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DTSTART;TZID=Europe/London:20250619T110000
DTEND;TZID=Europe/London:20250619T120000
DTSTAMP:20260403T192033
CREATED:20250401T154027Z
LAST-MODIFIED:20250422T123327Z
UID:19007-1750330800-1750334400@ebi.co.uk
SUMMARY:Communicate Like A Comic
DESCRIPTION:Communicate Like A Comic – with Sam Carrington\n\n\n\nDiscover 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. \n\n\n\nLearning Objectives: \n\n\n\n1. 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. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nSam Carrington – Founder of Smirk Experience\n\n\n\nSam 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. \n\n\n\n\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.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.
URL:https://ebi.co.uk/events/communicate-like-a-comic/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/04/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250610T130000
DTEND;TZID=Europe/London:20250610T140000
DTSTAMP:20260403T192033
CREATED:20250527T131317Z
LAST-MODIFIED:20260220T141245Z
UID:19263-1749560400-1749564000@ebi.co.uk
SUMMARY:The Great Wealth Transfer with Vanguard
DESCRIPTION:The Great Wealth Transfer with Vanguard\n\n\n\nJoin 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. \n\n\n\nLearning Objectives: \n\n\n\n1. Understand the extent of the intergenerational wealth transfer expected in the UK and globally \n\n\n\n2. Gain ideas on how to approach the topic of legacy in client conversations \n\n\n\n3. Develop a framework for how to approach the Great Wealth Transfer with your clients \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\nSebastian Lewis Senior Strategist\, Advisory Research Centre\, Vanguard\n\n\n\nSebastian 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. \n\n\n\n\n\n\n\nKeaton Jones\, Business Development Manager\n\n\n\nKeaton 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.
URL:https://ebi.co.uk/events/the-great-wealth-transfer-with-vanguard/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/05/website-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250521T110000
DTEND;TZID=Europe/London:20250521T120000
DTSTAMP:20260403T192033
CREATED:20250310T125351Z
LAST-MODIFIED:20250422T123327Z
UID:18888-1747825200-1747828800@ebi.co.uk
SUMMARY:The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing
DESCRIPTION:The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing\n\n\n\nTrue 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? \n\n\n\nJoin 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. \n\n\n\nWe will discuss: \n\n\n\n1. Gain an understanding of the sources of wellbeing \n\n\n\n2. How money helps or hinders wellbeing \n\n\n\n3. How to add wellbeing into the planning process \n\n\n\n4. Learn basic listening and questioning skills to help clients to uncover objectives \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nChris Budd – Institute of Financial Wellbeing\n\n\n\nChris 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. \n\n\n\nHe 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. \n\n\n\nChris 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. \n\n\n\nChris lives in Somerset with his family and too many guitars. \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager at ebi\n\n\n\nDebbie 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.
URL:https://ebi.co.uk/events/the-science-of-wellbeing-and-financial-happiness-with-chris-budd-of-the-institute-of-financial-wellbeing/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/03/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250424T130000
DTEND;TZID=Europe/London:20250424T140000
DTSTAMP:20260403T192033
CREATED:20250317T125349Z
LAST-MODIFIED:20250422T123327Z
UID:18911-1745499600-1745503200@ebi.co.uk
SUMMARY:ebi Quarter One 2025 Update
DESCRIPTION:ebi Quarter One 2025 Update with Jonathan Griffiths\, CFA and Debbie Holmes of ebi\n\n\n\nJonathan 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. \n\n\n\nWe will discuss: \n\n\n\n\nQtr 1 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\nebi news\n\n\n\n\n45 Structured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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. \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager\n\n\n\nDebbie 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.
URL:https://ebi.co.uk/events/ebi-quarter-one-2025-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/03/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250423T110000
DTEND;TZID=Europe/London:20250423T120000
DTSTAMP:20260403T192033
CREATED:20250224T124511Z
LAST-MODIFIED:20250422T123327Z
UID:18790-1745406000-1745409600@ebi.co.uk
SUMMARY:The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd
DESCRIPTION:The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd\n\n\n\nYour 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. \n\n\n\nJoin us for this exclusive webinar and discover how to turn first meetings into lasting client relationships. \n\n\n\nWe will discuss: \n\n\n\n1. Build trust by understanding how clients think.   \n\n\n\n2. Develop and confidently use powerful questions that foster trust. \n\n\n\n3. Apply techniques that encourage prospects to open up\, share\, and gain clarity. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nMelissa Kidd\, Director at Motem\n\n\n\nMelissa 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.  \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager at ebi\n\n\n\nDebbie 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.
