AOG Hosts Dinner Seminar Featuring Carlyle

Oct 12, 2023
Frederick Baerenz

AOG Wealth Management Proudly Hosted a Client Education Dinner Seminar in October Featuring Carlyle

Jason Thomas  Head of Global Research & Investment Strategy

Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees. 


Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance.


 Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow.


Our President and CEO, Frederick Baerenz shared some of his insights in his recap video below.

This event was open to all clients and guests. Jason Thomas Head of Global Research & Investment Strategy from Carlyle was our guest speaker.

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