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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20260421T130000
DTEND;TZID=Europe/London:20260421T140000
DTSTAMP:20260405T175156
CREATED:20260316T115505Z
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UID:20150-1776776400-1776780000@ebi.co.uk
SUMMARY:ebi Quarter One 2026 Update
DESCRIPTION:ebi Quarter One 2026 Update\n\n\n\nJonathan Simpson and Tom Ranft at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter One 2026 Update. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 1 macroeconomic \n\n\n\n•  Overview Asset class \n\n\n\n•  Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary\, supporting the team with fund selection and analysis\, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years\, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder. \n\n\n\n\n\n\n\nTom Ranft\, Business Development Manager\n\n\n\nTom 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. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.
URL:https://ebi.co.uk/events/ebi-quarter-one-2026-update/
LOCATION:Online
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DTEND;TZID=Europe/London:20260430T140000
DTSTAMP:20260405T175156
CREATED:20260204T142553Z
LAST-MODIFIED:20260219T104819Z
UID:20002-1777554000-1777557600@ebi.co.uk
SUMMARY:Creating a Centralised Retirement Proposition: Reducing Risk Through Design
DESCRIPTION:Creating a Centralised Retirement Proposition: Reducing Risk Through Design\n\n\n\nWith rising regulatory pressure and complex client needs\, financial advisers need a clear and robust approach to client retirement planning. \n\n\n\nWe will discuss: \n\n\n\nThis webinar with Sian Davies Cole explores how a well-designed Centralised Retirement Proposition can reduce risk\, improve consistency\, and support better client outcomes through smarter design.Learning Objectives: \n\n\n\n1. What are the core components of a CRP? \n\n\n\n2. What question does a centralised retirement proposition try to solve? \n\n\n\n3. How do risk profiling questionnaires and CRPs fit together? \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nSian Davies Cole\, Founder & Paraplanner at Snazzify\n\n\n\nSian is the Founder & Paraplanner at Snazzify\, an outsourced paraplanning and consultancy firm which she set up in 2025. She specialises in complex financial planning and projects such as CIPs\, CRPs and bespoke research. After more than two decades in financial services\, completing the CFP certification and working with real Financial Planners for the past six years – she has a well rounded experience blending practical compliant financial advice with client friendly communication.  \n\n\n\nAshley Owen\, Head of Business Development at ebi\n\n\n\nAshley 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.  \n\n\n\nAshley 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. 
URL:https://ebi.co.uk/events/creating-a-centralised-retirement-proposition-reducing-risk-through-design/
LOCATION:Online
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