-
Featured News
309 Results-
![Helmsley Foundation Begins New Decade With Plenty Of Dry Powder]()
23 Dec, 2019Helmsley Foundation Begins New Decade With Plenty Of Dry Powder
"There are those who have tried to time the market and have been spectacularly wrong, for forever, and I don't think that's likely to reverse," said Michael Rosen, chief investment officer of Angeles Investment Advisors LLC.
-
![Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns]()
4 Dec, 2019Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns
While Rosen dropped Bridgewater several years ago because he doesn't think a macro strategy makes sense in the current environment, it didn't affect his view of the founder. "I think Ray is a genius," said Rosen. "What he built is extraordinary and..
-
![The Private Equity Paradox]()
5 Nov, 2019The Private Equity Paradox
"A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional investments are both scarce and capacity-constrained." said Michael Rosen, CIO of Angeles
-
![Fight for Crumbs? Most Hedge Investors Plan to Add $50M or Less]()
30 Oct, 2019Fight for Crumbs? Most Hedge Investors Plan to Add $50M or Less
With stocks and bonds performing strongly this year, it's hard for many investors to be anywhere else, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor. Investors should be focused on execution and...
-
![Fisher Investments Sees More Investors Jump Ship]()
28 Oct, 2019Fisher Investments Sees More Investors Jump Ship
"We see placing money with a firm as an expression of trust and partnership with that firm. There is no relationship we have in which the personal qualities of our prospective partners is not of paramount concern" said Michael Rosen, CIO of Angeles
-
![Chloe Wohlforth, CFP joins Angeles Wealth Management as Managing Director]()
16 Oct, 2019Chloe Wohlforth, CFP joins Angeles Wealth Management as Managing Director
Angeles Wealth Management is pleased to announce that Chloe Wohlforth, CFP has joined the firm as Managing Director of the firm's New York Office, located in The Seagram Building in midtown Manhattan, effective immediately.
-
![Hello, Hedge Specialists. And Goodbye to (Some) Generalists]()
2 Oct, 2019Hello, Hedge Specialists. And Goodbye to (Some) Generalists
Healthcare and TMT strategies now make up a majority of the thematic hedge fund and private equity exposure at Angeles Investment Advisors, says principal and CIO Michael Rosen. For Angeles, generalist managers have "without a doubt" fallen out of...
-
![Hedge Fund Rescued Theme Park as Co-Founder Built Property Dream]()
26 Sep, 2019Hedge Fund Rescued Theme Park as Co-Founder Built Property Dream
"Even if they made any disclosures, that doesn't ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment Advisors, which manages money for endowments and foundations. "And the size of the investment...
-
![The OCIO Industry Is the 'Wild West.' HereÃs How to Tame It.]()
10 Sep, 2019The OCIO Industry Is the 'Wild West.' HereÃs How to Tame It.
Michael Rosen, chief investment officer at Angeles, said he's surprised that other OCIO firms are not using GIPS Standards to measure their performance. "It's the right thing to do," he said by phone Tuesday. "I can't imagine why you wouldn't do it"
-
![Interview w/ Michael Rosen: Hybrid Fund Structures Tee Up Options]()
7 Aug, 2019Interview w/ Michael Rosen: Hybrid Fund Structures Tee Up Options
Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
-
![What Asset Managers Have on Their Summer Reading Lists]()
1 Aug, 2019What Asset Managers Have on Their Summer Reading Lists
Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first impeachment, that of Andrew Johnson, who is usually cited as the worst president weÃve ever had (so far).
-
![Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers]()
23 Jul, 2019Multibillion E&Fs Struggle with Resource Limitations when Evaluating Managers
At endowments with just around $1 billion in assets, the whole staff tends to be involved in themanager research process, but theres "often an initial screening done by the more junior person," says Michael Rosen, principal and CIO at Angeles...
-
![Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires]()
17 Jul, 2019Interview w/ Michael Rosen: ESG Is Fast Becoming a Top 3 Factor in Manager Hires
I still think it's actually very early days in the space, but I think there's certainly a growing interest among investors for how to incorporate ESG principles into the investment process. I think there's no right answer and there's still a lot...
-
![Angeles Investment Advisors Wins Greenwich Quality Leader Award]()
26 Apr, 2019Angeles Investment Advisors Wins Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce it was named a 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates earning the quality leader award for the second consecutive year.
-
![AWM Appoints Harry S. Grand as Senior Managing Director; Opens New York Office]()
16 Apr, 2019AWM Appoints Harry S. Grand as Senior Managing Director; Opens New York Office
Angeles Wealth Management is pleased to announce that Harry S. Grand has joined the firm as Senior Managing Director and head of the firm's New York Office, located in The Seagram Building in midtown Manhattan, effective immediately.
-
![Hedge Fund Fees Tighten as '1 or '30 Gains Ground]()
3 Apr, 2019Hedge Fund Fees Tighten as '1 or '30 Gains Ground
There's no downside to exploring new models or negotiating fees, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant and advisor that invests in hedge funds.
-
![Angeles Investment Advisors Announces Internal Promotions]()
1 Apr, 2019Angeles Investment Advisors Announces Internal Promotions
Angeles Investment Advisors, LLC announced today the internal promotions of three investmentprofessionals.
-
![Diligence This: Managers Face Hard Questions After Shaky '18]()
16 Jan, 2019Diligence This: Managers Face Hard Questions After Shaky '18
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 managers, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
-
![Angeles Investment Advisors Announces Organizational Changes]()
3 Jan, 2019Angeles Investment Advisors Announces Organizational Changes
Angeles Investment Advisors announced today internal promotions and a new hiring. Derrick Cruz and William Yung have been admitted as new owners of the firm.
-
![OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES]()
12 Dec, 2018OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES
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 and advisor that invests with Och-Ziff in its credit and real estate funds.
-
![CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND]()
23 Nov, 2018CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND
The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael A. Rosen, CIO of Angeles Investment Advisors LLC.
-
![SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE]()
2 Nov, 2018SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE
On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles Investment Advisors, which invests in hedge funds, private equity firms, and other outside managers.
-
![FIDELITY BETS ON ZERO-FEE INDEX FUNDS]()
9 Aug, 2018FIDELITY BETS ON ZERO-FEE INDEX FUNDS
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, it makes good business sense."
-
![WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?]()
9 Jun, 2018WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?
"If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of $28 billion Angeles Investment Advisors, which isn't an Appaloosa client.
-
