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November 20, 2014

Joe Halpern to Present at the Investment Management Consultants Association 2014 Winter Institute.

I’m pleased to announce that I will be speaking at the Investment Management Consultants Association 2014 Winter Institute. This year’s event will take place on December 8th, 2014 in Phoenix, AZ.

My presentation, “Simplifying Complex Products and Concepts: Using Some of the Most Controversial Products in Favorable and Conservative Strategies”, will pull back the curtain on several complex products and discuss how traditionally “risky” investment products and features such as leverage, derivatives, and structured notes can be used responsibly to achieve some powerful investment results.

It promises to be a great conference. Please let me know if you plan on attending and if you’d like to get together to explore this topic further.

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  • 646-580-7046

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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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