Back

Media

recognition

press mentions

interviews & appearances

Topic

Recognition

Showing slide 1 of 1
Showing slide 1 of 1
Showing slide 1 of 1

press mentions

Showing slide 1 of 1

Article

Potomac is launching a show designed to get RIAs to talk without an insufferable stream of "businesspeak"

Potomac

Jul 18, 2024

Article

A Surplus of Fintechs Focused on Wealth Management Has Financial Advisors Scrambling to Stitch Them Together

Potomac

Nov 11, 2022

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Manish Khatta

Aug 24, 2021

Article

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands

Manish Khatta

Jun 23, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Manish Khatta

Feb 23, 2021

Article

Riskalyze Fintech Report Card: December 2020

Potomac

Jan 21, 2021

Article

Actively managed funds with the biggest gains of 2020

Manish Khatta

Jan 21, 2021

Article

'Rule of law prevailed': Advisers confident after riots at US Capitol

Manish Khatta

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Manish Khatta

Dec 24, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Manish Khatta

Nov 30, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Manish Khatta

Nov 17, 2020

Article

Ellevest's 'for-women, by-women' message gets more literal

Manish Khatta

Sep 17, 2020

Article

Known for His High "Emotional quotient," Jason Lahita Rides Solo, Again

Manish Khatta

Sep 16, 2020

Article

Social media savvy advisers meet in real life at new conference

Manish Khatta

Sep 11, 2020

Article

A Critical, Little-Known Corner of Finance Reawakens

Manish Khatta

Jul 23, 2020

Article

SMArtX raises $4 million to compete as a 'Vestmark'-model firm

Manish Khatta

Mar 20, 2020

Showing slide 1 of 1

Article

Potomac is launching a show designed to get RIAs to talk without an insufferable stream of "businesspeak"

Potomac

Jul 18, 2024

Article

A Surplus of Fintechs Focused on Wealth Management Has Financial Advisors Scrambling to Stitch Them Together

Potomac

Nov 11, 2022

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Manish Khatta

Aug 24, 2021

Article

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands

Manish Khatta

Jun 23, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Manish Khatta

Feb 23, 2021

Article

Riskalyze Fintech Report Card: December 2020

Potomac

Jan 21, 2021

Article

Actively managed funds with the biggest gains of 2020

Manish Khatta

Jan 21, 2021

Article

'Rule of law prevailed': Advisers confident after riots at US Capitol

Manish Khatta

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Manish Khatta

Dec 24, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Manish Khatta

Nov 30, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Manish Khatta

Nov 17, 2020

Article

Ellevest's 'for-women, by-women' message gets more literal

Manish Khatta

Sep 17, 2020

Article

Known for His High "Emotional quotient," Jason Lahita Rides Solo, Again

Manish Khatta

Sep 16, 2020

Article

Social media savvy advisers meet in real life at new conference

Manish Khatta

Sep 11, 2020

Article

A Critical, Little-Known Corner of Finance Reawakens

Manish Khatta

Jul 23, 2020

Article

SMArtX raises $4 million to compete as a 'Vestmark'-model firm

Manish Khatta

Mar 20, 2020

Showing slide 1 of 1

Article

Potomac is launching a show designed to get RIAs to talk without an insufferable stream of "businesspeak"

Potomac

Jul 18, 2024

Article

A Surplus of Fintechs Focused on Wealth Management Has Financial Advisors Scrambling to Stitch Them Together