URL:https://ebi.co.uk/events/the-art-of-first-meetings-turning-prospects-into-clients-with-melissa-kidd/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/02/MK2-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250219T140000
DTEND;TZID=Europe/London:20250219T150000
DTSTAMP:20260403T192033
CREATED:20240905T114012Z
LAST-MODIFIED:20250422T123326Z
UID:18260-1739973600-1739977200@ebi.co.uk
SUMMARY:Beyond Active vs Passive: Is there a Goldilocks solution
DESCRIPTION:Beyond Active vs Passive: Is there a Goldilocks solution?\n\n\n\nThe 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. \n\n\n\nJoin 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. \n\n\n\nWe will discuss: \n\n\n\n1: Outline the difference between active and passive investing. \n\n\n\n2: To describe the historical and academic evidence in support of factor-based investing. \n\n\n\n3: To explain how ebi incorporates a factor-based approach with the aim of delivering the best possible outcomes for investors. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\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\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager\n\n\n\nJon 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. \n\n\n\nJon is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. \n\n\n\nJon 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.
URL:https://ebi.co.uk/events/beyond-active-vs-passive-is-there-a-goldilocks-solution/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/09/Website-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250115T130000
DTEND;TZID=Europe/London:20250115T140000
DTSTAMP:20260403T192033
CREATED:20241111T102206Z
LAST-MODIFIED:20260220T093112Z
UID:18437-1736946000-1736949600@ebi.co.uk
SUMMARY:ebi Quarter Four 2024 Update
DESCRIPTION:ebi Quarter Four 2024 Update with Jonathan Griffiths\, CFA and Debbie Holmes of ebi\n\n\n\nJonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update. \n\n\n\nWe will discuss: \n\n\n\n\nQtr 4 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\nebi news\n\n\n\n\n45 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\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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. \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager\n\n\n\nDebbie 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.
URL:https://ebi.co.uk/events/ebi-quarter-four-2024-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/11/Website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241023T130000
DTEND;TZID=Europe/London:20241023T140000
DTSTAMP:20260403T192033
CREATED:20240814T144537Z
LAST-MODIFIED:20250422T123326Z
UID:18198-1729688400-1729692000@ebi.co.uk
SUMMARY:ebi Quarter Three 2024 Update
DESCRIPTION:ebi Quarter Three 2024 Update with Jonathan Griffiths and James Fouche of ebi\n\n\n\nJonathan Griffiths CFA and James Fouche at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update. \n\n\n\nWe will discuss: \n\n\n\n\nQtr 3 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\nebi news\n\n\n\n\n45 Structured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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. \n\n\n\n\n\n\n\nJames Fouche\, Account Manager\n\n\n\nJames 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.
URL:https://ebi.co.uk/events/ebi-quarter-three-2024-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/08/Website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240821T130000
DTEND;TZID=Europe/London:20240821T140000
DTSTAMP:20260403T192033
CREATED:20240717T141208Z
LAST-MODIFIED:20250422T123326Z
UID:18119-1724245200-1724248800@ebi.co.uk
SUMMARY:MPS Technology: Improving Client Engagement
DESCRIPTION:MPS Technology: Improving Client Engagement\n\n\n\nebi’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. \n\n\n\nWe will discuss: \n\n\n\n\nModernising conversations on client e.g. capacity for loss and risk appetite.\n\n\n\nTools to help client understanding of the active vs passive debate.\n\n\n\nDiscover how you can outsource investment due diligence and portfolio comparisons\, at no extra cost.\n\n\n\n\nAll this and more within ebi’s technology suite\, which has been designed by advisers for advisers. \n\n\n\nNo CPD. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJames Fouche\, Account Manager at ebi\n\n\n\nJames 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.
