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X-WR-CALNAME:Evidence Based Investing
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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20230620T100000
DTEND;TZID=Europe/London:20230620T110000
DTSTAMP:20260405T224547
CREATED:20230516T150417Z
LAST-MODIFIED:20230622T142406Z
UID:15379-1687255200-1687258800@ebi.co.uk
SUMMARY:How to build a successful financial planning firm in 2023 - an interview with Graham Ponting  
DESCRIPTION:How to build a successful financial planning firm in 2023 – an interview with Graham Ponting  \n\n\n\nGraham Ponting founded Clearwater Wealth Management back in 2008\, which has grown into  a successful financial planning firm. Graham will chat with Ashley on his journey within the industry and the successes and challenges he has faced.     \n\n\n\nGraham will discuss: \n\n\n\n\nWhat advice he would he give to someone starting a new business today.\n\n\n\nWhat an adviser should focus on\, and what not to focus on in the early years.\n\n\n\nHow he has incorporated Consumer Duty within Clearwater.\n\n\n\nThe challenges he has faced building a one adviser firm and how he overcame them.\n\n\n\nWhy he chose an evidence based philosophy\, and how its enabled him to spend more time with clients.\n\n\n\n\n60 minutes of Structured CPD. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nGraham Ponting CFP Chartered CISI Chartered Financial Planner\, founder of Clearwater Wealth Management LLP\n\n\n\n\n\nGraham Ponting has over 35 years’ experience in financial services\, having worked for two major specialist life offices; been life and pensions manager for a prestigious firm of chartered accountants; and a director of a London firm of financial advisers. Graham has run his own successful practice since October 1991\, forming Clearwater Wealth Management LLP in January 2008.
URL:https://ebi.co.uk/events/how-to-build-a-successful-financial-planning-firm-in-2023-an-interview-with-graham-ponting/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/05/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230525T100000
DTEND;TZID=Europe/London:20230525T110000
DTSTAMP:20260405T224547
CREATED:20230303T131144Z
LAST-MODIFIED:20230623T084107Z
UID:14975-1685008800-1685012400@ebi.co.uk
SUMMARY:Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick
DESCRIPTION:Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick\n\n\n\nPhil Bray from The Yardstick Agency joins ebi Compound Interest webinar series to discuss creating a winning marketing strategy. \n\n\n\nTalking points: \n\n\n\n\n\n\n‘In house’ marketing strategy vs outsourced\n\n\n\nDigital marketing vs referrals\n\n\n\nWhere to start when starting from scratch\n\n\n\nLeveraging AI/Chat GPT for your marketing\n\n\n\nAvoid marketing plan mistakes\n\n\n\nCapturing the right web traffic\n\n\n\n\nStructured CPD Applicable. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nPhil Bray\, Founder & Director of Yardstick\n\n\n\n\n\nNow in his third decade in financial services\, Phil’s experience spans advising\, compliance and marketing. \n\n\n\nPhil 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.
URL:https://ebi.co.uk/events/insights-to-innovation-devising-your-marketing-game-plan-in-2023-an-interview-with-phil-from-yardstick/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/03/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230418T100000
DTEND;TZID=Europe/London:20230418T110000
DTSTAMP:20260405T224547
CREATED:20230301T125136Z
LAST-MODIFIED:20230623T084211Z
UID:14959-1681812000-1681815600@ebi.co.uk
SUMMARY:Insights to innovation – 'Harnessing change for business growth’ an interview with NextGen Planners
DESCRIPTION:Insights to innovation – ‘Harnessing change for business growth’ an interview with NextGen Planners\n\n\n\nNext Gen Planners joins ebi’s Compound Interest for an insightful chat about what it’s like building the freshest UK’s advisers community. \n\n\n\nTopics to be covered include: \n\n\n\n\nInsights from innovative financial planners\n\n\n\nTop 5 mistakes business owners make\n\n\n\nHow to add value to clients\n\n\n\nImportance of having a community to support you\n\n\n\n\nStructured CPD Applicable. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nRohan Sivajoti\, Director & Head of Innovation at NextGen Planners\n\n\n\n\n\nRohan is the Blast Off Programme Lead and is in charge of bringing fresh and new ideas to the NextGen Planners Programme Range.
URL:https://ebi.co.uk/events/harnessing-change-for-business-growth/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/03/EBI23-031_web-banner-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T140000
DTEND;TZID=Europe/London:20230308T150000
DTSTAMP:20260405T224547
CREATED:20230223T102722Z
LAST-MODIFIED:20230623T084309Z
UID:14887-1678284000-1678287600@ebi.co.uk
SUMMARY:How can I show value to clients?
