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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.

Joseph’s Recent activity

What's Your Market Floor?
What's Your Market Floor?
Feb 26, 2016
In volatile markets like this one, it is appealing for investors to have a tangible investment floor.
Playing Defense with a Chance to Score
Playing Defense with a Chance to Score
Jul 12, 2015
With an increasing abundance of market uncertainty, defined outcome strategies can provide the comfort and relative safety that financial professionals and their clients increasingly seek.
Introducing Protection Into Your Portfolio
Introducing Protection Into Your Portfolio
Aug 19, 2014
In my last blog post I discussed leverage as a tool to outperform in certain market environments. The various investment options we reviewed were all focused on increasing or otherwise shaping the upside potential of...
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