09:30am - 10:00am

Registration & Tea/Coffee

10:00am - 10:15am

Welcome

David Worrell, Senior Relationship Manager, Conexim- David will outline the key reasons why we see EBI Portfolios as adding significant value to an advisors proposition and why we wanted them available on platform.

10:15am - 10:45am

Practical steps to building a more profitable business through client segmentation

Craig Burgess, Managing Director, EBI Portfolios – Craig will share his knowledge of changing from upfront commission-based earnings to a recurring income model, based on his experiences of working with clients as a practitioner with ...

10:45am - 11:15am

EBI Portfolios – Evidence Based Investing

Craig Burgess, Managing Director, EBI Portfolios – Craig will talk about how advisers outsource their investment management to EBI Portfolios and the benefits to individual firms. EBI currently work with a network of 74 advisory firms in the UK, who in ...

11:15am - 11:45am

Varius – A New Way for Clients to Invest

Craig Burgess, Managing Director, EBI Portfolios – Craig will discuss a new evidence based globally diversified fund of funds offering tailored specifically to Irish Advisors and their clients.  Varius consists of two highly diversified, passively ...

11:45am - 12:00pm

Q & A - Close