
Frazier & Deeter’s Business Beat: Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing
Chad Hagan, founder of Hagan Capital Group and author of Global Family Office Investing, joined Business Beat and host Roger Lusby for a wide-ranging conversation about investing in the environment, his non-political definition of “environmentalism,” his views on the energy sector, the economy of the North Fulton region, and much more.
Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®
Hagan Capital Group
Since the founding of Hagan Capital, the principals have advised on over $2,5 billion of transactions for funds, family offices, institutions, investment companies and wealthy individuals.
The partners are headquartered in metropolitan Atlanta, Georgia with affiliated partners and companies in New York, Florida, Canada, and England.
Chad Hagan, Founder, Hagan Capital Group and Author, Global Family Office Investing

Chadwick Hagan is an author, investor, and entrepreneur.
He is a managing partner of Wessex Investments and the founder of Hagan Capital Group.
Over his career he has advised nearly $2 billion dollars in M&A transactions and investments; including managing funds with an average annual return of 30%; leading the takeover and bankruptcy recapitalisation efforts of American Apparel – then the largest vertically integrated apparel company in the US – and managing investments in consumer goods and energy commodities. He is an investor and company director for numerous commercial concerns, funds, and entities in the US and Europe.
His most recent book, Global Family Office Investing, was published by Palgrave in 2021, and his economics blog, Chaganomics.com, was archived by US Library of Congress Economics Blogs Web Archive. He is an opinion columnist and has written for The Epoch Times, Fox Business, and ArtNews.
He is a director for the Hagan Family Foundation, founded by his father in the 1990s, where he focuses on fiscal policy, environmentalism, and art history.
Chad studied economics at Harvard and the London School of Economics. He married Emily Wheeler in 2008 and lives in Metropolitan Atlanta. He enjoys skiing, tennis and producing documentaries in his spare time.
The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.
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Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to 









Kenny Hodges is the President and CEO of Assurance Financial. After working with Wells Fargo for seven years out of college, he founded Assurance Financial in 2001 and has grown the company to over 20 branch offices supported by two operations centers. He is a licensed mortgage banker through the National Mortgage Licensing System Registry and has 27 years of mortgage lending experience. Kenny earned a B.S. in Entrepreneurship Management from Louisiana Tech University where he was elected to serve as the Student Government Association President. He is an active member of the Mortgage Bankers Association and the Louisiana Mortgage Lenders Association where he is a past Board President. He is a member of Young Presidents Organization (YPO) Louisiana and is a past Chapter Chair. Kenny currently serves on the Louisiana Tech University College of Business Dean’s Advisory Board. Kenny is married with three children and resides in Baton Rouge, Louisiana.
Clavis entered the mortgage business in 1989 and has held numerous positions in mortgage origination and sales production before moving exclusively into sales leadership in 2014. He joined Assurance Financial in 2018 as the Eastern Regional Sales Manager. His experience in retail mortgage production provides great guidance and support to branch leaders and loan production personnel. Clavis is also very active in both state and national Mortgage Banker’s Associations advocating on issues to support the industry. He is a graduate of the University of North Carolina at Chapel Hill, and currently resides in Glen Allen, VA with his wife. He has four children and one grandchild, and enjoys fishing on the Chesapeake Bay or playing tennis and golf in his spare time.
Chris’ passion for helping his wonderful clients find their home comes from his family house. Filled with 2 energetic boys, 2 cats, and a dog, it’s everything he ever wanted. It’s a gift that he will never take for granted. Using his experience as a marketer and associate broker, his purpose is to help you find your happy.
Damian Cook is a Branch Manager and Loan Officer in the Atlanta Branch of Assurance Financial. Recognized for outstanding service, Damian has helped more than 775 clients become homeowners. Over 95% of borrowers who participated in a survey gave Assurance Financial the highest satisfaction rating. 100% of those rated Damian Cook’s attention to detail and customer service excellence as their primary reasons for the high satisfaction rating.
Michael & Roxie joined the Atlanta Board of Realtors in July of 1995. Roxie immediately began helping buyers and sellers with their real estate needs, earning “Rookie of the Year” while Michael finalized the sale of his family business.

Hans Meier, Hans Wooden Puzzles (North Fulton Business Radio, Episode 415)






















