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

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 event, 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.

Featuring our keynote speaker, Jim Bullard, PhD, former president of the Federal Reserve Bank of St. Louis and current Dean of Purdue University’s business school | Read Bio

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

Wednesday, September 18, 2024

• 1:00pm CT: Lunch with the Confluence Value Equity Team | Dan Winter and Tom Dugan | The Bijou Room at Casa Don Alfonso (Ritz Carlton, 1st Floor) | This is an optional pre-CIMposium event for out-of-town guests who arrive early to St. Louis – RSVP required.
• 6:00-9:00pm CT: Welcome Reception at Ritz Carlton | The Solarium (2nd Floor) | Hosted by the Confluence Sales & Investment teams

Thursday, September 19, 2024
7:30am – 3:00pm CT | Amphitheater (2nd Floor)

• 7:30am: Doors Open | Breakfast provided
• 8:15am: A Conversation with Mark Keller, CEO/CIO
• 9:00am: Evolving Markets, Flexible Portfolios: The Role of Adaptive Asset Allocation | Greg Ellston & David Miyazaki
• 10:00am: Keynote: Monetary Perspectives with Jim Bullard, PhD | Moderated by Bill O’Grady
• 11:00am: Global Fracturing, the Election, and the Implications for Investment Strategy | Patrick Fearon-Hernandez
• 12:00pm: Buffet Lunch | The Solarium
• 1:00pm: Advisory Panel: Adaptive Asset Allocation in Practice | Featuring fellow advisors
• 2:00pm: Q&A with the Confluence Asset Allocation Committee
• 2:45pm: Closing Remarks

CE Credit(s) Available

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