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February 5, 2015

Joe Halpern Quoted in StructuredRetailProducts.com: Canadian banks growing in US market

StructuredRetailProducts.com quoted Joesph Halpern CEO of Exceed Investments in an February 5th article on Canadian bank growth in the US.

“Canadian issuers of structured notes have done well domestically, so it is natural for them to expand cross-border,” said Joe Halpern, CEO of Exceed Investments. Added Halpern, “they should find there is demand for Canadian credit by U.S. investors because Canadian institutions are viewed as the conservative, good credit you want behind a defined outcome investment.”

 

 

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  • 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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