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Exceed in the News - Funds

March 12, 2015

joe halpern interviewed on bloomberg radio: combating market volatility with defined outcomes

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.
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March 3, 2015

joe halpern published in financial advisor: you can’t buy market insurance, but you can protect your portfolio

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
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February 19, 2015

joe halpern published in investmentnews: investors can control volatility, but the tools are not for novices

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
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February 18, 2015

joseph halpern interviewed in thestreet.com: why nervous investors may want to give structured notes a try

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.
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February 5, 2015

joe halpern quoted in structuredretailproducts.com: canadian banks growing in us market

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
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January 15, 2015

joe halpern quoted in bloomberg briefs

Joseph Halpern, CEO of Exceed Investments was quoted in the January 15th’s Bloomberg Briefs.
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October 30, 2014

exceed investments survey quoted in bloomberg briefs

An Exceed Investments survey of financial advisors was quoted in today’s Bloomberg Brief/Structured Notes.
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October 20, 2014

joe halpern quoted in the wall street journal: structured notes: the risks of insuring against risks

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.
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October 7, 2014

joe halpern quoted in mme: asset managers eye patenting index strategies

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.
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September 10, 2014

joe halpern quoted in structuredretailproducts.com: us structured products linked to etfs get traction

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
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July 11, 2014

joe halpern quoted in the wall street journal: five popular—but dangerous—investments for individuals

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
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July 3, 2014

joe halpern quoted in lifehealthpro.com: getting a handle on structured note annuities

Getting a Handle on Structured Note Annuities by Ed McCarthy, CFP  
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July 2, 2014

joe halpern quoted in lifehealthpro.com: getting a handle on structured note annuities

Exceed Investments CEO Joseph Halpern was quoted in today’s LifeHealthPro on his positive outlook for structured note variable annuities.  
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June 20, 2014

exceed investment survey featured in market watch: advisor demand for structured investments provided inefficiencies are addressed.

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.”
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June 16, 2014

joe halpern quoted in money management executive: data platforms aid marketing efforts

Data Platforms Aid Marketing Efforts by Andrew Coen of Money  
Deconstructed Notes, Exceed in the News - Funds
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May 27, 2014

joe halpern quoted in risk.net: new annuities are structured products in all but name

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
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May 22, 2014

joe halpern quoted in risk.net: new annuities are structured products in all but name

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,
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April 16, 2014

joe halpern quoted in bloombergbusinessweek: hsbc values note 13% less than sales price

Exceed Investments CEO Joseph Halpern was quoted in today’s BloombergBusinessWeek article, “HSBC Values Europe Stock-Tied Note at 13% Less Than Sales Price.”
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April 10, 2014

joe halpern published in the actuary: structured-note annuity–a niche industry is born with endless possibilities

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
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March 18, 2014

joe halpern published in seeking alpha: understanding structured notes and options tied to binary events

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.
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March 14, 2014

joe halpern quoted in bloomberg: bofa sells fewest structured notes since 2012

Bloomberg.com spoke to Joe Halpern on Bank of America Corp.’s drop in structured note sales for the month of February.
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