Exceed in the News - Funds

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full replay.

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s  Financial Advisor. Life is filled with uncertainty and we can’t always predict what will happen next. But if something negative does occur we

Exceed Investments CEO Joseph Halpern’s article “Investors can control volatility, but the tools are not for novices” was published in today’s Investment News. The article focuses on how options and products using options, such as structured

TheStreet.com today featured an interview with Joseph Halpern, CEO of Exceed Investments. Mr Halpern covered some of the pros and cons of hedge funds, ETFs, options, and SMAs for investors trying to prepare for market volatility.

StructuredRetailProducts.com quoted Joesph Halpern CEO of Exceed Investments in an February 5th article on Canadian bank growth in the US. “Canadian issuers of structured notes have done well domestically, so it is natural for them

Joseph Halpern, CEO of Exceed Investments was quoted in the January 15th’s Bloomberg Briefs.

An Exceed Investments survey of financial advisors was quoted in today’s Bloomberg Brief/Structured Notes.

Exceed CEO Joseph Halpern was quoted on structured notes in The Intelligent Investor section of The Wall Street Journal. The article, “Structured Notes: The Risks of Insuring Against Risks ,” requires a subscription to www.wsj.com.

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.

Original article by Lori Pizzani, reprint graciously provided by StructuredRetailProducts.com US structured products linked to ETFs get traction 27 Aug 2014 Structured products that are linked to a single exchange-traded fund (ETF), or to a

Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal. “It’s an over-the-counter product, and when you’re buying it, you’re buying it from a bank or

Exceed Investments CEO Joseph Halpern was quoted in today’s LifeHealthPro on his positive outlook for structured note variable annuities.  

Exceed Investments’ survey of 700 financial advisors on advisor interest in structured products was featured today in an article on MarketWatch, “Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.”

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “In the US, pension planning places more of the onus on the investor, and structured products are a viable alternative to

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “While structured note annuities are still new and niche enough to have largely evaded the attentions of securities regulators, Joe Halpern,

Exceed Investments CEO Joseph Halpern was quoted in today’s BloombergBusinessWeek article, “HSBC Values Europe Stock-Tied Note at 13% Less Than Sales Price.”

Exceed Investments CEO Joe Halpern’s article Structured-Note Annuity–A Niche Industry Is Born with Endless Possibilities is the cover story of the April 2014 issue of The Actuary. Published six times a year by the Society

Seeking Alpha features Exceed Investments CEO Joe Halpern’s article “All or Nothing: Understanding Structured Notes And Options Tied To Binary Events” today. This article originally appeared on the Exceed Insights “Deconstructed Notes” blog.