USA
Study Tour 2025

Navigating the Future: Strategies for growth in a shifting global landscape

31 August - 10 September, 2025
Boston, New York and LA, USA

The Inside Network's USA Study Tour returns in 2025 with a renewed focus on the critical issues shaping the future of financial advice. From investment strategies to enhancing client experience, this year’s tour delves deeper into what really matters to top-tier advisers looking to transform their practice.

Spanning nine days, the tour will once again take place across three iconic cities - Boston, New York, and Los Angeles. Our exclusive delegation will have the opportunity to engage with leading academics, portfolio managers, CEOs, cutting-edge technology platforms, and some of the most forward-thinking US advisers, offering unparalleled access to insights that will influence the next era of wealth management.

Why attend?

The 2025 INUSA Study Tour presents a unique chance to connect with the best in the business and uncover the trends and strategies that will set your practice apart. From top-performing investment ideas to progressive client engagement models, this tour is designed to help you gain a competitive edge in a rapidly evolving landscape.

Boston, the birthplace of many global investment powerhouses, is home to some of the world’s most prestigious universities, offering a hub of intellectual and financial expertise. New York, synonymous with ambition and financial excellence, will inspire you with its relentless pursuit of success. Finally, Los Angeles, the heart of innovation and creative thinking, will expand your view of what’s possible for the future of advice.

This immersive experience blends big-picture investment perspectives, cutting-edge academic research, and insights into the future of financial advice, providing a platform to redefine your strategic direction and elevate your business.

Brought to you by

insiders’ foundation partner

Boston
31 August - 2 September

Our journey begins in Boston, a city renowned for its academic excellence and investment pedigree. Home to Harvard, MIT, and a constellation of world-leading universities, Boston offers an unparalleled intellectual environment. It’s no surprise that some of the most successful investment managers and pioneering financial firms were born amidst its historic streets.

During our time here, delegates will delve into the cutting-edge advancements transforming finance, gain exclusive access to academic research, and engage with top industry experts to explore how innovation is reshaping the future of wealth management.

New York
2 - 6 September 2025

Next, we head to New York - the city that never sleeps and the beating heart of global finance. Known for its relentless pursuit of success, New York is home to many of the world’s largest private equity and hedge fund giants.

Here, delegates will gain behind-the-scenes insights into the strategies driving some of the most sophisticated portfolios, connect with the city’s most influential financial leaders, and explore new frontiers in private markets. With exclusive sessions and thought-provoking discussions, this stop is all about unlocking the secrets of outperformance and redefining what’s possible in financial advice.

IN Los Angeles
7-10 September 2025

Finally, the study tour will join a wider cohort 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.

The INUSA Study Tour 2024 brought together 30 leading financial advisers for an unforgettable journey through Boston, New York, and Los Angeles. Highlights included exclusive sessions with industry leaders, tours of MIT and Harvard, watching the Boston Red Sox at Fenway Park, the NYSE bell ringing, and attending the Future Proof Festival in LA. The tour showcased innovation, collaboration, and global financial expertise, offering a unique platform for connection and growth.

Highlights

  • IN half-day practice development summits

  • Access to global thought leaders

  • Exclusive access to Harvard & MIT

  • Bespoke New York City experiences

  • Network with top peers from across Australia and the US

  • Hosted dinners & cocktail functions

  • Major US sporting event (Baseball or NFL)

  • Future Proof Festival

  • Balance of business and leisure, with a weekend in NYC

"I recently participated in The Inside Network Study Tour to the USA, and it was an exceptional experience. The tour offered invaluable insights into the latest trends and strategies in global wealth management, with a focus on innovation, client engagement, and future-proofing financial practices.

The range of expert speakers and site visits to leading financial institutions provided a wealth of knowledge that I can immediately apply to my business. The networking opportunities were outstanding, allowing for meaningful connections with industry leaders and peers from around the world. I highly recommend this tour to any wealth management professional seeking to stay ahead in this dynamic industry."

