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![Angeles Investment Advisors Receives Greenwich Quality Leader Award]()
2 May, 2018Angeles Investment Advisors Receives Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce that it was named a 2017 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates.
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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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![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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![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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![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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![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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![HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE]()
17 Mar, 2016HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE
Many managers spend their entire careers at Wellington, said Michael Rosen, CIO at Angeles Investment Advisors in Los Angeles, where he helps oversee $25 billion. "If you have been there for 20 years, you are the new kid at the firm," Rosen said.
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![BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN]()
5 Feb, 2016BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN
"Bridgewater has a unique culture, and one of the most successful long-term track records in the history of investing. I suspect those two observations are probably connected,"" said Michael Rosen, CIO of Angeles Investment Advisors.
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![Angeles Investment Advisors Admits New Member]()
27 Jan, 2016Angeles Investment Advisors Admits New Member
Angeles Investment Advisors announced today that Aaron Azelton, Gina Cadei and Susan Yun Lee have been admitted as new members of the company. Angeles is now wholly owned by eleven employees.
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![BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO]()
11 Jan, 2016BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO
Mr. Rosen said the Baird approach had produced strong investment results, despite avoiding macro bets. "Using a baseball term, do you swing for the fences or do you hit bunt singles .. If you can do enough of those bunt singles, it adds up".
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![CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY]()
30 Nov, 2015CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY
Michael Rosen said in a phone interview: "Since the crisis, the advice and analysis of consultants is more greatly valued. But at the same time, (we're) more likely to be held accountable for that advice."
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![UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD]()
15 Oct, 2015UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD
Ghana, which sold $1 billion in debt this month at 10.75 percent, is an example of a borrower that has been forced to offer a higher yield, according to Rosen. "Poor-quality borrowers, which they apparently are, have to pay up," Rosen said.
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![PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY]()
2 Sep, 2015PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY
Michael Rosen said that to contemplate such a move, investors need to understand their goal and then execute the strategy in a "systematic and disciplined" way.
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![OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE]()
27 Jul, 2015OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE
"It's unlike a lot of investment ideas that are really nothing more than fads; the OCIO concept is rooted in a good idea,"" Mr. Rosen added. "It's an approach that solves a number of challenges in a more efficient way."
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![CAPITAL GROUP CHAIRMAN JAMES ROTHENBERG DIES AT 69 OF HEART ATTACK]()
22 Jul, 2015CAPITAL GROUP CHAIRMAN JAMES ROTHENBERG DIES AT 69 OF HEART ATTACK
"He was one of the giants in the investment management world and was part of building Capital Group into one of the premier investment organizations,"" Michael Rosen, CIO of Angeles Advisors.
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![TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS]()
13 Jul, 2015TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS
"Towers Watson has the stronger investment consulting presence, and I would expect that group to lead the new group effort," Mr. Rosen said.
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![MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS]()
29 Jun, 2015MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS
"I've run into money managers and my peers have as well. The argument is mostly about fees," Mr. Rosen said. "So prospective clients say "I can get all my consulting for free and I have to pay you and so I will go with them because they are cheaper.'
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![WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS]()
29 Jun, 2015WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS
Michael Rosen said it's not surprising that WAMCO suffered severely during the financial crisis, given its orientation toward riskier assets. "Downside protection has not been a key part of their strategy,"
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