News Feed Item

Carson Institutional Alliance Deepens Bench of Investment Committee, Taps Disciplined Asset Manager To Provide Perspective

Day Hagan founder brings nearly 30 years of portfolio management and research to assist with the management of investment strategies for investors, advisors

OMAHA, Neb., April 14, 2014 /PRNewswire-iReach/ -- Carson Institutional Alliance is intensifying their efforts to provide investors with a wide-range of advanced asset management strategies. Ron Carson, founder and CEO of Carson Institutional Alliance announced today that Don Hagan, CFA®, has joined the firm's investment committee as a consultant.

(Logo: http://photos.prnewswire.com/prnh/20140414/72993)

"Don has spent nearly three-decades providing investors and financial advisors with portfolio guidance grounded in research and discipline," said Carson. "His company's philosophy of 'Clients First' coupled with his steadfast investment strategies makes him a great addition to the committee."

Hagan has been providing investment research and recommendations to global financial institutions since 1988. His work centers around a disciplined, tactical, and diversified approach to asset allocation and portfolio construction -- designed to minimize risk and identify those areas of the market with the highest probability of success.

"Ron Carson has built a group of proven professionals that are committed to providing unwavering transparency and disciplined investment strategies for the benefit of their investors and advisors," said Hagan. "It is an honor to join a world-class research team dedicated to providing best-of-breed strategies for their clients."

Hagan is currently serving as partner and director of research at Day Hagan Asset Management, a firm he co-founded in 2004. Prior to founding the firm, he served as senior vice president and senior portfolio manager for Wells Fargo Bank's Private Client Services.  During his tenure with Wells Fargo, Hagan concurrently served on Wells Fargo's national asset allocation committee and national investment policy committees. Hagan's role included directing wealth planning initiatives, asset allocation and investment strategy for Wells Fargo's national PCS division.  He also served as one of the seven members of the Investment Management committee for Wells Fargo's flagship equity portfolio, Signature Core. Prior to Wells Fargo, Hagan served as director of research for SCI Capital Management and chief sector analyst and editor for Ned David Research, Inc.    

"Don is a seasoned voice in the industry with a long memory and sharp instincts on how to deliver top returns with minimal costs and risk to clients," said Mark Lookabill, CFP®, co-chief investment strategist of the investment committee. "I am thrilled that our advisors and investors have access to a first-class resource such as Don."

In his role with the committee, Hagan will lead weekly calls for Carson Institutional Alliance advisors and their investors focusing on the performance, behavior and structure of the current macroeconomic environment. With the addition of Hagan, the investment committee now includes seven members with more than 150 years of combined experience. The committee is comprised of Chartered Financial Analysts (CFA®), technical analysts, Certified Financial Planners (CFP®), portfolio managers, and members of the Alliance's equity and fixed income research teams.

Hagan earned a B.A. in Economics from the University of Florida and was awarded the Chartered Financial Analyst designation in 1994. He is a member of the Association for Investment Management Research and the Investment Management Consultants Association.  

With the successful growth of his wealth management firm, Ron Carson became a respected leader in the financial services industry and focused on helping other advisors serve their clients by enhancing their value proposition. He launched Carson Institutional Alliance to enable advisors to directly leverage disciplined investment strategies, operational efficiencies, marketing support and more, all while retaining full independence and control of their businesses. Driven by the dire need for enhanced transparency, lack of consumer trust and need for simple accountability, Carson Institutional Alliance and its partners aim to operate as true consumer advocates in an era where such advocacy is in short supply. For more information, please visit www.carsoninstitutional.com

Day Hagan Asset Management is separate from and not affiliated with Carson Institutional Alliance, which is not responsible for Day Hagan's services, policies, or content.

Media Contact: Jessica Taylor, Impact Communications, 913-649-5009, [email protected]

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE Carson Institutional Alliance

