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June 12, 2014

Joe Halpern to Present at the 3rd Annual North American Structured Products Conference 2014

For those of you attending this years North American Structured Products Conference, I’ll be participating in a roundtable discussion “What Do Buy-Side Clients Really Want?”  Joining me will be Eric Glicksman, Managing Director and Head, Structured Solutions for UBS in the Americas and Deryk Rhodes, Executive Director, Structured Products Trading at InCapital LLC.  Discussion topics include:

  • Distribution of structured products for private banks, institutional, and retail clients
  • What products are flourishing as investors move to “risk-on”
  • Secondary market pricing
  • The role of structured products in retirement solutions

It promises to be a great discussion and conference.

The conference takes place at the Seaport Hotel in Boston on June 26th and 27th, with the roundtable discussion on Thursday the 26th at 2:20PM.

Additional details can be found on the conference website

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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.
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