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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20240417T120000
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DTSTAMP:20260613T082740
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
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DTSTART;TZID=Europe/London:20240417T130000
DTEND;TZID=Europe/London:20240417T140000
DTSTAMP:20260613T082740
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
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DTSTART;TZID=Europe/London:20240425T120000
DTEND;TZID=Europe/London:20240425T140000
DTSTAMP:20260613T082740
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
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DTSTART;TZID=Europe/London:20240430T130000
DTEND;TZID=Europe/London:20240430T140000
DTSTAMP:20260613T082740
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
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