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![Helmsley Foundation Begins New Decade With Plenty Of Dry Powder]()
23 Dec, 2019Helmsley Foundation Begins New Decade With Plenty Of Dry Powder
"There are those who have tried to time the market and have been spectacularly wrong, for forever, and I don't think that's likely to reverse," said Michael Rosen, chief investment officer of Angeles Investment Advisors LLC.
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![Fireside Reading]()
18 Dec, 2019Fireside Reading
To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able to treasure over the holidays. Following are some of the books I enjoyed over the ...
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![November 2019 Global Market Index Performance]()
5 Dec, 2019November 2019 Global Market Index Performance
Global equities continued to rally in November, with the MSCI ACWI IMI up +2.5%. U.S. equity was the best performing major equity index, which rose +3.6% as hopes of a deal between the US and Chinese authorities buoyed sentiment.
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![Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns]()
4 Dec, 2019Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns
While Rosen dropped Bridgewater several years ago because he doesn't think a macro strategy makes sense in the current environment, it didn't affect his view of the founder. "I think Ray is a genius," said Rosen. "What he built is extraordinary and..
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![Year End Newsletter]()
2 Dec, 2019Year End Newsletter
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 look forward to 2020.
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![3rd Quarter 2019 - Red Scare]()
6 Nov, 20193rd Quarter 2019 - Red Scare
November 11, 1918 marked the end of the Great War, and Americans celebrated with parties and parades across the country. Hardly had the ticker-tape been swept from the streets when thernnational mood of exuberance and exultation turned quickly...
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![The Private Equity Paradox]()
5 Nov, 2019The Private Equity Paradox
"A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional investments are both scarce and capacity-constrained." said Michael Rosen, CIO of Angeles
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![Fight for Crumbs? Most Hedge Investors Plan to Add $50M or Less]()
30 Oct, 2019Fight for Crumbs? Most Hedge Investors Plan to Add $50M or Less
With stocks and bonds performing strongly this year, it's hard for many investors to be anywhere else, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor. Investors should be focused on execution and...
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![Balance]()
29 Oct, 2019Balance
October 1987 was a memorable month for me. It began with the 5.9 magnitude Whittier Narrows quake that rocked my downtown building (like all tall buildings, it was on rollers). Two weeks later, on ...
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![Fisher Investments Sees More Investors Jump Ship]()
28 Oct, 2019Fisher Investments Sees More Investors Jump Ship
"We see placing money with a firm as an expression of trust and partnership with that firm. There is no relationship we have in which the personal qualities of our prospective partners is not of paramount concern" said Michael Rosen, CIO of Angeles
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![Chloe Wohlforth, CFP joins Angeles Wealth Management as Managing Director]()
16 Oct, 2019Chloe Wohlforth, CFP joins Angeles Wealth Management as Managing Director
Angeles Wealth Management is pleased to announce that Chloe Wohlforth, CFP has joined the firm as Managing Director of the firm's New York Office, located in The Seagram Building in midtown Manhattan, effective immediately.
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![2019 Angeles Investment Symposium: Precision Medicine: The Future of Health Care]()
15 Oct, 20192019 Angeles Investment Symposium: Precision Medicine: The Future of Health Care
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 attended by Angeles clients and friends of the firm.
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![Hello, Hedge Specialists. And Goodbye to (Some) Generalists]()
2 Oct, 2019Hello, Hedge Specialists. And Goodbye to (Some) Generalists
Healthcare and TMT strategies now make up a majority of the thematic hedge fund and private equity exposure at Angeles Investment Advisors, says principal and CIO Michael Rosen. For Angeles, generalist managers have "without a doubt" fallen out of...
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![Hedge Fund Rescued Theme Park as Co-Founder Built Property Dream]()
26 Sep, 2019Hedge Fund Rescued Theme Park as Co-Founder Built Property Dream
"Even if they made any disclosures, that doesn't ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment Advisors, which manages money for endowments and foundations. "And the size of the investment...
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![The OCIO Industry Is the 'Wild West.' HereÃs How to Tame It.]()
10 Sep, 2019The OCIO Industry Is the 'Wild West.' HereÃs How to Tame It.
Michael Rosen, chief investment officer at Angeles, said he's surprised that other OCIO firms are not using GIPS Standards to measure their performance. "It's the right thing to do," he said by phone Tuesday. "I can't imagine why you wouldn't do it"
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![No Winners]()
7 Aug, 2019No Winners
Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; Marvin Gaye, Smokey Robinson, Stevie Wonder and the ...
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![Interview w/ Michael Rosen: Hybrid Fund Structures Tee Up Options]()
7 Aug, 2019Interview w/ Michael Rosen: Hybrid Fund Structures Tee Up Options
Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![What Asset Managers Have on Their Summer Reading Lists]()
1 Aug, 2019What Asset Managers Have on Their Summer Reading Lists
Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first impeachment, that of Andrew Johnson, who is usually cited as the worst president weÃve ever had (so far).
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![More (Not Necessarily) Beach Reading]()
29 Jul, 2019More (Not Necessarily) Beach Reading
For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach reading list is a challenge for me for two reasons: ...
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![Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers]()
23 Jul, 2019Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers
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 screening done by the more junior person," says Michael Rosen, principal and CIO at Angeles...
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![Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires]()
17 Jul, 2019Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires
I still think it's actually very early days in the space, but I think there's certainly a growing interest among investors for how to incorporate ESG principles into the investment process. I think there's no right answer and there's still a lot...
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![2nd Quarter 2019 - Sustain]()
2 Jul, 20192nd Quarter 2019 - Sustain
Sustain reflects on business, family and how investors can effect positive change.
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![Bring Home the Bacon]()
16 May, 2019Bring Home the Bacon
Bacon sure is popular. McDonalds, which probably has the best pulse on Americans culinary tastes, introduced Cheesy Bacon Fries for a few months earlier this year, to great acclaim, and this week ...
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![Angeles Investment Advisors Wins Greenwich Quality Leader Award]()
26 Apr, 2019Angeles Investment Advisors Wins Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce it was named a 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates earning the quality leader award for the second consecutive year.
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