Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work

Mar 29, 2022

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Marketing is a critical piece of any business. It is the function that focuses on bringing awareness and interest to a company, its products, and services. When done correctly, marketing can help a business achieve incredible results.

In this episode, Rusty and Robyn talk with Manish Khatta, CEO & CIO of Potomac Fund Management, a boutique investment strategy firm for financial advisors.

Manish is a quant, a true math geek. He has spent his career creating and refining trading strategies built on mathematical computations and number crunching. He is a lifelong Potomac employee who started with the firm after college and programmed the initial work behind Potomac’s mechanical trading systems. Manish is a staunch believer that investment risk is something that can be contained and conquered using quantitative trading systems.

Manish talks with Rusty and Robyn about how Potomac Fund Management helps financial advisors, the value of marketing, and what marketing and branding strategies he uses on social media.

Key Takeaways

[02:56] - What Potomac offers financial advisors.
[04:00] - How Potomac deals with volatile markets.
[06:01] - How Manish uses technical analysis in decision-making and risk management processes.
[09:39] - What 'build in public' means in asset management.
[11:07] - Marketing and branding strategies Manish employs on social media.
[15:01] - Potomac’s motivation and goals for producing content.
[17:24] - What the 'Profound Industry Maker and Player Awards' is all about.
[19:30] - Potomac's most popular YouTube video.
[21:17] - How Manish invests for himself and his family.
[22:42] - How Manish maintains his physical and mental health to stay on top of the game.
[25:29] - Manish's top five favorite podcasts.

Quotes

[06:06] - "We build everything through indicators, quant indicators. We're not just looking at charts and deciding subjectively. It's based on numbers." - Manish Khatta

[08:50] - "Part of the culture that permeates our entire firm is just being transparent and brutally transparent to the point where I could come across as very abrasive because I'm very forward. I literally don't have time to beat around the bush. I think that's the best way to run a business. I think that's the best way to run an asset management firm " - Manish Khatta

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0485-OPS-3/21/2022