CFA Society Minnesota Board of Directors
Pavilion Financial Corporation
Jim is Managing Director, Head of North American Advisory Services for the Global Alternatives Advisory and Research Group of Pavilion Financial Corporation, which acquired Jeffrey Slocum & Associates in 2016. Jim joined Slocum in 2011 as Director of Capital Markets Research for Hedge Fund Strategies. Previously, Jim spent 11 years with the Florida State Board of Administration (FSBA), where he led the establishment of the FSBA's $10 billion Private Equity portfolio. An outgrowth of this effort was an assignment to create and manage an opportunistic Strategic Investment Portfolio of over $5 billion, comprised of hedge funds, opportunistic debt, infrastructure and other alternative investments. He also contributed to the strategic direction of the entire program's investments and its annual investment plan.
Prior to the FSBA, Jim was a Regional Director of Airport Affairs and Manager of Financial Planning and Analysis for Northwest Airlines. Jim was selected as a 2010 Rising Star of Hedge Funds by Institutional Investor magazine. He holds a B.A. in Computer Science from Boston College, and an M.B.A. from the Fuqua School of Business at Duke University. Slocum is proud to be a strong supporter of its many CFA Charterholders and candidates, and encourages all its new employees to pursue the CFA Designation. Jim looks forward to joining the CFAMN Board of Directors this season.