URL:https://ebi.co.uk/events/mps-technology-improving-client-engagement-2/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/07/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240722T130000
DTEND;TZID=Europe/London:20240722T140000
DTSTAMP:20260403T192033
CREATED:20240701T091428Z
LAST-MODIFIED:20250422T123326Z
UID:18063-1721653200-1721656800@ebi.co.uk
SUMMARY:ebi Quarter Two 2024 Update with Jonathan Griffiths\, CFA of ebi
DESCRIPTION:ebi Quarter Two 2024 Update with Jonathan Griffiths\, CFA of ebi\n\n\n\nJonathan Griffiths\, CFA ebi’s Investment Product Manager will provide a macroeconomic overview\, asset class review and ebi portfolio update. \n\n\n\nWe will discuss: \n\n\n\n\nQuarter 2 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\n\nAll this and more within ebi’s technology suite\, which has been designed by advisers for advisers. \n\n\n\n45 Structured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/ebi-quarter-two-2024-update-with-jonathan-griffiths-cfa-of-ebi/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/07/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240627T130000
DTEND;TZID=Europe/London:20240627T140000
DTSTAMP:20260403T192033
CREATED:20240531T150643Z
LAST-MODIFIED:20250422T123326Z
UID:18013-1719493200-1719496800@ebi.co.uk
SUMMARY:MPS Technology: Improving Client Engagement
DESCRIPTION:MPS Technology: Improving Client Engagement\n\n\n\nebi’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. \n\n\n\nWe will discuss: \n\n\n\n\nModernising conversations on client e.g. capacity for loss and risk appetite.\n\n\n\nTools to help client understanding of the active vs passive debate.\n\n\n\nDiscover how you can outsource investment due diligence and portfolio comparisons\, at no extra cost.\n\n\n\n\nAll this and more within ebi’s technology suite\, which has been designed by advisers for advisers. \n\n\n\nNo CPD. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJames Fouche\, Account Manager at ebi\n\n\n\nJames 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.
URL:https://ebi.co.uk/events/mps-technology-improving-client-engagement/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/05/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240523T120000
DTEND;TZID=Europe/London:20240523T130000
DTSTAMP:20260403T192033
CREATED:20240429T082502Z
LAST-MODIFIED:20250422T123325Z
UID:17873-1716465600-1716469200@ebi.co.uk
SUMMARY:Cleaning the Green: Preparing for the FCA's green washing regulations with Rebecca Kowalski and Alan Whittle
DESCRIPTION:Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle\n\n\n\nDebbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions. \n\n\n\nTopics include: \n\n\n\n\nUnderstanding the FCA anti-greenwashing rules.\n\n\n\nIdentify how these fit into wider consumer protection measures.\n\n\n\nRecognise how advisers might be at risk of greenwashing or inadvertently break the anti-greenwashing rules themselves.\n\n\n\nIdentify the sustainability naming and marketing rules and align your investment communications with these.\n\n\n\nUnderstand the interaction with Consumer Duty.\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nDebbie Holmes\n\n\n\nDebbie 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. \n\n\n\n\n\n\n\nRebecca Kowalski\, Director at Overstory Finance\n\n\n\nRebecca 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. \n\n\n\n\n\n\n\nAlan Whittle\, Director at Unburdened Solutions\n\n\n\nAlan 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. \n\n\n\nAlan 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.
URL:https://ebi.co.uk/events/cleaning-the-green-preparing-for-the-fcas-green-washing-regulations-with-rebecca-kowalski-and-alan-whittle/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/04/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240515T130000
DTEND;TZID=Europe/London:20240515T140000
DTSTAMP:20260403T192033
CREATED:20240507T150855Z
LAST-MODIFIED:20250422T123325Z
UID:17901-1715778000-1715781600@ebi.co.uk
SUMMARY:ebi's Cash Plus Portfolio Product Launch
DESCRIPTION:ebi’s Cash Plus Portfolio Product Launch\n\n\n\nAshley Owen and Jonathan Griffiths\, CFA\, introduce ebi’s new Cash Plus portfolio and how it fits into its product range. \n\n\n\nTopics include: \n\n\n\n\nUnderstanding the Money Market asset class\, and fund implementation frameworks\n\n\n\nUnderstanding the Short Duration Bond asset class\, and fund implementation frameworks\n\n\n\nExploring how sustainable investing is incorporated within the Cash Plus approach\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\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\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi \n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/ebis-cash-plus-portfolio-product-launch/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/05/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240515T120000
DTEND;TZID=Europe/London:20240515T140000
DTSTAMP:20260403T192033
CREATED:20240322T160858Z
LAST-MODIFIED:20250422T123325Z
UID:17820-1715774400-1715781600@ebi.co.uk
SUMMARY:How to build a CIP with Debbie and Keaton from ebi\, plus Sian Davies Cole from Plan Works
DESCRIPTION:How to build a CIP with Debbie and Keaton from ebi\, plus Sian Davies Cole from Plan Works\n\n\n\nHosted by Debbie and Keaton plus Sian Davies Cole from Plan Works will discuss ‘How to build a CIP’. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nDebbie Holmes\n\n\n\nDebbie 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. \n\n\n\n\n\n\n\nKeaton Jones\n\n\n\nKeaton 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. \n\n\n\n\n\n\n\nSian Davies\n\n\n\nSian 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.
