Join host Adam O'Donnell on the latest episode of Sit Down Startup. This week, Jason Barsema, a former financial advisor specializing in managing portfolios for ultra-high-net-worth individuals, has emerged as a groundbreaking figure in disrupting the structured notes market. Barsema initially sought to eliminate the counterparty risk of big banks by using listed options and cash to replicate structured notes, but faced challenges in product adoption due to custodial limitations. Undeterred, he strategically pivoted to enhance the efficiency and accessibility of structured notes, much like Netflix adapted its model in response to technological constraints. This shift led to the creation of Halo, a platform that democratizes access to structured notes, making them available to retail investors and addressing the savings crisis, thus revolutionizing a $3 trillion market.
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