Three months can change a lot.
In this quarterly Conquer Risk update, Christopher Norton and Potomac CEO/CIO Manish Khatta sit down at Aventino to talk through what has actually moved since their last update.
Potomac University is filling faster than expected, Remix is getting significantly bigger, and advisor interest in SDBAs is beginning to open doors across the industry.
They also get into the less predictable parts of building a growing firm: refining the EOS process, putting new energy behind the Union TAMP, and preparing to launch a hedge fund that gives Potomac’s investment team more room to operate outside the constraints of traditional products.
It’s a conversation about momentum, changing course when the opportunity demands it, and what happens when ideas that once seemed secondary suddenly move to the center of the business
Learn more about Potomac: https://potomac.com/
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Disclosure: https://potomac.com/disclosures
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