URL:https://ebi.co.uk/events/how-to-build-a-cip-with-debbie-and-keaton-from-ebi-plus-sian-davies-cole-from-plan-works/
LOCATION:Manchester\, Revolution\, M1 5LH\, Revolution\, Manchester\, M1 5LH\, United Kingdom
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/03/manchester-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240430T130000
DTEND;TZID=Europe/London:20240430T140000
DTSTAMP:20260403T192033
CREATED:20240321T131126Z
LAST-MODIFIED:20250422T123325Z
UID:17770-1714482000-1714485600@ebi.co.uk
SUMMARY:Introduction to ebi's Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
DESCRIPTION:Introduction to ebi’s Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi\n\n\n\nJames Fouche and Jonathan Griffiths\, CFA\, introduce ebi’s new Impact portfolio suite and how it fits into its product range. \n\n\n\nLearning objectives: \n\n\n\n\nUnderstanding how Impact fits within the spectrum of sustainable investing\n\n\n\nExploring equity impact investing methodologies\, including as part of a passive rather than active approach\n\n\n\nExploring the Global Green Bond asset class\, and how it fits into the wider sustainable fixed income landscape (Edited)\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJames Fouche\, Business Development Manager at ebi\n\n\n\nJames 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. \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/introduction-to-ebis-impact-portfolios-suite-with-ashley-owen-and-jonathan-griffiths-of-ebi/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/03/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240425T120000
DTEND;TZID=Europe/London:20240425T140000
DTSTAMP:20260403T192033
CREATED:20240322T160351Z
LAST-MODIFIED:20250422T123325Z
UID:17816-1714046400-1714053600@ebi.co.uk
SUMMARY:How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi
DESCRIPTION:How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi\n\n\n\nJames will discuss how behavioural biases a can hinder client appetite for long term investing. \n\n\n\nPlus\, retiree bond market lessons from South Africa. Join us from 11am for coffee. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJames Fouche\n\n\n\nJames 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.
URL:https://ebi.co.uk/events/how-behavioural-biases-can-hinder-client-appetite-for-long-term-investing/
LOCATION:Guildford\, Cozy Club\, GU1 3QY\, Cozy Club\, Guildford\, GU1 3QY\, United Kingdom
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/03/guildford-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240417T130000
DTEND;TZID=Europe/London:20240417T140000
DTSTAMP:20260403T192033
CREATED:20240214T123908Z
LAST-MODIFIED:20250422T123325Z
UID:17656-1713358800-1713362400@ebi.co.uk
SUMMARY:ebi Quarter One 2024 Update with Daniel Phillips of Northern Trust and Jonathan Griffiths of ebi
DESCRIPTION:ebi Quarter One 2024 Update with Daniel Phillips of Northern Trust and Jonathan Griffiths of ebi\n\n\n\nDaniel 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nQtr 1 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\n\n\n\n\nFactor performance overview\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/ebi-quarter-one-2024-update-with-daniel-philips-of-northern-trust-and-jonathan-griffiths-of-ebi/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/02/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240417T120000
DTEND;TZID=Europe/London:20240417T140000
DTSTAMP:20260403T192033
CREATED:20240322T155846Z
LAST-MODIFIED:20250422T123325Z
UID:17781-1713355200-1713362400@ebi.co.uk
SUMMARY:Building a better business proposition with ebi and The Verve Group
DESCRIPTION:Building a better business proposition with ebi and The Verve Group\n\n\n\nHosted by Debbie and Keaton from ebi\, and Christian Markwick from the Verve Group who will discuss ‘Building a better business proposition’. \n\n\n\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nDebbie Holmes\n\n\n\nDebbie 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. \n\n\n\n\n\n\n\nKeaton Jones\n\n\n\nKeaton 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. \n\n\n\n\n\n\n\nChristian Markwick DipPFS\n\n\n\nHaving 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.
