Manish Khatta
CEO of Potomac and guest expert on managing market risk and advisor marketing, known for a quant-driven composite approach to tactical risk management and a direct, transparency-focused marketing style.
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Sep 18, 2025 • 37min
Managing Market Risk and Marketing with Manish Khatta
Manish Khatta, CEO of Potomac, is renowned for his quant-driven approach to tactical risk management and transparent marketing. In this engaging discussion, he tackles the challenges of today's market, explaining why the traditional 60/40 strategy may be outdated. He shares insights on implementing tactical investment strategies and offers actionable advice for advisors looking to enhance their marketing efforts. From a 'content bazooka' approach during the pandemic to tips for personal branding, this conversation is a treasure trove of practical wisdom.
Nov 1, 2023 • 1h 3min
24: $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
Manish Khatta, CEO/CIO of Potomac Fund Management, shares his growth secrets and discusses his backstory, transforming Potomac, brand building for startups, the importance of collaboration and embracing weaknesses, exploring alternative options, branding and compliance in business, and adapting to a changing target market and marketing pivot.
