Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast
In this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist’s Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billion was rooted in an unwavering commitment to rei…
Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s advisory landscape. They talk about growing Potomac from a struggling boutique into a $3 billion pow…
Potomac Update | Expansion, Hiring, Headaches...
Today we are excited to launch a new series within the Conquer Risk Podcast, as Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss key developments and growth across Potomac.
From staffing, to office space, to business objectives, hear how we’ve navigated recent challenges,…
Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs
Many advisors still have limited visibility into some of their clients’ largest retirement assets, especially those held inside workplace plans like 401(k)s, 403(b)s, and 457s.
In this episode, Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss how Self-Directed Brokerage A…
Built to Conquer Risk.... and Create Content!
Growth doesn’t happen by accident. It’s built through accountability, transparency, and the willingness to challenge conventional thinking.
In this rebroadcast of the Rainmaker Podcast, Dakota Founder & CEO Gui Costin sits down with Potomac CEO/CIO Manish Khatta to discuss the systems, leadersh…
Q3 Business Update: Growth, Pivots, and What Comes Next
Three months can change a lot.
In this quarterly Conquer Risk update, Christopher Norton and Potomac CEO/CIO Manish Khatta sit down at Aventino to talk through what has actually moved since their last update.
Potomac University is filling faster than expected, Remix is getting significa…
164: Encore: $1.2B Boutique CEO Manish Khatta of Potomac Fund Management on The Power of Branding for Boutiques | Insights into His Modern Marketing Playbook He Used to Add $1B in 3 Years
Most boutiques market the product. Manish Khatta barely mentions his.
Roughly 90% of what Potomac Fund Management puts out has nothing to do with the funds. No performance charts. No fact sheets. Their most successful piece of content is a five-minute video series about fintech gossip that never …
From CIA Case Officer to EOS Business Coach
What can a former CIA case officer, turned EOS expert, teach a growing business about trust, alignment, and getting people to reveal what they’re really thinking? A lot, apparently!
In this episode of the Conquer Risk Podcast, CMO Christopher Norton and CEO Manish Khatta sit down with EOS Imp…
170: Potomac CEO Manish Khatta on Going From $1B to $5B in Three Years | Why Scaling the Team Is Harder Than Scaling the Assets | What Most Fund Managers Get Wrong About Marketing
"The key to business is biting off more than you can chew, then figuring out how to chew it."
Manish Khatta has been running that play for a while now.
Last time he was on the pod, back in 2023, Potomac had just crossed $1B and he was pretty sure they were only getting started.
Three years later? …
Remix 2026 Business Update
Potomac just wrapped its 2026 Remix conference, and the team has several updates to share on where the firm is headed.
In this quarterly update episode of the Conquer Risk Podcast, CMO Christopher Norton sits down with CEO Manish Khatta at the close of Remix to talk through what they discussed on…
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