Joseph Hagan, Cfa, Cpa Email & Phone Number

Chicago, Il, Us

- Serve on the Allocation & Risk Management Team that operates as the Outsourced Chief Investment Officer for a $1.6 Billion state employee retirement system. - The team actively sets the allocation policy for the plan via publicly traded equity and debt markets. Investments may include, but are not limited to, internally managed equity strategies, Exchange Traded Funds, and single issuer securities. - Analyze risk through a variety of methods, including both standard measures, such as sector, market capitalization, beta, and traditional multi-factor analysis, as well as through our internally developed Economic Factor Model. - Each member has input into the allocation, including buy/sell decisions. - Actively involved in the creation and presentation of reporting materials for the retirement board, including preparing and communicating market commentary and outlook. - Help manage the client relationship through various ad-hoc requests and active communication.

Chicago, Illinois, United States

- Actively manage a long-only, Energy infrastructure strategy comprised of publicly traded equities.- Created the strategy including identifying the investable universe, understanding drivers of equity valuation and performance, optimizing portfolio construction to drive alpha, and quantifying the addressable market opportunity. - Developed a growth-oriented investment process emphasizing total shareholder return that has resulted in top-quartile performance among the peer group since inception of the strategy.- Actively involved in marketing the strategy including creation and maintenance of marketing materials, as well as presenting to current and potential clients.- Compose commentary for quarterly investor letters and various ad-hoc client requests.- Investors in the strategy include both institutionally oriented, separately managed accounts as well as high-net-worth individuals via a globally recognized investment firm wealth platform.

- Employ a fundamental approach to analyzing equities for a growth-oriented, Global Energy strategy comprised of publicly traded equities.- Contribute to portfolio performance by building company financial models, communicating investment recommendations and monitoring portfolio companies. - Specific company focus across Exploration & Production, Refining, Integrated and Midstream subsectors.- Expanded focus into Alternative/Renewable subsectors for live inclusion in the strategy, including Renewable Fuels, Hydrogen, Solar, Wind and Battery Storage/Transportation among others. - Develop and maintain relationships with company management, sell-side analysts and industry experts.- Investors in the strategy include institutionally oriented, separately managed accounts.

Chicago, Illinois, United States

- Planned and performed audits of public companies including developing and implementing the audit plan, developing and monitoring budget of engagements, reviewing work of staff associates, testing of internal controls, and working with engagement leader and manager throughout the engagement.- Audited global companies across various industries, including Accenture PLC, Motorola Inc., and NeoPharm Inc.- Researched accounting pronouncements and SEC requirements.- Obtained extensive exposure to SEC reporting requirements through the filing of Annual Reports (10-K) and Quarterly Reports (10-Q).

Master Of Science - Ms, Accounting, Cum Laude

Bachelor Of Business Administration - Bba, Accounting, Magna Cum Laude