Peter Leggett, Executive Chairman & Chief Investment Officer, Arrow Private Wealth

Inclusions

Study Tour

• 2 nights’ accommodation in Boston

• 5 nights’ accommodation in NYC

• IN educational summits (Boston and NYC)

• Meet with senior leaders of the US industry

• Guided tour of top universities (Boston)

• Train from Boston > NYC

• All food and beverage for the duration of the Study Tour (excluding leisure time)

• The Inside Network welcome function

Future Proof*

• 2 nights’ accommodation in LA near festival location

• All food and beverage throughout the festival, including welcome party (excluding leisure time

Recommended flights

Please arrange your own flights and airport transfers following the guide below.

Kindly note that your train ticket from Boston to New York (departing Tuesday 2 September) will be booked and paid for by IN as part of your Study Tour ticket cost, however, you will need to organise all other travel arrangements as per the information provided.

Depart

Saturday 30 August
Arrive in Boston no later than Sunday 31 August at 12pm. 

 Melbourne > Boston

  • Qantas, 11:55am departure, 7:48pm arrival (via LA)

  • Virgin, 10:55am departure, 7:28pm arrival (via San Fran)

Sydney > Boston

  • Qantas, 9:10am departure, 4:39pm arrival (via LA)

*Note: other options include the train from NYC on Sunday 31 August (2.5 - 3 hour duration).

Internal Flight

Sunday 7 September
Arrive in Huntington Beach no later than 3pm.

New York (JFK) > Los Angeles

  • JetBlue, 11am departure, 1:58pm arrival

    A bus will be provided from LA to Huntington Beach if on the recommended flight above.

Return

Tuesday 9 or Wednesday 10 September 

Los Angeles > Melbourne

Option 1: Qantas, 9:50pm departure – 6:40am arrival

Option 2: Wednesday 10 September (if wanting to stay the final night for music festival, at own expense)

  • Qantas, 9:50pm departure – 6:40am arrival

Los Angeles > Sydney

Option 1: Qantas, 10:35pm departure – 7:05am arrival

Option 2: Wednesday 10 September (if wanting to stay the final night for music festival, at own expense)

  • Qantas, 10:35pm departure – 7:05am arrival

Accommodation

The following accommodation (9-nights total) is included and organised by IN as part of your ticket cost if attending the entire Tour duration.

Any accommodation requirements outside of the below are to be at your own expense. Please liaise with IN directly for any special requests.

Boston

2 nights’ accommodation at The Newbury
Sunday 31 August – Tuesday 2 September

  • A world-class hotel in the heart of Boston, offering unmatched luxury and style.

  • Luxurious guest rooms featuring plush king beds, marble bathrooms, and elegant velvet chaise lounges.

  • Exclusive access to a private library reception room with complimentary beverages.

  • On-site amenities include a state-of-the-art gym, vibrant bar, and renowned restaurant.

  • Located across from the scenic Boston Common and steps away from the historic Beacon Hill neighbourhood.

New York

5 nights’ accommodation in Manhattan
Tuesday 2 September – Sunday 7 September

  • Iconic luxury in the heart of Manhattan, offering a blend of elegance and modern sophistication.

  • Exclusive rooftop bar with panoramic views of the New York skyline.

  • On-site amenities include a fitness centre and restaurant.

  • Located steps away from theatres, world-class shopping, and the vibrant culture of Manhattan.

Los Angeles

2 nights’ accommodation in Huntington Beach
Sunday 7 September – Tuesday 9 or Wednesday 10 September*

  • Coastal luxury at its finest, located on the iconic Huntington Beach waterfront.

  • Spacious guest rooms featuring plush bedding, private balconies, and modern amenities.

  • Resort-style facilities including a full-service spa, lagoon-style pool, and oceanfront dining options.

  • Close to shopping, dining, and the vibrant surf culture of Southern California.

*The INUSA Study Tour ends at 6pm on Tuesday 9 September. Future Proof has a live music concert that evening and the final content session concludes at 11am Wednesday 10 September.

If you wish to stay on the evening of Tuesday 9 September this additional night will be at your own expense.

Ashley Ryburn
Head of community

ashley@theinside.network
+61 432 993 402

Jamie Nemtsas
Executive chair

jamie@theinside.network
+61 403 200 253

Register now

Not quite ready to commit? Click here to schedule a call with our team and see if this study tour is right for you.