Challenge Accepted! Defined Outcome Debate – Seeking to Protect Your Clients’ Downside Exposure – Nasdaq – 11.14.17


Now On Demand.

Please join us for an in-depth discussion on defined outcome investing and how to protect your clients’ downside exposure. Joe Halpern and Bobby Samuelson will discuss and debate the similarities, differences, advantages and disadvantages between the popular buffered annuities and buffered mutual funds. This webcast will provide a fast‐paced, insightful exchange between two industry experts covering the most innovative defined outcome products in the market today.

We will discuss:

  • The potential benefits of Defined Outcomes as hedged equity solutions
  • Under the hood: How these products work
  • Client positioning: How to position these strategies in clients’ portfolios
  • Defined outcome mutual funds or buffered annuities/notes
  • Buffered vs. the world – benefits and detriments compared to other hedged equity solutions

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.


Joe Halpern
CEO & Founder
Exceed Investments & Portfolio Manager, Catalyst Funds

Joe Halpern is CEO & Founder of Exceed Investments and Portfolio Manager of Catalyst Exceed Defined Risk Fund (CLPAX, CLPCX, CLPFX) and Catalyst Exceed Defined Shield Fund (SHIEX, SHINX, SHIIX). Joe is the creator of the innovative Defined Outcome series of indexes and Mutual Funds.

Bobby Samuelson
Indaba Solutions

Bobby Samuelson is CEO of Indaba Solutions and the prior Head of Development for Metlife/Brighthouse Financial where he spearheaded their launch of buffered annuities.


Title: Challenge Accepted! Defined Outcome Debate – Seeking to Protect Your Clients’ Downside Exposure
Date: Tuesday, November 14, 2017
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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