Potomac

Nov 11, 2022

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Manish Khatta

Aug 24, 2021

Article

After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands

Manish Khatta

Jun 23, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Manish Khatta

Feb 23, 2021

Article

Riskalyze Fintech Report Card: December 2020

Potomac

Jan 21, 2021

Article

Actively managed funds with the biggest gains of 2020

Manish Khatta

Jan 21, 2021

Article

'Rule of law prevailed': Advisers confident after riots at US Capitol

Manish Khatta

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Manish Khatta

Dec 24, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Manish Khatta

Nov 30, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Manish Khatta

Nov 17, 2020

Article

Ellevest's 'for-women, by-women' message gets more literal

Manish Khatta

Sep 17, 2020

Article

Known for His High "Emotional quotient," Jason Lahita Rides Solo, Again

Manish Khatta

Sep 16, 2020

Article

Social media savvy advisers meet in real life at new conference

Manish Khatta

Sep 11, 2020

Article

A Critical, Little-Known Corner of Finance Reawakens

Manish Khatta

Jul 23, 2020

Article

SMArtX raises $4 million to compete as a 'Vestmark'-model firm

Manish Khatta

Mar 20, 2020

INterviews and appearances

Showing slide 1 of 1
A YouTube video thumbnail for a podcast episode titled "CRUSHING SKULLS IN ASSET MANAGEMENT" from the "TALKING WEALTH" channel. The center features a colorful illustration of a smiling, bald man in a blue pinstripe suit sprinting while carrying a football, set against a stylized backdrop of the Washington Monument and the National Mall in Washington, D.C. In the bottom corners, real-life headshots of the two hosts or speakers flank the illustration: a man in a green quarter-zip sweater on the left and a man in a blue suit and tie on the right, both smiling in front of professional podcast microphones. A video duration timestamp of "32:44" is visible in the bottom right corner.

Video

Crushing Skulls in the Asset Management Biz

Manish Khatta

May 15, 2026

A bright promotional graphic with a vibrant orange-to-yellow gradient background, featuring the stylized portraits of three speakers. From left to right, the painted headshots depict Emma Cary (a blonde woman smiling gently), Elliot Dornbusch (a man with short dark hair in a suit jacket), and Manish Khatta (a smiling, bald man with a beard in a blue suit). The main title at the top reads "HOW INSTITUTIONAL ALLOCATORS ARE USING AI TODAY" in bold white text, with the speakers' names printed neatly below their respective portraits.

Video

How Institutional Allocators Are Using AI Today

Manish Khatta

Apr 7, 2026

A professional digital banner with a dark blue background overlaid with a subtle financial candlestick chart pattern. On the right side is a portrait of Dan Russo, a smiling, bald man in a dark pinstripe suit jacket and an open-collared white shirt. The left side displays a teal logo featuring two overlapping speech bubbles above the text "The Derivative." Below the logo, large white text reads "Timing, Triggers & Transparency."

Video

Timing, Triggers & Transparency: Inside Potomac Funds’ Tactical Investing Playbook with Dan Russo

Dan Russo

Jan 29, 2026

A promotional graphic layout with a dark blue background featuring a professional portrait and illustrative elements for a video interview. On the right side, a smiling, bald man in a dark pinstripe suit jacket and an open-collared white shirt looks toward the camera. On the left side, white text reads: "TALK YOUR BOOK: A TACTICAL STRATEGY THAT ACTUALLY WORKS" followed by "Featuring DAN RUSSO | CO-CIO." The top center displays stylized white font branding that reads "ANIMAL SPIRITS." Faintly visible in the dark background are large, sketched outlines of a bull on the left and a bear on the right facing each other.

Podcast

Talk Your Book: A Tactical Strategy That Actually Works

Dan Russo

Dec 22, 2025

A professional video thumbnail layout featuring a close-up profile portrait of Manish Khatta, a bald man with a short beard, who is smiling broadly and looking off-camera toward the right. He is wearing a dark blue windowpane plaid suit jacket over a beige crewneck sweater. The upper-left corner features large, bold white text reading "Bet On Yourself." A thin horizontal line separates this from a smaller caption below reading "Episode 114 with Manish Khatta." The "altruist" company logo is visible in white text in the bottom left corner against a dark, blurry background of indoor foliage.

Video

From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution

Manish Khatta

Dec 14, 2025

A dynamic YouTube podcast thumbnail with a dark blue background featuring a soundwave pattern and blue light rays radiating from the right. On the left side is a portrait of a smiling, bald man with a beard wearing a dark blazer over a white shirt. The center of the graphic features the name "MANISH KHATTA" in large, bold white letters, directly above a blue bar containing the word "POTOMAC." A circular blue microphone icon sits above the name, a red YouTube play button icon is in the upper right, a red "LIKE & SUBSCRIBE" banner is in the bottom left, and the cursive logo for "Rainmaker PODCAST" is in the bottom right corner.

Video

Leading with Transparency and Bazooka Content: Manish Khatta on Scaling Potomac

Manish Khatta

Nov 11, 2025

Article

You Get What You Give: Why Advisors Are Losing the Race for Talent

Manish Khatta

Oct 22, 2021

Article

Why This Asset Manager Wants to Send you cereal

Manish Khatta

May 24, 2021

Article

Why a New TAMP for Small RIAs Has a Months-Long Waitlist

Manish Khatta

Jan 7, 2021

Showing slide 1 of 1
A YouTube video thumbnail for a podcast episode titled "CRUSHING SKULLS IN ASSET MANAGEMENT" from the "TALKING WEALTH" channel. The center features a colorful illustration of a smiling, bald man in a blue pinstripe suit sprinting while carrying a football, set against a stylized backdrop of the Washington Monument and the National Mall in Washington, D.C. In the bottom corners, real-life headshots of the two hosts or speakers flank the illustration: a man in a green quarter-zip sweater on the left and a man in a blue suit and tie on the right, both smiling in front of professional podcast microphones. A video duration timestamp of "32:44" is visible in the bottom right corner.

