Fees & Alignment with Doug Motley

Shaun sits down with managing principal of Jack Lingo Asset Management, Doug Motley, to discuss the importance of fee structures and alignment of interests in investment strategies. The conversation delves into various types of fees, including asset management, acquisition, and disposition fees, and examines how different fee structures can impact investor returns. Doug also shares insights from his firm's practices and contrasts them with other industry standards, emphasizing the long-term benefits of alignment and transparency in fee structuring. The discussion aims to help listeners understand how to evaluate fees and their implications on investment performance.

 

Topics

00:24 Meet Doug Motley

01:23 Discussing Industry Fees and Frustrations

02:38 The Importance of Fee Alignment

09:54 Types of Fees in the Industry

10:37 Questioning Absurd Fees

12:51 How JLAM Handles Fees

16:51 Asset Management Fees Explained

21:06 Ensuring Long-Term Client Relationships

23:57 Understanding Risk and Return in Investments

24:15 Personal Experience with Investment Firms

25:02 Analyzing Fund Fees and Structures

26:30 Detailed Breakdown of Common Fees

28:17 Evaluating Fee Structures and Their Impact

32:16 The Importance of Fee Transparency

36:44 Aligning Incentives with Investment Goals

37:49 Future Investment Opportunities and Strategies

42:27 Concluding Thoughts on Investment Fees