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    • NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021

      NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021 12-24-2020

      2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management ...

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    • AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC

      AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020

      "The truth is for markets, it's not just terribly important," Michael Rosen, founder of AIA, said of the election. "It's important for a lot of ...

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    • GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC

      GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020

      The shift in allocations from equity to fixed income pre-dated the pandemic, but COVID-19 accelerated that trend, says Michael Rosen, CIO at Angeles ...

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    • PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE

      PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020

      "That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no ...

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    • OCIO FOCUS:  HERES HOW OCIOS ARE NAVIGATING THE PANDEMIC

      OCIO FOCUS: HERES HOW OCIOS ARE NAVIGATING THE PANDEMIC 08-17-2020

      Michael Rosen of Angeles Investments added, "In the beginning of March we raised a bunch of cash in portfolios and then by the end of March had it ...

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    • CONSULTANTS SPOKE OUT AGAINST RACISM. BUT WILL ACTIONS FOLLOW?

      CONSULTANTS SPOKE OUT AGAINST RACISM. BUT WILL ACTIONS FOLLOW? 06-15-2020

      Are consultants statements backed up by actionable change to make their own firms more inclusive, and increase the recommendations for black and other ...

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    • TESTS, VACCINES, LABS: INVESTORS PUT MONEY TOWARD CORONAVIRUS RELIEF

      TESTS, VACCINES, LABS: INVESTORS PUT MONEY TOWARD CORONAVIRUS RELIEF 05-18-2020

      Angeles Investment Advisors, an outsourced CIO (OCIO) and investment consultant, for instance, co-invested in LetsGetChecked, a company producing ...

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    • ALPHA CAPITAL MANAGEMENT LAUNCHES OCIO INDEXES WITH NASDAQ

      ALPHA CAPITAL MANAGEMENT LAUNCHES OCIO INDEXES WITH NASDAQ 05-05-2020

      The nine Alpha Nasdaq OCIO indexes went live April 30 and are composed from more than 600 anonymous OCIO account historical returns across 26 asset ...

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    • NOT EVERYONE SEES OPPORTUNITY IN DISTRESSED DEBT MEGA-FUNDS

      NOT EVERYONE SEES OPPORTUNITY IN DISTRESSED DEBT MEGA-FUNDS 05-05-2020

      "This is probably the story of the dog that didnt bark," said Michael Rosen, chief investment officer at Angeles Investment Advisors. "I'm not finding ...

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    • AMID COVID-19 CRISIS, WHO WILL INSTITUTIONAL INVESTORS TURN TO FOR ADVICE

      AMID COVID-19 CRISIS, WHO WILL INSTITUTIONAL INVESTORS TURN TO FOR ADVICE 04-29-2020

      The 2019 Greenwich Quality Leaders in Overall U.S. Investment Consulting have set themselves apart from their competitors. The 2019 Greenwich Quality ...

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    • WALL STREETS NEW VIRTUAL WORKPLACE MAY OUTLAST THE VIRUS

      WALL STREETS NEW VIRTUAL WORKPLACE MAY OUTLAST THE VIRUS 03-17-2020

      "We will return, one day, to in-person meetings, but video technology is here to stay and will only grow in importance," said Michel Rosen, CIO at ...

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    • HELMSLEY FOUNDATION BEGINS NEW DECADE WITH PLENTY OF DRY POWDER

      HELMSLEY FOUNDATION BEGINS NEW DECADE WITH PLENTY OF DRY POWDER 12-23-2019

      "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 ...

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    • RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS

      RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS 12-04-2019

      While Rosen dropped Bridgewater several years ago because he doesnt think a macro strategy makes sense in the current environment, it didnt affect his ...

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    • THE PRIVATE EQUITY PARADOX

      THE PRIVATE EQUITY PARADOX 11-05-2019

      "A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional ...

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    • FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS

      FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS 10-30-2019

      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 ...

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    • FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP

      FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP 10-28-2019

      "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 ...

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    • HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM

      HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM 09-26-2019

      "Even if they made any disclosures, that doesnt ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment ...

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    • THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT.

      THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT. 09-10-2019

      Michael Rosen, chief investment officer at Angeles, said hes surprised that other OCIO firms are not using GIPS Standards to measure their ...

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    • INTERVIEW W/ MICHAEL ROSEN: HYBRID FUND STRUCTURES TEE UP OPTIONS

      INTERVIEW W/ MICHAEL ROSEN: HYBRID FUND STRUCTURES TEE UP OPTIONS 08-07-2019

      Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and ...

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    • WHAT ASSET MANAGERS HAVE ON THEIR SUMMER READING LISTS

      WHAT ASSET MANAGERS HAVE ON THEIR SUMMER READING LISTS 08-01-2019

      Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first ...

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    • MULTIBILLION E&FS STRUGGLE WITH RESOURCE LIMITATIONS WHEN EVALUATING MANAGERS

      MULTIBILLION E&FS STRUGGLE WITH RESOURCE LIMITATIONS WHEN EVALUATING MANAGERS 07-23-2019

      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 ...

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    • HEDGE FUND FEES TIGHTEN AS '1 OR '30 GAINS GROUND

      HEDGE FUND FEES TIGHTEN AS '1 OR '30 GAINS GROUND 04-03-2019

      Theres no downside to exploring new models or negotiating fees, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and ...

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    • DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18

      DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18 01-16-2019

      The question now for funds that were down is understanding how much of performance was tied to market-related reasons and what was self-inflicted by ...

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    • CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND

      CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND 11-23-2018

      The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael ...

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