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November 28, 2016

JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEFS: TRUMP’S PRESIDENCY MAY GIVE NEW LIFE TO SAFER STRUCTURED NOTES

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “If you can get a principal-protected note with decent characteristics, that’s something investors should line up for.”

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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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