Exceed Investments

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January 5, 2022

john beldy joins exceed as partner, separate managed account program launch marks next chapter of exceed’s option offerings

Exceed Investments is proud to announce that John Beldy has joined Exceed Investments with his first initiative to spearhead the launch of a Separate Management Account (SMA) program.  John Beldy joins the firm with over
Exceed in the News - Main, Uncategorized
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September 6, 2018

effects of uncertainty on the markets and how defined outcomes can help

John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or pastrami on rye. John replies that he will have the turkey
Insights, Uncategorized
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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 Exceed and defined outcome investing
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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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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.
Exceed in the News - Main, Uncategorized
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February 3, 2016

joe halpern interviewed by thestreet.com: shield yourself against wild market with this fund

Gregg Greenberg of TheStreet.com interviewed Exceed Investments CEO, Joseph Halpern, on the Exceed Defined Shield Index Fund. Interview Disclosure information  
Exceed in the News - Funds, Uncategorized
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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.    
Exceed in the News - Funds, Uncategorized
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September 25, 2015

nasdaq exceed one year index performance review

In September 2014, Exceed Investments and the Nasdaq launched the first family of defined outcome indexes (Here’s our original blog post on the launch). The indexes allow investors to access defined outcome investments within a
Deconstructed Notes, Insights, Uncategorized
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June 12, 2015

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.
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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
Exceed in the News - Indexes, Uncategorized
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March 27, 2015

joe halpern interviewed by think advisor: new fund takes novel approach to protecting against stock market losses

ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, essentially allowing an opportunity for individuals to get into exposure for any
Exceed in the News - Main, Uncategorized
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March 12, 2015

joe halpern interviewed on bloomberg radio: combating market volatility with defined outcomes

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full replay.
Exceed in the News - Indexes, Uncategorized
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October 7, 2014

joe halpern quoted in mme: asset managers eye patenting index strategies

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.
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