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RCM Alternatives: Putting a Floor on Equity Exposure

Events

Putting A Floor on Equity Exposure
with Exceed Investments and Catalyst Buffered Shield Fund

Not only are markets at all-time highs, but the current Price/Earnings (P/E) ratio is approaching levels reached during the height of the dot-com era. Learn how you can still participate on remaining upside while still providing clients a material downside trailing hedge.

ABOUT THE SPEAKER

Over a 20 year financial services career, Joe Halpern has structured, priced and traded billions of dollars in structured products, exotic derivatives and listed vanilla options.  Additionally, Joe Halpern has managed trading groups, supervised risk management and participated in executive level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Joe Halpern founded Exceed Investments, an investment company focused on developing next-generation structured investments.

VIRTUAL SESSION

All attendees must submit a form to participate in the Zoom session. Simply fill out your contact information on the form, and we’ll see you for our live discussion.

EARN AND LEARN = ONE MEAL

Participants will earn a $15 Grubhub gift card. Who doesn’t love free lunch!? 

Brought to you by RCM Alternatives, Rational Funds and Catalyst Funds

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Eric Clark, Portfolio Manager -
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
Read more

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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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