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.
Investment Strategy Insights

Options Manager Looks Under the Hood of Structured Annuities, Part 2

Joe Halpern, Portfolio Manager -
Investment Strategy Insights

Options Manager Looks Under the Hood of Structured Annuities, Part 2

Joe Halpern, Portfolio Manager -
Investment Strategy Insights

Understanding the risks and rewards of structured annuities

Joe Halpern, Portfolio Manager -
One of the major benefits and selling points of a structured annuity is the “definition” it provides. The segment portion of the structured annuity spells out exactly what the purchaser will receive at maturity based on how the underlying security performs.
Investment Strategy Insights

Understanding the risks and rewards of structured annuities

Joe Halpern, Portfolio Manager -
One of the major benefits and selling points of a structured annuity is the “definition” it provides. The segment portion of the structured annuity spells out exactly what the purchaser will receive at maturity based on how the underlying security performs.
Investment Strategy Insights

Options Manager Looks Under the Hood of Structured Annuities

Joe Halpern, Portfolio Manager -
The objective of pretty much every investor is downside protection with upside participation, which is the goal of structured annuities, one of the fastest growing segments of annuities with over $9 billion of annual issuance.
Investment Strategy Insights

Using Structured Annuities to Hedge Against the Ups and Downs of the Stock Market

Joe Halpern, Portfolio Manager -
The objective of pretty much every investor is downside protection with upside participation, which is the goal of structured annuities, one of the fastest growing segments of annuities with over $9 billion of annual issuance.
Investment Strategy Insights

Using Structured Annuities to Hedge Against the Ups and Downs of the Stock Market

Joe Halpern, Portfolio Manager -
The objective of pretty much every investor is downside protection with upside participation, which is the goal of structured annuities, one of the fastest growing segments of annuities with over $9 billion of annual issuance.
Investment Strategy Insights

Two Buffers for the Price of One

Joe Halpern, Portfolio Manager -
Looking back to the start of 2019, global financial markets had just experienced a sharp downturn in the prior quarter. Facing an increase in market volatility, many investors were hesitant to enter or even remain in the market given recent performance.
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