Matt Bucklin, Founder of ExchangiFi, goes in depth on 351 exchanges and explains how his firm helps facilitate this increasingly popular, tax-efficient strategy. Paul Marino, Chief Revenue Officer at Themes ETFs, discusses the firm’s expanding lineup of thematic and leveraged ETFs, including the Transatlantic Defense ETF (NATO) and a broad suite of leveraged single-stock offerings.
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Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.
He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.
He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.
Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.
