Click here to close now.

SYS-CON MEDIA Authors: Liz McMillan, Kevin Jackson, Peter Silva, Greg Wind, Glenn Rossman

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
SYS-CON Events announced today that Vitria Technology, Inc. will exhibit at SYS-CON’s @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Vitria will showcase the company’s new IoT Analytics Platform through live demonstrations at booth #330. Vitria’s IoT Analytics Platform, fully integrated and powered by an operational intelligence engine, enables customers to rapidly build and operationalize advanced analytics to deliver timely business outcomes ...
SYS-CON Events announced today that Alert Logic, the leading provider of Security-as-a-Service solutions for the cloud, has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo® and DevOps Summit 2015 New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo® and DevOps Summit 2015 Silicon Valley, which will take place November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Plutora, Inc., the leading global provider of enterprise release management and test environment management SaaS solutions, will exhibit at SYS-CON's DevOps Summit 2015 New York, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Headquartered in Mountain View, California, Plutora provides enterprise release management and test environment SaaS solutions to clients in North America, Europe and Asia Pacific. Leading companies ...
SYS-CON Events announced today that Akana, formerly SOA Software, has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. Akana’s comprehensive suite of API Management, API Security, Integrated SOA Governance, and Cloud Integration solutions helps businesses accelerate digital transformation by securely extending their reach across multiple channels – mobile, cloud and Internet of Thi...
SYS-CON Events announced today that CommVault has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. A singular vision – a belief in a better way to address current and future data management needs – guides CommVault in the development of Singular In...
SYS-CON Events announced today that SafeLogic has been named “Bag Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. SafeLogic provides security products for applications in mobile and server/appliance environments. SafeLogic’s flagship product CryptoComply is a FIPS 140-2 validated cryptographic engine designed to secure data on servers, workstations, appliances, mobile devices, and in the Cloud....
SYS-CON Events announced today that FierceDevOps will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. FierceDevOps keeps software developers and IT operations personnel updated on the latest news and trends around the rapidly evolving role of the traditional IT worker.
SYS-CON Events announced today that StorPool Storage will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. StorPool is distributed storage software that allows service providers, enterprises and other cloud builders to run data storage on standard x86 servers, instead of using expensive and inefficient storage arrays (SAN).
SYS-CON Events announced today that QTS Realty Trust, one of the nation’s largest and fastest-growing providers of data center facilities and cloud services and a leader in security and compliance, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. QTS Realty Trust, Inc. (NYSE: QTS) is a leading national provider of data center solutions and fully managed services, and a leader in security and compliance...
SYS-CON Events announced today that Soha will exhibit at SYS-CON's DevOps Summit New York, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Soha delivers enterprise-grade application security, on any device, as agile as the cloud. This turnkey, cloud-based service enables customers to solve secure application access and delivery challenges that traditional or virtualized network solutions cannot solve because they are too expensive, inflexible and operational...
SYS-CON Events announced today that IndependenceIT, a leading software provider of simplified IT management solutions for workspaces, applications and desktops-as-a-service, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. IndependenceIT's Cloud Workspace® Suite combines application, end-user and infrastructure management into a seamless, easy-to-manage platform, with a unified management interface an...
SYS-CON Events announced today that that Innodisk, the service-driven provider of industrial embedded flash and DRAM storage products and technologies, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Innodisk is a service-driven provider of industrial embedded flash and DRAM storage products and technologies. With satisfied customers across the embedded, aerospace and defense, cloud storage markets an...
Chef and Canonical announced a partnership to integrate and distribute Chef with Ubuntu. Canonical is integrating the Chef automation platform with Canonical's Machine-As-A-Service (MAAS), enabling users to automate the provisioning, configuration and deployment of bare metal compute resources in the data center. Canonical is packaging Chef 12 server in upcoming distributions of its Ubuntu open source operating system and will provide commercial support for Chef within its user base.
SYS-CON Events announced today that WSM International (WSM), the world’s leading cloud and server migration services provider, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. WSM is a solutions integrator with a core focus on cloud and server migration, transformation and DevOps services.
SYS-CON Events announced today that Site24x7, the cloud infrastructure monitoring service, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Site24x7 is a cloud infrastructure monitoring service that helps monitor the uptime and performance of websites, online applications, servers, mobile websites and custom APIs. The monitoring is done from 50+ locations across the world and from various wireless carr...