Conquer Risk Podcast

Potomac is growing in more ways than one. More staff, more services, and now more offices.  In this episode of the Conquer Risk Podcast, Potomac CMO Christopher Norton sits down with COO Will Gray to talk through the office expansion already underway in Bethesda. After moving into the current space less than a year ago, Potomac has already outgrown it, or what Will calls “a good problem to have”. The new space will add roughly 6,104 square feet, with a second kitchen, three dedicated meeting rooms, and additional huddle and collaboration spaces. The conversation moves from the practical side of construction to the more creative parts of the build-out, including design choices, preserving the personality of the current office, the “jewel box” concept, and the dream of a coffee bar. Construction is expected to run through the summer, with an anticipated completion date of October 1. Follow along as Potomac continues its journey from a mostly remote in 2019 to a growing firm building space for what comes next.  Make sure you subscribe to never miss an update.Subscribe in Apple PodcastsSubscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-210-20260602 Hosted on Acast. See acast.com/privacy for more information.

In 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 Hosted on Acast. See acast.com/privacy for more information.

After 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. Hosted on Acast. See acast.com/privacy for more information.

Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management. ·     InvestmentNews fires everyone·     Schwab is curbing remote work·     SmartX goes to Plan B·     An RIA 'gambled' on Goldman Sachs to custody client assets·     Twitter is now X·     Microsoft stock pops on AI subscription for Microsoft 365 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 AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-221-20230801 Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/ We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:·     10-Year Yield·     US Dollar Index·     S&P 500 Technology·     S&P 500 ETF·     S&P 500 Index·     S&P 500 PRSo, 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-221-20230719 Hosted on Acast. See acast.com/privacy for more information.

Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management. ·     InvestmentNews has been sold (again)·     Cetera hiring Mike Durbin as CEO·     Vise launces a “hard reset”·     Schwab/TD merger woes·     RightCaptial confirms secret SoFi deal·     Pershing X unveils new platform, Wove. 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 AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-218-20230614  Hosted on Acast. See acast.com/privacy for more information.

The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management. ·     Eric Clarke Retires·     Three Joe Duran acolytes start “not United Capital 2.0” without him·     Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins·     InvestCloud CEO John Wise and management team ousted·     Riskalyze rebrands as Nitrogen What’s in a name Blog: https://potomacfund.com/whats-in-a-name/ 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 AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-216-20230524  Hosted on Acast. See acast.com/privacy for more information.