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Ready, Set, Learn!

Hosted by Joe Halpern | Exceed Investments

 

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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!? 

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IMPORTANT RISK DISCLOSURE

The risk of loss in trading commodity futures contracts, whether on one's own or through a managed account or pooled ‘fund’, can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. You may sustain a total loss of the initial margin funds and any additional funds that you deposit with your broker to establish or maintain a position in the commodity futures market . Any specific investment or investment service contained or referred to in this website is intended for accredited investors only and is not suitable for all investors. You should not rely on any of the information as a substitute for the exercise of your own skill and judgment in making such a decision on the appropriateness of such investments. Finally, the ability to withstand losses and to adhere to a particular trading program or fund in spite of trading losses are material points which can adversely affect investor performance. Past performance is not necessarily indicative of future results. 

RCM Alternatives does not warrant the accuracy, reliability or completeness of any information contained in this electronic communication and its contents are intended for the recipient only. “RCM Alternatives” is a DBA of Reliance Capital Markets II, LLC, its affiliates and subsidiaries. This material has been prepared by a sales employee and is not a solicitation for entering into a derivatives transaction and shouldn’t be considered a research report. Trading futures, Options on Futures, and retail off-exchange foreign currency transaction involves substantial risk of loss and is not suitable for all investors. You should consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more than your initial investment. Options, market data, and recommendations are subject to change without notice. Past Performance is not necessarily indicative of future results.
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