Beyond Active vs Passive: Is there a Goldilocks solution

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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.

ebi Quarter One 2025 Update

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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.

Communicate Like A Comic

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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.

Reimagining Wealth Through Simple Sketches

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Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.