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Exceed in the News - Main

December 8, 2016

lawrence solomon published in wealthmanagement.com: time for wall street to produce products for people, not robots

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.
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December 8, 2016

joseph halpern quoted in forbes: the fed is going to raise rates, and that’s ok (for now)

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
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November 28, 2016

joseph halpern quoted in bloomberg briefs: trump’s presidency may give new life to safer structured notes

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
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November 1, 2016

joseph halpern published in thinkadvisor: how the vix reads s&p 500’s future

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.
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October 27, 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 6, 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 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.
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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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July 7, 2016

joseph halpern published in wealthmanagement.com: do low volatility funds actually protect in downturns?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on the benefits and disadvantages of Low Volatility Funds.  
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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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May 27, 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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May 25, 2016

joseph halpern published in wealthmanagement.com: is the backtest trustworthy?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on how to evaluate and use investment performance backtests.
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May 20, 2016

joe halpern invited to sit on panel at structured products americas conference

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?
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May 19, 2016

joe halpern interviewed by options insider radio: talking structured options products with exceed investments

Mark Longo of Options Insider interviewed Exceed’s CEO, Joseph Halpern, on the firm and its offerings.
Exceed in the News - Main, Uncategorized
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April 28, 2016

joe halpern invited to present at south florida fpa conference

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
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March 17, 2016

joseph halpern quoted in bloomberg brief: u.s. investors avoid single-stock notes amid volatility

Exceed Investments’ CEO, Joseph Halpern, was quoted on the front page of Bloomberg Brief today.
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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 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(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
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February 26, 2016

joseph halpern published in wealthmanagement.com: what’s your market floor?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.
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February 9, 2016

joseph halpern quoted in the wall street journal: the oil rout’s surprise victims

wsj.com quoted Exceed’s CEO, Joseph Halpern, on how the decline in oil price has impacted certain structured note investors  
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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 understanding risk being a vital component of investing.
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