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March 19, 2015

Joe Halpern Interviewed by Finalternatives For Rish Averse Investors, Defined Outcome Funds May be The Answer

FINalternatives’ Deirdre Brennan recently spoke with Joseph Halpern, founder and chief executive officer of Exceed, about the growing demand for liquid, risk adjusted investment products, and his firm’s plans to meet this demand. Read the entire interview here.

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Recent Posts

  • How Risky is Box Spread Lending? Understanding Drawdowns, Margin, and Capital Preservation
  • Behind the Box: How Options Markets Set the Cost of Synthetic Borrowing
  • Box Spread Lending: A Tax-Efficient Way to Leverage Investment Portfolios

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