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Conquer Risk Podcast
Dan Russo, CMT® Named Co-CIO
Season 7, Ep. 1
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In this episode of the Conquer Risk Podcast, we talk with Potomac CEO and Co-CIO, Manish Khatta and newly promoted Co-CIO Dan Russo, CMT, about the organization’s commitment to putting the right people in the right seats to fuel growth.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomac.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-201-20251114
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6. BondBloxx | Tools to Empower Smart Fixed Income Investors
01:01:33||Season 7, Ep. 6Fixed income is evolving—and the team at BondBloxx is leading that evolution. In this episode of the Conquer Risk Podcast, host Christopher Norton, CMO is joined by Dan Russo, CMT and Co‑CIO at Potomac along with two of BondBloxx’s top leaders: Leland Clemons, Founder & CEO, and Cole Feinberg, Partner. BondBloxx is a rapidly growing fixed income ETF issuer, driven by the mission to modernize fixed income investing by offering more choice and flexibility, like there is in the equity space. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM- 202-20260206
5. Why I Picked Up the Pen?
14:54||Season 7, Ep. 5What makes a CEO stop and decide to share his story with the world, in print? In this episode, we explore the pivotal moment when Potomac’s leader chose to turn years of business growth and leadership lessons into a book. Discover the motivations, doubts, and vision behind this bold step. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures
4. Stacy Havener: The Mindset Behind Building a Business
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Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta
24:21|2025 was a year of explosive growth for Potomac, and with growth came hard-earned lessons. In this candid episode, CEO Manish Khatta shares the successes and failures that shaped his leadership and strategy. From scaling with purpose to building resilience and adaptability, these insights reveal the mindset every business owner needs to thrive. Listen now and discover the strategies that can help you lead smarter, grow faster, and make 2026 your most successful year yet. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures
3. Jason Wenk: Boosting Advisor Efficiency with AI
26:57||Season 7, Ep. 3Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-204-20251209
2. Are Conferences Worth It?
20:43||Season 7, Ep. 2In this episode of the Conquer Risk Podcast, we join Potomac’s senior leadership as they share candid insights on what makes industry events valuable—and what doesn’t. Plus, a sneak peek at Remix 2026 and Potomac University. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-203-20251125
We're Back!
01:52||Season 7, Ep. 0After an extended hiatus, your favorite podcast series from Potomac is back. With new guests, new perspectives, and a new studio(!), we are excited to bring you a new dedicated audio series from our HQ in Bethesda, MD.
83. Who Charted? (E45)
12:35||Season 6, Ep. 83We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:· Technology· Energy· Consumer Staples· NYSE Net New Highs/Lows· US Dollar Index· iShares 20+ Year Treasury Bond ETF (TLT) Total ReturnSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-223-20230810