CFS IN USA Study Tour
13 - 21 September 2026
Los Angeles and New York City
The Inside Network and CFS USA Study Tour returns in 2026 with a 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.
The eight-day tour will once again take place across Los Angeles and New York. Our exclusive delegation will have the opportunity to engage with leading academics, portfolio managers, 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?
Attend Future Proof, the largest and fastest-growing wealth conference in the US, alongside a high-calibre peer group.
Gain firsthand access to emerging investment opportunities and the real-world topics shaping the future of financial advice.
Earn 15+ CPD points through high-quality, relevant content designed for today’s leading advisers.
Experience exclusive sessions, while building meaningful relationships, including educational sessions, hosted sessions and local NFL sporting match.
Enjoy a weekend at leisure to explore New York City at your own pace.
Supported by
Foundation partner
Los Angeles
13 - 16 September
The Study tour group will join a wider cohort at Future Proof Festival, the fastest-growing wealth conference in the US.
Over the multi-day 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.
New York
16 - 21 September
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.
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.
What to expect
The 2024 and 2025 USA Study Tour brought together leading financial advisers for an unforgettable journey.
Highlights included exclusive sessions with industry leaders, tours of MIT and Harvard, watching the Boston Red Sox at Fenway Park, the NYSE bell ringing, access to unique managers not available in Australia and attending the Future Proof Festival.
The tour showcased innovation, collaboration, and global financial expertise, offering a unique platform for connection and growth.
"I 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
Pricing
$6,000 AUD
Includes full delegate access, transfers, Future Proof Festival, and all food and beverage outside of designated leisure time.
Flights and accommodation are not included and will need to be arranged separately.
We strongly encourage attendees to stay with the group to maximise the overall experience and make the most of the program inclusions.
Our team will assist with securing corporate-rate accommodation at the recommended hotels below.
What’s included
Access to the Future Proof Festival
Curated partner sessions and intimate group discussions
Educational sessions with Amazon and Microsoft
Direct engagement with global investment leaders
High-calibre peer networking with like-minded business owners across Australia and the US
Private New York Stock Exchange access, including the bell-ringing experience
New York sporting event
A balanced program across business, networking, and leisure in NYC
15–20 CPD points
Logistics & Accommodation
The ticket for the USA Study Tour is $6,000 AUD, which includes delegation access, transfers, Future Proof, and all food and beverage, outside leisure time.
You will need to arrange your own flights and accommodation.
The IN team can assist with booking corporate-rate accommodation at the recommended hotels below, and we strongly encourage you to stay with the group to maximise the overall experience and ticket inclusions.
Los Angeles
3 nights’ accommodation in Newport Beach at The Hyatt Regency
Monday 13 September - Wednesday 16 September
Coastal resort-style luxury in the heart of Newport Beach, offering a relaxed yet refined base as we commence our USA study tour. Perfectly positioned just minutes from Future Proof Festival, with seamless access to Newport Beach’s waterfront, Balboa Island, and local dining precincts.
Resort-style property featuring spacious rooms, multiple outdoor pools, a 9-hole golf course, and expansive outdoor areas perfect for networking and downtime.
A seamless blend of business and leisure, providing a comfortable and well-connected base to kick off the USA study tour.
New York
6 nights’ accommodation at Hotel Park Ave
Wednesday 16 September - Monday 21 September
Perfectly located in Midtown, the NoMad neighborhood offers easy access to all of New York City. Walking distance of all of Manhattan's major attractions including Central Park, the storied shops of Fifth Avenue and some of the city's favorite restaurants and bars.
Prime Park Avenue South location in NoMad
Conveniently located within walking distance of Penn Station and Grand Central
Design-led hotel with art-filled public spaces, restaurants, speak easy and a new rooftop bar.
Recommended flights
Please arrange your own flights following the guide below.
✈ Please book your internal flight (LAX → NYC) independently.
Arrival
Sunday 13 September
Melbourne → Los Angeles
Qantas QF93
9:45am → 7:05am
American Airlines AA7392
4:35pm → 4:30pm
Sydney → Los Angeles
Qantas QF11
9:10am → 6:00am
American Airlines AA7374
5:50pm → 2:30pm
Internal Flight (Required)
Wednesday 16 September
This flight is not included in the package but the team will assist you in booking a recommended flight as a group.
Los Angeles (SNA) → New York (EWR)
United Airlines UA1559
12:40pm → 9:00pm
Depart
Tuesday 21 September
New York City → Melbourne
Qantas QF4
7:20pm → 8:20am (Via Auckland)
New York City → Sydney
Qantas QF4
7:20pm → 8:20am (Via Auckland)
Event enquiries
Ashley Ryburn
Head of Community
ashley@theinside.network
+61 432 993 402
Jaylen DeCarlo
Community Account Manager
jaylen@theinside.network
+61 494 155 513
Nicola Rouse
Event Coordinator
nicola@theinside.network
+61 457 656 229
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.