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

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,...
Investment Strategy Insights

Thoughts on Volatility and the Markets

Joe Halpern, Portfolio Manager -
As we leave 2016 behind and prepare for 2017, I wanted to share some of the themes we have recently been speaking and writing about. Over the last quarter, we penned four articles, appeared in three videos, and were quoted several times in additional articles.
Investment Strategy Insights

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

Joe Halpern, Portfolio Manager -
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.
Investment Strategy Insights

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

Joe Halpern, Portfolio Manager -
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.
1234Page 4 of 4

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

Corporate Insights

A Summer Surge: August 2024 HANDLS Monthly Report

0
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Corporate Insights

Where are the Hidden Risks in Your Portfolio Currently? Plus, an idea.

0
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
Featured

Consumer Spending: Are Consumers Tapped Out or Pushing Back?

0
Consumer Spending: Are Consumers Tapped Out or Pushing Back?  Key...
Economic Insights

Knocked Down Inflation: July 2024 HANDLS Monthly Report

0
After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.
Economic Insights

Carry Traders Get Carried Out

0
It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.
spot_img

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.