Talk Your Book: The Structured Marketplace

This week’s Talk Your Book is presented by Halo Investing:

This week we spoke with Halo Investing president and co-founder Jason Barsema about all things structured products.

We discuss:

  • The coming boom in customization for advisors
  • Filling the risk gap between stocks and bonds
  • How structured notes work
  • Making structured products better
  • Creating a customized structured note
  • The 2 primary risks of structured notes
  • The impact of taxes on structured products
  • How do banks fit into this marketplace?
  • How to fix annuities
  • How technology helps decrease costs and complexity

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