DESCRIPTION:How can I show value to clients?\n\n\n\n\n\n\n\nJoin our workshop with Sam Adams who discusses how advisers can show value to clients. \n\n\n\nTopics to be covered include: \n\n\n\n\nListen to how other advisers have increased revenue and AUM.\n\n\n\nTips from advisers on never having to say sorry for investment performance again.\n\n\n\nPassive investments outperform 86% of active investments over a ten year period1\, learn how Smart Beta outperforms passive.\n\n\n\nWill discuss ‘do clients care about investment performance?’.\n\n\n\n\n1 [Online] Morningstar Active-Passive barometer \n\n\n\nStructured CPD Applicable. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nSam Adams\, Non-Executive Director at EBI Portfolios\n\n\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/how-can-i-show-value-to-clients/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/02/website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230119T140000
DTEND;TZID=Europe/London:20230119T150000
DTSTAMP:20260405T224547
CREATED:20221221T161229Z
LAST-MODIFIED:20240528T130904Z
UID:13870-1674136800-1674140400@ebi.co.uk
SUMMARY:The big question for 2023: ‘How can I show value to clients?’
DESCRIPTION:The big question for 2023: ‘How can I show value to clients?’\n\n\n\nJoin our workshop with Sam Adams who asks the big question for 2023: ‘How can I show value to clients?’ \n\n\n\nTopics to be covered include: \n\n\n\n\nListen to how other advisers have increased revenue and AUM.\n\n\n\nTips from advisers on never having to say sorry for investment performance again.\n\n\n\nPassive investments outperform 86% of active investments over a ten year period1\, learn how Smart Beta outperforms passive.\n\n\n\nWill discuss ‘do clients care about investment performance?’.\n\n\n\n\n1 [Online] Morningstar Active-Passive barometer \n\n\n\nStructured CPD Applicable. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nSam Adams\, Non-Executive Director at EBI Portfolios\n\n\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/the-big-question-for-2023-how-can-i-show-value-to-clients/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2022/12/online.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20221207T100000
DTEND;TZID=Europe/London:20221207T110000
DTSTAMP:20260405T224547
CREATED:20221111T113407Z
LAST-MODIFIED:20230623T092750Z
UID:13073-1670407200-1670410800@ebi.co.uk
SUMMARY:Consumer Duty - Expectations for small to medium sized firms
DESCRIPTION:Consumer Duty – Expectations for small to medium sized firms \n\n\n\nAre 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 \n\n\n\nTopics to be covered include: \n\n\n\n\nUnderstanding the background to\, and the key elements of the Consumer Duty\n\n\n\nIdentifying the areas firms need to consider to ensure they are meeting the new requirements\n\n\n\nUnderstanding the FCA’s supervisory approach to implementation of the\n\n\n\nConsumer Duty\n\n\n\n\nStructured CPD Applicable. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here
URL:https://ebi.co.uk/events/consumer-duty-expectations-for-small-to-medium-sized-firms/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2022/11/CDT-EBI22-164-event.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20221116T140000
DTEND;TZID=Europe/London:20221116T150000
DTSTAMP:20260405T224547
CREATED:20221031T122242Z
LAST-MODIFIED:20230623T092923Z
UID:12913-1668607200-1668610800@ebi.co.uk
SUMMARY:What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers
DESCRIPTION:What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers\n\n\n\nJoin 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nWhat are the most successful marketing strategies for advisers?\n\n\n\nTop tips for asking for referrals?\n\n\n\nWhat we have learnt from introducing light sustainability to client engagement.\n\n\n\nUse the power of stories with clients and what stories to use.\n\n\n\n\nSam 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. \n\n\n\nStructured CPD Applicable. \n\n\n\nThis webinar is for Financial Professionals Only. \n\n\n\n  Register Here\n\n\n\n\n\nSam Adams\, Non-Executive Director 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/what-ive-learned-about-growing-adviser-businesses-from-the-most-successful-advisers/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2022/10/EBI22-156_web-banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20221110T100000
DTEND;TZID=Europe/London:20221110T110000
DTSTAMP:20260405T224547
CREATED:20221026T092337Z
LAST-MODIFIED:20230623T092946Z
UID:12871-1668074400-1668078000@ebi.co.uk
SUMMARY:The Impact of Inflation on Equities & Equity Factors
DESCRIPTION:The Impact of Inflation on Equities & Equity Factors\n\n\n\nThis topical webinar will examine the impact of inflation on equities and equity factors. Hosted by Bernd Hanke of GSI. \n\n\n\nTopics to be covered include: \n\n\n\n\nHistorical high inflationary periods and the effect on equity returns\n\n\n\nThe effect of inflation on equity factor returns and risk\n\n\n\nThe best strategy to protect against inflation\n\n\n\n\nBernd Hanke is a Managing Partner and Co-Chief Investment Office at GSI. \n\n\n\nStructured CPD Applicable \n\n\n\n  Register Here\n\n\n\n\n\nBernd Hanke\, Managing Partner\, Co-Chief Investment Officer at GSI\n\n\n\nBernd 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.
URL:https://ebi.co.uk/events/the-impact-of-inflation-on-equities-equity-factors/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2022/10/GSI-EBI22-155_web-banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20210512T140000
DTEND;TZID=Europe/London:20210512T150000
DTSTAMP:20260405T224547
CREATED:20210301T094627Z
LAST-MODIFIED:20241015T141416Z
UID:4960-1620828000-1620831600@ebi.co.uk
SUMMARY:ESG Investing Workshop
DESCRIPTION: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. \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nSam Adams\, Non-Executive Director at EBI Portfolios \n\n\n\n\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-investing-workshop-8/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2021/02/sam_adams_may.png
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