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ESG Investing Workshop
October 21, 2020 @ 2:00 pm – 3:00 pm
Join our exclusive workshops with Sam Adams where we will be having an in depth look at ESG, the latest developments within the sustainable finance space and how the financial advisory community can adapt to best serve investors.
Sam will take us on an educational journey covering a number of areas including, but not limited to; looking at the full spectrum of ESG investing, how ESG can be communicated to clients with stories and explanations, and (in true EBI style) a look at what the academic evidence says on ESG.
These workshops will be CPD applicable, aiming to give you the confidence to introduce ESG to clients by providing templates and advice on presenting ESG solutions to retail investors.
Sam Adams, Non-Executive Director at EBI Portfolios
Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.