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  THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

  The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

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  INVERSION 04-12-2019

  Say "inversion" to a Californian, and the most likely word association is "layer." It's our topography that causes this phenomenon, ...

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  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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  ANGELES INVESTMENT ADVISORS ANNOUNCES INTERNAL PROMOTIONS 04-01-2019

  Angeles Investment Advisors, LLC announced today the internal promotions of three investmentprofessionals. ...

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  TRUTH AND CONSEQUENCES 03-03-2019

  Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day ...

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  ONLY THE LONELY 02-04-2019

  My first impression when flying into Mexico City a few weeks ago was its vastness. From the air, the city seems to stretch forever. The Valley of ...

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  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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  4TH QUARTER 2018 - STUMBLE 01-10-2019

  Finland is a small country of around 5 Â million people, about the population of the state of Minnesota. The country has produced one notable ...

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  ANGELES INVESTMENT ADVISORS ANNOUNCES ORGANIZATIONAL CHANGES 01-03-2019

  Angeles Investment Advisors announced today internal promotions and a new hiring. Derrick Cruz and William Yung have been admitted as new owners of ...

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  ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

  Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

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  BOOK WRAP 12-31-2018

  Time for my semi-annual book perspective. I read a lot of books, but truthfully, most of them I move through pretty quickly. In the non-fiction world, ...

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  BREATHE 12-20-2018

  Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this ...

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  OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES 12-12-2018

  Och-Ziff kept investors in the loop as it rolled out the changes, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant ...

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  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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  ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 11-18-2018

  Bloomberg Finance, John Tucker and Katia Porzecanski discuss the October equity selloff with Michael Rosen, Chief Investment Officer of Angeles ...

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  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 ...

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  THE INTERSECTION OF POLITICS & INVESTING - FULL (1:26:03) 10-16-2018

  The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...

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  THE INTERSECTION OF POLITICS AND INVESTING - HIGHLIGHTS (2:54) 10-16-2018

  The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...

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  3RD QUARTER 2018 - DE SCHUILPLAATS 10-15-2018

  Willem ten Boom, after years of apprenticeship as a watchmaker, opened his own store in Haarlem in 1837. His son, Casper, also became a watchmaker, ...

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  BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

  Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

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  TALKIN' TURKEY 08-14-2018

  The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was ...

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  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, ...

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  2ND QUARTER 2018 - EN VOGUE 07-17-2018

  Nothing about her beginnings in rural France pointed to a life other than one of poverty, obscurity and a likely early death. Her unwed mother was a ...

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  THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS. 07-11-2018

  The following is an interview between Jonathan Foster, President and CEO of Angeles Wealth Management and Marta Gazzera Ferro, Senior Director of ...

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