Latest Blog: Fireside Reading - 03/30/2023
-
-
EVENTS
-
2016 ANGELES INDEPENDENT SCHOOL ...2016 ANGELES INDEPENDENT SCHOOL ENDOWMENT SYMPOSIUM
-
BACK TO ANGELES EVENTSUPCOMING EVENTS & HISTORY 2023 WEBINAR - A BOX OF CHOCOLATES 2022 WEBINAR - FAT BEAR TIME 2022 WEBINAR - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 2021 WEBINAR - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 2020 WEBINAR - HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD IS COLLAPSING 2019 PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 2019 IS THERE A BEAR ON THE PROWL? 2018 INVESTMENT SYMPOSIUM: THE INTERSECTION OF POLITICS AND INVESTING 2018 IMPACT INVESTING WEBINAR 2018 ANGELES FOUNDATION SYMPOSIUM 2017 ANGELES FOUNDATION SYMPOSIUM: MULTIPOLARITY 2016 ANGELES INDEPENDENT SCHOOL ENDOWMENT SYMPOSIUM 2015 ANGELES INDEPENDENT SCHOOL ENDOWMENT SYMPOSIUM
-
-
2016 ANGELES INDEPENDENT SCHOOL ENDOWMENT SYMPOSIUM
Thank you to everyone for making the 2016 Angeles Independent School Endowment Symposium a thought-provoking event for our community. For anyone who missed it, we hope to see you at our symposium in 2017.
CAPITAL MARKET OVERVIEW
We kicked off our symposium with a review of capital markets, both where they’ve been (including 5,000 years of interest rate data) and where they are headed. Several major themes emerged from CIO Michael Rosen’s overview. We are likely at a transition from a long bull market in fixed income to a period of rising rates that risks losses. Equity market conditions do not appear over-valued and are supported by decent cyclical conditions. Overall returns are likely to be lower than in past periods, and there is risk that inflation perks up.
BEST PRACTICES FOR INDEPENDENT SCHOOL COMMUNITY RELATIONS
Our symposium panel highlighted ways that independent schools can be both good neighbors and outstanding educational environments. While the daily comings and goings of a vibrant campus can test communities, there are “best practices” that can mitigate these.
You can follow our thoughts on the conditions affecting your portfolios by visiting our Articles & Insights pages.
To download a copy of Michael Rosen's presentation, please download PDF.
-
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
-
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
CHICAGO
400 N. MICHIGAN AVE,
SUITE S1700
CHICAGO, IL 60611
312.212.6843
GET DIRECTIONS -
HOUSTON
5151 SAN FELIPE ST,
SUITE 1480
HOUSTON, TX 77056
713.832.3670
GET DIRECTIONS
How Can We Help You?
Institutional InvestorsFully resourced investment office built to manage sophisticated client investment programs
Private WealthPersonalized discretionary portfolio and wealth management services powered by institutional process
Investment ManagementRigorous process and a flexible platform designed to meet client needs
Articles & InsightsLatest insights and perspectives from the Angeles team
Contact UsGet in touch