Mariana Bush, CFA, heads the closed-end fund (CEF) and exchange-traded tracking product (ETP) research group at Wells Fargo Advisors, providing Financial Advisors and their clients with individual security recommendations in the CEF and ETP universes. Mariana began her career at Furman Selz in New York as an associate analyst following technology companies long before the Internet became a household name. She joined Wachovia Securities (a predecessor company of Wells Fargo Advisors) in 1991 as an analyst in Investment Strategy.

Mariana began following CEFs in 1993, and she assumed coverage of ETPs in the late 1990s. She is a Chartered Financial Analyst (CFA) charterholder. Mariana has been widely quoted in publications such as Barron's, BusinessWeek, Forbes, TheStreet.com and The Wall Street Journal. She was graduated from Princeton University in Engineering and Management Systems, a program in the Civil Engineering & Operations Research department.

As director of closed-end fund products, Mr. Bush is responsible for optimizing the firm's closed-end fund business. He acts as a liaison for the firm, communicating with the investor, research and brokerage communities about the Calamos closed-end funds. In addition, Mr. Bush works closely with the Calamos executive, investment, marketing and distribution teams regarding product development, strategy and enhancements for new and established closed-end funds.

Previously, Mr. Bush worked as a managing director in the financial institutions group for Citigroup Investment Banking. In this capacity, he was responsible for the closed-end fund product development, syndication and capital raising for that firm's asset management clients.

Subsequent to his investment banking career, Mr. Bush worked as a financial advisor for Morgan Stanley Smith Barney's Wealth Management Group.

Mr. Bush hold Series 7, 24, 31, 63 and 65 licenses.

Jon Diorio, Director, is a member of BlackRock's Product Management and Development Group. Jon is responsible for US retail product management, development and strategy within Blackrock's US Wealth Advisory division. In addition, Jon is responsible for overseeing BlackRock's Closed-End Fund business.

Prior to joining BlackRock, Jon held various roles at DWS Investments, the asset management arm of Deutsche Bank. Most recently, Jon was a Director in DWS's retail sales division. In previous roles, Jon was head of closed-end funds for DWS, along with a portfolio specialist for DWS's alternative mutual funds.

Jon earned a BA degree in Finance from Loyola University and an MBA degree with a concentration in Finance and Economics from NYU- Stern School of Business. In addition, he earned the Certified Investment Management Analyst designation through the Investment Management Consultants Association in conjunction with the Wharton School of the University of Pennsylvania. Jon has his series 6,63,7, and 24 licenses.

Rich Joslin, Vice President, is a member of Deutsche Asset & Wealth Management's Product Management Team. Rich is responsible for overseeing the closed-end business as well as the securities lending program for the US sponsored mutual funds.

Prior to joining Deutsche Asset & Wealth Management, Richard held various roles at BNY Mellon and State Street.

Richard earned a BS in Accounting from Nichols College and an MBA from F.W. Olin Graduate School of Business at Babson College.

Mike Taggart, CFA is the director of closed-end fund research at Nuveen Investments. In this role, Mike works with Nuveen’s Global Structured Products group and is responsible for providing secondary market support for Nuveen’s family of closed-end funds.

Mike has more than 16 years of financial industry experience. Before assuming his current role, he was the head of U.S. closed-end fund research at Morningstar. Prior to that, Mike was a senior equity analyst, providing research on consumer goods and retail companies at Morningstar. During his time on the equity research team, Mike also covered capital markets and IT services firms. Before joining Morningstar, Mike worked in institutional equity sales and had previously pursued a doctorate degree in Russian history.

Mike holds a bachelor’s degree in history from Virginia Tech, a master’s degree in Russian history from the University of Illinois at Chicago, and a master’s degree in business administration from Northwestern University’s Kellogg Graduate School of Management. He earned his Chartered Financial Analyst (CFA) designation in 2000.

Webinar Structure

The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 10-15 minutes.  This webinar will be archived and available for replay upon registration.