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
Enterprises have taken advantage of IoT to achieve important revenue and cost advantages. What is less apparent is how incumbent enterprises operating at scale have, following success with IoT, built analytic, operations management and software development capabilities - ranging from autonomous vehicles to manageable robotics installations. They have embraced these capabilities as if they were Silicon Valley startups.
DXWorldEXPO LLC announced today that ICOHOLDER named "Media Sponsor" of Miami Blockchain Event by FinTechEXPO. ICOHOLDER give you detailed information and help the community to invest in the trusty projects. Miami Blockchain Event by FinTechEXPO has opened its Call for Papers. The two-day event will present 20 top Blockchain experts. All speaking inquiries which covers the following information can be submitted by email to [email protected] Miami Blockchain Event by FinTechEXPO also offers s...
Poor data quality and analytics drive down business value. In fact, Gartner estimated that the average financial impact of poor data quality on organizations is $9.7 million per year. But bad data is much more than a cost center. By eroding trust in information, analytics and the business decisions based on these, it is a serious impediment to digital transformation.
Daniel Jones is CTO of EngineerBetter, helping enterprises deliver value faster. Previously he was an IT consultant, indie video games developer, head of web development in the finance sector, and an award-winning martial artist. Continuous Delivery makes it possible to exploit findings of cognitive psychology and neuroscience to increase the productivity and happiness of our teams.
As DevOps methodologies expand their reach across the enterprise, organizations face the daunting challenge of adapting related cloud strategies to ensure optimal alignment, from managing complexity to ensuring proper governance. How can culture, automation, legacy apps and even budget be reexamined to enable this ongoing shift within the modern software factory? In her Day 2 Keynote at @DevOpsSummit at 21st Cloud Expo, Aruna Ravichandran, VP, DevOps Solutions Marketing, CA Technologies, was jo...
Predicting the future has never been more challenging - not because of the lack of data but because of the flood of ungoverned and risk laden information. Microsoft states that 2.5 exabytes of data are created every day. Expectations and reliance on data are being pushed to the limits, as demands around hybrid options continue to grow.
The standardization of container runtimes and images has sparked the creation of an almost overwhelming number of new open source projects that build on and otherwise work with these specifications. Of course, there's Kubernetes, which orchestrates and manages collections of containers. It was one of the first and best-known examples of projects that make containers truly useful for production use. However, more recently, the container ecosystem has truly exploded. A service mesh like Istio addr...
As IoT continues to increase momentum, so does the associated risk. Secure Device Lifecycle Management (DLM) is ranked as one of the most important technology areas of IoT. Driving this trend is the realization that secure support for IoT devices provides companies the ability to deliver high-quality, reliable, secure offerings faster, create new revenue streams, and reduce support costs, all while building a competitive advantage in their markets. In this session, we will use customer use cases...
Digital Transformation: Preparing Cloud & IoT Security for the Age of Artificial Intelligence. As automation and artificial intelligence (AI) power solution development and delivery, many businesses need to build backend cloud capabilities. Well-poised organizations, marketing smart devices with AI and BlockChain capabilities prepare to refine compliance and regulatory capabilities in 2018. Volumes of health, financial, technical and privacy data, along with tightening compliance requirements by...
Business professionals no longer wonder if they'll migrate to the cloud; it's now a matter of when. The cloud environment has proved to be a major force in transitioning to an agile business model that enables quick decisions and fast implementation that solidify customer relationships. And when the cloud is combined with the power of cognitive computing, it drives innovation and transformation that achieves astounding competitive advantage.
Evan Kirstel is an internationally recognized thought leader and social media influencer in IoT (#1 in 2017), Cloud, Data Security (2016), Health Tech (#9 in 2017), Digital Health (#6 in 2016), B2B Marketing (#5 in 2015), AI, Smart Home, Digital (2017), IIoT (#1 in 2017) and Telecom/Wireless/5G. His connections are a "Who's Who" in these technologies, He is in the top 10 most mentioned/re-tweeted by CMOs and CIOs (2016) and have been recently named 5th most influential B2B marketeer in the US. H...
DevOpsSummit New York 2018, colocated with CloudEXPO | DXWorldEXPO New York 2018 will be held November 11-13, 2018, in New York City. Digital Transformation (DX) is a major focus with the introduction of DXWorldEXPO within the program. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive over the long term. A total of 88% of Fortune 500 companies from a generation ago are now out of bus...
DXWordEXPO New York 2018, colocated with CloudEXPO New York 2018 will be held November 11-13, 2018, in New York City and will bring together Cloud Computing, FinTech and Blockchain, Digital Transformation, Big Data, Internet of Things, DevOps, AI, Machine Learning and WebRTC to one location.
Cloud Expo | DXWorld Expo have announced the conference tracks for Cloud Expo 2018. Cloud Expo will be held June 5-7, 2018, at the Javits Center in New York City, and November 6-8, 2018, at the Santa Clara Convention Center, Santa Clara, CA. Digital Transformation (DX) is a major focus with the introduction of DX Expo within the program. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive ov...
DXWorldEXPO | CloudEXPO are the world's most influential, independent events where Cloud Computing was coined and where technology buyers and vendors meet to experience and discuss the big picture of Digital Transformation and all of the strategies, tactics, and tools they need to realize their goals. Sponsors of DXWorldEXPO | CloudEXPO benefit from unmatched branding, profile building and lead generation opportunities.