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Exceed in the News - Funds

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
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October 7, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
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September 6, 2016

joseph halpern published in thinkadvisor: how robo technology will take independent advice to the next level

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
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June 28, 2016

joseph halpern quoted in srp americas: finding alternative ways to provide protection and using volatility filters

In an article by Richard Jory, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Payoffs are not as inspiring [as they used to be] and people are shying away
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June 24, 2016

lawrence solomon published in nasdaq.com: investors, stop fiddling

Nasdaq.com published a piece written by Exceed’s COO, Lawrence Solomon, on why investors consistently underperform the market.
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April 25, 2016

shield fund marks one year since launch

(New York, April 18, 2016) – Exceed Investments, a New York-based boutique asset management firm pioneering “defined outcome” investing solutions, today marked the one-year anniversary of its Exceed Defined Shield Index Fund (“The Fund”; “The Shield Fund”)
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March 14, 2016

joseph halpern published in seekingalpha.com: the difference between beta and delta and why we care

Seekingalpha.com published a piece written by Exceed’s CEO, Joseph Halpern, on the use of Beta and Delta in crafting investment strategies.
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March 9, 2016

shield fund mentioned in interview by life&health advisor magazine: volatility, efficiency, and the persistent low

Exceed Defined Shield Index Fund discussed in interview done by PE Kelley of LIFE&Health Advisor Magazine of Tom Quinn, Chief Investment and Research Officer of Jefferson National. Click here for further disclosure information.
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March 1, 2016

shield fund profiled in article in life&health advisor magazine: managing client expectations in a low return, high volatility environment

Exceed Defined Shield Index Fund discussed in LIFE&Health Advisor Magazine within article written by Tom Quinn, Chief Investment and Research Officer of Jefferson National.
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February 3, 2016

joe halpern interviewed by thestreet.com: shield yourself against wild market with this fund

Gregg Greenberg of TheStreet.com interviewed Exceed Investments CEO, Joseph Halpern, on the Exceed Defined Shield Index Fund. Interview Disclosure information  
Exceed in the News - Funds, Uncategorized
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January 14, 2016

joseph halpern quoted in us news and world report: 8 tips for the anxious investor

usnews.com quoted Exceed’s CEO, Joseph Halpern, on an understanding of risk being a vital component to investing.
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January 13, 2016

the wall street transcript publishes interview with joseph halpern

The Wall Street Transcript published an interview with Joseph Halpern, CEO of Exceed Investments.
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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
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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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July 14, 2015

joe halpern quoted in: cnn money: 4 keys to earnings: global gloom, consumers, the dollar and buybacks

Exceed Investments’ CEO, Joseph Halpern, is quoted in a CNN Money article on the psychological effects of a Greek default on U.S. Markets.
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July 13, 2015

joe halpern published in nasdaq: using behavioral finance to make better financial products

Exceed Investments’ CEO, Joseph Halpern, published a Nasdaq article on the intersection between behavioral finance and investment product design.
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April 20, 2015

joe halpern quoted in investment news: regulators caution on complex products masks value

Exceed Investments’s CEO, Joe Halpern, was quoted today in  Investment News    
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March 30, 2015

joe halpern published in wealthmanagement: beyond active and passive: a third way for investors

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s WealthManagement. Joe Halpern discusses a third option beyond Active and Passive asset management – Standardized, predictable and consistent, defined outcome approaches may help
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March 27, 2015

joe halpern interviewed by think advisor: new fund takes novel approach to protecting against stock market losses

ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, essentially allowing an opportunity for individuals to get into exposure for any
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March 26, 2015

joe halpern quoted in bloomber brief: exceed plans mutual fund that mimics notes

An article in today’s Bloomberg Brief/ Structured Notes discusses the launch of our new mutual fund on April 14th.
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March 19, 2015

joe halpern interviewed by finalternatives: for risk averse investors, defined outcome funds may be the answer

FINalternatives’ Deirdre Brennan recently spoke with Joseph Halpern, founder and chief executive officer of Exceed, about the growing demand for liquid, risk adjusted investment products, and his firm’s plans to meet this demand. Read the entire
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