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LISTEN: Jason Barsema featured on Animal Spirits Podcast

On this Episode of Animal Spirits You’ll Learn: Listen to the full episode Halo’s Co-founder and President Jason Barsema sat down with Michael Batnick, CFA and Ben Carlson, CFA of Ritholtz Wealth Management on the Animal Spirits Podcast to discuss the benefits of protective and defined outcome investing through structured notes.https://halo-webapp-assets-prod.s3.amazonaws.com/assets/images/Halo+Website+Assets/TYB_-_Halo_FINAL.mp3 Please see our Halo

November 20, 2019

LISTEN: Jason Barsema featured on Animal Spirits Podcast

On this Episode of Animal Spirits You’ll Learn:

  • The basics of understanding structured notes.
  • How structured notes fit into a modern portfolio.
  • How Halo is democratizing access with industry-leading technology.

Please see our Halo Disclaimer for other important disclosures.

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The information is directed at informing persons falling within one or more of the following categories:

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  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

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  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized. The information is directed at informing persons falling within one or more of the following categories:

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  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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