AOG Hosts It's Fall Financial Seminar Featuring AOG Institutional Fund, AOGFX

November 12, 2024
Frederick Baerenz

AOG Wealth Management Proudly Hosted its Fall Financial Seminar Featuring AOG Institutional Fund, AOGFX


Get ready for the event of the year! AOG Wealth Management and AOG Institutional Fund (AOGFX) are excited to invite you to our biggest event yet at the prestigious Hyatt. You'll gain first-hand knowledge, and exclusive insights and hear major announcements.

Aaron Rosen, CFA. Aaron Rosen is the Chief Investment Officer for AOG Institutional Fund (AOGFX)

Our keynote speaker for this event is Aaron Rosen, CFA. Aaron Rosen is the Chief Investment Officer for AOG Institutional Fund (AOGFX), bringing over 20 years of experience in investment management, including portfolio management, security selection, and due diligence. 


He specializes in private investments and illiquid securities, with additional expertise in public equities and options trading. Prior to AOG, Aaron held key roles at the Sky & Ray Family Office, Copia Wealth Studios, and Validus Growth Investors, where he managed an Interval Fund focused on illiquid alternatives. He graduated magna cum laude from Boston University with a BSBA in Finance and is a Chartered Financial Analyst (CFA®). In addition to his professional responsibilities, Aaron also serves on several advisory boards.

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