge of global asset allocation at Odey Asset Management, LLP in London, and provides asset allocation consulting advice to two Asian central banks.  Slocum clients remember Nick’s presentation at our client conference in 1990 astutely identifying disinflation as the key theme of the 1990s, and his presentation to another Slocum client conference in 2000 on “Bubbleconomics,” in which Nick foretold the severe bear market in equities, even to the point of predicting wide-spread accounting scandals.

Phone:
E-Mail:

David M. Galligan, J.D., Strategic Advisor

From 2002 to 2006, David was President/CEO of Ordway Center for the Performing Arts, St. Paul, MN.  Prior to heading the Ordway, David spent seventeen years as the Chief Operating Officer/Treasurer of the Walker Art Center, Minneapolis, MN, cited by Business Week magazine as one of the ten best managed arts institutions in the U.S.  In his years at Walker Art Center, Galligan was the museum’s chief investment officer, exercising fiduciary responsibilities with respect to the museum’s $210+ million endowment and related trusts that funded 40% of annual operating expenses. In that role, he worked closely with Walker’s Board of Directors, the museum’s money managers, and with this firm, which provided and still provides independent investment counsel to the Board.  David has a long record of achievements for these organizations in areas of finance, strategic planning, fundraising, and operations management.  David earned an A.B. from Stanford and a J.D. from the University of Virginia.

Phone:  612-252-7113
E-Mail: davidg@jslocum.com