26 episodes

The Conquer Risk podcast is hosted by Manish Khatta and Jeff Goodnow, 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 Manish or Jeff there won’t be a lack of things to “talk” about. We hope you enjoy and follow us on this journey. Make sure you subscribe to never miss an update!
Enjoy the show? Please rate and review.
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL

The Conquer Risk Podcast Manish Khatta

    • Investing

The Conquer Risk podcast is hosted by Manish Khatta and Jeff Goodnow, 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 Manish or Jeff there won’t be a lack of things to “talk” about. We hope you enjoy and follow us on this journey. Make sure you subscribe to never miss an update!
Enjoy the show? Please rate and review.
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL

    Share Class Fiasco (S2 E3)

    Share Class Fiasco (S2 E3)

    Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all.
    • Why is the share class concept important to us as an RIA?
    • Why are there so many?
    • Top 4 Share Classes for Reps and Advisors
    • What’s the future look like from our perspective?
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
    Make sure you subscribe to never miss an update.
    Listen on Pippa
    Subscribe in Apple Podcasts
    Subscribe in Google Play
    Learn more about Potomac Fund Management: https://potomacfund.com/
    Read our blog: https://blog.potomacfund.com/
    Disclosure: http://bit.ly/2l3OvaL

    • 21 min
    How to Create a Trading System

    How to Create a Trading System

    As big believers in process and systems, our second episode of season two is dedicated to why every Advisor needs a trading system!
    • Self-awareness – What are the goals?
    • Temperament – Deciding what to trade.
    • Style – Time commitment.
    • Adherence – Sticking with it in all markets.
    • Allocation – Position sizing (and how many).
    • Technology – Finding the right level of sophistication.
    • The Holy Grail – Combining uncorrelated indicators.
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
    Make sure you subscribe to never miss an update.
    Listen on Pippa
    Subscribe in Apple Podcasts
    Subscribe in Google Play
    Learn more about Potomac Fund Management: https://potomacfund.com/
    Read our blog: https://blog.potomacfund.com/
    Disclosure: http://bit.ly/2l3OvaL

    • 20 min
    The Making of an Investment Platform

    The Making of an Investment Platform

    In our season two debut, we begin a series on the next evolution of our business:
    • What lead us here
    • Why now
    • Our thought process
    • What comes next
    • Sharing the journey on the Podcast
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
    Make sure you subscribe to never miss an update.
    Listen on Pippa
    Subscribe in Apple Podcasts
    Subscribe in Google Play
    Learn more about Potomac Fund Management: https://potomacfund.com/
    Read our blog: https://blog.potomacfund.com/
    Disclosure: http://bit.ly/2l3OvaL

    • 26 min
    Firm CPR: How to Find a Good Manager

    Firm CPR: How to Find a Good Manager

    Our twenty-third episode features a recurring conversation we’ve been having recently with Advisors, how to construct a portfolio of managers. We discuss:
    • Meeting expectations
    • Firm structure
    • Communication
    • Program design
    • Returns
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
    Make sure you subscribe to never miss an update.
    Listen on Pippa
    Subscribe in Apple Podcasts
    Subscribe in Google Play
    Learn more about Potomac Fund Management: https://potomacfund.com/
    Read our blog: https://blog.potomacfund.com/
    Disclosure: http://bit.ly/2l3OvaL

    • 20 min
    Gear Up

    Gear Up

    In our twenty-second episode, a follow up to the “Podcast Podcast,” we discuss best-practices for Advisors:
     
    Video and audio gearRecording and editing softwareWhat to avoidPost-production recommendations
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
    Make sure you subscribe to never miss an update.
    Listen on Pippa
    Subscribe in Apple Podcasts
    Subscribe in Google Play
    Learn more about Potomac Fund Management: https://potomacfund.com/
    Read our blog: https://blog.potomacfund.com/
    Disclosure: http://bit.ly/2l3OvaL

    • 30 min
    Why the Media is Not Your Client's Friend

    Why the Media is Not Your Client's Friend

    In our twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor's clients:
    Does the media exist to report the news or generate clicks?Misleading contentClickbaitNon-advisor advice 
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
    Make sure you subscribe to never miss an update.
    Listen on Pippa
    Subscribe in Apple Podcasts
    Subscribe in Google Play
    Learn more about Potomac Fund Management: https://potomacfund.com/
    Read our blog: https://blog.potomacfund.com/
    Disclosure: http://bit.ly/2l3OvaL

    • 21 min

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