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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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    • 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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    • 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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    • 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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    • 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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    • HEDGE FUND FEES TIGHTEN AS '1 OR '30 GAINS GROUND

      HEDGE FUND FEES TIGHTEN AS '1 OR '30 GAINS GROUND 04-03-2019

      Theres no downside to exploring new models or negotiating fees, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and ...

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    • ANGELES INVESTMENT ADVISORS ANNOUNCES INTERNAL PROMOTIONS

      ANGELES INVESTMENT ADVISORS ANNOUNCES INTERNAL PROMOTIONS 04-01-2019

      Angeles Investment Advisors, LLC announced today the internal promotions of three investmentprofessionals. ...

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    • DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18

      DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18 01-16-2019

      The question now for funds that were down is understanding how much of performance was tied to market-related reasons and what was self-inflicted by ...

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    • ANGELES INVESTMENT ADVISORS ANNOUNCES ORGANIZATIONAL CHANGES

      ANGELES INVESTMENT ADVISORS ANNOUNCES ORGANIZATIONAL CHANGES 01-03-2019

      Angeles Investment Advisors announced today internal promotions and a new hiring. Derrick Cruz and William Yung have been admitted as new owners of ...

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    • OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES

      OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES 12-12-2018

      Och-Ziff kept investors in the loop as it rolled out the changes, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant ...

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    • CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND

      CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND 11-23-2018

      The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael ...

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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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    • 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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    • 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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    • 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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    • 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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    • BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS

      BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS 01-30-2018

      CEO's don't matter that much. It's more about the culture they engender and the stability of the investment team," said Rosen, who's invested with ...

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    • OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER

      OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER 01-30-2018

      To some this suggested Levin would stay for now, which reassured some investors. "I have no plans to make sudden moves at this point," said Michael ...

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    ANGELES INVESTMENT ADVISORS, LLC
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