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How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
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Manage episode 488576284 series 2577730
Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios.
Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer customizable risk-return profiles tailored to an investor’s specific goals.
Often considered complex or “exotic,” structured notes can actually be powerful tools when used appropriately. Vincent walks through the four primary types; principal protected, income, growth, and dual directional, and shares how each can be aligned with an investor’s need for safety, income, or growth.
Key discussion points include:
- Introduction to Structured Notes and Basics [00:03:11]
- Customization of Structured Notes for Different Risk Profiles [00:05:58]
- How Structured Notes Fit into a Portfolio [00:09:25]
- Liquidity Considerations and Suitability [00:18:30]
- Dual Directional Strategies as a Hedge [00:21:57]
- And more
Connect with Vince Tassone:
Connect with John and Michael Parise:
140 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 11, 2025 12:48 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 488576284 series 2577730
Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios.
Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer customizable risk-return profiles tailored to an investor’s specific goals.
Often considered complex or “exotic,” structured notes can actually be powerful tools when used appropriately. Vincent walks through the four primary types; principal protected, income, growth, and dual directional, and shares how each can be aligned with an investor’s need for safety, income, or growth.
Key discussion points include:
- Introduction to Structured Notes and Basics [00:03:11]
- Customization of Structured Notes for Different Risk Profiles [00:05:58]
- How Structured Notes Fit into a Portfolio [00:09:25]
- Liquidity Considerations and Suitability [00:18:30]
- Dual Directional Strategies as a Hedge [00:21:57]
- And more
Connect with Vince Tassone:
Connect with John and Michael Parise:
140 episodes
All episodes
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