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• BEACH READING 06-20-2023

  Most of you know that I don't favor romance novels for reading on the beach (or anywhere else, for that matter, although that's not a judgment about ...

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• WHAT BULL MARKET FOR STOCKS? INVESTORS ARE STILL SITTING ON A PILE OF CASH 06-14-2023

  Michael Rosen, co-founder and CIO of Angeles Investments, which advises endowments, foundations and private pension funds, still thinks a lot of cash ...

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• CHLOE WOHLFORTH HAS BEEN INCLUDED IN INVESTMENTNEWS' 40 UNDER 40 LIST 06-13-2023

  We're pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included in InvestmentNews' 40 Under 40 list! Honorees exhibit ...

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• HOWARD PERLOW NAMED ANGELES INVESTMENTS' 1ST CEO 06-08-2023

  Chief Investment Officer recently covered our announcement that Angeles Investments co-founder, Howard Perlow, has been appointed the firm's ...

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• THIS MARKET COULD CONTINUE TO RUN: CIO ON INVESTING AMID RECESSION FEARS 06-08-2023

  Our CIO Michael Rosen joined BNN Bloomberg to discuss how investors should be positioning their portfolios in the wake of recessionary fears. ...

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• ANGELES INVESTMENTS APPOINTS HOWARD PERLOW AS CEO & DAVID BRIEF AS HEAD OF OCIO 06-07-2023

  Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created ...

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• MAY 2023 GLOBAL MARKET INDEX PERFORMANCE 06-01-2023

  Global equities posted negative returns in May. The S&P 500 returned 0.4% and the MSCI ACWI decreased -1.2%, with developed non-U.S. equities ...

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• ENDOWMENTS TAP ALUMNI FOR PE OPPORTUNITIES, BUT DOES IT PAY OFF? 05-25-2023

  "It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investors"or if they were ...

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• RIA ROUNDTABLE: TAKEAWAYS FROM THE ONGOING TURMOIL IN REGIONAL BANKING 05-25-2023

  In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from ...

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• STRETCHING YOUR DOLLAR: HOW A US DEFAULT COULD AFFECT YOUR INVESTMENT PORTFOLIO 05-23-2023

  How could a potential default impact your investment portfolio? Angeles CIO Michael Rosen joined Cheddar News to discuss what Americans should be ...

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• WHAT IS A DIVERSE MANAGER? EVOLVING CONSULTANT DEFINITIONS RAISE QUESTIONS 05-16-2023

  In the last few years, there has been a push from groups like the Institutional Investing Diversity Cooperative to have OCIOs and consultants move ...

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• WHAT WEALTHY FAMILIES NEED FROM ADVISORS 05-11-2023

  What will prompt more women to choose to be a financial advisor? "It comes down to the huge shift in wealth, control of assets from men to women, that ...

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• ANGELES INVESTMENTS PUBLISHES 2022 DEI REPORT 05-03-2023

  Angeles Investments released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress, ...

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• THE FEDERAL RESERVE JUST RAISED INTEREST RATES AGAIN - 2 IMPORTANT MONEY MOVES 05-02-2023

  If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt ...

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• ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023

  2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global ...

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• APRIL 2023 GLOBAL MARKET INDEX PERFORMANCE 05-01-2023

  Global equities posted positive returns in April. The S&P 500 returned 1.6% and the MSCI ACWI increased 1.3%, with developed non-U.S. equities ...

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• U.S. INCHING TOWARD RECESSION AS GROWTH CONCERNS MOUNT, SAYS ANGELES CIO 04-27-2023

  In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such ...

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• SIXTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-26-2023

  Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth ...

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• ANGELES INVESTMENT ADVISORS SETS UP UNIT TO DRIVE PRIVATE-MARKETS PUSH 04-18-2023

  Multiasset manager Angeles Investment Advisors has launched a new private-markets investment unit to capitalize on growing demand for alternative ...

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• ANGELES PRIVATE INVESTMENT COMPANY (APIC) ANNOUNCEMENT 04-18-2023

  Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive ...

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• 1ST QUARTER 2023 - DAM(N) 04-11-2023

  Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is ...

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• ADVISOR TRAINING: HERE ARE FIRMS' BEST PRACTICES 04-05-2023

  President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's ...

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• MARCH 2023 GLOBAL MARKET INDEX PERFORMANCE 04-03-2023

  Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7% and the MSCI ACWI increased 2.5%, with ...

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• FIRESIDE READING 03-30-2023

  Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry ...

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