Video

Crushing Skulls in the Asset Management Biz

Manish Khatta

May 15, 2026

A bright promotional graphic with a vibrant orange-to-yellow gradient background, featuring the stylized portraits of three speakers. From left to right, the painted headshots depict Emma Cary (a blonde woman smiling gently), Elliot Dornbusch (a man with short dark hair in a suit jacket), and Manish Khatta (a smiling, bald man with a beard in a blue suit). The main title at the top reads "HOW INSTITUTIONAL ALLOCATORS ARE USING AI TODAY" in bold white text, with the speakers' names printed neatly below their respective portraits.

Video

How Institutional Allocators Are Using AI Today

Manish Khatta

Apr 7, 2026

A professional digital banner with a dark blue background overlaid with a subtle financial candlestick chart pattern. On the right side is a portrait of Dan Russo, a smiling, bald man in a dark pinstripe suit jacket and an open-collared white shirt. The left side displays a teal logo featuring two overlapping speech bubbles above the text "The Derivative." Below the logo, large white text reads "Timing, Triggers & Transparency."

Video

Timing, Triggers & Transparency: Inside Potomac Funds’ Tactical Investing Playbook with Dan Russo

Dan Russo

Jan 29, 2026

A promotional graphic layout with a dark blue background featuring a professional portrait and illustrative elements for a video interview. On the right side, a smiling, bald man in a dark pinstripe suit jacket and an open-collared white shirt looks toward the camera. On the left side, white text reads: "TALK YOUR BOOK: A TACTICAL STRATEGY THAT ACTUALLY WORKS" followed by "Featuring DAN RUSSO | CO-CIO." The top center displays stylized white font branding that reads "ANIMAL SPIRITS." Faintly visible in the dark background are large, sketched outlines of a bull on the left and a bear on the right facing each other.

Podcast

Talk Your Book: A Tactical Strategy That Actually Works

Dan Russo

Dec 22, 2025

A professional video thumbnail layout featuring a close-up profile portrait of Manish Khatta, a bald man with a short beard, who is smiling broadly and looking off-camera toward the right. He is wearing a dark blue windowpane plaid suit jacket over a beige crewneck sweater. The upper-left corner features large, bold white text reading "Bet On Yourself." A thin horizontal line separates this from a smaller caption below reading "Episode 114 with Manish Khatta." The "altruist" company logo is visible in white text in the bottom left corner against a dark, blurry background of indoor foliage.

Video

From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution

Manish Khatta

Dec 14, 2025

A dynamic YouTube podcast thumbnail with a dark blue background featuring a soundwave pattern and blue light rays radiating from the right. On the left side is a portrait of a smiling, bald man with a beard wearing a dark blazer over a white shirt. The center of the graphic features the name "MANISH KHATTA" in large, bold white letters, directly above a blue bar containing the word "POTOMAC." A circular blue microphone icon sits above the name, a red YouTube play button icon is in the upper right, a red "LIKE & SUBSCRIBE" banner is in the bottom left, and the cursive logo for "Rainmaker PODCAST" is in the bottom right corner.

Video

Leading with Transparency and Bazooka Content: Manish Khatta on Scaling Potomac

Manish Khatta

Nov 11, 2025

Article

You Get What You Give: Why Advisors Are Losing the Race for Talent

Manish Khatta

Oct 22, 2021

Article

Why This Asset Manager Wants to Send you cereal

Manish Khatta

May 24, 2021

Article

Why a New TAMP for Small RIAs Has a Months-Long Waitlist

Manish Khatta

Jan 7, 2021

Showing slide 1 of 1
A YouTube video thumbnail for a podcast episode titled "CRUSHING SKULLS IN ASSET MANAGEMENT" from the "TALKING WEALTH" channel. The center features a colorful illustration of a smiling, bald man in a blue pinstripe suit sprinting while carrying a football, set against a stylized backdrop of the Washington Monument and the National Mall in Washington, D.C. In the bottom corners, real-life headshots of the two hosts or speakers flank the illustration: a man in a green quarter-zip sweater on the left and a man in a blue suit and tie on the right, both smiling in front of professional podcast microphones. A video duration timestamp of "32:44" is visible in the bottom right corner.

