Crest continues to demonstrate its commitment to professional development and global best practices in order to serve our clients better. Adviser/Directors Jessica Deamer and Rhys Higgins, along with Senior Paraplanner Rhys Field, recently participated in the Boston & New York Study Tour organised by Financial Services company Entireti. This immersive experience provided them with valuable insights into international finance, strategic leadership, business innovation and client-focused financial services.
In Boston, the team participated in three full days of workshops at the esteemed Harvard Club of Boston, where they tackled complex business case studies modelled on real-world corporate companies (such as Amazon, Booking.com & Shore Capital Partners). Each case study focused on different areas of business management & best practice, ranging from crisis management and organisational change to high-stakes financial decision-making. The format required participants to analyse critical issues, present their recommendations, and defend their strategies, all while learning from experienced educators such as Harvard Business School Professor of Business Administration Boris Groysberg. This exposure sharpened their critical thinking and expanded their toolkit for solving the kind of strategic problems today’s financial advisers and business leaders face.
After that, the team headed to New York, where the delegation visited BlackRock’s headquarters, one of the world’s leading asset management firms. They gained firsthand exposure to BlackRock’s investment strategies and investment approaches. Engaging with senior professionals provided them with a deeper appreciation of the complexities of strategic portfolio construction, current market outlooks and technology usage in portfolios.
A highlight of the trip was a guided tour of the iconic Harvard University campus. Walking through the grounds that have produced countless global leaders, the group reflected on the power of education to drive innovation and influence. The Harvard environment served as a reminder of the value of intellectual curiosity and the pursuit of truth in professional life.
Jessica Deamer, Rhys Higgins, and Rhys Field returned to Australia with renewed clarity on leadership, an expanded view of the financial world, and an even stronger foundation to support Crest clients and teams they lead within Crest.
