Private Wealth Management Summit September 2019
Michael Sluder, CFA
Chief Investment Officer | Synovus Family Office
Speaker Presentation
Strengthening Your Equity Portfolio through Co-Investing
Co-investing has been growing in popularity. Viewed by investors as lower cost alternatives to typical private equity investments, co-investing has been on the rise. In this session, we will explore some of the key areas for consideration by co-investors, such as:
• Agreeing on economic conditions
• Determining the investment structure – what’s in your best interest
• Aligning interests – reconciling the needs of the co-investor and sponsor
• Agreeing to the terms of the underlying transaction documents
Speaker Bio
As Senior Vice President and Chief Investment Officer for The Family Office at Synovus, Michael Sluder, CFA, leads the investment group managing more than USD 4 billion in client family assets. His responsibilities include managing the firm’s largest and most complex client relationships. In addition, Michael chairs the firm’s Investment Committee that sets asset allocation strategies and determines the selection of investment managers. Michael has 20 years of experience in the financial services industry.
Prior to joining the Synovus team in 2006, he served as an Investment Manager for another family office and was an Assistant Bond Trader with SouthTrust Bank. Michael earned a Master’s in Economics and a BA in Economics from the University of Alabama. He also achieved the Charter Financial Analyst® (CFA®) designation. Michael serves as a Trustee for the Ridge United Methodist Church, and is a member in the Alabama Society of Financial Analysts.
Speaker Presentation
Strengthening Your Equity Portfolio through Co-Investing
Co-investing has been growing in popularity. Viewed by investors as lower cost alternatives to typical private equity investments, co-investing has been on the rise. In this session, we will explore some of the key areas for consideration by co-investors, such as:
• Agreeing on economic conditions
• Determining the investment structure – what’s in your best interest
• Aligning interests – reconciling the needs of the co-investor and sponsor
• Agreeing to the terms of the underlying transaction documents
Speaker Bio
As Senior Vice President and Chief Investment Officer for The Family Office at Synovus, Michael Sluder, CFA, leads the investment group managing more than USD 4 billion in client family assets. His responsibilities include managing the firm’s largest and most complex client relationships. In addition, Michael chairs the firm’s Investment Committee that sets asset allocation strategies and determines the selection of investment managers. Michael has 20 years of experience in the financial services industry.
Prior to joining the Synovus team in 2006, he served as an Investment Manager for another family office and was an Assistant Bond Trader with SouthTrust Bank. Michael earned a Master’s in Economics and a BA in Economics from the University of Alabama. He also achieved the Charter Financial Analyst® (CFA®) designation. Michael serves as a Trustee for the Ridge United Methodist Church, and is a member in the Alabama Society of Financial Analysts.