ETF Prime – Upcoming Guest Lineup

In addition to the following guests, be sure to catch our weekly segment with the experts at VettaFiSubscribe to receive the latest ETF Prime podcast directly to your inbox.

October 3rdAlex Morris, President & Chief Investment Officer of F/m Investments, discusses the firm’s efforts to offer a mutual fund share class of their ETFs.  Rich Powers, Head of Private Equity Product at Vanguard, explains how private equity can improve investor outcomes.

October 10thRich Lee, Head of Program Trading/ETF Trading & Execution Strategy with Baird, covers a variety of topics including the S&P 500’s concentration risk and the rise of active ETFs.  Ed Rosenberg, Head of ETF & Funds Management at Texas Capital Bank, spotlights the Texas Capital Texas Equity Index ETF (TXS).

October 17thRob Arnott, Founder & Chairman of the Board of Research Affiliates, dives into factor investing and the smart beta ETF landscape.

October 24thJames Seyffart, ETF Research Analyst at Bloomberg Intelligence, goes in-depth on the current state of play with crypto ETFs.

October 31stJeff Benjamin, Wealth Management Editor at ETF.com, offers an inside look at how the media approaches covering the ETF industry.

November 7thMatt Kaufman, Head of ETFs at Calamos, explains the firm’s plans to build out a unique ETF lineup.  Tony Bancroft, Portfolio Manager/Research Analyst at Gabelli Funds, describes their suite of actively managed ETFs.

November 14thEric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, goes around the world of ETFs.

November 21stLiz Simmie, Co-Founder of Honeytree Investment Management, walks through the Honeytree U.S. Equity ETF and the firm’s approach to responsible investing.  John Hooson, Managing Director – US ETF Product at Brown Brothers Harriman, weighs in on the potential impact of ETFs moving to T+1 settlement next year.

November 28thDaniil Shapiro, Director at Cerulli Associates, highlights the firm’s latest ETF market research.  Patrick Ryan, President of Mutual Funds and ETFs at Madison Investments, discusses their recent ETF entrance.

December 5thBen Johnson, Head of Client Solutions – Asset Management at Morningstar, recaps the year in ETFs and offers some industry predictions.

December 19thMatt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, parses through 2023’s ETF flows and looks ahead to 2024.

All guest interviews are available through our featured section “ETF Expert Corner” at etfstore.com and can be played directly from any mobile device.  Full podcasts of ETF Prime can be downloaded for free at etfprime.com, VettaFi, Apple Podcasts, Spotify, Android, and other major podcast apps.

For all media inquiries regarding ETF Prime, please visit here.

Picture of Nate Geraci
Nate Geraci

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.

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