September 18 – 19, 2024 | St. Louis, MO

We’re looking forward to welcoming you to St. Louis for an engaging and educational day with Confluence highlighting our Asset Allocation strategies.

Throughout the day, we will delve into the philosophy that guides Confluence’s Asset Allocation strategies, present the macroeconomic and geopolitical risks we’re currently monitoring, and hear from peer advisors who utilize our strategies in a panel discussion.

Also featuring: keynote speaker Jim Bullard, former president of the Federal Reserve Bank of St. Louis.

Lodging, airfare, and ground transportation in St. Louis will be provided. CE Credit Available.

More detailed agenda to come. Check back here for updates.

Location: The Ritz-Carlton, St. Louis
100 Carondelet Plaza, St. Louis, MO 63105

Wednesday, September 18, 2024

• Lunch & Learn with Dan Winter, CIO-Value Equities | Optional pre-CIMposium event for those who arrive early to St. Louis.
• Evening Welcome Reception at The Ritz | Hosted by the Confluence Sales & Asset Allocation teams.

Thursday, September 19, 2024
8:30am – 3:00pm CT

• Confluence’s Approach to Asset Allocation
• Confluence Macroeconomic Presentation
• Panel Discussion
• Keynote Speaker: Jim Bullard, former president of the Federal Reserve Bank of St. Louis and current Dean of Purdue University’s business school | Read Bio
• Q&A with the Confluence Asset Allocation Committee

About Confluence’s Asset Allocation Strategies:

Asset allocation is a portfolio management process where various asset classes (stocks, bonds, commodities, etc.) are combined in one portfolio. Risk and return are considered for the complete portfolio as opposed to evaluating individual securities or investments. Confluence recognizes that risk levels and return potential rise and fall over market and economic cycles. Therefore, we apply an adaptive process, one that evaluates economic and market variables in a forward-looking context. Our approach evaluates the investing landscape against the backdrop of the pending business cycle—a rolling time frame continuously looking forward at the next three years, implemented via quarterly rebalances. Properly implemented, asset allocation is a time-tested approach that addresses risk through diversification, while positioning portfolios to achieve growth, income, and other client-specific objectives. Our portfolios offer a broad spectrum of risk profiles, ranging from a conservative posture in the Income strategy to a more risk-tolerant profile in Aggressive Growth.

Click here for more information & materials on our Asset Allocation strategies