William Yung, Partner and Director of Private Markets at Angeles Investments takes us on his career journey from wealth management to investment manager research for one of the financial industry’s innovative leaders in OCIO and investment consulting. With over seventeen years of investment experience, William is responsible for conducting research in private capital and real asset strategies for the firm. Join us as William takes our listeners through the firm’s approach to manager research and selection. Along the way, we learn more about William and the personal and professional impact of his family’s journey to the United States from China.
Globally recognized for their positive impact on their clients and industry, Angeles Investments is a multi-asset investment firm, providing sophisticated, customized investment solutions to institutional and private wealth clients. Founded in 2001, the firm oversees approximately $6.4 billion in discretionary relationships, as well as $33.3 billion in consulting relationships. Angeles is an independent, 100% employee-owned firm with over 40% of clients being with the firm for more than 10 years. A great achievement in today’s industry. Tune in as we come to better understand how this unique organization approaches investment opportunities.
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William joined Angeles Investment Advisors in 2014 and is a partner of the firm. He is responsible for conducting research in private capital and real asset strategies. Previously, William conducted manager research in public equity and fixed income, working with the Angeles Investment Committee to monitor and add to the firm’s approved list of investment manager products.
Prior to Angeles, William worked seven years in wealth management roles that assisted independent financial professionals with building client relationships by offering a broad range of investment solutions. William received his M.B.A. from the Marshall School of Business at the University of Southern California, and graduated with dual bachelor’s degrees in Economics and Political Science from the University of California, San Diego. William is a Chartered Financial Analyst® Charterholder as well as a member of the CFA Institute and the CFA Society of Los Angeles.
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