URL:https://ebi.co.uk/events/verve-group-who-will-discuss-5-proposition-hot-topics-to-consider-for-your-business/
LOCATION:Birmingham\, Revolución de Cuba\, B2 5BN\, Revolución de Cuba\, Birmingham\, West Midlands\, B2 5BN\, United Kingdom
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/03/birmingham.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240319T100000
DTEND;TZID=Europe/London:20240319T110000
DTSTAMP:20260403T192033
CREATED:20231208T134712Z
LAST-MODIFIED:20250422T123324Z
UID:17326-1710842400-1710846000@ebi.co.uk
SUMMARY:Join Verve and ebi to talk about adviser blind spots when building a CIP
DESCRIPTION:Verve webinar – Adviser blind spots when building a CIP\n\n\n\nBuilding a CIP? Join ebi and the Verve Group’s Alasdair Wilson in a discussion on adviser blind spots when building a CIP. \n\n\n\nTopics to be covered include: \n\n\n\n\nMisconceptions with CIP’s  \n\n\n\nAdviser blind spots when fund picking  \n\n\n\nAdviser portfolios vs MPS  \n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nAlasdair Wilson – Investment Specialist at Verve Group \n\n\n\nAlasdair 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.
URL:https://ebi.co.uk/events/adviser-blind-spots-when-building-a-cip-with-alasdair-wilson/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/12/Adviser-blind-spots-when-building-a-CIP-with-Alasdair-Wilson_web-banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240314T130000
DTEND;TZID=Europe/London:20240314T140000
DTSTAMP:20260403T192034
CREATED:20240220T103556Z
LAST-MODIFIED:20250422T123325Z
UID:17678-1710421200-1710424800@ebi.co.uk
SUMMARY:Introduction to ebi's SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
DESCRIPTION:Introduction to ebi’s SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi\n\n\n\nAshley Owen and Jonathan Griffiths\, CFA\, introduce ebi’s new SRI portfolio suite and how it fits into its product range. \n\n\n\nLearning objectives: \n\n\n\n1. 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. \n\n\n\n\n\n\n\n60 minutes of Structured CPD. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\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\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/introduction-to-ebis-sri-portfolios-suite-with-ashley-owen-and-jonathan-griffiths-of-ebi/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/02/SRI_web-banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240227T140000
DTEND;TZID=Europe/London:20240227T150000
DTSTAMP:20260403T192034
CREATED:20240125T150417Z
LAST-MODIFIED:20250422T123324Z
UID:17603-1709042400-1709046000@ebi.co.uk
SUMMARY:Stories that resonate: SDR\, sustainability and successful client engagement
DESCRIPTION:Stories that resonate: SDR\, sustainability and successful client engagement\n\n\n\nJoin 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. \n\n\n\nTopics to be covered include: \n\n\n\n1.         Understanding SDR and the labelling regime \n\n\n\n2.         Understanding how SDR will impact your business on a day-to-day basis. \n\n\n\n3.         Developing successful strategies for communicating sustainability with clients \n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nSam Adams\, Consultant at ebi Portfolios\n\n\n\nSamuel 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. \n\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\n\n\n\nJon 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.
URL:https://ebi.co.uk/events/stories-that-resonate-sdr-sustainability-and-successful-client-engagement/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/01/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240123T140000
DTEND;TZID=Europe/London:20240123T150000
DTSTAMP:20260403T192034
CREATED:20231218T113906Z
LAST-MODIFIED:20250422T123324Z
UID:17364-1706018400-1706022000@ebi.co.uk
SUMMARY:'Labels to enable' - SDR and what it means for advisers with Rebecca Kowalski
DESCRIPTION:‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski\n\n\n\nRebecca 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. \n\n\n\nLearning Objectives: \n\n\n\n\nUnderstand and explain the four sustainable investment labels.\n\n\n\nIdentify how to apply the SDR rules to the products you currently use across the spectrum of capital.\n\n\n\nRecognise the role of the IFA in the new sustainable investment landscape.\n\n\n\nReview any risks and opportunities sustainable investing and ESG offers to your business\, including navigating anti-greenwashing rules. \n\n\n\nIdentify how the profession can be part of positive change.\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nRebecca Kowalski – Director of Overstory Finance\n\n\n\nRebecca’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.
