Many commodity trading advisors would like to forego registration in the early stages of their business. They want to operate as exempt CTAs at first, but they simply don’t know how. Listen to this episode for answers to questions about how to operate an unregistered or exempt CTA.
CTAs often wonder if they should offer a performance hurdle in their incentive fee calculations, but performance hurdles are illogical given the performance expectations placed on CTAs. Listen to this episode to find out why performance hurdles unnecessarily and unfairly undermine CTA profitability, and what to do instead.
If your customers can’t deduct their advisory fees, they’ll pay tax on trading gains that they don’t get to keep. Listen to this episode to learn why customers might not be able to deduct the advisory fees they pay to you, three strategies that can help your customers avoid this situation, and why these strategies may or may not work for your business.
CTAs who market “diversification through managed futures” often struggle with sales because they overcomplicate the message and require customers to make multiple decisions before they can buy. Listen to this episode to learn an easier and more effective approach.