Tags
Capital Allocators PodcastTed SeidesLuke EllisMario TherrienPaul Marshall
Date Consumed
October 1, 2020
Action
Count (Month)
1
Created
Nov 4, 2020 5:30 PM
Last Edited
May 3, 2021 4:30 PM
Fee models should be based on alpha. There are many ways to do this, but classic 2/20 is dead. There should be volume discounts (there are in all parts of life) but all investors must be treated fairly e.g. can't charge the same fee to different investors but one investor has preferential liquidity. The last 30 minutes of the podcast on fees was very informative.