Exceed in the News - Main

Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

In an article by Adam Sarhan, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “The move away from ultra-easy money is a headwind for equities (e.g., bearish) and should

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “If you can get a principal-protected note with decent characteristics, that’s something investors should line up

ThinkAdvisor published a piece written by Exceed’s CEO, Joseph Halpern, on how the VIX is designed to communicate expected future volatility in the market.

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

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

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.

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.

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on the benefits and disadvantages of Low Volatility Funds.  

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

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

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on how to evaluate and use investment performance backtests.

Mr. Halpern sat on the panel for a session titled “Marketing and promoting structured products” at the May 19th Structured Products Americas conference.   Discussion topics for the panel included: How do firms market structured products?

Mr. Halpern delivered a presentation titled “Product and Portfolio Design With an Eye Towards the Investor Psyche” at the April 28th South Florida Financial Planning Association conference. Presentation overview follows: While the wealth management industry

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.

wsj.com quoted Exceed’s CEO, Joseph Halpern, on how the decline in oil price has impacted certain structured note investors  

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