IN THE NEWS

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• THE FEDERAL RESERVE JUST RAISED INTEREST RATES AGAIN - 2 IMPORTANT MONEY MOVES 05-02-2023

  If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt ...

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• U.S. INCHING TOWARD RECESSION AS GROWTH CONCERNS MOUNT, SAYS ANGELES CIO 04-27-2023

  In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such ...

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• SIXTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-26-2023

  Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth ...

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• ANGELES PRIVATE INVESTMENT COMPANY (APIC) ANNOUNCEMENT 04-18-2023

  Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive ...

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• ADVISOR TRAINING: HERE ARE FIRMS' BEST PRACTICES 04-05-2023

  President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's ...

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• ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT 03-24-2023

  Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO ...

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• ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023

  A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...

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• STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023

  Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts. ...

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• INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023

  The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic ...

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• NO PIVOT IS IMMINENT SAYS THE FED 02-23-2023

  The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole ...

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• ANGELES INVESTMENTS EARNS B CORPORATION CERTIFICATION 02-15-2023

  Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in ...

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• HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023

  Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing ...

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• NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023

  Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, ...

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• BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022

  "The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a ...

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• ANGELES WEALTH LAUNCHES COMPREHENSIVE MISSION-RELATED INVESTING PROGRAM 12-08-2022

  Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable ...

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• DON'T GIVE UP ON CHARITABLE GIVING JUST YET 12-05-2022

  Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will ...

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• TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

  Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...

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• WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022

  For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...

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• ANGELES: ESG IS HERE TO STAY 10-17-2022

  Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...

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• 'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022

  Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth ...

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• MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY 09-28-2022

  Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory. ...

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• THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022

  "For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...

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• HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022

  Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...

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• ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022

  Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...

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