Evidence Based Investing

ebi Quarter Two 2025 Update
2025-07-08 13:00 - 14:00 (Europe/London) | Online
ebi Quarter Two 2025 Update with Jonathan Griffiths, CFA and Tom Ranft of ebi

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 2 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Two 2025 Update.

We will discuss:

Qtr 2 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Communicate Like A Comic
2025-06-19 11:00 - 12:00 | Online
Communicate Like A Comic – with Sam Carrington

Discover what professional comedians do before, during, and after a performance to engage their audience and deliver with impact—and how to apply the same techniques to your client conversations, pitches, and presentations. These tools will help transform your communication.

Learning Objectives:

1. Mentally prepare to deliver with clarity, confidence, and control.2. Manage nerves using techniques borrowed from professional performers.3. Read the room and adapt your delivery to maximise engagement.4. Use body language and stagecraft to communicate authority and trust.5. Bounce back from mistakes and assess your performance to keep improving.

Structured CPD Applicable. For Financial Professionals Only

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Sam Carrington – Founder of Smirk Experience

Sam Carrington began in comedy 15 years ago. To date he’s done around a 1,000 gigs around the world including 3 runs at the Edinburgh Fringe.When he began this journey he was a Sales Controller at ITV. Certain parts of his day job began getting easier and easier, due to the tips, tricks, techniques and mindsets he was learning from the world of comedy.

Ashley Owen – Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

The Great Wealth Transfer with Vanguard
2025-06-10 13:00 - 14:00 | Online
The Great Wealth Transfer with Vanguard

Join us for our latest webinar, where ebi will be teaming up with industry leader Vanguard, to present on the Great Wealth Transfer. Set to be an exciting session, ebi and Vanguard will provide a summary of the significant intergenerational transfer in wealth we will soon see in the UK and globally, tips on how to approach the at times challenging topic of legacy, and how best to approach this with your clients.

Learning Objectives:

1. Understand the extent of the intergenerational wealth transfer expected in the UK and globally

2. Gain ideas on how to approach the topic of legacy in client conversations

3. Develop a framework for how to approach the Great Wealth Transfer with your clients

Structured CPD Applicable. For Financial Professionals Only

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Sebastian Lewis Senior Strategist, Advisory Research Centre, Vanguard

Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.

Keaton Jones, Business Development Manager

Keaton is a Business Development Manager within ebi. Joining in 2022, his main responsibilities include introducing new firms to ebi’s model portfolio suite and advisory technology, maintaining current client relationships and providing training sessions to keep users up to date with the evolution of the proposition. Keaton holds a 1st class BA in Financial Management as well as the CISI Level 4 Diploma in Investment Advice.

The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing
2025-05-21 11:00 - 12:00 | Online
The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing

True financial success goes beyond wealth—it’s about wellbeing. How does money support or hinder it? And how can financial planning foster a more fulfilling life?

Join us for this exclusive webinar with Chris Budd to explore the key sources of wellbeing, the role of money in life satisfaction, and how to integrate wellbeing into financial planning. Plus, gain essential skills to help clients uncover their deeper goals.

We will discuss:

1. Gain an understanding of the sources of wellbeing

2. How money helps or hinders wellbeing

3. How to add wellbeing into the planning process

4. Learn basic listening and questioning skills to help clients to uncover objectives

Structured CPD Applicable. For Financial Professionals Only

Book your place

Chris Budd – Institute of Financial Wellbeing

Chris Budd founded financial planning company Ovation Finance Ltd in 2000. He sold a majority of Ovation to an Employee Ownership Trust (EOT) in March 2018.

He is the author of six books, the original Financial Wellbeing Book in 2016, and the latest is The Four Cornerstones Of Financial Wellbeing. He has also published three novels.

Chris writes The Financial Wellbeing Podcast. He founded the Initiative for Financial Wellbeing (IFW). The IFW aims to help advisers to help their clients to be happier, not just wealthier.

Chris lives in Somerset with his family and too many guitars.

Debbie Holmes, Business Development Manager at ebi

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.

ebi Quarter One 2025 Update
2025-04-24 13:00 - 14:00 | Online
ebi Quarter One 2025 Update with Jonathan Griffiths, CFA and Debbie Holmes of ebi

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 1 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter One 2025 Update.

