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POSTPONED - Fireside Chat with ETF Expert Mariana Fariña Bush, CFA

Event Description

Fireside Chat with Mariana Farina Bush CFA.png

Please join us for an informal and interactive discussion with ETF expert, Mariana Fariña Bush, CFA, Managing Director for Global Manager Research, a division of the Wells Fargo Investment Institute. She is the head of the closed-end fund (CEF) and exchange-traded tracking product (ETP) research team at Wells and has worked for over 30 years in the financial services industry. She will discuss how she navigated her investment career path and share her insights on the changes and trends in passive management, including CEFs and ETFs.

Ms. Fariña Bush has appeared in Barron's, Bloomberg, Fortune, The Wall Street Journal and other leading financial publications. She began her career at Furman Selz in New York, then joined a predecessor firm of Wells Fargo in 1991.  She is a member of the CFA Institute and CFA Society, Washington, D.C., and a graduate of Princeton University.

Learning Objectives:
  • ETF Investing
  • Active vs. Passive investment strategies
  • Career advancement
Who Should Attend:
  • Asset managers, financial advisors, investment professionals, portfolio/wealth managers, analysts, and finance students
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Research Director, Wells Fargo Investment Institute

Mariana Fariña Bush is a managing director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute (WFII). The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo's brokerage, private banking, family wealth, and retirement businesses.

Ms. Bush 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 the firm in 1991 as an analyst in Investment Strategy and has remained steady through five legacy firms following mergers and acquisitions over almost three decades. Ms. Bush began following closed-end funds in 1993, and she assumed coverage of exchange-traded products in 1996. She has been widely quoted in publications such as Barron's, Bloomberg and The Wall Street Journal, while being a frequent and active participant in industry conferences.

Supported by the WIN Subcommittee

Event Type

Career; Educational

Education Topic


Start Time

3/26/2020 5:30 PM

End Time

3/26/2020 7:30 PM




District of Columbia

Event Country

United States

Event Region


Location Info

Export-Import Bank of the United States
811 Vermont Ave. NW
Washington, DC 20571
**PLEASE NOTE: Due to building security on-site registration will not be accomodated
Metro: McPherson Square (Blue, Orange, and Silver lines)
Click here for map



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Due to recent concerns, this event will be rescheduled for a later date.

All Day Event











3/26/2020 5:30 PM


Content Type: MyCFA Calendar
Version: 10.0
Created at 2/19/2020 1:28 PM by[CASMSTS:username]
Last modified at 3/16/2020 10:13 AM by[CASMSTS:username]