by Manish Khatta | Mar 2, 2023 | Advisors, Investment Management, Manish
I’m Manish Khatta, the CEO of Potomac Fund Management. One of my favorite quotes is “When you stop growing you start dying.” The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day. I’m proud of our team...
by Manish Khatta | Feb 24, 2023 | Christopher, Manish, Podcasts
Schwab to tackle tech hiccups, Toews establishes National Investment Risk Management Day, Sarah Levy Makes second unpopular decision, and...
by Manish Khatta | Jan 10, 2023 | Advisors, Investment Management, Jeff, Manish, Podcasts
After increasing demand from Financial Advisors, we’re launching our newest product offering, OCIO by...
by Manish Khatta | Dec 15, 2022 | Investment Management, Manish, Research
Where do you get your financial news? Forbes? The Wall Street Journal? Bloomberg? Unfortunately, I can’t recommend any of these sources to investors looking for balanced reporting. They rely on hyperbole and hysteria whenever markets take even a slight dip. I’m not...
by Manish Khatta | Dec 2, 2022 | Christopher, Manish, Podcasts
Bill Crager commandeers old custody unit, Sam Bankman-Fried steps down, Charles Schwab & Co. undercuts OneSource, and...