Thematic Investing, Single Treasury Bond ETFs, & Private Equity

VettaFi’s Tom Hendrickson and Jane Edmonson discuss the firm’s recent acquisition of EQM Indexes and offer several predictions on the future of thematic investing.  F/m Investments’ Alex Morris explains why the firm is pursuing a mutual fund share class of their single treasury bond ETFs.  Vanguard’s Rich Powers highlights their private equity offering and its potential benefits to investors.

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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