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

Selling Insurance in Stormy Market Conditions

Joe Halpern, Portfolio Manager -
It may come as no big surprise that you wouldn’t have much luck trying to purchase flood insurance for your home on a barrier...
Investment Strategy Insights

Puts Provide Market Insurance

Joe Halpern, Portfolio Manager -
Insurance is purchased for almost every aspect of our lives from health and disability to our homes and cars in order to protect us...
Investment Strategy Insights

Consider Mitigating Market Uncertainty via Option Strategies

Joe Halpern, Portfolio Manager -
In early September I wrote about the effects of uncertainty on financial markets and investing. There is a high level of correlation between fear...
Investment Strategy Insights

Looking for a Conservative Defined Outcome Alternative for Fixed Income?

Joe Halpern, Portfolio Manager -
On a recent trip to the Baltimore/Washington D.C. region, I had the opportunity to meet with several financial advisors over lunch to discuss their...
Investment Strategy Insights

Effects of Uncertainty on the Markets and How Defined Outcomes Can Help

Joe Halpern, Portfolio Manager -
John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or...
Investment Strategy Insights

How Much Protection Do Longer Term Buffered Products Actually Provide?

Joe Halpern, Portfolio Manager -
Barron’s wrote a cover article, “The Annual 50 Best Annuities Review”, in their July 22, 2018 edition with a section that highlighted the growing...
Investment Strategy Insights

How Much Protection Do Longer Term Buffered Products Actually Provide?

Joe Halpern, Portfolio Manager -
Barron’s wrote a cover article, “The Annual 50 Best Annuities Review”, in their July 22, 2018 edition with a section that highlighted the growing...
Investment Strategy Insights

Is It Time for a Costless Collar on the Market?

Joe Halpern, Portfolio Manager -
One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...
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