Exceed in the News - Main

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

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

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

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

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.

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

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

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.

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

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