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May 22, 2014

Joe Halpern Quoted in Risk.net: Structured Product Providers Eye Pension-Specific Investments

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 executive… “

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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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