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    • RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS

      RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS 12-04-2019

      While Rosen dropped Bridgewater several years ago because he doesnt think a macro strategy makes sense in the current environment, it didnt affect his ...

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    • YEAR END NEWSLETTER

      YEAR END NEWSLETTER 12-02-2019

      As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...

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    • 3RD QUARTER 2019 - RED SCARE

      3RD QUARTER 2019 - RED SCARE 11-06-2019

      November 11, 1918 marked the end of the Great War, and Americans celebrated with parties and parades across the country. Hardly had the ticker-tape ...

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    • THE PRIVATE EQUITY PARADOX

      THE PRIVATE EQUITY PARADOX 11-05-2019

      "A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional ...

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    • FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS

      FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS 10-30-2019

      With stocks and bonds performing strongly this year, it's hard for many investors to be anywhere else, says Michael Rosen, principal and CIO at ...

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    • BALANCE

      BALANCE 10-29-2019

      October 1987 was a memorable month for me. It began with the 5.9 magnitude Whittier Narrows quake that rocked my downtown building (like all tall ...

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    • FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP

      FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP 10-28-2019

      "We see placing money with a firm as an expression of trust and partnership with that firm. There is no relationship we have in which the personal ...

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    • CHLOE WOHLFORTH, CFP JOINS ANGELES WEALTH MANAGEMENT AS MANAGING DIRECTOR

      CHLOE WOHLFORTH, CFP JOINS ANGELES WEALTH MANAGEMENT AS MANAGING DIRECTOR 10-16-2019

      Angeles Wealth Management is pleased to announce that Chloe Wohlforth, CFP has joined the firm as Managing Director of the firm's New York Office, ...

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    • 2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE

      2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 10-15-2019

      Angeles Symposium on "Precision Medicine: The Future of Health Care" occurred on October 15, 2019 on the UCLA campus in Los Angeles, CA, and was ...

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    • HELLO, HEDGE SPECIALISTS. AND GOODBYE TO (SOME) GENERALISTS

      HELLO, HEDGE SPECIALISTS. AND GOODBYE TO (SOME) GENERALISTS 10-02-2019

      Healthcare and TMT strategies now make up a majority of the thematic hedge fund and private equity exposure at Angeles Investment Advisors, says ...

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    • HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM

      HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM 09-26-2019

      "Even if they made any disclosures, that doesnt ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment ...

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    • THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT.

      THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT. 09-10-2019

      Michael Rosen, chief investment officer at Angeles, said hes surprised that other OCIO firms are not using GIPS Standards to measure their ...

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    • NO WINNERS

      NO WINNERS 08-07-2019

      Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; ...

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    • INTERVIEW W/ MICHAEL ROSEN: HYBRID FUND STRUCTURES TEE UP OPTIONS

      INTERVIEW W/ MICHAEL ROSEN: HYBRID FUND STRUCTURES TEE UP OPTIONS 08-07-2019

      Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and ...

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    • WHAT ASSET MANAGERS HAVE ON THEIR SUMMER READING LISTS

      WHAT ASSET MANAGERS HAVE ON THEIR SUMMER READING LISTS 08-01-2019

      Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first ...

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    • MORE (NOT NECESSARILY) BEACH READING

      MORE (NOT NECESSARILY) BEACH READING 07-29-2019

      For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach ...

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    • MULTIBILLION E&FS STRUGGLE WITH RESOURCE LIMITATIONS WHEN EVALUATING MANAGERS

      MULTIBILLION E&FS STRUGGLE WITH RESOURCE LIMITATIONS WHEN EVALUATING MANAGERS 07-23-2019

      At endowments with just around $1 billion in assets, the whole staff tends to be involved in themanager research process, but theres "often an initial ...

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    • INTERVIEW W/ MICHAEL ROSEN: ESG IS FAST BECOMING A TOP 3 FACTOR IN MANAGER HIRES

      INTERVIEW W/ MICHAEL ROSEN: ESG IS FAST BECOMING A TOP 3 FACTOR IN MANAGER HIRES 07-17-2019

      I still think its actually very early days in the space, but I think theres certainly a growing interest among investors for how to incorporate ESG ...

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    • 2ND QUARTER 2019 - SUSTAIN

      2ND QUARTER 2019 - SUSTAIN 07-02-2019

      Sustain reflects on business, family and how investors can effect positive change. ...

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    • FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION

      FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION 06-15-2019

      In January, my wife Laurie and I took a long overdue vacation to London and Paris. Before we departed, I reached out to my friend and art expert Nancy ...

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    • BRING HOME THE BACON

      BRING HOME THE BACON 05-16-2019

      Bacon sure is popular. McDonald's, which probably has the best pulse on Americans' culinary tastes, introduced Cheesy Bacon Fries for a few ...

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    • ANGELES INVESTMENT ADVISORS WINS GREENWICH QUALITY LEADER AWARD

      ANGELES INVESTMENT ADVISORS WINS GREENWICH QUALITY LEADER AWARD 04-26-2019

      Angeles Investment Advisors is pleased to announce it was named a 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize ...

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    • AWM APPOINTS HARRY S. GRAND AS SENIOR MANAGING DIRECTOR; OPENS NEW YORK OFFICE

      AWM APPOINTS HARRY S. GRAND AS SENIOR MANAGING DIRECTOR; OPENS NEW YORK OFFICE 04-16-2019

      Angeles Wealth Management is pleased to announce that Harry S. Grand has joined the firm as Senior Managing Director and head of the firms New York ...

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    • 1ST QUARTER 2019 - IN THE DUST

      1ST QUARTER 2019 - IN THE DUST 04-16-2019

      One of the most popular writers of the 20th century was born, and died, in Manhattan. Kansas, and New York, that is, respectively. Damon Runyon was ...

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