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.
Exceed in the News - Indexes
January 4, 2016
life&health advisor magazine publishes article on jefferson national-exceed partnership
LIFE&Health Advisor published a piece on the partnership announced between Jefferson National and Exceed Investments
December 1, 2015
jefferson national and exceed investments partner to launch vit
We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, a pioneer in defined outcome investing. The alliance
November 16, 2015
joseph halpern published in forbes.com: five ways not to get killed when rates rise
FORBES.COM published a piece quoting Exceed’s CEO, Joseph Halpern, on investment ideas to generate yield that don’t carry major exposure to a rate increase by the Fed.
October 30, 2015
lawrence solomon published in forbes.com: in honor of halloween, the 13 most vile facts about the stock market and investing
FORBES.COM published a piece by Exceed’s COO, Lawrence Solomon, on misconceptions surrounding 401k investing.
October 30, 2015
joseph halpern quoted in planadviser.com: staying the course sometimes means taking action
Planadviser.com quoted Exceed’s CEO, Joseph Halpern, on re-evaluating one’s portfolio during volatility.
October 16, 2015
moneylife 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
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.
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.
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.
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.
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.
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
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
July 14, 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.
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.
July 13, 2015
joe halpern published in wealthmanagement.com: playing defense with a chance to score
Exceed Investments’ CEO, Joseph Halpern, published an article in Wealthmanagement.com on different strategies to maintain equity exposure while mitigating downside risk.
June 12, 2015
joe halpern published in wealthmanagement.com: using behavioral finance to make better financial products
Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.
May 30, 2015
exceed investments publishes new white paper titled, a new way of thinking:defined outcome investing as a means to mitigate aversion
The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment decisions that clash with the
April 28, 2015
joe halpern published in seeking alpha: first of 3 defined exposure mutual funds launches
An article published today in Seeking Alpha describes the launch of Exceed Investments first mutual fund (SHIEX). Exceed Investments CEO Joseph Halpern states that, “The Exceed Structured Shield Index Strategy Fund enables advisers to easily access
April 20, 2015
joe halpern quoted in investment news: regulators caution on complex products masks value
In an article posted today on Investment News, Exceed Investments CEO spoke about the benefits that diversity alternatives add to portfolios. He states that “They’re not all bad…there are a lot of positive characteristics to
