Dakota Live! Podcast: An Allocator’s Journey with William Yung of Angeles Investments

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.