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    • SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE

      SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-02-2018

      On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles ...

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    • THE INTERSECTION OF POLITICS AND INVESTING - HIGHLIGHTS (2:54)

      THE INTERSECTION OF POLITICS AND INVESTING - HIGHLIGHTS (2:54) 10-16-2018

      The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...

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    • THE INTERSECTION OF POLITICS & INVESTING - FULL (1:26:03)

      THE INTERSECTION OF POLITICS & INVESTING - FULL (1:26:03) 10-16-2018

      The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...

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    • 3RD QUARTER 2018 - DE SCHUILPLAATS

      3RD QUARTER 2018 - DE SCHUILPLAATS 10-15-2018

      Willem ten Boom, after years of apprenticeship as a watchmaker, opened his own store in Haarlem in 1837. His son, Casper, also became a watchmaker, ...

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    • BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO)

      BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

      Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

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    • TALKIN' TURKEY

      TALKIN' TURKEY 08-14-2018

      The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was ...

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    • FIDELITY BETS ON ZERO-FEE INDEX FUNDS

      FIDELITY BETS ON ZERO-FEE INDEX FUNDS 08-09-2018

      If the no-fee funds bring more customers into the store, "they can sell them other products and services," says Michael Rosen. "This isn't altruism, ...

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    • THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS.

      THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS. 07-11-2018

      The following is an interview between Jonathan Foster, President and CEO of Angeles Wealth Management and Marta Gazzera Ferro, Senior Director of ...

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    • NOT BEACH READING

      NOT BEACH READING 07-06-2018

      I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, ...

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    • 2018 IMPACT INVESTING WEBINAR

      2018 IMPACT INVESTING WEBINAR 06-18-2018

      Join Angeles Investment Advisors, Avivar Capital and Green Hasson Janks for an in-depth discussion of Impact Investing for Nonprofits. ...

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    • WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?

      WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER? 06-09-2018

      "If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of ...

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    • EVERYBODY OUT'TA THE POOL

      EVERYBODY OUT'TA THE POOL 05-15-2018

      Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and ...

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    • THOUGHTS FROM MY FATHER - JONATHAN FOSTER

      THOUGHTS FROM MY FATHER - JONATHAN FOSTER 05-07-2018

      Thoughts From My FatherJonathan FosterMy father, Dr. Charles Foster, was aworld-renowned environmentalist. Initiatives spearheaded by him during his ...

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    • L.A. KITCHEN  DINNER PARTY EXPERIENCE

      L.A. KITCHEN DINNER PARTY EXPERIENCE 05-07-2018

      L.A. KITCHEN Dinner Party ExperienceOn April 27th Angeles Wealth Management hosted an intimate dinner party experience at L.A. Kitchen. The inspiring ...

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    • ANGELES INVESTMENT ADVISORS RECEIVES GREENWICH QUALITY LEADER AWARD

      ANGELES INVESTMENT ADVISORS RECEIVES GREENWICH QUALITY LEADER AWARD 05-02-2018

      Angeles Investment Advisors is pleased to announce that it was named a 2017 Greenwich Quality Leader in Overall U.S. Investment Consulting among ...

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    • THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT

      THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT 04-26-2018

      The Future of the Investment Management Industry atThe UCLA Anderson School of ManagementBy Alan Adelman Senior Managing Director Angeles Wealth ...

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    • BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - HIGHLIGHTS (2:17)

      BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - HIGHLIGHTS (2:17) 04-18-2018

      The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...

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    • BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - FULL (1:21:37)

      BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - FULL (1:21:37) 04-18-2018

      The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...

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    • FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT

      FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT 04-17-2018

      Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera Ferro, was recently interviewed ...

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    • GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT

      GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT 04-17-2018

                   Giving Circles: Comingtogether to increaseour impactHave you ever been ...

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    • 1ST QUARTER 2018 - HAPPINESS

      1ST QUARTER 2018 - HAPPINESS 04-06-2018

      Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is ...

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    • IMPORTANCE OF BACK OFFICE SUPPORT

      IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018

      A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...

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    • GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE

      GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE 03-18-2018

      "If you sell your shares, you are giving up any modicum of influence you may have,"" said Michael Rosen, CIO of Santa Monica, California-based Angeles ...

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    • 4TH QUARTER 2017 - BEASTS

      4TH QUARTER 2017 - BEASTS 01-30-2018

      Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike. ...

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