We will discuss:

Qtr 1 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd
2025-04-23 11:00 - 12:00 | Online
The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd

Your first conversation with a potential client sets the tone for your relationship. How do you establish trust instantly? What key phrases build credibility and showcase your value effortlessly? Discover Turning Prospects into Clients.

Join us for this exclusive webinar and discover how to turn first meetings into lasting client relationships.

We will discuss:

1. Build trust by understanding how clients think.

2. Develop and confidently use powerful questions that foster trust.

3. Apply techniques that encourage prospects to open up, share, and gain clarity.

Structured CPD Applicable. For Financial Professionals Only.

Book your place

Melissa Kidd, Director at Motem

Melissa Kidd specialises in helping advisers communicate, so that clients love talking to them. She’s a certified coach, studied Neuro Linguistic Programming (masters) and been trained by the Plain English Campaign. Her clients include CISI, PFS, CII, Nucleus, Saltus, Rathbones, St James’s Place and many other financial services firms.

Debbie Holmes, Business Development Manager at ebi

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.

Beyond Active vs Passive: Is there a Goldilocks solution
2025-02-19 14:00 - 15:00 | Online
Beyond Active vs Passive: Is there a Goldilocks solution?

The rapid rise of AI-driven innovation has reshaped markets, but with it comes significant volatility. How can investors navigate these turbulent waters without getting caught in the extremes of active vs passive investing.

Join Ashley Owen and Jonathan Griffiths, CFA as they explore how a factor-based investing approach may provide a smoother, more resilient investment journey—capturing market opportunities while managing risk.

We will discuss:

1: Outline the difference between active and passive investing.

2: To describe the historical and academic evidence in support of factor-based investing.

3: To explain how ebi incorporates a factor-based approach with the aim of delivering the best possible outcomes for investors.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Ashley Owen Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Jonathan Griffiths, CFA, Investment Product Manager

Jon is an Investment Product Manager at ebi Portfolios. Joining ebi in 2023, he has over 10 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.

Jon is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients.

Jon holds the CFA UK Investment Management Certificate (IMC), the CFA Institute Certificate in ESG Investing, the CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.

ebi Quarter Four 2024 Update
2025-01-15 13:00 - 14:00 | Online
ebi Quarter Four 2024 Update with Jonathan Griffiths, CFA and Debbie Holmes of ebi

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update.

We will discuss:

Qtr 4 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

ebi Quarter Three 2024 Update
2024-10-23 13:00 - 14:00 | Online
ebi Quarter Three 2024 Update with Jonathan Griffiths and James Fouche of ebi

Jonathan Griffiths CFA and James Fouche at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update.

We will discuss:

Qtr 3 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

James Fouche, Account Manager

James is ebi’s Account Manager having joined 2022. James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members. He has an accounting undergraduate degree and an advanced Post Graduate Diploma in Investment Planning.

MPS Technology: Improving Client Engagement
2024-08-21 13:00 - 14:00 | Online
MPS Technology: Improving Client Engagement

ebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack, and how it’s been designed and built around facilitating client engagement. Watch James discuss what you can gain from attending the webinar here.

We will discuss:

Modernising conversations on client e.g. capacity for loss and risk appetite.

Tools to help client understanding of the active vs passive debate.

Discover how you can outsource investment due diligence and portfolio comparisons, at no extra cost.

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

No CPD. For Financial Professionals Only

Book your place

James Fouche, Account Manager at ebi

James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi
2024-07-22 13:00 - 14:00 | Online
ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi

Jonathan Griffiths, CFA ebi’s Investment Product Manager will provide a macroeconomic overview, asset class review and ebi portfolio update.

We will discuss:

Quarter 2 macroeconomic overview

Asset class overview

Factor performance overview

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

MPS Technology: Improving Client Engagement
2024-06-27 13:00 - 14:00 | Online
MPS Technology: Improving Client Engagement

ebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack, and how it’s been designed and built around facilitating client engagement.

We will discuss:

Modernising conversations on client e.g. capacity for loss and risk appetite.

Tools to help client understanding of the active vs passive debate.

Discover how you can outsource investment due diligence and portfolio comparisons, at no extra cost.

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

No CPD. For Financial Professionals Only

Book your place

James Fouche, Account Manager at ebi

James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

Cleaning the Green: Preparing for the FCA's green washing regulations with Rebecca Kowalski and Alan Whittle
2024-05-23 12:00 - 13:00 | Online
Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle

Debbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions.

