Joseph Halpern

Founder and CEO
Exceed Investments

Joe Halpern is the CEO of Exceed Investments, an investment company focused on developing next-generation structured investments. 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.

Articles by Joseph Halpern
The 2014 NBA Draft, Correlation, Structured Notes and you – it’s all correlated…
VIEWPOINTS: Joseph Halpern, CEO, Exceed Investments; An advisor recently asked me to evaluate a structured CD he was considering; the market linked CD paid a variable coupon derived by the performance of a basket of 10 stocks.
Mythbuster: The Banks Do Not “Steal” the Dividend in Structured Notes
VIEWPOINTS: Joseph Halpern, CEO, Exceed Investments; One of my favorite advertising slogans from childhood was the Wendy’s “where’s the beef?” question regarding competitor
The Structured Note Investor Checklist

VIEWPOINTS: Joseph Halpern, CEO, Exceed Investments; In mid-December, Jason Zweig of The Wall Street Journal discussed the importance of investor checklists in his Intelligent Investor column. The article, A Checklist for Investors, observes that investment checklists are surprisingly underused, despite the obvious benefits.

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