Aaron Rosen, CIO for AOG Institutional Fund, AOGFX Joins Jane King, CEO of LilaMax Media, NASDAQ Marketsite, NYC to Discuss the Fund’s Structure and Strategies

ofAaron Rosen, Chief Investment Officer for AOG Institutional Fund, a closed-end interval fund with the ticker symbol AOGFX, joins Jane King, CEO of LilaMax Media, NASDAQ Marketsite, NYC, to discuss the fund’s structure and strategies. Rosen talks about how AOGFX works to provide exposure to a mix of private, institutional illiquid alternative and non-traditional investments, supplemented by a liquid investment allocation. The fund invests in both income-producing assets and assets selected for long-term capital appreciation. The fund prioritizes investments that are “uncorrelated or agnostic” to certain economic and political environments that present too many unknowns, Rosen said, citing government defense as just one example.

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.