Welcome!

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.  

About CARSON INSTITUTIONAL ALLIANCE
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
Having been in the web hosting industry since 2002, dhosting has gained a great deal of experience while working on a wide range of projects. This experience has enabled the company to develop our amazing new product, which they are now excited to present! Among dHosting's greatest achievements, they can include the development of their own hosting panel, the building of their fully redundant server system, and the creation of dhHosting's unique product, Dynamic Edge.
This session will provide an introduction to Cloud driven quality and transformation and highlight the key features that comprise it. A perspective on the cloud transformation lifecycle, transformation levers, and transformation framework will be shared. At Cognizant, we have developed a transformation strategy to enable the migration of business critical workloads to cloud environments. The strategy encompasses a set of transformation levers across the cloud transformation lifecycle to enhance ...
Your job is mostly boring. Many of the IT operations tasks you perform on a day-to-day basis are repetitive and dull. Utilizing automation can improve your work life, automating away the drudgery and embracing the passion for technology that got you started in the first place. In this presentation, I'll talk about what automation is, and how to approach implementing it in the context of IT Operations. Ned will discuss keys to success in the long term and include practical real-world examples. Ge...
The challenges of aggregating data from consumer-oriented devices, such as wearable technologies and smart thermostats, are fairly well-understood. However, there are a new set of challenges for IoT devices that generate megabytes or gigabytes of data per second. Certainly, the infrastructure will have to change, as those volumes of data will likely overwhelm the available bandwidth for aggregating the data into a central repository. Ochandarena discusses a whole new way to think about your next...
So the dumpster is on fire. Again. The site's down. Your boss's face is an ever-deepening purple. And you begin debating whether you should join the #incident channel or call an ambulance to deal with his impending stroke. Yes, we know this is a developer's fault. There's plenty of time for blame later. Postmortems have a macabre name because they were once intended to be Viking-like funerals for someone's job. But we're civilized now. Sort of. So we call them post-incident reviews. Fires are ne...
Whenever a new technology hits the high points of hype, everyone starts talking about it like it will solve all their business problems. Blockchain is one of those technologies. According to Gartner's latest report on the hype cycle of emerging technologies, blockchain has just passed the peak of their hype cycle curve. If you read the news articles about it, one would think it has taken over the technology world. No disruptive technology is without its challenges and potential impediments t...
Hackers took three days to identify and exploit a known vulnerability in Equifax’s web applications. I will share new data that reveals why three days (at most) is the new normal for DevSecOps teams to move new business /security requirements from design into production. This session aims to enlighten DevOps teams, security and development professionals by sharing results from the 4th annual State of the Software Supply Chain Report -- a blend of public and proprietary data with expert researc...
CloudEXPO New York 2018, colocated with DevOpsSUMMIT and DXWorldEXPO New York 2018 will be held November 12-13, 2018, in New York City and will bring together Cloud Computing, FinTech and Blockchain, Digital Transformation, Big Data, Internet of Things, DevOps, AI and Machine Learning to one location.
CloudEXPO | DevOpsSUMMIT | DXWorldEXPO 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.
DXWorldEXPO LLC announced today that Nutanix has been named "Platinum Sponsor" of CloudEXPO | DevOpsSUMMIT | DXWorldEXPO New York, which will take place November 12-13, 2018 in New York City. Nutanix makes infrastructure invisible, elevating IT to focus on the applications and services that power their business. The Nutanix Enterprise Cloud Platform blends web-scale engineering and consumer-grade design to natively converge server, storage, virtualization and networking into a resilient, softwar...
The digital transformation is real! To adapt, IT professionals need to transform their own skillset to become more multi-dimensional by gaining both depth and breadth of a wide variety of knowledge and competencies. Historically, while IT has been built on a foundation of specialty (or "I" shaped) silos, the DevOps principle of "shifting left" is opening up opportunities for developers, operational staff, security and others to grow their skills portfolio, advance their careers and become "T"-sh...
Lori MacVittie is a subject matter expert on emerging technology responsible for outbound evangelism across F5's entire product suite. MacVittie has extensive development and technical architecture experience in both high-tech and enterprise organizations, in addition to network and systems administration expertise. Prior to joining F5, MacVittie was an award-winning technology editor at Network Computing Magazine where she evaluated and tested application-focused technologies including app secu...
DXWorldEXPO LLC announced today that Big Data Federation to Exhibit at the 22nd International CloudEXPO, colocated with DevOpsSUMMIT and DXWorldEXPO, November 12-13, 2018 in New York City. Big Data Federation, Inc. develops and applies artificial intelligence to predict financial and economic events that matter. The company uncovers patterns and precise drivers of performance and outcomes with the aid of machine-learning algorithms, big data, and fundamental analysis. Their products are deployed...
ICC is a computer systems integrator and server manufacturing company focused on developing products and product appliances to meet a wide range of computational needs for many industries. Their solutions provide benefits across many environments, such as datacenter deployment, HPC, workstations, storage networks and standalone server installations. ICC has been in business for over 23 years and their phenomenal range of clients include multinational corporations, universities, and small busines...
This sixteen (16) hour course provides an introduction to DevOps, the cultural and professional movement that stresses communication, collaboration, integration and automation in order to improve the flow of work between software developers and IT operations professionals. Improved workflows will result in an improved ability to design, develop, deploy and operate software and services faster.