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  1. Thematic Investing Content Hub
  2. From Podcast Stage to Study Hall: Nate Geraci & Todd Sohn Gear Up for Exchange
Thematic Investing Content Hub
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From Podcast Stage to Study Hall: Nate Geraci & Todd Sohn Gear Up for Exchange

Elle Caruso FitzgeraldFeb 10, 2026
2026-02-10

As the ETF industry continues its record-breaking trajectory, the upcoming Exchange conference is shaping up to be the most consequential industry gathering of the year. From March 15–18, 2026, the industry will gather at the Virgin Hotel in Las Vegas for what has become the definitive summit for the ETF ecosystem. For financial advisors, the event offers a unique intersection of technical due diligence, macroeconomic strategy, and peer-to-peer networking.

“Exchange is the conference where all roads of the ETF universe connect. Advisors, data providers, issuers, thought leaders, and so much more. I can’t wait to be a part of it,” Todd Sohn, senior ETF and technical strategist at Strategas Asset Management, said.

A highlight of the 2026 agenda is the ETF Study Hall, where Sohn and Nate Geraci, president of NovaDius Wealth Management, will lead intensive due diligence sessions. 

Geraci, who will also record a live episode of his ETF Prime podcast on Tuesday, said during last week’s episode that the value of the event lies in the move from digital interaction to physical presence. “My favorite part of this event is just being able to see people in person,” Geraci said, echoing a sentiment shared by many who navigate the increasingly complex ETF landscape. “I hope everybody will join us,” he added.

3 Must Attend Sessions at Exchange

International diversification and digital assets will take center stage in the breakout tracks. Sohn is set to moderate a session titled “A Smarter Way to Invest Internationally,” featuring Todd Mathias of Franklin Templeton and Sandra Testani of American Century Investments. The discussion will likely focus on strategies like the Franklin International Dividend Multiplier ETF (XIDV ) and the American Century Quality Diversified International ETF (QINT B+), as advisors look for compelling strategies in a volatile global market.

Simultaneously, the evolving crypto landscape remains a top priority for 2026. Geraci will moderate a session on incorporating cryptocurrency products into portfolios, featuring Bill Birmingham of Osprey Funds and Adam Morgan McCarthy of Kaiko Indices. With institutional adoption and regulatory clarity shifting rapidly, these sessions provide the actionable data advisors need to manage client expectations and portfolio risk.

Exchange conference registration is open.

For more news, information, and analysis, visit The Thematic Investing Content Hub.

VettaFi LLC (“VettaFi”) is the index provider for XIDV and QINT for which it receives an index licensing fee. However, XIDV and QINT are not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of XIDV and QINT.


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