RT04: What is the right fee structure? ft. Marty Bergin, Grant Jaffarian & Mike Boss 2of2

Published: Feb. 19, 2017, 3:38 p.m.

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On this episode I continue my conversation with Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General, where we cover all things trend following and some of the differences to short-term trading.

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In This Episode, You\\u2019ll Learn:

  • How to use your management and incentive fees to compete
  • Grants\\u2019s competitive strategy for his flat-fee product
  • Why a robust risk management system is extremely important
  • Who is winning the battle between the low-cost products and the traditional trend following offerings
  • If the increased number of investors using trend following is impacting returns?
  • How rising interest rates will affect long- and short-term trend followers
  • The guest\\u2019s biggest takeaways from 2016
  • If machine learning is already being used by trend following firms?

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IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Marty Bergin and DUNN Capital Management

Learn more about Grant Jaffarian and Crabel Capital Management

Learn more about Mike Boss and Societe General

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