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![Bear Markets, Bull Markets, and (mis)Timing - Full (1:21:37)]()
18 Apr, 2018Bear Markets, Bull Markets, and (mis)Timing - Full (1:21:37)
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important distinctions among bear markets, and identifying three categories with...
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![Finding Philanthropy: Making the Most of Your Impact]()
17 Apr, 2018Finding Philanthropy: Making the Most of Your Impact
Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera Ferro, was recently interviewed by Kristen Oliveri for Institutional ...
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![Giving Circles: Coming together to increase our impact]()
17 Apr, 2018Giving Circles: Coming together to increase our impact
Giving Circles: Comingtogether to increaseour impactHave you ever been asked to join a giving circle and wondered how it ...
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![1st Quarter 2018 - Happiness]()
6 Apr, 20181st Quarter 2018 - Happiness
Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is brought to its king, Croesus, said to be the wealthiest man in the world.
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![Importance of Back Office Support]()
2 Apr, 2018Importance of Back Office Support
A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, while also addressing ongoing legal, accounting, and compliance matters with detailed expertise.
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![GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE]()
18 Mar, 2018GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE
"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 Investment Advisors.
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![4TH QUARTER 2017 - BEASTS]()
30 Jan, 20184TH QUARTER 2017 - BEASTS
Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike.
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![OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER]()
30 Jan, 2018OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER
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 Rosen, CIO at Angeles Investment Advisors LLC, which invests in a fund managed by Levin.
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![BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS]()
30 Jan, 2018BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS
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 Och-Ziff's credit-opportunities fund. "We have money that Jimmy oversees, and that's what matters"
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![CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS]()
23 Jan, 2018CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS
"This was not well communicated or handled," says Michael Rosen, chief investment officer at Angeles Investment Advisors LLC.
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![Angeles Investment Advisors Hires Senior Investment Team; Opens New Office]()
22 Jan, 2018Angeles Investment Advisors Hires Senior Investment Team; Opens New Office
Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish Federation of Metropolitan Chicago.
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![ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE]()
22 Jan, 2018ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE
David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding principal and chief investment officer of the investment consultant.
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![TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS]()
22 Jan, 2018TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS
"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 offer," said Michael A. Rosen.
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![EMERGING MARKETS GURU MARK MOBIUS TO RETIRE]()
8 Jan, 2018EMERGING MARKETS GURU MARK MOBIUS TO RETIRE
"When he started, there was no Internet and you could barely make a phone call," said Mr Michael Rosen, CIO at Angeles Investment Advisors in Santa Monica, California. "People on the ground had a distinctive advantage."
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![Updating the Triangle]()
3 Jan, 2018Updating the Triangle
Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of valuation, momentum and sentiment. To recap, the ideal ...
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![(Not) Recommended Reading]()
20 Dec, 2017(Not) Recommended Reading
I don't like recommended lists. They turn experiences into a contest (and the winner is), and one reviewer's preferences may have little to do with mine.That said, since my writing covers a ...
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![Hot As Hell]()
16 Nov, 2017Hot As Hell
Hell is hot, as everyone knows. Everyone "knows" this, but there really is no conclusive evidence: no eyewitness reports, no scientific instruments to measure the temperature in Hell. So, ...
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![SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE]()
7 Nov, 2017SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE
Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices"deciding for themselves whether stocks are worth the risk"and don't want to pay equity-fund-level management fees on idle money.
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![3RD QUARTER 2017 - GHOST MOVES]()
31 Oct, 20173RD QUARTER 2017 - GHOST MOVES
Wei Qi translates as "surrounding game". It is the oldest board game in continuous play in its original form, some 3,000-4,000 years old. Confucius wrote of the many benefits in developing the mind and spirit for those who study the game..
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![Bond Managers Who Can Go Anywhere May End Up in the Wrong Place]()
26 Oct, 2017Bond Managers Who Can Go Anywhere May End Up in the Wrong Place
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 fewer constraints so they could make bets and show how smart they are".
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![It's About Time]()
22 Sep, 2017It's About Time
"Lost Time is never found again," advised Benjamin Franklin in Poor Richard's Almanack. And Dante Alighieri observed, "The wisest are the most annoyed at the loss of time."I ...
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![ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS]()
11 Sep, 2017ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS
Derrick Cruz was named director of private markets at Angeles Investment Advisors, said Michael A. Rosen, principal and chief investment officer.
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![For What It's Worth]()
21 Aug, 2017For What It's Worth
In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim Morrison and the Doors were the house band, finishing ...
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![2ND QUARTER 2017 - CINCINNATUS]()
27 Jul, 20172ND QUARTER 2017 - CINCINNATUS
Henry Knox was the proprietor of a popular Boston book store, which afforded him time to read up on his favorite topic: military tactics and strategy. When the British occupied Boston in 1775, Knox, with no military experience...
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