Halo President, Jason Barsema, joins What the Halo to discuss how advisors can make the most of ready-made, Structured Notes often called calendars. We also discuss how custom Structured Notes work and when a calendar might be preferred to a custom. Other topics include, tack-on opportunities, as well as new fixed income options.
Lou Mandia of Morgan Stanley joins What the Halo to discuss what's working in risk management today. We cover Morgan Stanley's advisor solution team and how they're helping advisors make the most of concentrated equity positions, as well as other 'champagne' problems unique to today's market environment.
Lisa Graham discusses how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. We also discuss how advisors can make the most of working with an outsourced marketing agency.
Listen to the full episode: On the latest episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson to discuss investing in notes structured around single stocks, the difference between hard and soft protection, what the Catapult Note is,...
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs "catapult" to generous enhanced upside.
Nov. 14 & 21 • 1:00 pm CT