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![Endowments Tap Alumni For PE Opportunities, But Does It Pay Off?]()
25 May, 2023Endowments Tap Alumni For PE Opportunities, But Does It Pay Off?
"It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investorsÃor if they were average investors, but the low fees resulted in better than average returns," said Michael Rosen
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![RIA Roundtable: Takeaways From The Ongoing Turmoil In Regional Banking]()
25 May, 2023RIA Roundtable: Takeaways From The Ongoing Turmoil In Regional Banking
In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from our open architecture approach that leads to more personalized service.
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![Stretching Your Dollar: How a US Default Could Affect Your Investment Portfolio]()
23 May, 2023Stretching Your Dollar: How a US Default Could Affect Your Investment Portfolio
How could a potential default impact your investment portfolio? Angeles CIO Michael Rosen joined Cheddar News to discuss what Americans should be thinking about as debt ceiling talks continue.
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![What is a Diverse Manager? Evolving Consultant Definitions Raise Questions]()
16 May, 2023What is a Diverse Manager? Evolving Consultant Definitions Raise Questions
In the last few years, there has been a push from groups like the Institutional Investing Diversity Cooperative to have OCIOs and consultants move this definition up to 50%, said Anna McGibbons, a senior managing director at Angeles Investments.
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![What Wealthy Families Need From Advisors]()
11 May, 2023What Wealthy Families Need From Advisors
What will prompt more women to choose to be a financial advisor? "It comes down to the huge shift in wealth, control of assets from men to women, that people have been talking about for many years," says Chloe Wohlforth, of Angeles Wealth Management.
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![Angeles Investments Publishes 2022 DEI Report]()
3 May, 2023Angeles Investments Publishes 2022 DEI Report
Angeles Investments released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress, and milestones from the 2022 calendar year in addition to goals for the year ahead.
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![The Federal Reserve Just Raised Interest Rates Again - 2 Important Money Moves]()
2 May, 2023The Federal Reserve Just Raised Interest Rates Again - 2 Important Money Moves
If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt first, then the debt that turns variable next, regardless of the current rate." Foster says.
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![U.S. Inching Toward Recession as Growth Concerns Mount, says Angeles CIO]()
27 Apr, 2023U.S. Inching Toward Recession as Growth Concerns Mount, says Angeles CIO
In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such as artificial intelligence, drug discovery, and renewable energy that offer exceptional..
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![Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
26 Apr, 2023Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth consecutive year achieving this accolade.
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![Angeles Private Investment Company (APIC) Announcement]()
18 Apr, 2023Angeles Private Investment Company (APIC) Announcement
Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive Officer effective April 12th.
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![Advisor Training: Here Are Firms' Best Practices]()
5 Apr, 2023Advisor Training: Here Are Firms' Best Practices
President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's training process and how our boutique practice allows for 1-on-1 mentorship to ensure young talent...
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![Angeles Scouts Growth, VC for PE Buildout]()
24 Mar, 2023Angeles Scouts Growth, VC for PE Buildout
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO sees opportunities in growth equity and early and late-stage venture capital, CIO Michael Rosen...
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![ESG and Tax Benefits ArenÃt Just for the Rich Anymore]()
20 Mar, 2023ESG and Tax Benefits ArenÃt Just for the Rich Anymore
A new kind of index investing is "direct indexing" a customized basket of stocks that tracks the benchmark of the investor's choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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![Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust]()
16 Mar, 2023Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts.
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![Inflation Continues to Weigh on Institutional Investors - Angeles CIO]()
24 Feb, 2023Inflation Continues to Weigh on Institutional Investors - Angeles CIO
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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![No Pivot Is Imminent Says The Fed]()
23 Feb, 2023No Pivot Is Imminent Says The Fed
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michael's full interview with Nicole Petallides to hear his thoughts on the current market environment and the months ahead.
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![Angeles Investments Earns B Corporation Certification]()
15 Feb, 2023Angeles Investments Earns B Corporation Certification
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in discretionary assets under management (as of September 30, 2022), announced that it has been certified...
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![How Direct Indexing Will Evolve In 2023]()
18 Jan, 2023How Direct Indexing Will Evolve In 2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...
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![Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.]()
12 Jan, 2023Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.
Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, which is typically a period of high demand for the heating fuel...
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![Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin]()
16 Dec, 2022Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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![Angeles Wealth Launches Comprehensive Mission-Related Investing Program]()
8 Dec, 2022Angeles Wealth Launches Comprehensive Mission-Related Investing Program
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families' investment and philanthropic activities and deliver bespoke solutions...
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![Don't Give Up on Charitable Giving Just Yet]()
5 Dec, 2022Don't Give Up on Charitable Giving Just Yet
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will dig deep because they recognize the organizations they support need them more than ever...
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![Tough Markets, Increased Pleas For Help - Challenges For Philanthropy]()
23 Nov, 2022Tough Markets, Increased Pleas For Help - Challenges For Philanthropy
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.
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![Why Wealth Management's Diversity Issues Go Deeper than Demographics]()
26 Oct, 2022Why Wealth Management's Diversity Issues Go Deeper than Demographics
For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising.
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