SEARCH Articles ANY TYPE ANY DATE

166 RESULTS

• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• INTERVIEW W/ MICHAEL ROSEN: ESG IS FAST BECOMING A TOP 3 FACTOR IN MANAGER HIRES 07-17-2019

  I still think its actually very early days in the space, but I think theres certainly a growing interest among investors for how to incorporate ESG ...

  READ NEWS
• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-02-2018

  On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles ...

  LISTEN TO PODCAST
• 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, ...

  READ NEWS
• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• 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 ...

  READ NEWS
• 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. ...

  READ NEWS
• TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS 01-22-2018

  "The tech giants control such an enormous part of our lives online, financial services could be one of those things that could make sense for them to ...

  READ NEWS
• SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-07-2017

  Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices"deciding for themselves whether stocks ...

  READ NEWS
• BOND MANAGERS WHO CAN GO ANYWHERE MAY END UP IN THE WRONG PLACE 10-26-2017

  Michael Rosen remains skeptical. As a group, he says, unconstrained bond funds have yet to prove they can add value for investors. "They asked for ...

  READ NEWS
• ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS 09-11-2017

  Derrick Cruz was named director of private markets at Angeles Investment Advisors, said Michael A. Rosen, principal and chief investment officer. ...

  READ NEWS
• HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE 03-17-2016

  Many managers spend their entire careers at Wellington, said Michael Rosen, CIO at Angeles Investment Advisors in Los Angeles, where he helps oversee ...

  READ NEWS
• BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN 02-05-2016

  "Bridgewater has a unique culture, and one of the most successful long-term track records in the history of investing. I suspect those two ...

  READ NEWS
• BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO 01-11-2016

  Mr. Rosen said the Baird approach had produced strong investment results, despite avoiding macro bets. "Using a baseball term, do you swing for the ...

  READ NEWS
• CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY 11-30-2015

  Michael Rosen said in a phone interview: "Since the crisis, the advice and analysis of consultants is more greatly valued. But at the same time, ...

  READ NEWS
• UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD 10-15-2015

  Ghana, which sold $1 billion in debt this month at 10.75 percent, is an example of a borrower that has been forced to offer a higher yield, according ...

  READ NEWS
• PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY 09-02-2015

  Michael Rosen said that to contemplate such a move, investors need to understand their goal and then execute the strategy in a "systematic and ...

  READ NEWS

1234567