2025 ANGELES WEBINAR
WE'RE GOING TO NEED A BIGGER BOAT

Thank you to those of you who were able to join our conversation, "We're Going to Need a Bigger Boat". We hope you found the conversation engaging and insightful. If you would like to listen or share with your colleagues, a replay is now available below. You can also access the presentation PDF or webinar transcript.

WEBINAR OVERVIEW

Recent days have seen tectonic movements in global equity markets precipitated by an equally tectonic shock to global trade via the implementation of blanket tariffs by the United States. In the most cautionary commentary he has written since 2008, Angeles CIO Michael Rosen examines these trade policies and their impact on the economy, consumers, and wealth in a webinar held on 4-11-25. We're Going to Need a Bigger Boat delves into what is transpiring in real-time and provides a glimpse of what may lie ahead.

• Speaker:

  Michael Rosen
  Chief Investment Officer

• Michael Rosen, co-founder and Chief Investment Officer of Angeles Investments, has 35 years of experience as an institutional portfolio manager, investment strategist, and investment consultant.
  
  

You can follow our thoughts on the conditions affecting your portfolios by visiting our Articles & Insights pages.

Angeles Investment Advisors, LLC attests the information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This data is intended solely for our clients, is for informational purposes only, may not be publicly disclosed or distributed without our prior written consent, and should not be construed as a research report, a recommendation, or an offer to buy or sell any security referred to herein. Opinions expressed herein are subject to change without notice.

To download a copy of the PDF presentation, please download PDF.