Confluence Asset Allocation CIMposium 2023

November 13 – 14, 2023 | 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.

Attendees will learn about the philosophy that guides Confluence’s Asset Allocation program and methodology, followed by an update on the macroeconomic risks we’re currently monitoring. We’re also pleased to highlight perspectives from a former Federal Reserve president along with a panel discussion featuring fellow advisors who utilize our strategies. A Q&A portion with the Asset Allocation Committee will close out the afternoon.

Location: Le Méridien | Grand Salle
7730 Bonhomme Ave, St. Louis, MO 63105

Download PDF Agenda

Monday, November 13, 2023 

  • 6:00pm – 9:00pm CT: Welcome Reception at Le Méridien | The Foyer of the Grande Salle & The Chalet
  • Hosted by the Confluence Sales & Asset Allocation teams.

Tuesday, November 14, 2023
8:00am – 3:00pm CT

  • 7:30am: Doors open | Breakfast provided
  • 8:30am: CIMposium kickoff | State of Confluence with Mark Keller, CFA
  • 9:00am: Confluence’s Approach to Asset Allocation: Accounting for Risk | Greg Ellston & David Miyazaki, CFA
  • 9:50am: Break
  • 10:00am: A Preview of 2024: The Slow-Bicycle Economy | Patrick Fearon-Hernandez, CFA
  • 10:50am: Break
  • 11:00am: Panel Discussion with Fellow Advisors
  • 12:00pm: Buffet Lunch
  • 12:45pm: Perspectives on the Federal Reserve | Gary Stern, former president of the Federal Reserve Bank of Minneapolis
  • 1:30pm: Break
  • 1:45pm: Q&A with the Confluence Asset Allocation Committee
  • 2:30pm: Closing Remarks

Featured Speakers (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