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• MISSION ABSOLUTELY POSSIBLE 06-29-2023

  From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent ...

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• ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023

  This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation ...

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• WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023

  As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief ...

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• YEAR END NEWSLETTER 2022 11-21-2022

  We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022. ...

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• FAT BEAR TIME WEBINAR 11-01-2022

  Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...

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• MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022

  This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...

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• SHELTER FROM THE STORM 06-21-2022

  The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. ...

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• WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022

  The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and ...

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• ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022

  This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset ...

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• A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

  Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO. ...

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• WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021

  I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...

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• WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021

  Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move ...

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• A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

  The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

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• TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS 08-18-2020

  The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry. ...

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• MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020

  Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...

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• REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

  It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...

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• PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

  We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

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• THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020

  Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...

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• YEAR END NEWSLETTER 12-02-2019

  As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...

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• 2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 10-15-2019

  Angeles Symposium on "Precision Medicine: The Future of Health Care" occurred on October 15, 2019 on the UCLA campus in Los Angeles, CA, and was ...

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• FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION 06-15-2019

  In January, my wife Laurie and I took a long overdue vacation to London and Paris. Before we departed, I reached out to my friend and art expert Nancy ...

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• THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

  The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

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• ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

  Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

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• 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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