URL:https://ebi.co.uk/events/labels-to-enable-sdr-and-what-it-means-for-advisers-with-rebecca-kowalski/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/12/Labels-to-enable-SDR-and-what-it-means-for-advisers-with-Rebecca-Kowalski_web-banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240117T130000
DTEND;TZID=Europe/London:20240117T140000
DTSTAMP:20260403T192034
CREATED:20231025T104310Z
LAST-MODIFIED:20250422T123324Z
UID:17173-1705496400-1705500000@ebi.co.uk
SUMMARY:ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi
DESCRIPTION:ebi Quarter Four 2023 Update with Wouter  Sturkenboom of Northern Trust and Jonathan Griffiths of ebi\n\n\n\nWouter 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nQtr 4 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place
URL:https://ebi.co.uk/events/ebi-quarter-four-2023-update-with-wouter-sturkenboom-of-northern-trust-and-jonathan-griffiths-of-ebi/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/10/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231130T160000
DTEND;TZID=Europe/London:20231130T170000
DTSTAMP:20260403T192034
CREATED:20231009T101948Z
LAST-MODIFIED:20250422T123324Z
UID:17134-1701360000-1701363600@ebi.co.uk
SUMMARY:Aligning values with investments: ESG\, SRI and your clients
DESCRIPTION:Aligning values with investments: ESG\, SRI and your clients\n\n\n\nJoin 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nUnderstand the different sustainable approaches to investing and distinguish between them\n\n\n\nLearn how to effectively interpret the values\, priorities\, and preferences of investors when it comes to sustainability within their investments\n\n\n\nImprove knowledge of the available solutions for different client segments.\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place
URL:https://ebi.co.uk/events/aligning-values-with-investments-esg-sri-and-your-clients/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/10/Aligning-Values-with-Investments-ESG-SRI-and-Your-Clients_web-banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231017T140000
DTEND;TZID=Europe/London:20231017T150000
DTSTAMP:20260403T192034
CREATED:20230803T130750Z
LAST-MODIFIED:20240524T140040Z
UID:16650-1697551200-1697554800@ebi.co.uk
SUMMARY:Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire
DESCRIPTION:Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk\n\n\n\nHelping you understand your clients sustainability stance with a practical deep dive into Oxford Risk’s ESG fact finding questionnaire. \n\n\n\nTopics to be covered include: \n\n\n\n\nLearn how ebi defines the sustainable investing spectrum.\n\n\n\nUnderstanding the behavioural finance data that underpins the Oxford Risk questionnaire.\n\n\n\nHints and tips on delivering a sustainability questionnaire.\n\n\n\nDiscover where the ebi solutions sit on the sustainability spectrum.\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n  Register Here
URL:https://ebi.co.uk/events/balancing-ethics-and-returns-how-behavioural-finance-has-re-set-the-esg-questionnaire-with-thomas-mitchell-of-oxford-risk/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/08/EBI23-126_web-banner-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231011T130000
DTEND;TZID=Europe/London:20231011T140000
DTSTAMP:20260403T192034
CREATED:20230803T110540Z
LAST-MODIFIED:20230921T094845Z
UID:16646-1697029200-1697032800@ebi.co.uk
SUMMARY:ebi Quarter Three 2023 Update
DESCRIPTION:ebi Quarter Three 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi\n\n\n\nWouter 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nQtr 3 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\nWouter Sturkenboom\, CFA\, Chief Investment Strategist at Northern Trust\n\n\n\nWouter 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. \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment product manager\n\n\n\nJon 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.
