Jeffrey Slocum Hires Risk Management Director

Robert E. Lee has been named director of risk management and strategic analysis at Jeffrey Slocum & Associates Inc.

Lee brings more than two decades of experience in economic analysis, portfolio and risk management, and trading, including experience developing and evaluating asset-risk models.

Lee was most recently a partner and co-founder of Interlachen Capital Group, a global multi-strategy alternative asset manager, where he oversaw the management and portfolio risk assessment of the firm’s bond relative value strategy. Before co-founding Interlachen, Lee was a senior trader at EBF & Associates, Inc., a multi-strategy alternative asset manager, where he was part of a team responsible for managing a global market-neutral fixed income portfolio.

At EBF, Lee actively participated in strategy development, portfolio risk assessment and control, and trade execution. Prior to EBF, Lee held positions with Key Bank in Cleveland Ohio and NationsBank in New York as a derivatives trader.

Lee began his career as an economic consultant for Coopers & Lybrand, and senior economist at Deloitte & Touche.

Lee holds a bachelor’s degree from the University of St. Thomas in St. Paul, Minnesota, and a master’s degree and Ph.D. in economics from Purdue University in West Lafayette, Indiana.

Slocum is an independent institutional investment consultant in Minneapolis.