-
Search Analyses & Perspectives
31 Results-
![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
-
![Webinar Replay - We're Going to Need a Bigger Boat]()
14 Apr, 2025Webinar Replay - We're Going to Need a Bigger Boat
Please join Angeles Chief Investment Officer, Michael Rosen, for a review of the blanket tariffs implemented by the United States, what is transpiring in real-time, and what may lie ahead.
-
![Year End Newsletter 2024]()
12 Dec, 2024Year End Newsletter 2024
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2024.
-
![Webinar Replay - Politics and Profits]()
17 Oct, 2024Webinar Replay - Politics and Profits
On election day, investors often face a range of important questions and considerations. Elections matter on many levels, but do they matter to the markets? Do markets fare better under Democrats or Republicans?
-
![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
-
![Transitioning to OCIO: Enhancing a Foundation's Mission Alignment]()
2 Apr, 2024Transitioning to OCIO: Enhancing a Foundation's Mission Alignment
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundation's transition to a fully discretionary, OCIO.
-
![Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency]()
26 Feb, 2024Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency
At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
-
![Webinar Replay - The Mysterious Horizon]()
14 Feb, 2024Webinar Replay - The Mysterious Horizon
Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, markets, & the structural challenges facing long-term government debt using the lens of history.
-
![Year End Newsletter 2023]()
6 Dec, 2023Year End Newsletter 2023
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023.
-
![Navigating Private Markets & Due Diligence]()
30 Oct, 2023Navigating Private Markets & Due Diligence
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.
-
![Our Core Mission and Culture]()
23 Aug, 2023Our Core Mission and Culture
Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.
-
![Mission Absolutely Possible]()
29 Jun, 2023Mission Absolutely Possible
From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent Higher Education in "Mission Absolutely Possible."
-
![Angeles 2023 Long Term Capital Market Assumptions]()
1 Mar, 2023Angeles 2023 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
![Webinar Replay - A Box of Chocolates]()
14 Feb, 2023Webinar Replay - A Box of Chocolates
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy
-
![Year End Newsletter 2022]()
21 Nov, 2022Year End Newsletter 2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.
-
![Fat Bear Time Webinar]()
1 Nov, 2022Fat Bear Time Webinar
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment environment.
-
![Mid Year 2022 Capital Market Assumptions]()
12 Sep, 2022Mid Year 2022 Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
![Shelter from the Storm]()
21 Jun, 2022Shelter from the Storm
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.
-
![Webinar Replay - Pandemic, Inflation, War - Investing Amidst Uncertainty]()
2 Mar, 2022Webinar Replay - Pandemic, Inflation, War - Investing Amidst Uncertainty
The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war g
-
![Angeles 2022 Long Term Capital Market Assumptions]()
18 Feb, 2022Angeles 2022 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
![A Framework for Evaluating OCIO Performance]()
21 May, 2021A Framework for Evaluating OCIO Performance
Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.
-
![Webinar Replay - A Solutions-Oriented Framework to Strategic Asset Allocation]()
2 Mar, 2021Webinar Replay - A Solutions-Oriented Framework to Strategic Asset Allocation
Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move forward?
-
![A New Framework to Strategic Asset Allocation]()
18 Feb, 2021A New Framework to Strategic Asset Allocation
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in the case of a pension fund), current operational expenses (in the case of an endowment) or...
-
![TIDE Ten | Next Gen featuring Chaunice Peebles of Angeles Investments]()
18 Aug, 2020TIDE Ten | Next Gen featuring Chaunice Peebles of Angeles Investments
The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry.
-
