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How to Talk about Sustainable Investing

February 16, 2022 @ 2:00 pm 3:00 pm

How to Talk about Sustainable Investing

Join our workshop with Sam Adams where he will discuss a blueprint to discuss sustainable investing with clients.

Topics include;

• understanding a framework for sustainable investing
• creating your sustainability story and philosophy
• understanding your client motivations
• best practice for speaking on sustainability.

Sam will take your questions at the end of the presentation.

Sam Adams is a Non-Executive Director at EBI with extensive expertise in ESG investing. When not working with EBI, he’s running his own ESG asset management firm in California.

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.

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