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October 16, 2015

money life talk show: chuck jaffe interviews ceo joe halpern

Joe Halpern discusses Defined Outcomes as well as general market commentary with Chuck Jaffe of the MoneyLife Talk Show LISTEN TO THE INTERVIEW The opinions of Joseph Halpern are as of the date of this
Exceed in the News - Main
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October 16, 2015

moneylife talk show chuck jaffe interviews joe halpern

Joe Halpern discusses Defined Outcomes as well as general market commentary with Chuck Jaffe of the MoneyLife Talk Show LISTEN TO THE INTERVIEW The opinions of Joseph Halpern are as of the date of this
Deconstructed Notes, Insights
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October 15, 2015

joseph halpern quoted in bloomberg brief: u.s. note sales dip to lowest third quarter on record

Exceed Investments’ CEO, Joseph Halpern, was quoted in the lead article for Bloomberg Brief today.
Exceed in the News - Indexes
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October 15, 2015

joseph halpern quoted in bloomberg brief: u.s. note sales dip to lowest third quarter on record

Exceed Investments’ CEO, Joseph Halpern, was quoted in the lead article for Bloomberg Brief today.
Exceed in the News - Main
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October 12, 2015

lawrence solomon published in financialadvisor.com: do you know how your liquid alts work?

Exceed Investments’ COO, Lawrence Solomon, published a financialadvisor.com article on ways to evaluate complex investment opportunities.
Exceed in the News - Indexes
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October 12, 2015

lawrence solomon published in financialadvisor.com: do you know how your liquid alts work?

Exceed Investments’ COO, Lawrence Solomon, published a financialadvisor.com article on ways to evaluate complex investment opportunities.
Exceed in the News - Main
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October 12, 2015

bloomberg brief references exceed dialogue with alliancebernstein

Bloomberg Brief references our back and forth between AllianceBernstein and Exceed on Structured notes in an interview with Seth Masters, CIO of PWM at AB. Click here to see the initial article as well as
Press Room - Indexes
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October 12, 2015

bloomberg brief references exceed dialogue with alliancebernstein

Bloomberg Brief references our back and forth between AllianceBernstein and Exceed on Structured notes in an interview with Seth Masters, CIO of PWM at AB. Click here to see the initial article as well as
Exceed in the News - Funds
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October 12, 2015

exceed investments profiled in mutualfundwire.com

Mutualfundwire.com profiled Exceed Investments and interviewed the CEO, Joseph Halpern, on future growth plans. Click here to read disclosure information related to the article.
Exceed in the News - Indexes
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October 12, 2015

exceed investments profiled in mutualfundwire.com

Mutualfundwire.com profiled Exceed Investments and interviewed the CEO, Joseph Halpern, on future growth plans. Click here to read disclosure information related to the article.
Exceed in the News - Main
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October 12, 2015

exceed investments profiled in mutualfundwire.com

Mutualfundwire.com profiled Exceed Investments and interviewed the CEO, Joseph Halpern, on future growth plans. Click here to read disclosure information related to the article.    
Exceed in the News - Funds, Uncategorized
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September 25, 2015

nasdaq exceed one year index performance review

In September 2014, Exceed Investments and the Nasdaq launched the first family of defined outcome indexes (Here’s our original blog post on the launch). The indexes allow investors to access defined outcome investments within a
Deconstructed Notes, Insights, Uncategorized
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August 20, 2015

joe halpern published in seeking alpha: response to a biased article on structured notes

Exceed Investments’ CEO, Joseph Halpern, published a seeking alpha article on how another industry figure had unfairly characterized structured notes.
Exceed in the News - Indexes, Exceed in the News - Main
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August 19, 2015

response to a biased article on structured notes

I recently came upon a Seeking Alpha article by Alliance Bernstein titled Structured Notes: Read the Fine Print. The article expressed a fairly negative and, in my opinion, inaccurate view of structured investing based on
All, Deconstructed Notes, Insights
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August 13, 2015

investors need faith along with their downside protection

The unpredictable nature of the market can be terrifying. Any hint of volatility sends skittish investors in search of skilled managers to guide them through pending storms. But even when armed with a sound strategy,
All, Insights
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August 13, 2015

joe halpern published in wealthmanagement.com: investors need faith along with their downside protection

Exceed Investments’ CEO, Joseph Halpern, published a wealthmanagement.com article on the need for protection-themed investment solutions to instill confidence for them to be of maximum use.
Exceed in the News - Indexes
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August 13, 2015

joe halpern published in wealthmanagement.com: investors need faith along with their downside protection

Exceed Investments’ CEO, Joseph Halpern, published a wealthmanagement.com article on the need for protection-themed investment solutions to instill confidence for them to be of maximum use.
Exceed in the News - Main
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July 29, 2015

joe halpern interviewed by nexchange: the role of ambiguity in the market (video)

Joe Halpern discusses Ambiguity with Morgan Davis from NexChange
Exceed in the News - Indexes
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July 29, 2015

joe halpern published in nexchange: the role of ambiguity in the market (video)

Joe Halpern discusses Ambiguity with Morgan Davis  from NexChange  
Exceed in the News - Main
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July 27, 2015

joe halpern quoted in srp: us capital-at-risk products up 54%, capital-protected down 64%

Joe Halpern quoted in an article discussing the decline of capital protected products. “The principal protected market has declined over the past few years, because yield and volatility have declined dramatically over the years, and
Exceed in the News - Indexes
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July 27, 2015

joe halpern quoted in srp: us capital-at-risk products up 54%, capital-protected down 64%

Joe Halpern quoted in an article discussing the decline of capital protected products. “The principal protected market has declined over the past few years, because yield and volatility have declined dramatically over the years, and
Exceed in the News - Main
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