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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20250708T130000
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CREATED:20250619T134608Z
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SUMMARY:ebi Quarter Two 2025 Update
DESCRIPTION:ebi Quarter Two 2025 Update with Jonathan Griffiths\, CFA and Tom Ranft of ebi\n\n\n\nJonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 2 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Two 2025 Update. \n\n\n\nWe will discuss: \n\n\n\n\nQtr 2 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\nTom Ranft\, Business Development Manager\n\n\n\nTom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions\, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM\, bringing a wealth of expertise.
URL:https://ebi.co.uk/events/ebi-quarter-one-2025-update-2/
LOCATION:Online
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DTSTART;TZID=Europe/London:20250715T140000
DTEND;TZID=Europe/London:20250715T150000
DTSTAMP:20260416T223236
CREATED:20250417T124811Z
LAST-MODIFIED:20260220T140828Z
UID:19071-1752588000-1752591600@ebi.co.uk
SUMMARY:Reimagining Wealth Through Simple Sketches
DESCRIPTION:Reimagining Wealth Through Simple Sketches\n\n\n\nJoin us for an exclusive session with Carl Richards bestselling author\, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients. \n\n\n\nThrough a blend of humour\, insight\, and signature hand-drawn sketches\, Carl brings to life the emotional side of money and reframes how financial advisers can communicate with clarity and empathy. \n\n\n\nLearning Objectives: \n\n\n\nPurpose vs. Goals – Aligning financial plans with what truly matters. \n\n\n\nPrecision vs. Adaptability – Helping clients navigate uncertainty. \n\n\n\nFacts vs. Emotions – Building deeper trust in adviser-client relationships. \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\nCarl Richards – creator of The Sketch Guy column in The New York Times\n\n\n\nCarl Richards is a Certified Financial Planner™\, author\, and internationally renowned speaker known for his insightful work on the emotional side of money. He is the creator of The Sketch Guy column in The New York Times\, where his simple hand-drawn sketches have helped thousands of financial professionals and clients understand and navigate complex financial behaviour. Carl is the author of The Behavior Gap and The One-Page Financial Plan\, and is widely regarded for his ability to communicate behavioural finance concepts with clarity\, empathy\, and impact. \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/reimagining-wealth-through-simple-sketches/
LOCATION:Online
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