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Understanding Strutured Products

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Joseph Halpern, Portfolio Manager of 2 defined outcome strategies at Catalyst Funds.

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Interview with Joseph Halpern

Transcript

Hello podcast 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 focus on developing next generation structured investments. In today's episode we discuss what are structured investments...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.