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
So, you bought into the current machine learning craze and went on to collect millions/billions of records from this promising new data source. Now, what do you do with them? Too often, the abundance of data quickly turns into an abundance of problems. How do you extract that "magic essence" from your data without falling into the common pitfalls? In her session at @ThingsExpo, Natalia Ponomareva, Software Engineer at Google, will provide tips on how to be successful in large scale machine lear...
SYS-CON Events announced today that Peak 10, Inc., a national IT infrastructure and cloud services provider, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Peak 10 provides reliable, tailored data center and network services, cloud and managed services. Its solutions are designed to scale and adapt to customers’ changing business needs, enabling them to lower costs, improve performance and focus inter...
In his session at @ThingsExpo, Chris Klein, CEO and Co-founder of Rachio, will discuss next generation communities that are using IoT to create more sustainable, intelligent communities. One example is Sterling Ranch, a 10,000 home development that – with the help of Siemens – will integrate IoT technology into the community to provide residents with energy and water savings as well as intelligent security. Everything from stop lights to sprinkler systems to building infrastructures will run ef...
SYS-CON Events announced today that DatacenterDynamics has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY. DatacenterDynamics is a brand of DCD Group, a global B2B media and publishing company that develops products to help senior professionals in the world's most ICT dependent organizations make risk-based infrastructure and capacity decisions.
Between the mockups and specs produced by analysts, and resulting applications built by developers, there exists a gulf where projects fail, costs spiral, and applications disappoint. Methodologies like Agile attempt to address this with intensified communication, with partial success but many limitations. In his session at 18th Cloud Expo, Charles Kendrick, CTO & Chief Architect at Isomorphic Software, will present a revolutionary model enabled by new technologies. Learn how business and devel...
You think you know what’s in your data. But do you? Most organizations are now aware of the business intelligence represented by their data. Data science stands to take this to a level you never thought of – literally. The techniques of data science, when used with the capabilities of Big Data technologies, can make connections you had not yet imagined, helping you discover new insights and ask new questions of your data. In his session at @ThingsExpo, Sarbjit Sarkaria, data science team lead ...
The IoT has the potential to create a renaissance of manufacturing in the US and elsewhere. In his session at 18th Cloud Expo, Florent Solt, CTO and chief architect of Netvibes, will discuss how the expected exponential increase in the amount of data that will be processed, transported, stored, and accessed means there will be a huge demand for smart technologies to deliver it. Florent Solt is the CTO and chief architect of Netvibes. Prior to joining Netvibes in 2007, he co-founded Rift Technol...
If there is anything we have learned by now, is that every business paves their own unique path for releasing software- every pipeline, implementation and practices are a bit different, and DevOps comes in all shapes and sizes. Software delivery practices are often comprised of set of several complementing (or even competing) methodologies – such as leveraging Agile, DevOps and even a mix of ITIL, to create the combination that’s most suitable for your organization and that maximize your busines...
Struggling to keep up with increasing application demand? Learn how Platform as a Service (PaaS) can streamline application development processes and make resource management easy.
New Relic, Inc. has announced a set of new features across the New Relic Software Analytics Cloud that offer IT operations teams increased visibility, and the ability to diagnose and resolve performance problems quickly. The new features further IT operations teams’ ability to leverage data and analytics, as well as drive collaboration and a common, shared understanding between teams. Software teams are under pressure to resolve performance issues quickly and improve availability, as the comple...
The proper isolation of resources is essential for multi-tenant environments. The traditional approach to isolate resources is, however, rather heavyweight. In his session at 18th Cloud Expo, Igor Drobiazko, co-founder of elastic.io, will draw upon their own experience with operating a Docker container-based infrastructure on a large scale and present a lightweight solution for resource isolation using microservices. He will also discuss the implementation of microservices in data and applicat...
Join IBM June 8 at 18th Cloud Expo at the Javits Center in New York City, NY, and learn how to innovate like a startup and scale for the enterprise. You need to deliver quality applications faster and cheaper, attract and retain customers with an engaging experience across devices, and seamlessly integrate your enterprise systems. And you can't take 12 months to do it.
See storage differently! Storage performance problems have only gotten worse and harder to solve as applications have become largely virtualized and moved to a cloud-based infrastructure. Storage performance in a virtualized environment is not just about IOPS, it is about how well that potential performance is guaranteed to individual VMs for these apps as the number of VMs keep going up real time. In his session at 18th Cloud Expo, Dhiraj Sehgal, in product and marketing at Tintri, will discu...
Machine Learning helps make complex systems more efficient. By applying advanced Machine Learning techniques such as Cognitive Fingerprinting, wind project operators can utilize these tools to learn from collected data, detect regular patterns, and optimize their own operations. In his session at 18th Cloud Expo, Stuart Gillen, Director of Business Development at SparkCognition, will discuss how research has demonstrated the value of Machine Learning in delivering next generation analytics to im...
This is not a small hotel event. It is also not a big vendor party where politicians and entertainers are more important than real content. This is Cloud Expo, the world's longest-running conference and exhibition focused on Cloud Computing and all that it entails. If you want serious presentations and valuable insight about Cloud Computing for three straight days, then register now for Cloud Expo.