Latest Blog: Beach Reading - 09/18/2023
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ARTICLES & INSIGHTS
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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 SEARCH MEDIA
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TALKIN' TURKEY 08-14-2018
The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was ...
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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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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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NOT BEACH READING 07-06-2018
I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, ...
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2018 IMPACT INVESTING WEBINAR 06-18-2018
Join Angeles Investment Advisors, Avivar Capital and Green Hasson Janks for an in-depth discussion of Impact Investing for Nonprofits. ...
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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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EVERYBODY OUT'TA THE POOL 05-15-2018
Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and ...
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THOUGHTS FROM MY FATHER - JONATHAN FOSTER 05-07-2018
Thoughts From My FatherJonathan FosterMy father, Dr. Charles Foster, was aworld-renowned environmentalist. Initiatives spearheaded by him during his ...
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L.A. KITCHEN DINNER PARTY EXPERIENCE 05-07-2018
L.A. KITCHEN Dinner Party ExperienceOn April 27th Angeles Wealth Management hosted an intimate dinner party experience at L.A. Kitchen. The inspiring ...
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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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THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT 04-26-2018
The Future of the Investment Management Industry atThe UCLA Anderson School of ManagementBy Alan Adelman Senior Managing Director Angeles Wealth ...
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BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - HIGHLIGHTS (2:17) 04-18-2018
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...
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BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - FULL (1:21:37) 04-18-2018
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...
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FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT 04-17-2018
Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera Ferro, was recently interviewed ...
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GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT 04-17-2018
Giving Circles: Comingtogether to increaseour impactHave you ever been ...
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1ST QUARTER 2018 - HAPPINESS 04-06-2018
Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is ...
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IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018
A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...
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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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4TH QUARTER 2017 - BEASTS 01-30-2018
Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike. ...
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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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