Topics include:

Understanding the FCA anti-greenwashing rules.

Identify how these fit into wider consumer protection measures.

Recognise how advisers might be at risk of greenwashing or inadvertently break the anti-greenwashing rules themselves.

Identify the sustainability naming and marketing rules and align your investment communications with these.

Understand the interaction with Consumer Duty.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Debbie Holmes

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Rebecca Kowalski, Director at Overstory Finance

Rebecca decided to launch Overstory Finance to help IFAs embrace sustainable investing / financial planning and ensure that our profession fully plays its part in tackling nature, resource and climate challenges. Overstory delivers sustainable finance training, proposition building, due diligence and communications and collaborates with multiple stakeholders within finance, other professions, charities and business groups.

Alan Whittle, Director at Unburdened Solutions

Alan is a Chartered Financial Planner and Fellow of the Personal Finance Society, with an MSc (with Distinction) in Financial Planning and Business Management from Manchester Metropolitan University. Alan also holds specialist qualifications in Compliance and Sustainable Finance.

Alan splits his time providing Consultancy and Training to financial planning firms via Unburdened Solutions and Understanding Sustainability as well as between researching Behavioural Finance and Impact Investing for a PhD in Financial Planning with Manchester Metropolitan University, and lecturing in Sustainable Finance at Robert Gordons University in Aberdeen.

ebi's Cash Plus Portfolio Product Launch
2024-05-15 13:00 - 14:00 | Online
ebi’s Cash Plus Portfolio Product Launch

Ashley Owen and Jonathan Griffiths, CFA, introduce ebi’s new Cash Plus portfolio and how it fits into its product range.

Topics include:

Understanding the Money Market asset class, and fund implementation frameworks

Understanding the Short Duration Bond asset class, and fund implementation frameworks

Exploring how sustainable investing is incorporated within the Cash Plus approach

Structured CPD Applicable. For Financial Professionals Only

Book your place

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works
2024-05-15 12:00 - 14:00 | Manchester, Revolution, M1 5LH, Revolution, Manchester, M1 5LH, United Kingdom
How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works

Hosted by Debbie and Keaton plus Sian Davies Cole from Plan Works will discuss ‘How to build a CIP’.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Debbie Holmes

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Keaton Jones

Keaton is Business Development Manager within ebi. Joining in 2022, his main responsibilities include actively managing client relationships, researching new business opportunities, leading sales and training meetings and taking responsibility for day to day project management.

Sian Davies

Sian spent several years working in independent financial planning firms, then changed tack and entered the world of outsourced paraplanning. Sian believes paraplanning works best a a collaboration between financial planner and paraplanner, and having a strong awareness of the skills and personalities involved in both roles is key.

Introduction to ebi's Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
2024-04-30 13:00 - 14:00 | Online
Introduction to ebi’s Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi

James Fouche and Jonathan Griffiths, CFA, introduce ebi’s new Impact portfolio suite and how it fits into its product range.

Learning objectives:

Understanding how Impact fits within the spectrum of sustainable investing

Exploring equity impact investing methodologies, including as part of a passive rather than active approach

Exploring the Global Green Bond asset class, and how it fits into the wider sustainable fixed income landscape (Edited)

Structured CPD Applicable. For Financial Professionals Only

Book your place

James Fouche, Business Development Manager at ebi

James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets. He joined as a Business Development Manager in 2022. James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi
2024-04-25 12:00 - 14:00 | Guildford, Cozy Club, GU1 3QY, Cozy Club, Guildford, GU1 3QY, United Kingdom
How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi

James will discuss how behavioural biases a can hinder client appetite for long term investing.

Plus, retiree bond market lessons from South Africa. Join us from 11am for coffee.

Structured CPD Applicable. For Financial Professionals Only

Book your place

James Fouche

James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets. He joined as a Business Development Manager in 2022. James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

ebi Quarter One 2024 Update with Daniel Phillips of Northern Trust and Jonathan Griffiths of ebi
2024-04-17 13:00 - 14:00 | Online
ebi Quarter One 2024 Update with Daniel Phillips of Northern Trust and Jonathan Griffiths of ebi

Daniel Phillips, Director, Asset Allocation Strategy at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, CFA, ebi’s Investment Product Manager.

