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    • BOND MARKET EXPERTS OFFER ROAD MAP FOR WHAT LIES AHEAD

      BOND MARKET EXPERTS OFFER ROAD MAP FOR WHAT LIES AHEAD 10-13-2023

      Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors ...

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    • COMMENTARY: HEDGE FUNDS DO NOT OFFER VALUE TO PENSION FUNDS AND OTHER INVESTORS

      COMMENTARY: HEDGE FUNDS DO NOT OFFER VALUE TO PENSION FUNDS AND OTHER INVESTORS 10-06-2023

      Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but ...

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    • HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS

      HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS 09-15-2023

      Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent ...

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    • SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE

      SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE 09-13-2023

      With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for ...

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    • WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET

      WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET 09-10-2023

      "The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles ...

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    • THIS IS THE CHINA NEW NORMAL. GET USED TO IT

      THIS IS THE CHINA NEW NORMAL. GET USED TO IT 09-05-2023

      "There are other things more important for us to worry about than China," said Michael Rosen, co-founder and CIO at Angeles Investments. "Trade is a ...

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    • SORRY, FED CHAIR POWELL, FINANCIAL ADVISORS WATCH THEIR OWN ECONOMIC INDICATORS

      SORRY, FED CHAIR POWELL, FINANCIAL ADVISORS WATCH THEIR OWN ECONOMIC INDICATORS 08-31-2023

      "GDP is especially backward-looking as the first estimate covers the period 30 to 120 days in the past, & the second estimate 60 to 150 days in the ...

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    • HOW TO INVEST $10,000: A STEP-BY-STEP GUIDE

      HOW TO INVEST $10,000: A STEP-BY-STEP GUIDE 08-15-2023

      "Investing is a critical part of growing wealth. It is important to invest savings that you have identified as long-term, so your assets can grow over ...

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    • TIME TO START FORAGING FOR FOREIGN STOCKS AS DOLLAR DECLINES

      TIME TO START FORAGING FOR FOREIGN STOCKS AS DOLLAR DECLINES 08-03-2023

      "Weakness in the U.S. dollar would make non-U.S. assets relatively more attractive, and we may seek to tactically shift our allocations, but long ...

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    • INVESTORS HAVEN'T BEEN THIS OPTIMISTIC ABOUT THE STOCK MARKET SINCE APRIL 2021

      INVESTORS HAVEN'T BEEN THIS OPTIMISTIC ABOUT THE STOCK MARKET SINCE APRIL 2021 07-21-2023

      Michael Rosen, managing partner and chief investment officer at Angeles Investments, recently told Money that earnings disappointments in the coming ...

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    • A FAMILY FOUNDATION MANIFESTS ITS LEGACY THROUGH PHILANTHROPY

      A FAMILY FOUNDATION MANIFESTS ITS LEGACY THROUGH PHILANTHROPY 06-27-2023

      When it comes to philanthropic efforts, it should all start with "why." Marta Ferro shares the story of how the Berman Family Foundation manifests its ...

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

      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

      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

      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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    • ENDOWMENTS TAP ALUMNI FOR PE OPPORTUNITIES, BUT DOES IT PAY OFF?

      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

      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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    • WHAT IS A DIVERSE MANAGER? EVOLVING CONSULTANT DEFINITIONS RAISE QUESTIONS

      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

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

      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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    • U.S. INCHING TOWARD RECESSION AS GROWTH CONCERNS MOUNT, SAYS ANGELES CIO

      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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    • ADVISOR TRAINING: HERE ARE FIRMS' BEST PRACTICES

      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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    • ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT

      ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT 03-24-2023

      Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO ...

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    • ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE

      ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023

      A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...

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    • INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO

      INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023

      The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic ...

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    ANGELES INVESTMENT ADVISORS, LLC
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