Evidence Based Investing

Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick
2023-05-25 10:00 - 11:00 (Europe/London) | Online
Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick

Phil Bray from The Yardstick Agency joins ebi Compound Interest webinar series to discuss creating a winning marketing strategy.

Talking points:

‘In house’ marketing strategy vs outsourced

Digital marketing vs referrals

Where to start when starting from scratch

Leveraging AI/Chat GPT for your marketing

Avoid marketing plan mistakes

Capturing the right web traffic

Structured CPD Applicable.

For Financial Professionals Only

Register Here

Phil Bray, Founder & Director of Yardstick

Now in his third decade in financial services, Phil’s experience spans advising, compliance and marketing.

Phil brings this unique mix of knowledge and experience to all Yardstick clients. He’s long held a dream of providing truly high-quality marketing options to financial advisers and planners, brokers and providers.

Insights to innovation – 'Harnessing change for business growth’ an interview with NextGen Planners
2023-04-18 10:00 - 11:00
Insights to innovation – ‘Harnessing change for business growth’ an interview with NextGen Planners

Next Gen Planners joins ebi’s Compound Interest for an insightful chat about what it’s like building the freshest UK’s advisers community.

Topics to be covered include:

Insights from innovative financial planners

Top 5 mistakes business owners make

How to add value to clients

Importance of having a community to support you

Structured CPD Applicable.

For Financial Professionals Only

Register Here

Rohan Sivajoti, Director & Head of Innovation at NextGen Planners

Rohan is the Blast Off Programme Lead and is in charge of bringing fresh and new ideas to the NextGen Planners Programme Range.

How can I show value to clients?
2023-03-08 14:00 - 15:00
How can I show value to clients?

Join our workshop with Sam Adams who discusses how advisers can show value to clients.

Topics to be covered include:

Listen to how other advisers have increased revenue and AUM.

Tips from advisers on never having to say sorry for investment performance again.

Passive investments outperform 86% of active investments over a ten year period1, learn how Smart Beta outperforms passive.

Will discuss ‘do clients care about investment performance?’.

1 [Online] Morningstar Active-Passive barometer

Structured CPD Applicable.

For Financial Professionals Only

Register Here

Sam Adams, Non-Executive Director 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.

The big question for 2023: ‘How can I show value to clients?’
2023-01-19 14:00 - 15:00
The big question for 2023: ‘How can I show value to clients?’

Join our workshop with Sam Adams who asks the big question for 2023: ‘How can I show value to clients?’

Topics to be covered include:

Listen to how other advisers have increased revenue and AUM.

Tips from advisers on never having to say sorry for investment performance again.

Passive investments outperform 86% of active investments over a ten year period1, learn how Smart Beta outperforms passive.

Will discuss ‘do clients care about investment performance?’.

1 [Online] Morningstar Active-Passive barometer

Structured CPD Applicable.

For Financial Professionals Only

Register Here

Sam Adams, Non-Executive Director 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.

Consumer Duty - Expectations for small to medium sized firms
2022-12-07 10:00 - 11:00
Consumer Duty – Expectations for small to medium sized firms

Are you ready for the new Consumer Duty regulation? The webinar is hosted by Mark Goold of the FCA, and will cover the background to the regulation, examples of good practice and is targeted at firms who advise on pensions/investments

Topics to be covered include:

Understanding the background to, and the key elements of the Consumer Duty

Identifying the areas firms need to consider to ensure they are meeting the new requirements

Understanding the FCA’s supervisory approach to implementation of the

Consumer Duty

Structured CPD Applicable.

For Financial Professionals Only

Register Here

What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers
2022-11-16 14:00 - 15:00
What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers

Join our workshop with Sam Adams and discover what he has learned over the years from successful advisers, and how this can be used to help grow your business.

Topics to be covered include:

What are the most successful marketing strategies for advisers?

Top tips for asking for referrals?

What we have learnt from introducing light sustainability to client engagement.

Use the power of stories with clients and what stories to use.

Sam Adams is a Non-Executive Director at EBI with extensive expertise in ESG investing. When not working with EBI, he’s running his own ESG asset management firm in California.

Structured CPD Applicable.

This webinar is for Financial Professionals Only.

Register Here

Sam Adams, Non-Executive Director 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.

The Impact of Inflation on Equities & Equity Factors
2022-11-10 10:00 - 11:00
The Impact of Inflation on Equities & Equity Factors

This topical webinar will examine the impact of inflation on equities and equity factors. Hosted by Bernd Hanke of GSI.

Topics to be covered include:

Historical high inflationary periods and the effect on equity returns

The effect of inflation on equity factor returns and risk

The best strategy to protect against inflation

Bernd Hanke is a Managing Partner and Co-Chief Investment Office at GSI.

Structured CPD Applicable

Register Here

Bernd Hanke, Managing Partner, Co-Chief Investment Officer at GSI

Bernd has more than 18 years’ experience managing quantitative investment strategies on a global basis. Prior to founding GSI, Bernd was an asset manager for GSA Capital in London, focusing on quantitative equity research and portfolio management. Before that, Bernd was head of international quantitative equity research at Goldman Sachs Asset Management in New York.Bernd believes that a scientific, academically grounded and sustainable approach to investment management produces optimal long-term results both for investors and for society as a whole.Bernd has co-authored numerous papers and has presented widely on systematic investment strategies. He is also a referee for the Financial Analysts Journal and has acted as an expert witness in several US class action lawsuits involving major pension plan sponsors. Bernd holds a CFA designation and has a PhD in Finance from London Business School.

ESG Investing Workshop
2021-05-12 14:00 - 15:00
Join our exclusive workshops with Sam Adams where we will be having an in depth look at ESG, the latest developments within the sustainable finance space and how the financial advisory community can adapt to best serve investors. Sam will take us on an educational journey covering a number of areas including, but not limited to; looking at the full spectrum of ESG investing, how ESG can be communicated to clients with stories and explanations, and (in true EBI style) a look at what the academic evidence says on ESG.These workshops will be CPD applicable, aiming to give you the confidence to introduce ESG to clients by providing templates and advice on presenting ESG solutions to retail investors.

Register Here

Sam Adams, Non-Executive Director 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.
