Day
Date
From - To + Timezone
Clear Street stage
1 CE Credit

ETF Study Hall: Due diligence part 2

After a historic 2025 that saw U.S.-listed ETF inflows shatter the $1.3 trillion mark and total products surpass the number of listed stocks, the ETF industry has entered a new phase. But in a market increasingly crowded with 5,000 products, how do you separate structural innovation from cyclical noise? We will learn due diligence tips from key ETF analysts.

Session speakers

Kirsten
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
Kirsten Chang is a Senior Industry Analyst at VettaFi. She previously worked at CNBC for over ten years as a Markets Producer on the New York Stock Exchange. In that role, she collaborated with Bob Pisani on market coverage and helped launch CNBC's "ETF Edge" show, podcast, and newsletter. Before that, she worked on CNBC's "Squawk Box," where she booked and pre-interviewed various financial leaders.
ETF Study Hall
ETF Study Hall
Portfolio strategies
Plenary sessions
Todd
Todd Sohn, CMT®
Chief ETF Strategist, Strategas Asset Management
Todd Sohn, CMT®
Chief ETF Strategist, Strategas Asset Management
Todd Sohn is an ETF and Technical Strategist for Strategas Research Partners. He leads Strategas’ ETF research, examining industry trends and how investor flows fit with, or against, the consensus. His research acts as a complement to the firm’s Asset Management offering. Todd is also a member of the firm’s Institutional Investor ranked Technical Research team, providing weekly sector research as well as actively working with Strategas’ clients on tailored analysis for securities around the world. Todd has been featured on various financial press outlets including Bloomberg, CNBC, and the Wall Street Journal. Prior to joining Strategas, he worked in various roles at JPMorgan. Todd has earned the Chartered Market Technician (CMT) designation and is a graduate of Syracuse University along with an MBA from Fordham University. He resides in New York City and is proud to have completed four marathons.
Portfolio strategies
ETF Study Hall
Nate
Nate Geraci
President, NovaDius Wealth Management
Nate Geraci
President, NovaDius Wealth Management
Nate is President of NovaDius Wealth Management, an ETF-focused registered investment advisor providing comprehensive wealth management. He also hosts the weekly podcasts “ETF Prime” and “Crypto Prime”, is Co-Founder of The ETF Institute, and offers ETF perspectives at The ETF Educator blog. Nate regularly contributes to major financial media outlets including Bloomberg, CNBC, Financial Times, The Wall Street Journal, and Barron’s.
ETF Study Hall
Portfolio strategies

Your finance community is waiting

Connect with other financial services professionals, experts, and Thought leaders. Grow your network at Exchange.

Register
Your finance community is waitingYour finance community is waiting