Understanding Strutured Products with Joseph Halpern, PM of 2 Defined Strategies at Catalyst Funds

Summary: Hello Listeners, Today is a very special episode with Joseph Halpern, Portfolio manager of 2 defined outcome strategies at Catalyst Funds. He has structured, priced, and traded billions of dollars in structured products, derivatives, and listed vanilla options. He founded Exceed Holdings back in 2012 which is a holding company focused on developing next-generation structured investments. In today’s episode we discuss what are structured investments and how to best use them. Enjoy and thanks for the listen!