INUSA Study Tour 2024

8 - 18 September, 2024
Boston, New York and LA, USA

Brilliant thinking on practice evolution, market regime and investment solutions

The Inside Network’s USA Study Tour will focus on the most important and pressing issues for advisers from both an investment and client experience perspective.

Visiting Boston, New York and LA over nine days, The Inside Network welcomes an exclusive delegation of advisers who will meet academics, portfolio managers, CEOs, technology platforms and local US advisers, in an effort to bring unique learnings back to their own businesses.

WHY ATTEND?

The IN USA Study Tour offers a unique opportunity to network with other industry leaders, but more importantly, to find an edge both in investments and your practice.

Boston is the home of several of the world’s leading universities and the city in which many of the largest specialist investment managers of the world began. Similarly, New York stands out as the centre of ambition and pursuit of success at all costs. Splitting time between US advice practices, investment managers and tech companies, the Study Tour will offer big picture investment insights, academic analysis and an opportunity to consider the pathway for financial advice in Australia over the next decade.

HIGHLIGHTS

IN Boston: Art vs. Science Summit and IN NYC: Alpha Summit
Guided tour of MIT University
Guided Wall Street insiders Tour
Harvard leadership short course
Hosted dinners and cocktail functions
Sport events including a baseball and NFL game
Future Proof festival

Darien Reimann

Director
Reimann Wealth Partners
David Leon

Director
Stellan Capital
Fran Hughes

Head of financial solutions
Nexia Australia
Giselle Roux

Host and content contributor
The Inside Network
Hugh Robertson

Managing director
Centaur Financial Services
Jake Jodlowski

Principal
Atchison Consultants
Peter Leggett

Director
Arrow Private Wealth
Will Hamilton

Managing partner
Hamilton Wealth Partners

IN Boston
8 - 10 September 2024

The first destination of the IN USA Study Tour is Boston, home to Harvard, MIT and more leading universities than almost any other city in the world.

Not only is the city known for its academic and educational excellence, many of the largest and most success investment managers in the world were founded in its leafy streets.

IN New York
11-13 September 2024

The second destination is New York, long considered the home of capitalism.

Home to many of the world’s largest private equity and hedge funds, the city is all about the ‘deal’ and the pursuit of alpha or outperformance. Similarly, New York is home to the country’s most successful and progressive advice firms.

Download Agenda

IN Los Angeles
15-17 September 2024

And finally, the study tour will join a delegation from Australia to attend the fastest growing wealth conference in the US, Future Proof.

Over the three days of the event, you will have access to the fastest growing wealth management groups. They will cover everything from sales techniques, managing high performance team and marketing.