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.

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 James Fouche James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets.…

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

How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works

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

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

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.

ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi

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.

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.

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.