By
Jeff Goodnow
•
Jun 20, 2019
Welcome everyone to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible.
Voice is the future and the future is voice!
The podcast will be with myself and Manish Khatta, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm.
Many folks think long and hard to figure out what kind of content to release but we feel that the best content is just a matter of documenting your business journey.
We will discuss everyday tasks like researching new technology, investment strategy R&D and the occasional rant. There is value in talking about the day to day tribulations of the fellow financial advisor.
If you have any ideas, comments or suggestions please fire them our way. However, if you know either me or Manish there won't be a lack of things to "talk" about.
During this episode we discuss:
Our recent attendance at the Envestnet Summit in Austin, TX including our take on the current state of the UMA platform.
Our recent blog post on the usefulness of the 200 day moving average.
Random useless information.
We hope you enjoy and follow us on this journey!
Subscribe in Google Podcasts
Subscribe in Apple Podcasts
Subscribe in Spotify Podcasts
Show Notes:
Envestnet Advisor Summit 2020
The 200 day moving average: Useful or all hype?
Gringo
OTR Mobile
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.
Potomac Fund Management ("Potomac") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. Potomac does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Potomac website or incorporated herein, and takes no responsibility for any of this information. The views of Potomac are subject to change and Potomac is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
Explore our latest insights, watch the “Who Are You?” series, or subscribe to our blog
potomac presents