170: Potomac CEO Manish Khatta on Going From $1B to $5B in Three Years | Why Scaling the Team Is Harder Than Scaling the Assets | What Most Fund Managers Get Wrong About Marketing

"The key to business is biting off more than you can chew, then figuring out how to chew it."

Manish Khatta has been running that play for a while now.

Last time he was on the pod, back in 2023, Potomac had just crossed $1B and he was pretty sure they were only getting started.

Three years later? They're past $5B.

And the lessons got a whole lot bigger with it.

Manish is back for a next-chapter conversation about what happens after the growth starts working. When the revenue finally catches up. When hiring gets harder than raising assets. And when the job starts asking you to stop being the operator and actually become the CEO.

In this episode, Manish and Stacy get into:

• Why hiring and stepping into the CEO mindset is infinitely harder than raising assets
• The question Manish asks advisors who say they “can’t grow”
• How firms can actually build relationships and land meetings on social media 
• His new marketing strategy (and why he doesn’t believe in chasing concrete ROI) 
• Why caring what other people think is the biggest roadblock to creating good content
• A pretty wild 2027 announcement Potomac gets to share for the first time 

About Manish Khatta:
Manish Khatta is a quant who has spent his entire career creating and refining technical trading strategies. A lifelong Potomac employee since 2002, he programmed the initial work behind Potomac's mechanical trading systems and now runs the firm as CEO and CIO, where he's known for driving innovation across investments, technology, and brand growth.

He's also a father of four and spends his free time playing tennis and being on the water.

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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus