American Association of Individual Investors (AAII)
Derek Hageman is an experienced finance professional with a strong background in portfolio management and equity research. Currently serving as Portfolio Manager for the American Association of Individual Investors, Derek manages a dividend growth and income equity portfolio for over 8,500 subscribers, overseeing fund operations, idea generation, and company analysis. Previous roles include Equity Research Analyst at Summers Value Partners LLC, where healthcare investment opportunities were evaluated, and Investment Manager at Green Square, LLC, focusing on real estate and equity investments. Derek's earlier experience includes positions at The Gores Group as a Private Equity Senior Associate, Lafarge in Corporate Development, and Stifel Financial Corp. in Investment Banking. Derek holds an MBA in Finance from the University of Denver and a BA in Finance and French from the University of St. Thomas.
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American Association of Individual Investors (AAII)
The American Association of Individual Investors is a nonprofit organization with about 170,000 members whose purpose is to educate individual investors regarding stock market portfolios, financial planning, and retirement accounts. AAII “assists individuals in becoming effective managers of their own assets through programs of education, information and research.” The organization markets itself as an unbiased source of investment information because of its not-for-profit status. AAII has educated over two million investors and continues to help them develop their "investment philosophy" based on individual objectives. This is accomplished by illustrating how to evaluate different investment vehicles and opportunities, showing how to obtain necessary information for effective decision making, and even informing investors how various investments relate to each other within the economic climate.