What We Do

Mindpath represents a new breed of educational conference company. Our goal is to facilitate the learning process in thought-provoking ways by utilizing ‘outside-the-box’ thinking and information delivery methods.

Mindpath conferences deliver timely, relevant and practical information to senior managers in both the financial services industry (including financial advisors, planners & brokers) and the institutional investment community (including plan sponsors, pension fund managers, insurance industry investment managers and pension fund consultants).

Through its conferences and forums, Mindpath strives to educate at both linear and non-linear levels of learning and understanding. Mindpath’s overriding objective is to assist its attendees to carry out their job-functions more effectively by delivering the latest industry information and developments in stimulating, informative and unique ways.

Another of Mindpath’s goals is to facilitate introductions and meetings between its conference attendees and top performing investment managers. This is accomplished through roundtable discussion sessions, direct introductions and networking events such as golf tournaments, cocktail receptions, networking breaks, luncheons and dinners.