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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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Recent Posts

  • Podcast: Greg Poapst, of Fundviews Capital, interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever “Update” episode. He has partnered with Exceed Investments to offer Option-Based solutions to the very fragmented RIA space across the United States.
  • Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example
  • John Beldy Joins Exceed as Partner, Separate Managed Account Program Launch Marks Next Chapter of Exceed’s Option Offerings

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