Frederick P. Baerenz, AIF®, President and Chief Executive Officer, and Aaron Rosen, CFA, Portfolio Manager for AOG Institutional Fund (AOGFX), discuss how clients can implement the endowment model in a single fund vehicle.
Historically, alternative investments were accessed through limited partnership vehicles only available to qualified purchasers. These funds had high investment minimums, K-1 tax issues, and a capital call structure that made it difficult to target a specific allocation to alternative investments. The AOG Institutional Fund seeks to overcome these issues by offering a closed-end interval fund without K-1 forms and capital calls. For a low minimum investment, investors in the fund gain access to diversified exposures in private investments including private equity, real estate, BDCs, and private credit.
WEBCAST – An Endowment Model To Alternative Investing
Access, due diligence, selection, and portfolio construction using alternatives is no easy task. AOG Institutional Fund (AOGFX) is designed as a core holding that seeks to solve this problem and may help remedy the behavioral biases of advisors’ clients to help keep them aligned with their financial plan. AOG takes an endowment model approach, sourcing what we perceive to be best-in-class opportunities across the institutional alternatives landscape that are typically unavailable for non-institutional investors. Join us for this in-depth discussion that will cover how to access a sophisticated solution in a flexible, easy-to-access structure.
Accepted for 1 CFP® / IWI / CFA CE Credit