Video

Crushing Skulls in the Asset Management Biz

Manish Khatta

May 15, 2026

A bright promotional graphic with a vibrant orange-to-yellow gradient background, featuring the stylized portraits of three speakers. From left to right, the painted headshots depict Emma Cary (a blonde woman smiling gently), Elliot Dornbusch (a man with short dark hair in a suit jacket), and Manish Khatta (a smiling, bald man with a beard in a blue suit). The main title at the top reads "HOW INSTITUTIONAL ALLOCATORS ARE USING AI TODAY" in bold white text, with the speakers' names printed neatly below their respective portraits.

Video

How Institutional Allocators Are Using AI Today

Manish Khatta

Apr 7, 2026

A professional digital banner with a dark blue background overlaid with a subtle financial candlestick chart pattern. On the right side is a portrait of Dan Russo, a smiling, bald man in a dark pinstripe suit jacket and an open-collared white shirt. The left side displays a teal logo featuring two overlapping speech bubbles above the text "The Derivative." Below the logo, large white text reads "Timing, Triggers & Transparency."

Video

Timing, Triggers & Transparency: Inside Potomac Funds’ Tactical Investing Playbook with Dan Russo

Dan Russo

Jan 29, 2026

A promotional graphic layout with a dark blue background featuring a professional portrait and illustrative elements for a video interview. On the right side, a smiling, bald man in a dark pinstripe suit jacket and an open-collared white shirt looks toward the camera. On the left side, white text reads: "TALK YOUR BOOK: A TACTICAL STRATEGY THAT ACTUALLY WORKS" followed by "Featuring DAN RUSSO | CO-CIO." The top center displays stylized white font branding that reads "ANIMAL SPIRITS." Faintly visible in the dark background are large, sketched outlines of a bull on the left and a bear on the right facing each other.

Podcast

Talk Your Book: A Tactical Strategy That Actually Works

Dan Russo

Dec 22, 2025

A professional video thumbnail layout featuring a close-up profile portrait of Manish Khatta, a bald man with a short beard, who is smiling broadly and looking off-camera toward the right. He is wearing a dark blue windowpane plaid suit jacket over a beige crewneck sweater. The upper-left corner features large, bold white text reading "Bet On Yourself." A thin horizontal line separates this from a smaller caption below reading "Episode 114 with Manish Khatta." The "altruist" company logo is visible in white text in the bottom left corner against a dark, blurry background of indoor foliage.

Video

From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution

Manish Khatta

Dec 14, 2025

A dynamic YouTube podcast thumbnail with a dark blue background featuring a soundwave pattern and blue light rays radiating from the right. On the left side is a portrait of a smiling, bald man with a beard wearing a dark blazer over a white shirt. The center of the graphic features the name "MANISH KHATTA" in large, bold white letters, directly above a blue bar containing the word "POTOMAC." A circular blue microphone icon sits above the name, a red YouTube play button icon is in the upper right, a red "LIKE & SUBSCRIBE" banner is in the bottom left, and the cursive logo for "Rainmaker PODCAST" is in the bottom right corner.

Video

Leading with Transparency and Bazooka Content: Manish Khatta on Scaling Potomac

Manish Khatta

Nov 11, 2025

Article

You Get What You Give: Why Advisors Are Losing the Race for Talent

Manish Khatta

Oct 22, 2021

Article

Why This Asset Manager Wants to Send you cereal

Manish Khatta

May 24, 2021

Article

Why a New TAMP for Small RIAs Has a Months-Long Waitlist

Manish Khatta

Jan 7, 2021

READY FOR MORE?

Explore our other content, or subscribe to stay up to date with the latest.

POTOMAC STUDIOS

Research

News

Perspectives

media

POTOMAC STUDIOS

Research

News

Perspectives

media

Opt in (Subscription types)
Opt in (Subscription types)

(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

About

Blog

Events

Careers

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

NEW

SDBA Webinar

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc. All Rights Reserved.

Privacy Policy

(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

About

Blog

Events

Careers

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

NEW

SDBA Webinar

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc.

All Rights Reserved.

Privacy Policy

(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

About

Blog

Events

Careers

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

NEW

SDBA Webinar

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc. All Rights Reserved.

Privacy Policy