Potomac just wrapped its 2026 Remix conference, and the team has several updates to share on where the firm is headed.
In this quarterly update episode of the Conquer Risk Podcast, CMO Christopher Norton sits down with CEO Manish Khatta at the close of Remix to talk through what they discussed on stage and what's on the horizon.
Starting with the research team's work exploring a tactical hard asset strategy, then discussing a new tax management initiative that would pair a tactical risk overlay with direct indexing. Manish describes a new small-group consulting program for advisors, built around sharing how Potomac has approached its own marketing and operations.
They also cover the partnership with Jolt to co-host a marketing conference for advisors, and why Potomac decided to build an internal creative agency.
Its an honest look at how Potomac is thinking about its next chapter.
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