CFS INUSA Study Tour
Allocating with intent
13 - 22 September 2026
Los Angeles, San Fransisco and New York
Why attend?
Forge powerful connections with the best of US wealth expertise in world-class settings, from private dining and iconic sporting events to campus tours and cultural moments, you'll bond with fellow professionals in a setting that fosters shared insight and lifelong networks.
Deepen your understanding of global investment thinking through immersive site visits, expert-led sessions, and curated experiences that offer rare access to leading minds and institutions shaping modern portfolio strategy.
Refine your approach to portfolio construction by engaging in structured, adviser-led due diligence across a diverse set of investment themes, equipping you with the insight to guide your investment committee with greater confidence and clarity.
Translate complex investment ideas into compelling narratives by learning from top communicators and peers, strengthening your ability to build trust and articulate the “why” behind every allocation.
Fulfil over 10 hours of CPD by covering critical areas such as ethics, regulatory awareness, client communication and technical excellence, ensuring your advice remains current, compliant, and client-first.
Supported by
Foundation partner
Finally, the study tour will join a wider cohort from Australia to attend Future Proof, the fastest-growing wealth conference in the US.
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.
Los Angeles
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.
New York
More information coming soon
San Francisco
Highlights
The USA Study Tour 2025 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, 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 in 2024, 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
Educational partners - to be announced
Ticket Inclusions
3 nights’ accommodation in LA in Newport Beach at The Hyatt Regency
2 nights’ accommodation in Silicon Valley
4 nights’ accommodation in New York at The Refinery
Adviser Exchange Breakfast focused on best practice
Guided tour of top universities or tech companies
All food and beverage for the duration of the Study Tour (excluding leisure time)
• Future Proof Festival ticket
Recommended flights
Please arrange your own flights and airport transfers following the guide below.
Depart
More information coming soon
Internal Flight*
More information coming soon
Return
More information coming soon
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.
Los Angeles
More information coming soon
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.