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
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
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
Bob 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
Paul, joined Slocum as analyst in 1998
and has over 17 years of investment experience. Paul
currently leads a number of client relationships 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 tenure at Slocum - both in
relationship management and research. Shortly after joining
the firm in 1998, Paul was appointed as the director of our
fixed income research team and held that position for
several years. This role 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 received 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 and serves as a board
member for the Prior Lake-Savage Area Educational
Foundation.
Phone: (612) 252-7180
E-Mail: paulw@jslocum.com
Deb joined the Slocum team of consultants in July, 2005 from The Valspar Corporation for which she served as Vice President/Treasurer. At Valspar, she 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 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
Iva works with Slocum's research team as an Associate focused on Private Equity. Prior to that she worked as a Portfolio Manager at USBank's Commercial Banking Division. Iva worked in the Corporate Banking divisions of BNP Paribas in Sofia, Bulgaria and has worked as an associate for Barents Group, a wholly owned subsidiary of KPMG. Iva earned her MBA from Rochester Institute of Technology Rochester, NY where she was a Fulbright Scholar. Iva is a Chartered Financial Analyst (CFA) Level II candidate.
Phone: (612) 252-9368
E-Mail: ivap@jslocum.com
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 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
Phone: (612) 252-xxxx
E-Mail:
Lori works with Slocum's research team as a Sr. Research Associate for the Global Equity team. Prior to joining Slocum Lori spent 9 years at Sit Investment Associates where she focused on quantitative analysis and risk management.. Lori received her B.A. from Cornell College in Mount Vernon, IA where she majored in Mathematics and Business & Economics. She also has a M.B.A. from the University of Minnesota's Carlson School of Management.
Phone: (612) 252-7170
E-Mail:
lorih@jslocum.com
Steve joined Slocum in 2007 as a Research Associate focusing on the Hedge
Fund due diligence and operational due diligence processes. He
conducts on-site operational due diligence at investment
managers' offices using current "best Practice"
methodologies and questionnaires.
Prior to joining Slocum, Steve was a consultant for the Challenge
Group in Minneapolis and held various audit and accounting manager positions
for Cargill. Steve earned his Bachelor's Degree from the
College of St. Thomas in St Paul, Minnesota.
Phone: (612) 216-6332
E-Mail:
stevej@jslocum.com
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 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
leads our research in fixed income investment strategies.
Pat has over 26 years investment experience 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 in 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
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 works with the Slocum research team as a Sr. Research Associate for the Alternatives team. 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 the Carlson School of Management, University of Minnesota. He has both his CFA and CAIA certifications.
Phone: (612) 252-9377
E-Mail: danz@jslocum.com
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 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 works with the Slocum client service team focusing on all aspects of our consulting practice. Tom was 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 the Carlson School of Management, University of Minnesota, and is a CFA charterholder.
Phone: (612) 252-9372
E-Mail:
TomD@jslocum.com
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, is 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
Greg rejoined Slocum in 2008 after a 2-year stint as an Equity Research Analyst at Craig-Hallum Capital Group, an institutional research, trading and investment banking firm. At Craig-Hallum, he conducted and published extensive industry and company research, working closely with the Managing Director of Healthcare research. Previously, he worked as an Investment Analyst at Slocum. Greg began his investment career as a Financial Associate with Thrivent Financial in 2003. He received his B.A. in Finance from the University of St. Thomas, graduated Magna Cum Laude, and is a Chartered Financial Analyst charterholder. Greg is a longstanding volunteer with Young Life and is on the Finance Committee for the organization's Northern Twin Cities division.
Leif joined Slocum 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 CAIA charterholder.
Phone: (612) 252-7105
E-Mail:
leifg@jslocum.com
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.
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 candidate.
Phone: (612) 252-7190
E-Mail: dana@jslocum.com
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
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.
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Phone: 612-252-xxxx
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