Topics to be covered include:

Qtr 1 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

Building a better business proposition with ebi and The Verve Group
2024-04-17 12:00 - 14:00 | Birmingham, Revolución de Cuba, B2 5BN, Revolución de Cuba, Birmingham, West Midlands, B2 5BN, United Kingdom
Building a better business proposition with ebi and The Verve Group

Hosted by Debbie and Keaton from ebi, and Christian Markwick from the Verve Group who will discuss ‘Building a better business proposition’.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Debbie Holmes

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Keaton Jones

Keaton is Business Development Manager within ebi. Joining in 2022, his main responsibilities include actively managing client relationships, researching new business opportunities, leading sales and training meetings and taking responsibility for day to day project management.

Christian Markwick DipPFS

Having been an adviser, training and competence manager and CF10/CF11 in the industry for many years, Christian is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there. He provides firms with pragmatic, no-nonsense support, helping them understand what their goals are and creating a path to help them achieve them.

Join Verve and ebi to talk about adviser blind spots when building a CIP
2024-03-19 10:00 - 11:00 | Online
Verve webinar – Adviser blind spots when building a CIP

Building a CIP? Join ebi and the Verve Group’s Alasdair Wilson in a discussion on adviser blind spots when building a CIP.

Topics to be covered include:

Misconceptions with CIP’s

Adviser blind spots when fund picking

Adviser portfolios vs MPS

Structured CPD Applicable. For Financial Professionals Only

Book your place

Alasdair Wilson – Investment Specialist at Verve Group

Alasdair initially joined The Verve Group through The Grad Scheme and with his academic background, he flourished in his role as a paraplanner. Since then, he has found a passion for the investment side of finance, adding IMC and ESG to his qualifications, and now focuses on the investment support we provide advisers, as well as providing technical content at many of our events.

Introduction to ebi's SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
2024-03-14 13:00 - 14:00 | Online
Introduction to ebi’s SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi

Ashley Owen and Jonathan Griffiths, CFA, introduce ebi’s new SRI portfolio suite and how it fits into its product range.

Learning objectives:

1. How SRI meets the EU Paris-Aligned requirements.2. Exploring ESG screening methodologies, including best-in-class and exclusionary approaches3. Understanding how SRI fits within the spectrum of sustainable investing.

60 minutes of Structured CPD. For Financial Professionals Only

Book your place

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

Stories that resonate: SDR, sustainability and successful client engagement
2024-02-27 14:00 - 15:00 | Online
Stories that resonate: SDR, sustainability and successful client engagement

Join our latest SDR webinar with Sam Adams and ebi’s Jonathan Griffiths, CFA, who will unpack the key elements of SDR, and how it will affect an adviser business. Including helping advisers in developing clear and effective sustainability communications with clients.

Topics to be covered include:

1. Understanding SDR and the labelling regime

2. Understanding how SDR will impact your business on a day-to-day basis.

3. Developing successful strategies for communicating sustainability with clients

Structured CPD Applicable. For Financial Professionals Only

Book your place

Sam Adams, Consultant 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.

Jonathan Griffiths, CFA

Jon is an Investment Product Manager at ebi Portfolios. Joining ebi in 2023, he brings with him 10 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.

'Labels to enable' - SDR and what it means for advisers with Rebecca Kowalski
2024-01-23 14:00 - 15:00 | Online
‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski

Rebecca Kowalski, author of the PFS/CII spotlight course on ESG and Sustainable Finance, joins ebi to discuss the implications of the Sustainability Disclosure Regulations Policy Statement on advisers.

Learning Objectives:

Understand and explain the four sustainable investment labels.

Identify how to apply the SDR rules to the products you currently use across the spectrum of capital.

Recognise the role of the IFA in the new sustainable investment landscape.

Review any risks and opportunities sustainable investing and ESG offers to your business, including navigating anti-greenwashing rules.

Identify how the profession can be part of positive change.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Rebecca Kowalski – Director of Overstory Finance

Rebecca’s 25 plus year stint in Financial services has included roles as an Adviser, Paraplanner, Operations Manager, Compliance officer and latterly as Director of her own Sustainable Finance Consultancy – Overstory Finance. She is a Chartered Financial planner, Fellow of the PFS, has the CFA Certificate in ESG and achieved three Paraplanner of the Year awards for the CISI, PFS and Professional Adviser Awards respectively. She was proud to win the Nextgen Planner Impact Award in 2022.

ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi
2024-01-17 13:00 - 14:00 | Online
ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi

Wouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.

Topics to be covered include:

Qtr 4 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

Book your place

Aligning values with investments: ESG, SRI and your clients
2023-11-30 16:00 - 17:00 | Online
Aligning values with investments: ESG, SRI and your clients

Join us for an insightful webinar that will delve into the diverse realm of sustainable investing, shedding light on the differences between ESG and SRI strategies. This session aims to empower advisers with the knowledge to discuss their clients’ values and preferences for sustainable investing.Gain insights into investment solutions and learn effective techniques for presenting them to your clients.Don’t miss out on this opportunity to enhance your expertise in sustainable investment practices.

Topics to be covered include:

Understand the different sustainable approaches to investing and distinguish between them

Learn how to effectively interpret the values, priorities, and preferences of investors when it comes to sustainability within their investments

Improve knowledge of the available solutions for different client segments.

Structured CPD Applicable. For Financial Professionals Only

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Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire
2023-10-17 14:00 - 15:00 | Online
Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk

Helping you understand your clients sustainability stance with a practical deep dive into Oxford Risk’s ESG fact finding questionnaire.

Topics to be covered include:

Learn how ebi defines the sustainable investing spectrum.

Understanding the behavioural finance data that underpins the Oxford Risk questionnaire.

Hints and tips on delivering a sustainability questionnaire.

Discover where the ebi solutions sit on the sustainability spectrum.

Structured CPD Applicable. For Financial Professionals Only

Register Here

ebi Quarter Three 2023 Update
2023-10-11 13:00 - 14:00 | Online
ebi Quarter Three 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi

Wouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.

Topics to be covered include:

Qtr 3 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

Register Here

Wouter Sturkenboom, CFA, Chief Investment Strategist at Northern Trust

Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.As chief investment strategist for EMEA and APAC, Wouter is responsible for formulating the regional asset allocation views, putting those views in a global context and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five-Year Capital Market Outlook.

Jonathan Griffiths, CFA, Investment product manager

Jon is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jon is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams
2023-09-19 14:00 - 15:00 | Online
ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams

A balanced perspective on ESG investing, addressing critics’ concerns, and celebrating ESG success stories.

Topics to be covered include:

Common criticisms and misconceptions surrounding ESG investing

The tangible benefits and value creation potential of ESG integration in investment strategies

Real-world success stories of companies and funds that have implemented ESG practices effectively.

How ESG factors can help identify and mitigate risks

The importance of engaging stakeholders

What does the future of ESG investing hold?

Structured CPD Applicable. For Financial Professionals Only

Register Here

Sam Adams, Consultant 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.

How factors outperform a traditional passive portfolio
2023-08-15 14:00 - 15:00 | Online
‘How factors outperform a traditional passive portfolio’ with Mark Sodergren of Northern Trust

Northern Trust’s Mark Sodergren joins ebi’s Compound Interest for a discussion of factors and how they outperform a traditional passive approach.

Topics to be covered include:

Passive vs Active – what does the evidence tell us?

What are factors? – A brief history

How factors outperform a traditional market portfolio

Factors beyond Dimensional’s 3 factor model/approach

Structured CPD Applicable. For Financial Professionals Only

Register Here

Mark Sodergren, Senior Vice President and Head of Quantitative Strategies at Northern Trust

Mark Sodergren is a Senior Vice President and head of Quantitative Strategies at Northern Trust Asset Management. He responsible for the implementation and management of several quantitative equity strategies. Mark manages active and engineered equity strategies within the large cap global and domestic space. Mark has a specialization in managing sustainable investing strategies, and is a member of our global sustainable investing resource.

ebi Quarter Two 2023 Update
2023-07-19 13:00 - 14:00 | Online
ebi Quarter Two 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi

Wouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.

Topics to be covered include:

Qtr 2 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

Register Here

Wouter Sturkenboom, CFA, Chief Investment Strategist at Northern Trust

Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.As chief investment strategist for EMEA and APAC, Wouter is responsible for formulating the regional asset allocation views, putting those views in a global context and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five-Year Capital Market Outlook.

Jonathan Griffiths, CFA, Investment product manager

Jon is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jon is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.
