Tom Slefinger
Topic: How to Buy Bonds and Marketable Securities

As Senior Director of Trading, Tom’s primary focus is to assist member credit unions in optimizing their investment performance by identifying securities and strategies that are appropriate for their risk/return parameters.

Prior to joining Balance Sheet Solutions, Tom was a Senior Vice President and Principal of Van Kampen Investments, a wholly-owned subsidiary of Morgan Stanley, where he was responsible for managing their Quantitative Risk Management Department, and overseeing the development and implementation of portfolio strategies and risk processes across a diverse family of fixed income funds with assets approximating $25 billion. Also, as a senior fixed income portfolio manager, Tom was responsible for successfully developing and managing various global funds, as well as managing one of the largest mortgage funds in the country.

Prior to Van Kampen, Tom served as Director of Fixed Income Investments at Midwest FinancialGroup, and as a Senior Portfolio Manager at Harris Trust. In total, Tom has over 25 years of success in institutional fixed income management, and has extensive expertise in managing all types of international and domestic fixed income securities.

Tom holds his B.S. in Business Administration from the University of Maine.