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Privacy / Terms and Conditions / Disclosures

This investment blog (the “Blog”) is created and authored by Joseph Halpern and is published for informational and educational purposes only. The information in the Blog constitutes the author’s own opinions. None of the information contained in the Blog constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You understand that the author is not advising, and will not advise you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. To the extent any of the information contained in the Blog may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.

This blog is designed to provide accurate and authoritative information in regard to the subject matter covered at the time of publication. It is published with the understanding that the author is not engaged in rendering legal, accounting, financial, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

The author and companies affiliated with the author (collectively, “Author and Affiliates”) may hold positions or other interests in securities mentioned in the Blog and may trade for their own account(s) based on the information presented. The author and affiliates may also take positions inconsistent with the views expressed in the author’s messages on the Blog.

This blog may contain links or hyperlinks to other websites operated by third parties. Should you use such links or hyperlinks you leave this website at your risk. The author, and/or its affiliates, accepts no liability and provides no representation or warranty (whether express or implied) as to the completeness or accuracy of any information contained in such websites nor to the operators of or the products or services contained in such websites.

The Author and Affiliates shall not be liable for any damages or costs of any type arising out of or in any way connected with your use of blog. The blog and the content are provided “as-is” and the author and affiliates, disclaim any and all representations and warranties, whether express or implied, including implied warranties of title and merchantability, if applicable, and fitness for a particular purpose or non-infringement. The author cannot guarantee and does not promise any specific results from use of the blog. The author and affiliates do not represent or warrant that software, content or materials on the blog or elsewhere are accurate, complete, reliable, current or error-free or that the blog or any of the servers used to operate the blog are free of viruses or other harmful components. Therefore, you should exercise caution in the use and downloading of any content or materials and use industry-recognized software to detect and disinfect viruses. Without limiting the foregoing, you understand and agree that you download or otherwise obtain content, data or other material from or through the service at your own discretion and risk and that you will be solely responsible for your use thereof and any damages to your mobile device or computer system, loss of data or other harm of any kind that may result.

About the author

Over a 20 year financial services career, Joe Halpern has structured, priced and traded billions of dollars in structured products, exotic derivatives and listed vanilla options. Additionally, Joe Halpern has managed trading groups, supervised risk management and participated in executive level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Joe Halpern founded Exceed Holdings, LLC, an investment holding company focused on developing next-generation structured investments. The Exceed entities are collectively referred to by the brand name Exceed Investments.

Joe Halpern can be reached at joseph.halpern@exceedinvestments.com