What Investors Get Wrong About Thematic ETFs | Paisley Nardini

Thematic investing is about more than chasing an exciting story. In this conversation, Dave Keller sits down with Paisley Nardini, Head of Investment Strategy at Tema ETFs, to discuss how thematic funds can help investors target long-term trends while maintaining a disciplined approach.

Paisley explains how Tema combines quantitative screening with fundamental research, how she thinks about valuation and risk, and why a diversified thematic ETF can offer a different way to express an investment view than choosing a single stock.

The conversation also explores pre-IPO exposure through special purpose vehicles, including how those holdings are valued and what can happen when a company goes public. Dave and Paisley discuss Tema’s DICE Trading and Prediction Markets ETF, NASA Space Innovators ETF, and LAZR Photonics and Optical ETF.  Recorded 10/15/26.

Learn more about Tema ETFs at https://temaetfs.com/.

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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.