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• BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE 08-03-2021

  "There is an enormous illiquidity aspect to investing in infrastructure, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These ...

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• 4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR 06-24-2021

  "There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and ...

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• ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY 06-11-2021

  Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business ...

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• WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER 06-03-2021

  "Think Again: The Power of Knowing What You Dont Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again ...

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• WHAT'S NEXT FOR THE ADVISOR'S OFFICE? 06-03-2021

  Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create ...

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• RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT 04-30-2021

  Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th ...

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• ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES 04-08-2021

  The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual ...

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• ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY? 03-02-2021

  Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour ...

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• WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS 02-26-2021

  "Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief ...

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• A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021

  "In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles ...

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• RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021

  Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...

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• ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021

  Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...

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• CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY 01-05-2021

  Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations ...

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• 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 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 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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• FED HIRES BLACKROCK TO HELP CALM MARKETS. ITS ETF BUSINESS WINS BIG. 09-18-2020

  "It's not that complicated, really. The Fed says, 'We're buying this.' OK, then, I'm going to buy it too," said Michael Rosen, chief investment ...

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• 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 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? 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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• MICHAEL ROSEN INTERVIEW W/ INSTITUTIONAL INVESTORS - NOW WHAT DO WE DO? - PART 3 05-28-2020

  Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, ...

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• 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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• MICHAEL ROSEN INTERVIEW W/ INSTITUTIONAL INVESTORS - NOW WHAT DO WE DO? - PART 2 05-13-2020

  Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, ...

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• MICHAEL ROSEN INTERVIEW WITH INSTITUTIONAL INVESTORS - NOW WHAT DO WE DO? 05-07-2020

  Michael Rosen, Angeles Investments Chief Investment Officer, is participating in a three-part interview for Institutional Investors Networks series, ...

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