We source and verify trading
managers for active mandates

We source and verify trading managers for active mandates

Confluence works with global allocators seeking differentiated liquid trading strategies and

connects them with verified trading managers across futures, FX, commodities, and digital assets.

Confluence works with global allocators to source and verify trading managers for active institutional mandates across macro, futures, FX, commodities, and digital assets.

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What We Do

Through mandate discovery and manager sourcing, Confluence connects capital allocators with vetted trading managers capable of fulfilling institutional investment opportunities.

Through mandate discovery and manager sourcing, Confluence connects capital allocators with vetted trading managers capable of fulfilling institutional investment opportunities.

Institutional Mandates

Confluence works directly with global capital allocators actively seeking differentiated trading strategies across futures, FX, commodities, and digital assets.

Verified Trading Managers

We maintain a curated network of managers whose strategies, track records, and operational frameworks are reviewed through internal verification and DDQ processes.

Capital Introductions

Confluence facilitates institutional introductions between allocators and verified trading managers, supporting due diligence coordination and capital allocation processes.

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Next Steps

From investment opportunity
to capital allocation

From investment opportunity to capital allocation

Confluence identifies institutional investment opportunities, sources suitable trading managers, and facilitates introductions between both parties.

Confluence identifies institutional investment opportunities, sources suitable trading managers, and facilitates introductions between both parties.

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[ 01 ]

Mandate Origination

Confluence works directly with institutional capital allocators to understand investment objectives and define structured trading mandates. These mandates specify the strategy requirements, performance expectations, and operational standards required for institutional allocation.

Allocator Conversations

Allocator Conversations

Mandate Structuring

Mandate Structuring

Private Mandates & Discretion

Private Mandates & Discretion

[ 02 ]

Manager Sourcing & Verification

Trading managers may enter the Confluence network either through mandate submissions or through direct strategy applications. Each strategy undergoes a structured verification and due diligence process before it may be presented to institutional allocators. Managers who are already part of the Confluence network may be considered more quickly when new mandates arise, as their strategies have already undergone verification.

Strategy Evaluation

Strategy Evaluation

Track Record Verification

Track Record Verification

DDQ & Background Checks

DDQ & Background Checks

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Introduction Phase

When a verified strategy aligns with an allocator mandate, Confluence prepares a structured strategy package for allocator review. Before any direct introduction takes place, the allocator receives comprehensive documentation to evaluate the strategy efficiently.

Strategy Presentation

Strategy Presentation

Allocator Approval

Allocator Approval

Facilitated Introduction

Facilitated Introduction

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What We Do

Who we work with

Confluence works with global allocators, advisors, and trading managers

seeking differentiated investment strategies across liquid markets.

Confluence works with global allocators seeking differentiated trading strategies.

Institutional Investors

Large capital allocators seeking differentiated trading strategies and emerging manager opportunities across global markets.

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Family Offices

Private investment offices allocating capital to specialized strategies across futures, FX, commodities, and digital assets.

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High-Net-Worth Individuals

Experienced investors seeking access to institutional-grade trading strategies and alternative investment opportunities.

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Asset Managers & Fund Managers

Trading managers and portfolio managers seeking institutional capital and strategic allocation partnerships.

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Emerging Fund Managers

Talented trading managers building institutional track records and seeking capital introductions.

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Private Banks & Advisors

Advisory platforms sourcing differentiated strategies for clients seeking alternative investment exposure.

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What We Do

Frequently Asked Questions

Everything you need to know about working with Confluence,

answered clearly and simply.

Everything you need to know about working with Confluence, answered clearly and simply.

What is Confluence?

Confluence is an institutional capital introduction platform focused on connecting capital allocators with verified trading managers.

Rather than operating as a fund or investment vehicle, Confluence works with institutional allocators to structure trading mandates and identify managers capable of fulfilling those requirements.

Each strategy presented through the Confluence network undergoes internal verification, including track record validation and due diligence documentation, before being introduced to institutional capital.

Is Confluence a fund?

Who can submit a trading strategy?

How are trading strategies verified?

How do mandates work?

Is my strategy and data kept confidential?

How does Confluence make money?

What is Confluence?

Confluence is an institutional capital introduction platform focused on connecting capital allocators with verified trading managers.

Rather than operating as a fund or investment vehicle, Confluence works with institutional allocators to structure trading mandates and identify managers capable of fulfilling those requirements.

Each strategy presented through the Confluence network undergoes internal verification, including track record validation and due diligence documentation, before being introduced to institutional capital.

Is Confluence a fund?

Who can submit a trading strategy?

How are trading strategies verified?

How do mandates work?

Is my strategy and data kept confidential?

How does Confluence make money?

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What We Do

Articles & Insights

Explore perspectives from the forefront of capital allocation, strategy design, and long-term investing.

Explore perspectives from the forefront of capital allocation, strategy design, and long-term investing.

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Next Steps

Whether you are an allocator seeking differentiated trading strategies or a manager capable of fulfilling institutional mandates, Confluence facilitates introductions between both sides.

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Next Steps

Whether you are an allocator seeking differentiated trading strategies or a manager capable of fulfilling institutional mandates, Confluence facilitates introductions between both sides.