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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.

Topics covered by the panel included:

  • How do firms market structured products?
  • FINRA guidance on structured products
  • How to describe your product to different audiences?
  • Addressing investors’ fears and understanding the investment cycle

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  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
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