URL:https://ebi.co.uk/events/ebi-quarter-three-2023-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/08/EBI23-124_web-banner.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230919T140000
DTEND;TZID=Europe/London:20230919T150000
DTSTAMP:20260403T192034
CREATED:20230623T122904Z
LAST-MODIFIED:20240613T131158Z
UID:16150-1695132000-1695135600@ebi.co.uk
SUMMARY:ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams
DESCRIPTION:ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams\n\n\n\nA balanced perspective on ESG investing\, addressing critics’ concerns\, and celebrating ESG success stories.   \n\n\n\nTopics to be covered include: \n\n\n\n\nCommon criticisms and misconceptions surrounding ESG investing\n\n\n\nThe tangible benefits and value creation potential of ESG integration in investment strategies\n\n\n\nReal-world success stories of companies and funds that have implemented ESG practices effectively.\n\n\n\nHow ESG factors can help identify and mitigate risks\n\n\n\nThe importance of engaging stakeholders\n\n\n\nWhat does the future of ESG investing hold?\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\nSam Adams\, Consultant at ebi Portfolios\n\n\n\nSamuel 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.
URL:https://ebi.co.uk/events/esg-in-the-spotlight-addressing-critics-and-celebrating-success-with-sam-adams/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/06/EBI23-105_web-banner.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230815T140000
DTEND;TZID=Europe/London:20230815T150000
DTSTAMP:20260403T192034
CREATED:20230725T082836Z
LAST-MODIFIED:20230725T082837Z
UID:16579-1692108000-1692111600@ebi.co.uk
SUMMARY:How factors outperform a traditional passive portfolio
DESCRIPTION:‘How factors outperform a traditional passive portfolio’ with Mark Sodergren of Northern Trust\n\n\n\nNorthern Trust’s Mark Sodergren joins ebi’s Compound Interest for a discussion of factors and how they outperform a traditional passive approach. \n\n\n\nTopics to be covered include: \n\n\n\n\nPassive vs Active – what does the evidence tell us?\n\n\n\nWhat are factors? – A brief history\n\n\n\nHow factors outperform a traditional market portfolio  \n\n\n\nFactors beyond Dimensional’s 3 factor model/approach\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\nMark Sodergren\, Senior Vice President and Head of Quantitative Strategies at Northern Trust\n\n\n\nMark 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.
URL:https://ebi.co.uk/events/how-factors-outperform-a-traditional-passive-portfolio/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/07/website.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230719T130000
DTEND;TZID=Europe/London:20230719T140000
DTSTAMP:20260403T192034
CREATED:20230627T153057Z
LAST-MODIFIED:20230629T090826Z
UID:16182-1689771600-1689775200@ebi.co.uk
SUMMARY:ebi Quarter Two 2023 Update
DESCRIPTION:ebi Quarter Two 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi\n\n\n\nWouter 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nQtr 2 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\nWouter Sturkenboom\, CFA\, Chief Investment Strategist at Northern Trust\n\n\n\nWouter 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. \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment product manager\n\n\n\nJon 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.
URL:https://ebi.co.uk/events/ebi-quarter-two-2023-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/06/Website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230718T100000
DTEND;TZID=Europe/London:20230718T110000
DTSTAMP:20260403T192034
CREATED:20230630T111228Z
LAST-MODIFIED:20230707T125144Z
UID:16204-1689674400-1689678000@ebi.co.uk
SUMMARY:Driving value and growth: Insights from Dimensional’s Global Advisor Study with Blair Anderson
DESCRIPTION:Driving Value and Growth: Insights from Dimensional’s Global Advisor Study\, with Blair Anderson of Dimentional\n\n\n\nDimensional’s Global Advisor Study captures insights from advisory and wealth management firms across the world. Join ebi and Dimensional to enhance your firm’s focus and strategy in delivering growth and value for clients. \n\n\n\nTopics to be covered include: \n\n\n\n\nInsights from the study – how are high performing firms driving growth?\n\n\n\nHow do UK firms compare to their global peers?\n\n\n\nUnderstanding what high performing firms do around their investment proposition.\n\n\n\nSetting a growth strategy for your firm.\n\n\n\nDelivering value to your clients.\n\n\n\n\n60 minutes of Structured CPD. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\nBlair Anderson\, Regional Director & Vice President at Dimensional Fund Advisers\n\n\n\nBlair Anderson is a Regional Director and Vice President in Dimensional’s Practice Management group. \n\n\n\nBased in the London office\, Blair helps financial advisors implement strategies and top practices in pursuit of growth\, improved profitability and success. He focuses on business planning\, operations\, the client experience\, human capital\, business growth and succession planning.
URL:https://ebi.co.uk/events/driving-value-and-growth-insights-from-dimensionals-global-advisor-study-with-blair-anderson/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/06/website-1.png
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END:VCALENDAR