Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager

Lawrence Solomon Published in WealthManagement.com: Time for Wall Street to Produce Prodcuts for People, Not Robots

Investment Strategy Insights

Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

The post LAWRENCE SOLOMON PUBLISHED IN WEALTHMANAGEMENT.COM: TIME FOR WALL STREET TO PRODUCE PRODUCTS FOR PEOPLE, NOT ROBOTS appeared first on Exceed Investments.

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Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager
Joseph (Joe) Halpern is Portfolio Manager of a defined outcome strategy at Catalyst Funds. Mr. Halpern has structured, priced, and traded billions of dollars in structured products, exotic derivatives, and listed vanilla options. Additionally, he has managed trading groups, supervised risk management, and participated in executive-level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Mr. Halpern founded Exceed Holdings, LLC, an investment holding company focused on developing next-generation structured investments. The Exceed entities are collectively referred to by the brand name Exceed Investments.

Election Trepidation: October 2024 HANDLS Monthly Report

David Cohen -
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
Read more

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Eric Clark, Portfolio Manager -
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
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Eric Clark, Portfolio Manager -
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
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