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 Mangement
Exceed in the News - Main
May 27, 2014
joe halpern quoted in risk.net: structured product providers eye pension-specific investments
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
May 22, 2014
joe halpern quoted in risk.net: structured product providers eye pension-specific investments
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, chief
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.”
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 of
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.
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.
March 14, 2014
joe halpern quoted in bloomberg briefs on bank of america’s improved credit and the effect on its issuance of structured notes
Exceed Investments CEO Joseph Halpern was quoted in today’s Bloomberg Briefs on Bank of America’s improved credit and the effect on its issuance of structured notes: “They might just look less competitive compared to other
February 15, 2014
joe halpern published in structured product review: mythbuster: the banks do not ‘steal’ the dividend in structured notes
Exceed Investments CEO Joe Halpern’s article “Mythbuster: The Banks Do Not ‘Steal’ the Dividend in Structured Notes,” was featured in this week’s Weekly Update by Structured Product Review. This originally appeared on the Exceed Insights
January 10, 2014
joe halpern published in wealthmanagement.com: the structured note investor checklist
Wealthmanagement.com featured Exceed Investments CEO Joe Halpern’s blogpost “The Structured Note Investor Checklist: A Must-Have Guide for Would Be Structured Note Investors,” today. This post originally appeared on the Exceed Insights Deconstructed Notes blog.
January 3, 2014
joe halpern quoted in investmentnews: finra keeping pressure on complex products in 2014
Exceed Investments CEO Joseph Halpern was quoted in today’s InvestmentNews article, “Finra Keeping Pressure on Complex Products in 2014” (free registration required). “Structured products will be on this list [of FINRA examination priorities] forever,” he
December 12, 2013
joe halpern published in seeking alpha: will the fed taper? strategies to take advantage of a yield increase
Seeking Alpha has featured Exceed Investments CEO Joe Halpern’s blogpost, “Will The Fed Taper? Strategies To Take Advantage Of A Yield Increase,” on its site today. The post originally appeared as an Exceed Insights “Deconstructed
