Latest Blog: Mismatch - 03/20/2023
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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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. 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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? 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 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 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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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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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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CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS 01-23-2018
"This was not well communicated or handled," says Michael Rosen, chief investment officer at Angeles Investment Advisors LLC. ...
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ANGELES INVESTMENT ADVISORS HIRES SENIOR INVESTMENT TEAM; OPENS NEW OFFICE 01-22-2018
Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish ...
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ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE 01-22-2018
David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding ...
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