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November 2, 2016

JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEFS: JPMORGAN FACES CRITICISM FOR VALUATION OF U.S. VOLATILITY NOTES

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market conditions, they can go from complex to impossible to understand.”

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  • How Risky is Box Spread Lending? Understanding Drawdowns, Margin, and Capital Preservation
  • Behind the Box: How Options Markets Set the Cost of Synthetic Borrowing
  • Box Spread Lending: A Tax-Efficient Way to Leverage Investment Portfolios

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